Worldwide smartphone shipments reached 265 million units in 4Q13, showing a growth of 6.5% QoQ and 32.2% YoY, according to TrendForce’s research. Thanks to the recent momentum brought about by Apple’s new iPhones, the proportion of high-end smartphone devices shipped jumped from 35% in 3Q13 to 37% in 4Q13, whereas that for the mid to low-range models (ie. those whose prices fall within the range of US$450~US$150) remained at approximately 50%. For the entire 2013, worldwide smartphone shipments increased by an estimated 33.5% YoY, ending at approximately 945 million units. With smartphone makers ramping up Q4 shipments as a means to fulfill 2013 sales targets and pressures related to inventory digestion mounting, TrendForce projects that the global smartphone shipments will drop by an estimated 5.1% in 1Q14.
The DRAM contract prices have gradually begun to decline due the increased production at SK Hynix's Wuxi Plant and the industry's eased shortage situation, according to DRAMeXchange, a research division of TrendForce. The highest price for mainstream 4GB modules has already fallen from US$35 to US$34, and is perceived to be a leading indicator of the impending price changes within the market. Calculating on the basis of the market's average prices ($US33), the price of the 4Gb chip is estimated to be approximately $US 3.81, which is around 10.3% less than the US$4.203 spot price. Avril Wu, TrendForce’s assistant vice president, projects that the DRAM contract prices will first converge with the market spot prices by the end of the first quarter, and then begin to fall during 2Q14.
According to WitsView, the display research division of the global market intelligence provider TrendForce, the 4K TV panel shipment attained the peak in Q4 last year, reaching 1.34 million units and growing 14% QoQ as it was lifted by the year-end shopping season and the restocking demand for the Lunar New Year holidays, Chinese brands’ aggressive procurement and panel makers’ strong promotion.