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The fire at SK Hynix’s Wuxi fab had a significant impact on the NAND flash market in the third quarter, and will continue to do so in the fourth quarter. Some memory suppliers reallocated NAND flash capacity to DRAM in the wake of the fire, and the reduced output helped stabilize the NAND flash price trend in September and eased oversupply in the fourth quarter. However, the demand outlook is conservative, TrendForce expects short-term NAND flash industry growth will be limited...
According to DRAMeXchange, a division of global research firm TrendForce, as a result of the fire at SK Hynix’s Wuxi fab, the mobile DRAM price downtrend eased. Mobile memory revenue reached US$3.3 billion in 3Q, a 14% QoQ increase. Mobile DRAM accounted for more than 30% of total DRAM revenue and will continue to rise as mobile shipments increase...
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...
In the second quarter, NAND flash bit output only increased 8.4% QoQ since suppliers did not expand capacity. Furthermore, as manufacturers reduced supply to channel clients to help stabilize the market, smartphone and tablet shipments were as expcted. With healthy supply and demand, second-quarter NAND flash contract price was roughly the same as the previous quarter...
As smartphone shipments increased 7% in the second quarter and commodity DRAM prices rose, mobile memory prices climbed as well. Mobile DRAM revenue amounted to nearly US$3.0 billion, an 11% QoQ increase, 34% of global DRAM revenue...
DRAM contract price increased by 16% in the second quarter, with DDR3 4GB price hitting US$27.50. Although PC shipments are traditionally weak in the second quarter, PC OEMs’ DRAM inventory levels were insufficient in the second quarter and they expected prices to rise in the third quarter. Furthermore, as first-tier DRAM makers like Samsung and SK Hynix are increasing mobile memory production and decreasing commodity DRAM output, second-quarter prices rose. However, as PC shipment outlook is weak for the second half of the year, DRAM contract price growth slowed at the end of the second quarter, creating uncertainty towards third-quarter figures. Furthermore, as PC OEMs’ inventory levels are climbing, TrendForce expects contract price to stay flat or even decrease in the second half of the year...
Samsung’s and Apple’s Smartphone Spotlight Fades as Shipment of China Brand Smartphones Increase...
Samsung’s and Apple’s Smartphone Spotlight Fades as Shipment of China Brand Smartphones Increase
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