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Notebook Computers


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Ultrabook Concept to Spur PC Upgrades in 2H12, May Spark Next Corporate Refresh

2012/03/20

DRAM , Notebook Computers

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In June 2011, Intel’s Executive Vice President Sean Maloney introduced the chipmaker’s new Ultrabook concept at the annual Computex tradeshow in Taipei, revealing the chipmaker’s future plans for notebook product design. Intel asserted that Ultrabooks would bring about a new user experience with features such as “Always On, Always Connected” (AOAC), thin and light form factor, over 10 hours of battery life, ample performance, etc...

Global NAND Flash Industry Analysis and Outlook-1Q12

2012/02/22

NAND Flash , Notebook Computers , Smartphones , Tablets

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Due to uncertainties concerning global economic recovery, many NAND Flash suppliers are conservative towards the 1H12 market. Therefore, to strengthen cost competitiveness, 1H12 bit growth will mainly be focused on process technology migration in order to help reduce oversupply and ease the impact of price decreases on profitability. Beginning in 2H12, 300mm wafer capacity will be added according to market demand. Mainstream process technology will advance from the 2xnm class in 2H11 to the 2ynm class in 2H12. TrendForce forecasts global NAND Flash bit supply volume will grow by 70.6% YoY, from 9,181 M 16Gb equiv. in 2011 to 15,663 M 16Gb equiv...

Global DRAM Industry Analysis and Outlook-1Q12

2012/02/22

DRAM , Notebook Computers , Smartphones , Tablets

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 Samsung’s mobile DRAM market share was 54%, helping Korean makers take nearly 75% of the global market. Due to the rising popularity of smartphones and tablet PCs, first-tier DRAM makers increased their mobile DRAM output ratios. With continuously strong mobile DRAM shipments, Samsung was the sole semiconductor manufacturer to remain profitable in 4Q11. As for mobile DRAM price, 4Q11 saw a 10% QoQ decrease, with LPDDR2 8Gb ASP at approximately US$17.4. As 1Q12 coincides with the traditional weak shipment season, mobile DRAM price will continue on the downtrend and is expected to decrease by 15-20%...

Global DRAM Industry Analysis and Outlook-4Q11

2011/11/11

DRAM , Notebook Computers , Smartphones , Tablets

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The global DRAM industry’s total revenue for 3Q was approximately US$6.566 billion. Due to weak economies worldwide and a severe oversupply situation, DDR3 4GB average contract price fell from US$31 to US$19.5, a decrease of nearly 37%. DRAM makers’ total revenue decreased significantly, by 19.4% QoQ. Besides Samsung Semiconductors, all other DRAM manufacturers reported losses for 3Q. Additionally, DRAM makers actively transitioned to the 30nm-node process and the production of DDR3 4Gb chips. The sufficiency ratio for 1H12 will still be over 15%, which will stimulate capacity cuts or even mergers in the DRAM industry...