Supply & Demand

2018 LED Market Demand and Supply Analysis- 4Q17

Demand Market- Backlight, Lighting, Automotive, Digital Display, UV LED, Micro LED / Mini LED Supply Market- MOCVD, Chip Market, LED Industry Sufficiency Analysis

Monthly Panel Supplier Utilization Operation Tracker Nov_17

Global TFT_LCD Panel Shipment Tracker_Oct 2017

4Q17 Mobile DRAM Sales Growth May Outperform Q3’s 4.3% as Prices Surge

Thanks to the gradual recovery of the smartphone market and the advent of busy season...

3Q17 Branded NAND Flash Sales Up 14.3% on Tight Supplies

Due to busy season, strong smartphone and SSD (server, and datacenter) demands...

3Q17 Server DRAM Revenues Up 25.2% on Datacenter Demand

Bolstered by higher ASP (average selling price), sales of the three major DRAM suppliers...

Average DRAM Price Up Near 10%; Q3 Revenue Growth Reaches 16.2%, a New High

Thanks to busy-season effect and limited supply growth, average contract price of DRAM...

[Update]Specialty DRAM Price Oct. 2017

In line with the contract-price hikes of PC DRAM and server DRAM...

NAND Flash Contract Price 2H Oct. 2017

With supply remaining tight, SLC NAND flash prices...

Server DIMM Price Oct. 2017

With the advent of Q4, demands for server DRAM on the market have persisted...

Samsung Could Increase Competition in DRAM Market Next Year by Expanding Its Production Capacity; Supply May Not Remain Tight for Long

During the recent two years, limited increase in production capacity and challenges related to technology migration have slowed down the growth of DRAM supply...

DRAM Contract Price 2H Oct. 2017

With Q4 contract prices for PC-OEMs having settled successively, average contract price for first-tier plants has...

Enterprise SSD Contract Price 4Q17

Despite steady demands for enterprises SSD from servers/datacenters, Q4 contract prices of enterprise SSD...

PC-Client OEM SSD Contract Price 4Q17

4Q17 average contract price of mainstream density PC-client OEM SSD, either for MLC-SSD or TLC-SSD...

Monthly Monitor Panel Supply Chain Tracker_Sep'17