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TrendForce: Mobile DRAM Contract Prices Drop during First Half of 1Q14 due to Off Peak Quarter and Sufficient Market Supply

10 February 2014

Mobile DRAM contract prices dropped by 5~10% in January due to the channel clients’ inventory congestion and the new smartphone announcements scheduled for March, according to DRAMeXchange, a research division of TrendForce. The prices for the first tier manufacturers’ Discrete memory products experienced an estimated 5~10% decline, whereas those for LPDDR1 suffered a relatively larger reduction given the shift of focus towards LPDDR2 and LPDDR3 and the subsequently weakened LPDDR1 demand.

TrendForce: Mobile DRAM Contract Prices Drop during First Half of 1Q14 due to Off Peak Quarter and Sufficient Market Supply

10 February 2014

Mobile DRAM contract prices dropped by 5~10% in January due to the channel clients’ inventory congestion and the new smartphone announcements scheduled for March, according to DRAMeXchange, a research division of TrendForce. The prices for the first tier manufacturers’ Discrete memory products experienced an estimated 5~10% decline, whereas those for LPDDR1 suffered a relatively larger reduction given the shift of focus towards LPDDR2 and LPDDR3 and the subsequently weakened LPDDR1 demand.

TrendForce: Samsung Attacks Tablet Segment, Threatens Apple iPad Dominance

10 February 2014

The fierce battle between Apple and Samsung in the smart phone segment will spread to the tablet arena in 2014. According WitsView, the display research division of the global intelligence provider TrendForce, the two giant brands show distinct strategies in the tablet business units as Apple retains a conservative defendant measure to secure profits and Samsung sees shipment expansion as top priority with the urge to grow actively. With different strategy execution and effects, the shipment volumes of these two will be approaching with a market share gap narrowing to less than 10% in Q1 this year.

TrendForce: SONY Suffered 30% Shipment Drop in Three Years, Clearly Struggling

7 February 2014

The news that SONY sells its VAIO PC unit is shocking but not surprising. Based on the survey by WitsView, the display division of the global intelligence provider TrendForce, SONY’s NB shipment declined near 35% from 2010 to 2013 with a worldwide market share dipping to below 4% in 2013, indicating its PC unit facing severe obstacles.

TrendForce: Lenovo Makes US$2.9bn Motorola Mobility Purchase from Google, Aims for Global Market Expansion and Stronger IPR

30 January 2014

In recent years, Lenovo has been strategically aggressive. With its wealth of financial resources and greater ambitions than its industry peers, it has focused its efforts on directly purchasing existing brands to expand its market share, providing Lenovo with the critical factor for it’s growth leaps, seen in its targeted purchases, ranging from the PC field, servers and to today’s smartphones. The Lenovo Group announced today (January 30th) that it has purchased Motorola Mobility from Google with US$2.9bn, causing yet another large ripple effect in the already highly competitive smartphone market. According to TrendForce’s research, the tech industry innovations in recent years, whether the production chain or key components, are all focused on smartphones, known as most essential tech product for the most consumers. As a result of the explosive shipment growths in smartphones, unprecedented changes have occurred among panels, batteries, core processors as well as DRAM and NAND Flash components.


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