Research Reports


DRAM


Mobile DRAM Industry Analysis Report-3Q14

2014/08/29

Semiconductors , DRAM , Consumer Electronics +1

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Global mobile DRAM revenue amounted to US$3.3 billion in the second quarter, accounting for 31% of DRAM industry value, a slight increase over 29% in the first quarter. As DRAM supply is tight worldwide, mobile DRAM prices stabilized in the second quarter. Furthermore, with Chinese smartphone brands on the rise and the spread of 4G networks, mobile DRAM shipments have been strong, pushing industry value to grow by 12% QoQ in the second quarter...

DRAM Industry Analysis Report-3Q14

2014/08/29

Semiconductors , DRAM , Consumer Electronics +2

 PDF

As a result of strong smartphone growth, mobile DRAM has the highest production ratio in the global DRAM industry, edging out commodity DRAM. With less supply, commodity DRAM has become the most profitable product category and contract prices were on the rise in the second quarter. Global DRAM industry value reached US$10.8 billion in the second quarter, a 9% QoQ increase. Looking at profits, of the three major DRAM makers, Samsung had the best performance with an operating margin of 39%, while SK Hynix was close behind with 38%. Inotera, part of the Micron group, had the highest operating margin of all DRAM manufacturers, at 55%. With the oligopoly and tight supply, a decline in DRAM prices would have been difficult. TrendForce forecasts DRAM industry value will reach US$46.8 billion in 2014, a 36% YoY increase...

Specialty DRAM Price Aug. 2014

2014/08/27

Semiconductors , DRAM

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Specialty DRAM prices have remained in an uptrend in August, and showed an...

Server DIMM Price Aug. 2014

2014/08/27

Semiconductors , DRAM , AI Server/HBM/Server

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The average 16GB server DIMM prices grew by a slight...

DRAM Market Oligopoly to Face Challenges as Manufacturers Carry Out Capacity Expansions in 2015

2014/08/26

Semiconductors , DRAM

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An increasing number of DRAM manufacturers are planning to expand their capacity in 4Q14 as a means to handle the market’s continuously...

DRAM Contract Price 1H Aug._2014

2014/08/15

Semiconductors , DRAM

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The contract prices for 1H'August have yet to be announced, according to DRAMeXchange, the memory and storage research division of TrendForce...

DRAM Prices to Undergo Continuous Reduction Due to Weakening End Demand and Increased Supplies

2014/08/14

Semiconductors , DRAM

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Prices for DRAM components grew steadily started in the beginning of second quarter due to the absence of capacity expansions in the industry, the growing obstacles faced by suppliers transitioning towards 2xnm manufacturing technology, and the anticipation towards the impending peak quarters...

2Q14 Mobile DRAM Revenue Ranking Shifts, SK Hynix Retakes Second with 35% Growth

2014/08/08

Semiconductors , DRAM

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According to DRAMeXchange, a division of global research firm TrendForce, global mobile DRAM revenue amounted to US$3.3 billion in the second quarter, accounting for 31% of DRAM industry value, a slight increase over 29% in the first quarter...

Scale of 2Q14 DRAM Industry Value Expands, Growth Reaches 9%

2014/08/08

Semiconductors , DRAM

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Mobile DRAM has become the highest volume DRAM product in the industry due to the strong growth in smartphone shipments, according to DRAMeXchange, the memory and storage research division of TrendForce...

DRAM Contract Price 2H July_2014

2014/07/31

Semiconductors , DRAM

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The majority of the contract prices for the third quarter has been settled in 2H'July, according to DRAMeXchange, the memory and storage research division of TrendForce...

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