According to DRAMeXchange, a research division of TrendForce, the mobile DRAM price reductions have eased due to the increased number of Q3 smartphone shipments and SK Hynix's Wuxi plant fire accident. Looking at the market, the Q3 mobile DRAM revenues have jumped by an estimated 14% QoQ to US$ 3.3 billion, representing more than 30% of the entire market's DRAM revenue.
According to DRAMeXchange, a research division of TrendForce, the 1H’Nov. NAND Flash contract prices have dropped 5%-7% compared to 2H’Oct. This is mainly due to the weaker than expected demand for NAND Flash products during the traditional peak-fourth quarter as well as the manufacturers’ high inventory levels, which reduced the overall willingness to purchase new components.
According to TrendForce’s research, Apple's Q3 iPhone shipments reached a total of 33.8 million units. Together, the new iPhone 5S and iPhone 5C account for more than 50% of all of Apple’s shipped iPhones. Given that the iPhone 5C's price ended up being a lot higher than expected, its Q4 shipments have been adjusted downwards by 11 million units, and is projected to account for only 24% of the total iPhones shipped during the quarter. The iPhone 5S's sales performance, by comparison, turned out to be a lot better than expected; By the end of 4Q13, the said model is likely to account for nearly 70% of all the iPhones shipped. The total number of iPhones shipped in 4Q13 is projected to increase by 2.2% YoY to 46 million units.
According to DRAMeXchange, a research division of TrendForce, the Q3 worldwide DRAM revenues showed a 9% QoQ increase despite the price growth in 3Q13 being slower than that of 1H13. The Q3 revenue growth is mostly attributable to the improvements in the structure of the DRAM industry, and is likely to enable various DRAM vendors to sustain their profitability. On average, all three of the biggest DRAM manufacturers were able to enjoy an estimated 2% QoQ increase in their operating margins, with the output of PC DRAM being a key differentiating factor.
According to DRAMeXchange, a research division of TrendForce, the NAND Flash manufacturers' Q3 revenues have remained on a steady uptrend despite the absence of any obvious upward pricing movements in the third quarter.