2013 PC DRAM global module market revenues arrived at US$ 7.3 billion, a 32% YoY increase from 2012’s $US 5.5 billion, according to DRAMeXchange, the memory and storage research division of TrendForce. The main factors leading to the revenue growth included price increases for PC DRAM, increased spot market demand, and the rising proportion of contract market transactions.
PV manufacturers are still conservative about market demand even though the result of the US-China anti-dumping preliminary verdict will be announced soon. These circumstances have led to weak demand in July and slow stock clearance have led to high inventory levels within the overall supply chain. Recent market prices have also substantially declined and certain quotations even decreased below manufacturers’ breakeven point, which in turn led to lowest OEM prices in recent times, according to EnergyTrend, a subsidiary of Taiwan-based market intelligence firm TrendForce.