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TrendForce: Mobile DRAM Revenue Drops Slightly in 4Q13, Micron Benefits from Elpida Acquisition

19 February 2014

According to DRAMeXchange, a division of global research firm TrendForce, the mobile memory industry’s worldwide revenue reached US$3.039 billion in the fourth quarter of 2013, bringing the yearly total to US$11.826 billion, representing 34.3% of DRAM industry value. The fire at SK Hynix’s Wuxi fabrication plant did not have a significant affect on mobile DRAM output, market competition brought average selling price down by 10% in the fourth quarter. Thus, despite a 3% QoQ increase in mobile shipments, total mobile memory revenue experienced a 7.8% QoQ decline.

TrendForce: January Large-sized Panel Shipment Dipped 13% MoM with Tablet Showed Deepest Drop

17 February 2014

According to the survey for January 2014 by WitsView, the display research division of the global intelligence provider TrendForce, the large-sized panel shipment for January attained 64.07 million units, dipping 13% MoM with most makers’ panel shipments for January showing drops while only SDC, BOE, and SHARP having reverse growth. The demand for February is expected to soften constantly for all panel applications and the overall large-sized panel shipment will stumble 10%. The TV panel will continue to decline 5%, while the monitor and NB panel shipments trim 3% and 8% respectively and the tablet panel shipment still declines around 20%.


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