Research Reports

Mobile DRAM Industry Analysis Report-3Q14

2014/08/29

DRAM , Smartphones

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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

NAND Flash , Notebook Computers , Smartphones , Tablets

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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

DRAM , Smartphones

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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

NAND Flash , Notebook Computers , Smartphones , Tablets

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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

Smartphones

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

Mobile DRAM Prices May Rise as Smartphone Peak Season Approaches

2014/04/08

DRAM , Smartphones

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The worldwide shipments and hardware specs of smartphones are expected to improve dramatically as the peak smartphone sales season approaches and China’s TD-LTE market expands, according to DRAMeXchange, a research division of TrendForce...