Research Reports

Specialty DRAM Price Aug. 2012

2012/08/31

DRAM

PDF

According to DRAMeXchange, a research division of TrendForce, while the DRAM market saw significant price...

Global NAND Flash Industry Analysis and Outlook-3Q12

2012/08/22

NAND Flash , Notebook Computers , Smartphones +1

PDF

Affected by global economic instability, many NAND flash suppliers are adopting a conservative outlook towards the NAND flash market in 2H12; NAND flash manufacturers’ 2012 bit output growth comes mainly from process technology migration. Recently, several NAND flash makers have either temporarily reduced capacity utilization rate and suspended or slowed original capacity expansion plans for 2H12, or reallocated NAND flash production lines to the manufacture of other IC products. Slowed 2H12 bit growth and reduced capex figures will help close the NAND flash market supply-demand gap in 2H12...

Global DRAM Industry Analysis and Outlook-3Q12

2012/08/22

DRAM , Notebook Computers , Smartphones +1

PDF

As a result of strong smartphone shipments worldwide and the rise of tablet PCs, mobile DRAM demand grew significantly in 2Q12. While mobile DRAM contract price fell by approximately 10% in 1Q12, total mobile DRAM revenue unexpectedly climbed 12.4%. As for 2Q market share, Samsung remained in the lead with nearly 60% of the global mobile memory market, putting the Korean manufacturers’ combined market share at 77.5%, a 1.1% QoQ decrease. Third-place maker Elpida’s market share fell by 0.8% QoQ to 13.9%, while Micron, benefitting from low to mid-end smartphone growth, came in fourth as its market share climbed to 6.7%...