The quarterly report covers movements of the panel upstream component industry, including component price trend, product development trend, panel techology development trend, and panel cost analysis.
1Q26 Mobile DRAM contract prices were fully finalized in mid-March, with the QoQ increase being the most moderate among all applications. However, to maintain a profitability balance across different...
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
The 1Q26 DRAM price rally is led by Server and PC applications, while a compensatory price increase for smartphone LPDRAM cannot be ruled out for 2Q26. With conservative NAND Flash capacity expansion...
Driven by AI adoption and Nvidia's new architecture, Enterprise SSD demand is skyrocketing. With suppliers prioritizing DRAM, NAND capacity remains constrained, pushing contract prices to record highs...
The industry enters a 2026 Super Cycle driven by DRAM and Enterprise SSDs. Despite a slowdown in consumer electronics, AI remains the primary growth engine. Low inventory levels and the transition to...
While most smartphone brands have not yet officially initiated price negotiations for 1Q26 mobile DRAM, market signals indicate that the upward trend will persist this quarter, with momentum exceeding...
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As...
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
Driven by robust demand for AI servers and high-performance computing, the memory market has entered a super-cycle of price hikes starting from 2H25. Escalating memory costs are forcing brands to rais...
The upward trend in memory prices persists into 1Q26, with no clear signals of a cessation appearing so far for the year. Amidst this super-cycle of price hikes, although smartphone brands have strugg...
Since the second half of 2025, the smartphone market has been trapped in a closed cycle: tight memory supply and skyrocketing costs have forced up end-device prices, subsequently weakening demand. To...
Starting in 3Q25, memory prices are expected to experience a significant surge, with this upward trend projected to persist through at least 1Q26. This rally is substantially inflating Bill of Materia...
