Research Reports


Smartphones


Mobile DRAM Industry Analysis Report-1Q15

2015/03/05

Semiconductors , DRAM , Consumer Electronics +1

 PDF

Worldwide mobile DRAM revenue amounted to US$3.607 billion in the fourth quarter of 2014, representing 27.8% of DRAM industry value and a 4.2% QoQ increase. In 2014, mobile DRAM shipments accounted for nearly 40% of all DRAM shipments, more than ever before. Although mobile memory average selling price fell by 5% in the fourth quarter, benefitting from sustained smartphone demand growth – from the iPhone 6 and 6 Plus in particular – bit shipment volume is increasing, and global mobile DRAM revenue continues to rise...

NAND Flash Industry Analysis Report-1Q15

2015/03/05

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

Looking at in the fourth quarter of 2014, OEM mobile device shipments peaked due to seasonality – the iPhone 6 and 6 Plus in particular – contributing to balanced supply and demand for the NAND Flash market. NAND Flash suppliers experienced steady revenue growth, and operating margins were on par with third quarter figures...

2015 Chinese Smartphone Market Outlook

2015/02/05

Consumer Electronics , Smartphones

 PDF

Chinese smartphone makers broke records in 2014, with yearly shipment volume
amounting to 453 million units, a 54.8% YoY increase...

NAND Flash Industry Analysis Report-4Q14

2014/11/28

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

Reviewing the NAND flash market in the third quarter, strong demand from Apple's iPhone 6 and iPhone 6 Plus helped balance out excess NAND flash supply and resulted in a 5-6% QoQ increase in average NAND flash contract price. NAND flash suppliers' operating margins were generally better than in the second quarter...

Mobile DRAM Industry Analysis Report-4Q14

2014/11/28

Semiconductors , DRAM , Consumer Electronics +1

 PDF

Worldwide mobile DRAM revenue increased by 6.0% QoQ to US$3.46 billion in the third quarter, representing 29% of DRAM industry value. As global DRAM supply remains tight, despite a slight decline in mobile memory prices, due to increased bit output, industry value still rose in the third quarter...

Mobile DRAM Industry Analysis Report-3Q14

2014/08/29

Semiconductors , DRAM , Consumer Electronics +1

 PDF

Global mobile DRAM revenue amounted to US$3.3 billion in the second quarter, accounting for 31% of DRAM industry value, a slight increase over 29% in the first quarter. As DRAM supply is tight worldwide, mobile DRAM prices stabilized in the second quarter. Furthermore, with Chinese smartphone brands on the rise and the spread of 4G networks, mobile DRAM shipments have been strong, pushing industry value to grow by 12% QoQ in the second quarter...

NAND Flash Industry Analysis Report-3Q14

2014/08/29

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

Reviewing the NAND flash market in the second quarter, although OEMs began restocking in June, NAND flash supply exceeded demand in April and May. As a result, average NAND flash selling price fell by 5-10% QoQ in the second quarter, and suppliers saw a decrease in revenue and operating margins...

Mobile DRAM Industry Analysis Report-2Q14

2014/06/09

Semiconductors , DRAM , Consumer Electronics +1

 PDF

Mobile DRAM revenue amounted to US$2.915 billion in the first quarter of 2014, accounting for 29.3% of the global DRAM industry but representing a 34.3% QoQ drop. The decline in mobile DRAM average selling price has slowed, only falling 5% in the first quarter. Mobile DRAM industry value shrank in the first quarter as the recovery of production capacity at SK Hynix’s Wuxi fab mainly benefitted commodity DRAM...

NAND Flash Industry Analysis Report-2Q14

2014/06/06

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

In review of the NAND flash market in the first quarter, although output only increased by 6.1% QoQ, weak demand due to seasonality resulted in market oversupply. Average NAND flash contract price fell by 18-20% QoQ, while NAND flash suppliers’ revenue and operating margins also decreased compared to the fourth quarter of 2013...

1Q14 Smartphone Shipments Exceed Expectations; Peak Quarter Expected to Boost Supply Momentum

2014/04/15

Consumer Electronics , Smartphones

 PDF

Global smartphone shipments showed better than expected growth in 1Q14, rising...

Get in touch with us