Research Reports

Six Upcoming Trends in the DRAM and NAND Flash Industries

2012/03/06

DRAM , NAND Flash

 PDF

According to DRAMeXchange, a research division of TrendForce, due to the rise of mobile devices such as smartphones and tablet PCs, PC DRAM (commodity DRAM) is facing an intense challenge on both the supply and demand end. On the demand side, tablet cannibalization has weakened consumer PC demand and market growth, in turn affecting PC DRAM demand...

DRAM Contract Price 2H Feb_2012

2012/02/23

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, the contract price trend...

Global DRAM Industry Analysis and Outlook-1Q12

2012/02/22

DRAM , Notebook Computers , Smartphones , Tablets +1

 PDF

 Samsung’s mobile DRAM market share was 54%, helping Korean makers take nearly 75% of the global market. Due to the rising popularity of smartphones and tablet PCs, first-tier DRAM makers increased their mobile DRAM output ratios. With continuously strong mobile DRAM shipments, Samsung was the sole semiconductor manufacturer to remain profitable in 4Q11. As for mobile DRAM price, 4Q11 saw a 10% QoQ decrease, with LPDDR2 8Gb ASP at approximately US$17.4. As 1Q12 coincides with the traditional weak shipment season, mobile DRAM price will continue on the downtrend and is expected to decrease by 15-20%...

DRAM Contract Price 1H Feb_2012

2012/02/14

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, although 2GB DRAM contract price...

DRAM Contract Price 2H Jan_2012

2012/01/30

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, 2H Jan. 2GB DRAM contract price...

A Battle of Memories-A Look at the Cooperative/Competitive Future of DRAM and NA

2012/01/17

DRAM , NAND Flash

 PDF

The burgeoning popularity of mobile handheld devices has brought substantial changes to the PC-DRAM industry, in terms of both supply and demand. From the demand perspective, consumer PC demand has decreased due to the rise of tablet PCs, resulting in further weakening of an already sluggish PC market; a definite challenge for the PC-DRAM industry...

DRAM Contract Price 1H Jan_2012

2012/01/10

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, 1HJan. contract price...

DRAM 2012 Outlook

2011/12/15

DRAM

 PDF

DRAM Production Cut

2011/12/12

DRAM

 PDF

Global DRAM Industry Analysis and Outlook-4Q11

2011/11/11

DRAM , Notebook Computers , Smartphones , Tablets +1

 PDF

The global DRAM industry’s total revenue for 3Q was approximately US$6.566 billion. Due to weak economies worldwide and a severe oversupply situation, DDR3 4GB average contract price fell from US$31 to US$19.5, a decrease of nearly 37%. DRAM makers’ total revenue decreased significantly, by 19.4% QoQ. Besides Samsung Semiconductors, all other DRAM manufacturers reported losses for 3Q. Additionally, DRAM makers actively transitioned to the 30nm-node process and the production of DDR3 4Gb chips. The sufficiency ratio for 1H12 will still be over 15%, which will stimulate capacity cuts or even mergers in the DRAM industry...