Popular Keywords
- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Force
- AI Force
The sales revenue of DRAM module worldwide for 2015 was around US$7.9 billion, representing a decrease of 10% compared with the 2014 figure, according to the latest revenue ranking of DRAM module makers by DRAMeXchange, a division of TrendForce. The decline in the 2015 revenue was mainly attributed to the falling PC DRAM prices and the shrinking of the DIY market.
The supply shortage that persisted in the NAND Flash market during the third quarter will become more acute in the fourth quarter due to surging demand from clients in the smartphone and SSD industries, says DRAMeXchange, a division of TrendForce. Prices of NAND Flash wafers and memory cards will certainly be on an upswing until the end of 2016, while eMMC, eMCP and SSD products are also going to see their prices go up. Compared with the third quarter, NAND Flash suppliers will enjoy even higher margins and better revenue results in the fourth quarter.
The global average contract price of PC DRAM rose 7.4% monthly in September to US$14.5 as DRAM makers adjusted their product mixes and caused PC DRAM supply to tighten significantly, says DRAMeXchange, a division of TrendForce. In the fourth quarter, the average contract price of PC DRAM will reach its highest point in two years due to stronger-than-expected notebook demand worldwide. The anticipated quarterly increase in the average contract price will be at almost 30%.
The development of China’s semiconductor sector has gained new momentum in the first year of the country’s 13th Five-Year Plan (2016~2020). According to the global market research firm TrendForce, committed policy efforts and investments from the Chinese government have resulted in the formation of four IC industry clusters that are respectively located in the country’s four major regions of activities – the Yangtze River Delta, the Pearl River Delta, the Beijing-Tianjin Bohai Sea region and the Central-Western region.
In the second quarter of 2016, demand for high-capacity eMMC/eMCP from Chinese smartphone brands and the stock-up activities ahead of the iPhone 7 release caused a gradual tightening of NAND Flash supply. The decline in contract prices for eMMC and SSDs of both client and enterprise grade also started to ease during the same period, according to the latest report from DRAMeXchange, a division of TrendForce. Channel prices of NAND Flash wafers have even begun to rise on a monthly basis since April. Consequently, the combined global revenue of branded NAND Flash suppliers increased 3.4% sequentially in the second quarter. This result signaled the end of revenue decline that persisted in the past two consecutive quarters.
