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keyword:Avril Wu143 result(s)

Press Releases
TrendForce: Branded Manufacturers Get Defensive, Decline in Worldwide PC Shipments Expected to Ease in 2014

2014/01/20

Consumer Electronics

Following the end of CES 2014, products such as wearable computers and 4K TVs, rather than PCs and Notebooks, have become the main focuses among industry watchers The PC shipments have been unable to recover since it showed a near 0% growth in 2011, and suffered an estimated 10% decline in 2013 even after Microsoft's new operating system and Intel's latest chip platforms had been introduced Avril Wu, TrendForce's assistant vice president, predicts that the 2014 PC shipments will drop by approximately 32% QoQ to 283 billion units, but notes that the numbers could improve following the increased hardware model transitions in the business market and the emergence of “hybrid” Notebooks within the industry Judging by recent shipment numbers, the popularity of highly portable computing devices and cloud-based applications appear to be increasing at a notable rate Smartphones, tablets, and server products have been showing consecutive shipment growth over the past few of years, for example, while various noteworthy companies are demonstrating the benefits of being a hardware-software company rather than a straight forward hardware manufacturer Whereas Apple has services like App Store and iTunes to rely on, companies such as Amazon are able to benefit significantly through its e-book contents and massive ecosystem For the hardware manufacturers who are without any notable software advantage, innovation has become highly critical to survival, as can be seen in the efforts by various companies to transform their existing PC hardware into new kinds of products Those that are unable to do this are generally able to only compete through price A “hybrid” Notebook, according to Wu, makes use of the 2-in-1 form factor, borrows design elements from Notebooks, and allows consumers to separate the monitor and keyboard to improve mobility In the past, the Wintel alliance has led to the release of various interesting types of hardware combinations, including models that allow for the use of different operating systems (ie Windows and Android) The popularity of these products, along with the manufacturers' general desire to incorporate low power designs, is perceived to be helpful in terms of stimulating market demand for components such as Mobile DRAM Low-cost Notebook models, similar to the aforementioned products, are expected to grow in importance and eventually become a major pillar for the Notebook industry In the periods ahead, Chromebooks will account for approximately 3% of the NB shipments, and its growth will be a key trend to look out for in the 2014 PC market Thanks to Microsoft's attempts to renew its operating systems (ie from Windows XP to Win8) and the recent marketing efforts from HP and Dell, the business markets are likely to experience a hardware model transition period which may, in the long run, enable the PC industry to hold up against Smartphones and tablets Assuming that their productivity-related functions and mobility aspects cannot be easily replaced, the shipments of PCs are projected to remain steady at around 3 billion units in 2014 PCs may not be able to attract as much hype and attention as innovative products, but they are still perceived to be necessary to the computing industry

Press Releases
TrendForce: 1H’Jan DRAM Contract Prices Drop as SK Hynix Makes Gradual Recovery

2014/01/16

Semiconductors

The DRAM contract prices have gradually begun to decline due the increased production at SK Hynix's Wuxi Plant and the industry's eased shortage situation, according to DRAMeXchange, a research division of TrendForce The highest price for mainstream 4GB modules has already fallen from US$35 to US$34, and is perceived to be a leading indicator of the impending price changes within the market Calculating on the basis of the market's average prices ($US33), the price of the 4Gb chip is estimated to be approximately $US 381, which is around 103% less than the US$4203 spot price Avril Wu, TrendForce’s assistant vice president, projects that the DRAM contract prices will first converge with the market spot prices by the end of the first quarter, and then begin to fall during 2Q14 With the impacts of the Wuxi Plant's September fire accident gradually diminishing, the production of DRAM manufacturers such as Samsung (25nm) and Micron (30nm) are expected to become relatively smoother, while SK Hynix's supplies are anticipated to return to normal levels during February While this will make it difficult for the prices to approach or exceed the previously mentioned $US 35 mark (from 4GB), SK Hynix is reportedly planning to adjust its prices upwards following its full recovery from the fire accident Under the current oligopoly market structure, the price range acceptable to PC OEMs is approximately US$32-US$33 for the time being Looking at the demand side, the shipment for Notebooks in February is expected to drop by nearly 30% MoM following the passing of Chinese New Year, and is likely to cause the contract price drop to be even more severe Sticking to its initial predictions, TrendForce believes that the contract prices will return to pre-fire levels during 1Q14, that the mainstream module prices will be between $US 27-28, and that the decline in average retail prices will reflect the drop in manufacturing costs The potentially severe price drop in 2Q14 will undoubtedly affect the manufacturers’ profit prospects negatively

Press Releases
TrendForce: 1H’Dec DRAM Contract Price to Continue Rising due to Yield Issues

2013/12/18

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the holiday sales momentum and stabilized market shipments are both helping PC-OEMs to digest their inventory The 1H’Dec contract prices have experienced a slight increase as the yield issues experienced by suppliers remain unresolved For 4GB, the average prices rose by an estimated 3%, climbing from US$ 33 to US$ 34 The 2GB modules, on the other hand, experienced the same amount of price growth (3%) following the massive reductions in their supplies Due to the above developments, it is predicted that the contract price uptrend will continue throughout 2H’Dec With regard to the specific contract prices, the highest price for 4Gb chips is currently US$ 406 In the spot market, the 4Gb price rose by an estimated 85% in early December, and reached up to as high as US$ 413 Assuming that the DRAM shipments are continuing to be delayed by the yield issues and that the PC OEM’s replenishment demands persist, chances are high that the chip prices will continue to rise in the short run Affected by the Wuxi Plant fire accident, various of the manufacturers' DRAM inventory levels have dropped on a gradual basis; the majority has approximately 3~4 weeks of inventory as of this moment, whereas the more shipment-heavy PC-OEMs' inventory levels are down to below 3 weeks With the PC-OEMs seeking to replenish their inventory, the contract price trend is likely to be stable in the short term

Press Releases
TrendForce: Mobile DRAM to Become Mainstream within Industry, Account for 40% of DRAM Revenue in 2014

2013/12/12

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the impressive sales of smartphones and tablets have prompted DRAM manufacturers to gradually shift their focus from PC DRAM to Mobile DRAM since 2010 The proportion of DRAM revenues accounted for by the latter has risen from 14% in 2010 to about 35% this year, and is expected to show continuous growth in the next two years Based on comparisons of the supply bit growth figures, Mobile DRAM is likely to not only replace PC DRAM as the mainstream DRAM product in 2014, but also show the largest shipment numbers within the industry The three major DRAM manufacturers (Samsung, SK Hynix, New Micron Group) are each expected to direct attention from PC DRAM to Mobile DRAM despite the difficulties of adjusting the latter's design, product mix, and bringing the cost down In the coming periods, the amount of profits generated within the Mobile DRAM industry is expected to be noticeably different among the competitors depends on their core competence on Mobile DRAM area LPDDR3 to Become Mainstream in 2014 as Application Opportunities Increase TrendForce's assistant vice president, Avril Wu, notes that the demand for Mobile DRAM will remain strong as smartphone shipments continue to grow, and projects that next year's industry bit growth will surpass 40% With the integration between data and internet furthering、Android upgrades and 4G connectivity both raising the bar for hardware specs, the demands for increased Mobile DRAM content per box will likely continue In the high-end smartphone market, 3GB is expected to gradually become the mainstream format Looking at the Notebook market, given the increased opportunities for applying Mobile DRAM to Ultralike devices and the replacements of traditional DDR3, an increasing number of products are beginning to show respectable power management performances Various suppliers have begun to grow more active in their product development efforts as consumers begin showing interest in power saving features, light weight, and efficiency The proportion of the new LPDDR3 is currently anticipated to rise rapidly in 2014, and will eventually replace LPDDR2 as the mainstream product in the market In the same year, more and more LPDDR3 eMCP will be delivered to clients for testing The next generation LPDDR4 may be produced in limited quantities during 2015, and officially replace LPDDR3 as the mainstream item in 2016 Smartphone Sales to Boost Mobile DRAM Demand, Ensure Price Stability    Looking at the production side, given the encountered technological obstacles and the physical-limitation issues, more and more mainstream manufacturers are decelerating the pace at which they are migrating towards 25nm technology In the event that manufacturing costs do not decrease easily, and with the numbers of supplies tightening, the Mobile DRAM price reductions are projected to ease on a quarterly basis, and in turn give the three main DRAM manufacturers greater room for profit Regarding the issue of sufficiency, even though Mobile DRAM technically does not belong to the “commodity” product category, the general pattern shown in the 2014 supply and demand curve indicates the possibility of a tight Mobile DRAM supply situation in 2H14 With the DRAM industry's wafer start capacity not expected to undergo any major changes and the crowd out effect expected for various product lines, Mobile DRAM production is unlikely to experience any major growth, and the average retail prices are expected to remain steady As smartphones, tablets, and Ultralike products continue to use Mobile DRAM, both its usage rate and content per box are anticipated to grow TrendForce predicts that the Mobile DRAM contract prices will gradually increase as its supplies begin to tighten throughout 2H14 For next year, Mobile DRAM is anticipated to show the least price drop and become the DRAM industry’s most profit stable product

Press Releases
TrendForce: Shipment Delays Resulting from Yield Rate Issues Lead to Positive Turnaround for 2H’Nov DRAM Contract Prices

2013/12/02

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the 2H13 DRAM prices were initially expected to weaken due to SK Hynix's gradual recovery from the fire accident and the sluggish demand in the market However, with one of the first tier PC DRAM makers experiencing various shipment delays and resorting to other DRAM manufacturers for orders, the 2H'Nov contract prices experienced a positive turnaround The highest price and average of 4GB mainstream modules have showed an estimated 3% increase and reached US$ 35 and US$ 33, respectively For the 2GB modules, the prices reached up to as high as US$ 185 given the massive reductions in its supply Calculating on the basis of the contract price figures, the 4Gb price is estimated at approximately US$ 406, which is close to the spot market's US$ 425 (11/28 closing price) Looking at December, it is not unlikely for contract prices to remain stable or show slight signs of growth if the yield rate issues and shipment delays continue Affected by the Wuxi Plant fire accident, various of the manufacturers' DRAM inventory levels have dropped on a gradual basis; the majority has approximately 3~4 weeks of inventory as of this moment, whereas the more shipment-heavy PC-OEMs' inventory levels are down to approximately 3 weeks The lowered inventories, all in all, can be said to be the main reason behind the increase in contract prices With the Wuxi plant expected to make its gradual recovery, later of 1Q14 is projected to be the period during which the DRAM prices will be adjusted and return to pre-accident levels Given that the manufacturing costs are likely to improve as manufacturers gradually migrate to 25nm technology, the three major DRAM suppliers in the industry should be able to maintain steady profits

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