Research Reports

Mobile DRAM Industry Analysis Report-2Q15

2015/05/29

DRAM , Smartphones

PDF

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

NAND Flash , Notebook Computers , Smartphones , Tablets

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...

Mobile DRAM Industry Analysis Report-1Q15

2015/03/05

DRAM , Smartphones

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

NAND Flash , Notebook Computers , Smartphones , Tablets

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

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

NAND Flash , Notebook Computers , Smartphones , Tablets

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...