Research Reports

Mobile DRAM Industry Analysis Report-2Q14

2014/06/09

DRAM , Smartphones

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

NAND Flash , Notebook Computers , Smartphones , Tablets

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

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

PDF

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...

NAND Flash Industry Analysis Report-1Q14

2014/03/06

NAND Flash , Notebook Computers , Smartphones , Tablets

PDF

Although the SK Hynix fire affected NAND flash capacity, as memory makers were overly optimistic towards demand in the fourth quarter, supply exceeded demand and average NAND flash contract price fell by 13-14% QoQ. NAND flash suppliers’ revenue and operating margins fell in the fourth quarter...

Mobile DRAM Industry Analysis Report-1Q14

2014/03/06

DRAM , Smartphones

PDF

According to DRAMeXchange, a division of global research firm TrendForce, the mobile memory industry’s worldwide revenue reached US$3.039 billion in the fourth quarter of 2013, bringing the yearly total to US$11.826 billion, representing 34.3% of DRAM industry value...

4Q13 Smartphone Shipment Report

2014/01/13

Smartphones

PDF

2013 smartphone shipments reached...

Global DRAM Industry Analysis and Outlook-4Q13

2013/11/29

DRAM , Notebook Computers , Smartphones , Tablets

PDF

According to DRAMeXchange, a division of global research firm TrendForce, initial DRAM price trend projections for the second half of 2013 were gloomy, but the September fire at SK Hynix’s Wuxi fab temporarily resulted in severe supply shortage. Spot prices increased by 40% with DDR3 2Gb hitting US$2, while contract price reached a high of US$34. However, as SK Hynix and Samsung both increased production in the wake of the fire, the price uptrend that resulted from the incident has already been suppressed, and the contract price trend is expected to stay flat or decrease slightly in the fourth quarter...