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TrendForce: DRAM Industry Value Grows for Fifth Consecutive Quarter in 4Q13

11 February 2014

According to DRAMeXchange, a division of global research firm TrendForce, although the fire at SK Hynix’s plant in the fourth quarter of 2013 resulted in a decrease in DRAM output, the reduced supply caused DRAM ASP to rise, pushing DRAM industry value to US$9.75 billion, a 5% QoQ increase. Furthermore, the top two DRAM suppliers both saw an increase in profits, with differences attributed to the amount of commodity DRAM production each manufacturer produced.

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: 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.

TrendForce: Chinese Smartphone Brands Show Improved Performance, iPhone, Samsung, and Xiaomi Remain Dominant in China

23 January 2014

A 2013 study conducted on China’s consumers by AVANTI, TrendForce's research division, reveals Xiaomi to be close behind the country's two most recognizable smartphone brands--Apple and Samsung. HTC and Nokia's brand image performance, by comparison, is weakening in the country, and is gradually losing to that of China's domestic companies.


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