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NAND Flash Industry Analysis-2Q16

2016/06/24

Semiconductors , NAND Flash , Consumer Electronics +3

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Impacted by the effect of the slow season, the NAND Flash memory chip market was characterized largely by supply exceeding demand during the first quarter. In the first quarter, Enterprise-SSD contract prices fell below 10% on a quarterly basis...

DRAM Industry Analysis-1Q16

2016/02/25

Semiconductors , DRAM , Consumer Electronics +2

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As DRAM average selling price continues to decline and the market remains in oversupply, DRAM industdry value experienced a 9.1% QoQ decrease in the fourth quarter, falling to US$10.27 billion...

NAND Flash Industry Analysis-1Q16

2016/02/25

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

Affected by unfavorable macroeconomic conditions worldwide, the NAND flash market remained in oversupply in the fourth quarter of 2015. eMMC and client SSD prices fell by 10-12% QoQ...

NAND Flash Industry Analysis-4Q15

2015/11/27

Semiconductors , NAND Flash , Consumer Electronics +3

 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...

DRAM Industry Analysis-4Q15

2015/11/27

Semiconductors , DRAM , Consumer Electronics +2

 PDF

Average selling price for DRAM continues to decline due to market oversupply. However, manufacturers are strategically reallocating production capacity from commodity DRAM...

NAND Flash Industry Analysis-3Q15

2015/08/28

Semiconductors , NAND Flash , Consumer Electronics +3

 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...

DRAM Industry Analysis-3Q15

2015/08/28

Semiconductors , DRAM , Consumer Electronics +2

 PDF

Despite bit supply growth, DRAM industry value fell by 4.8% QoQ to US$11.4 billion in the second quarter due to an approximately 10% QoQ decline in average contract price. DRAM oversupply continued as the notebook and smartphone markets remained soft in the second quarter, with shipments of the former dropping by 2.9% QoQ and the latter only increasing by 1.2% QoQ...

DRAM Industry Analysis Report-2Q15

2015/05/29

Semiconductors , DRAM , Consumer Electronics +2

 PDF

As a result of an 11% decrease in average DRAM contract price worldwide in addition to notebook and smartphone market seasonality, global DRAM industry value fell by 7.5% QoQ in the first quarter to US$12 billion. As top-tier memory makers advance to 20nm and 25nm process technology, bit output is on the rise. Furthermore, DRAM sales reached a recent high in the fourth quarter of 2014, but once peak demand subsided increased production and high inventory levels pressured manufacturers to lower prices. Some manufacturers began adjusting their product mix in the first quarter, hoping to achieve price equilibrium...

NAND Flash Industry Analysis Report-2Q15

2015/05/29

Semiconductors , NAND Flash , Consumer Electronics +3

 PDF

Seasonality resulted in NAND flash oversupply in the first quarter, bringing average chip price down by nearly 10%. NAND flash vendors’ revenues decreased compared to the fourth quarter. TrendForce slight oversupply to continue in the first half of the second quarter, but as new smartphones hit the market beginning in late May and SSD demand picks up, NAND flash market supply and demand should be balanced in the second half of the year...

DRAM Industry Analysis Report-1Q15

2015/03/05

Semiconductors , DRAM , Consumer Electronics +2

 PDF

The global DRAM market did not adhere to seasonal patterns in the fourth quarter – not only did notebook shipments not show the usual decline, but 47 million units were shipped, representing a slight increase for the quarter. Although contract prices had been decreasing since November, average contract price for the fourth quarter was higher than the previous quarter. Furthermore, top-tier DRAM makers are migrating to the 20nm and 25nm processes and the additional output resulted in an 8.0% QoQ revenue increase to US$13.0 billion, setting a new record for the highest revenue in a single quarter...