Research Reports


Smartphones


Mobile DRAM Industry Analysis-1Q16

2016/02/25

Semiconductors , DRAM , Consumer Electronics +1

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Mobile DRAM revenue slowed in the first quarter of 2016. As the second half of the year is traditionally strong for smartphone shipments, mobile DRAM industry value fell by a mere 1% in the fourth quarter...

NAND Flash Industry Analysis-1Q16

2016/02/25

Semiconductors , NAND Flash , Consumer Electronics +3

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Affected by unfavorable macroeconomic conditions worldwide, the NAND flash market remained in oversupply in the fourth quarter of 2015. eMMC and client SSD prices fell by 10-12% QoQ...

Mobile DRAM Industry Analysis-4Q15

2015/11/27

Semiconductors , DRAM , Consumer Electronics +1

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As mobile DRAM was more resistant to price decline than other memory products and bit supply continues to rise, mobile memory accounted for 40% of total DRAM revenue in the third quarter, up from 33.7% the previous quarter...

NAND Flash Industry Analysis-4Q15

2015/11/27

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

As the result of unusually weak demand in the peak sales season, NAND flash market oversupply continued in the third quarter. SSD and eMMC prices fell by 10% QoQ, while average chip contract price decreased by 6-7% QoQ, a larger decline than in the second quarter...

Mobile DRAM Industry Analysis-3Q15

2015/08/28

Semiconductors , DRAM , Consumer Electronics +1

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As mobile DRAM is less affected by price decline than other types of memory, total revenue reached US$3.851 billion in the second quarter, a 7.7% QoQ increase. Mobile DRAM revenue accounted for 33.7% of total DRAM sales, up from 30% in the first quarter. Bit supply in the second quarter came mostly from Korean manufacturer Samsung, whose Galaxy S6 and S6 Edge hit shelves in the second quarter...

NAND Flash Industry Analysis-3Q15

2015/08/28

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

As the debt crisis in Greece continues to affect recovery of the euro and weak financial markets influence demand in China, NAND flash demand was softer than expected in the second quarter. Contract chips, eMMC, and client SSD all showed declining price trends as the NAND flash market remained in oversupply in the second quarter...

Analysis and Forecast of China’s 4G Market Development

2015/08/24

Consumer Electronics , Smartphones

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Since the second half of 2013, China has been accelerating the development of its 4G market. In addition to building base stations and other network infrastructure, the government has enlisted aggressive solutions suppliers like Marvell and Qualcomm to help bring the supply chain into the 4G generation...

Spreadtrum Product Mix and Market Analysis – 2H15

2015/08/20

Consumer Electronics , Smartphones

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Spreadtrum is China’s largest supplier of smartphone application processors (APUs) and the first vendor to sell discrete APUs. In 2014, Spreadtrum’s sales went from black to red because the manufacturer was focusing on TD-SCDMA products – unable to react quickly enough to China’s smartphone subsidy reversal, Spreadtrum’s shipments cooled rapidly. Boosted by WCDMA shipments as well as orders from international manufacturers like Samsung, the APU maker’s sales warmed again but were significantly weaker than in the previous year...

Mobile DRAM Industry Analysis Report-2Q15

2015/05/29

Semiconductors , DRAM , Consumer Electronics +1

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Worldwide mobile DRAM revenue reached US$3.576 billion in the first quarter, a decline of less than 1% QoQ. Mobile memory sales accounted for 29.8% of total DRAM industry revenue. In the first quarter of 2015, mobile DRAM shipments increased by 8.2% QoQ, boosted by added 23nm production from Samsung. Furthermore, as average selling prices for mobile DRAM have been relatively steady, global mobile DRAM revenue will only continue to grow...

NAND Flash Industry Analysis Report-2Q15

2015/05/29

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

Seasonality resulted in NAND flash oversupply in the first quarter, bringing average chip price down by nearly 10%. NAND flash vendors’ revenues decreased compared to the fourth quarter. TrendForce slight oversupply to continue in the first half of the second quarter, but as new smartphones hit the market beginning in late May and SSD demand picks up, NAND flash market supply and demand should be balanced in the second half of the year...

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