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Q4 Mobile DRAM and NAND Flash Contract Prices Forecast to Rise, Upward Trend May Continue into 1Q24, Says TrendForce

2023/10/26

Semiconductors

TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all—NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter. This quarter is set to star mobile DRAM, traditionally the underperformer in profit margins compared to its DRAM counterparts, as it takes the lead in this round of price increases.

Press Releases
Q4 DRAM Contract Prices Set to Rise, with Estimated Quarterly Increase of 3-8%, Says TrendForce

2023/10/13

Semiconductors

TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.

Press Releases
iPhone 15 Pro Max Boasts Exclusive Periscope Lens, Anticipated to Capture Nearly 40% of New Device Production, Says TrendForce

2023/09/08

Consumer Electronics

The Pro series, armed with smoother production cycles and the Pro Max’s exclusive periscope lens, is poised to be a consumer magnet and potentially propel the Pro series to constitute over 60% of Apple's new device production. However, with overall gloomy market sentiment and Huawei’s comeback in full swing, Apple’s total iPhone sales for the year may take a hit, expected to hover between 220 to 225 million units for a 5% YoY decline.

Press Releases
Global Smartphone Production Reaches 272 Million Units in Q2, Transsion Debuts in Global Top 5 for the First Time, Says TrendForce

2023/09/04

Consumer Electronics

TrendForce reports global smartphone production has faced back-to-back quarterly declines. After plunging nearly 20% in 1Q23, second-quarter numbers dwindled further by approximately 6.6%, settling at a modest 272 million units. The first half of 2023 clocked in at a mere 522 million units—marking a 13.3% YoY decline and setting a ten-year low for both individual quarters and the first half of the year combined.

Press Releases
After a Low Base Year in 2023, DRAM and NAND Flash Bit Demand Expected to Increase by 13% and 16% Respectively in 2024, Says TrendForce

2023/08/30

Semiconductors

TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector. Market demand visibility for consumer electronic is projected to remain uncertain in 1H24.

Press Releases
DRAM ASP Decline Narrows to 0~5% for 3Q23 Owing to Production Cuts and Seasonal Demand, Says TrendForce

2023/07/05

Semiconductors

TrendForce reports that continued production cuts by DRAM suppliers have led to a gradual quarterly decrease in overall DRAM supply. Seasonal demand, on the other hand, is helping to mitigate inventory pressure on suppliers. TrendForce projects that the third quarter will see the ASP for DRAM converging towards a 0~5% decline.

Press Releases
Global Smartphone Production Drops to a Ten-year Quarterly Low at 250 Million Units, Says TrendForce

2023/06/07

Consumer Electronics

The ongoing global economic downturn continues to impact consumer confidence in the market. TrendForce reports that the global production volume of smartphones in 1Q23 was only 250 million units—marking a 19.5% YoY decrease. This represents not only the greatest annual decrease but also a historic low in quarterly production since 2014.

Press Releases
Second-Hand Smartphone Market Poised for Continued Growth, Apple Secures Close to 50% Market Share, Says TrendForce

2023/05/23

Consumer Electronics

TrendForce reports that the global pandemic and extended average device replacement cycles of 36 to 42 months have curtailed smartphone production growth.

Press Releases
Decline in DRAM ASP Narrows to 10~15% in 2Q23 with No End in Sight, Says TrendForce

2023/03/28

Semiconductors

TrendForce reports that several suppliers, such as Micron and SK hynix, have started scaling back DRAM production. The ASP of DRAM plunged 20% in 1Q23, and this price decline is predicted to slow down to 10~15% next quarter.