Research Reports

Mobile DRAM Industry Analysis－4Q15

2015/11/27

DRAM , Smartphones

 PDF

As mobile DRAM was more resistant to price decline than other memory products and bit supply continues to rise, mobile memory accounted for 40% of total DRAM revenue in the third quarter, up from 33.7% the previous quarter...

NAND Flash Industry Analysis－4Q15

2015/11/27

NAND Flash , Notebook Computers , Smartphones , Tablets +1

 PDF

As the result of unusually weak demand in the peak sales season, NAND flash market oversupply continued in the third quarter. SSD and eMMC prices fell by 10% QoQ, while average chip contract price decreased by 6-7% QoQ, a larger decline than in the second quarter...

S6.Quarterly Long Term Shipment Forecast 4Q15

2015/11/20

LCD , OLED , Notebook Computers , TVs , Smartphones , Tablets , Monitors / AIO +4

 EXCEL

Quarterly Smartphone Market Status Update_3Q'15

2015/11/12

LCD , OLED , Panel Industry , Display Technologies , Smartphones +2

 PDF

Quarterly Smartphone Panel Shipment Tracker_4Q15

2015/11/10

Panel Industry , Display Supply Chain , Smartphones

 ZIP

Touch Module Cost Breakdown_Q415

2015/11/04

Upstream Components , Notebook Computers , Smartphones , Tablets +1

 ZIP

Mobile DRAM Industry Analysis－3Q15

2015/08/28

DRAM , Smartphones

 PDF

As mobile DRAM is less affected by price decline than other types of memory, total revenue reached US$3.851 billion in the second quarter, a 7.7% QoQ increase. Mobile DRAM revenue accounted for 33.7% of total DRAM sales, up from 30% in the first quarter. Bit supply in the second quarter came mostly from Korean manufacturer Samsung, whose Galaxy S6 and S6 Edge hit shelves in the second quarter...

NAND Flash Industry Analysis－3Q15

2015/08/28

NAND Flash , Notebook Computers , Smartphones , Tablets +1

 PDF

As the debt crisis in Greece continues to affect recovery of the euro and weak financial markets influence demand in China, NAND flash demand was softer than expected in the second quarter. Contract chips, eMMC, and client SSD all showed declining price trends as the NAND flash market remained in oversupply in the second quarter...

Analysis and Forecast of China’s 4G Market Development

2015/08/24

Smartphones

 PDF

Since the second half of 2013, China has been accelerating the development of its 4G market. In addition to building base stations and other network infrastructure, the government has enlisted aggressive solutions suppliers like Marvell and Qualcomm to help bring the supply chain into the 4G generation...

Spreadtrum Product Mix and Market Analysis – 2H15

2015/08/20

Smartphones

 PDF

Spreadtrum is China’s largest supplier of smartphone application processors (APUs) and the first vendor to sell discrete APUs. In 2014, Spreadtrum’s sales went from black to red because the manufacturer was focusing on TD-SCDMA products – unable to react quickly enough to China’s smartphone subsidy reversal, Spreadtrum’s shipments cooled rapidly. Boosted by WCDMA shipments as well as orders from international manufacturers like Samsung, the APU maker’s sales warmed again but were significantly weaker than in the previous year...