Research Reports

Global NAND Flash Industry Analysis and Outlook-4Q11

2011/11/11

NAND Flash , Notebook Computers , Smartphones , Tablets

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Negatively impacted by the uncertainty of global economic recovery, many suppliers are relatively conservative towards the 1H12 market. Thus, 1H12 bit output growth will depend mainly on process technology migration in order to strengthen cost competitiveness. New 300mm wafer capacity will be not added until 2H12, depending on the status of the market at the time, in order to close the gap between NAND flash supply and demand and reduce the impact of price decline on profitability...

Global NAND Flash Industry Analysis and Outlook-3Q11

2011/08/17

NAND Flash , Notebook Computers , Smartphones , Tablets

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Negatively affected by worldwide economic factors, shipment performance for system products such as smartphones and tablet PCs was not as expected in 2Q11...

Global DRAM Industry Analysis and Outlook-3Q11

2011/08/17

DRAM , Notebook Computers , Smartphones , Tablets

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According to DRAMeXchange, a research division of TrendForce, total revenue for the global DRAM industry in 2Q11 was approximately US$8.1 billion. Although DRAM ASP (average selling price) increased slightly due to expectations of supply disruption from the Japan earthquake, ProMOS’s decrease in wafer start volume and Powerchip’s increase of non-DRAM products caused overall revenue to decrease slightly, 1.9% from 1Q11...

Global NAND Flash Industry Analysis and Outlook-2Q11

2011/05/16

NAND Flash , Notebook Computers , Smartphones , Tablets

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DRAMeXchange expects that the supply bit growth of NAND Flash suppliers in 2011 will be mainly driven by the upgrade of manufacturing process, and 300mm wafer capacity will be increased according to the market demand in order to maintain the balance of NAND Flash market and alleviate the impact of price decline...

Global DRAM Industry Analysis and Outlook-2Q11

2011/05/16

DRAM , Notebook Computers , Smartphones , Tablets

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According to DRAMeXchange, a research department of Trendforce, despite 30% contract price drop, 1Q11 worldwide DRAM revenue merely declined 4% to US$8.3bn from US$8.6bn due to the 15% output increase...

Global DRAM Industry Analysis and Outlook-1Q11

2011/02/15

DRAM , Notebook Computers , Smartphones , Tablets

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According to DRAMeXchange, the research division of Trendforce, despite of 16% QoQ DRAM output increase in 4Q10, DRAM industry revenue still decreased 20% to US$8.64bn from US$10.78bn with the 40% 4Q10 DRAM contract price decline...

Global NAND Flash Industry Analysis and Outlook-1Q11

2011/02/14

NAND Flash , Notebook Computers , Smartphones , Tablets

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DRAMeXchange expects NAND Flash supply bit growth in 2011 still to be mainly relied on node technology migration, and suppliers will depend on the real market demand to commence the new 300mm wafer capacity expansion for the purpose of maintaining more balanced market and easing the impact from price erosion to the profitability...