Entering 2017, the global DRAM market continues to witness demand outpacing supply. The latest research by DRAMeXchange, a division of TrendForce, projects that contract prices of server DRAM modules will increase by almost 40% sequentially on average this first quarter. The contract market for server DRAM modules is expected to see another sequential price hike of 10% in the second quarter. By that time, the global average sales price (ASP) of DDR4 16GB server DRAM may reach the threshold of US$130.
Smartphone shipments remained strong in the final quarter of 2016. The market withdrawal of Samsung flagship Galaxy Note 7 turned consumer demand towards devices from other brands such as Apple, Huawei and LG. Thus, prices of mobile DRAM continued to surge during the period on account of the worsening undersupply situation. The latest research from DRAMeXchange, a division of TrendForce, finds that the global mobile DRAM revenue for the fourth quarter increased by about 20% sequentially to reach around US$5.51 billion.
Market research firm TrendForce reports annual tablet shipments worldwide posted a decline for 2016, dropping 6.6% to 157.4 million units. However, total shipments from branded tablet vendors surpassed expectations because of the robust year-end holiday sales.