Research Reports

Global TFT_LCD Panel Shipment Tracker_Feb 2015

2015/03/18

LCD , Panel Industry , Display Supply Chain +4

ZIP

Touch Module and Tablet PC Market Update_Q115

2015/03/10

LCD , Notebook Computers , Tablets +1

PDF

DRAM Industry Analysis Report－1Q15

2015/03/05

DRAM , Notebook Computers , Tablets

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...

NAND Flash Industry Analysis Report－1Q15

2015/03/05

NAND Flash , Notebook Computers , Smartphones +1

PDF

Looking at in the fourth quarter of 2014, OEM mobile device shipments peaked due to seasonality – the iPhone 6 and 6 Plus in particular – contributing to balanced supply and demand for the NAND Flash market. NAND Flash suppliers experienced steady revenue growth, and operating margins were on par with third quarter figures...