Research Reports

NAND Flash Industry Analysis Report-4Q14

2014/11/28

NAND Flash , Notebook Computers , Smartphones , Tablets

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Reviewing the NAND flash market in the third quarter, strong demand from Apple's iPhone 6 and iPhone 6 Plus helped balance out excess NAND flash supply and resulted in a 5-6% QoQ increase in average NAND flash contract price. NAND flash suppliers' operating margins were generally better than in the second quarter...

Mobile DRAM Industry Analysis Report-4Q14

2014/11/28

DRAM , Smartphones

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Worldwide mobile DRAM revenue increased by 6.0% QoQ to US$3.46 billion in the third quarter, representing 29% of DRAM industry value. As global DRAM supply remains tight, despite a slight decline in mobile memory prices, due to increased bit output, industry value still rose in the third quarter...

Mobile DRAM Industry Analysis Report-3Q14

2014/08/29

DRAM , Smartphones

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Global mobile DRAM revenue amounted to US$3.3 billion in the second quarter, accounting for 31% of DRAM industry value, a slight increase over 29% in the first quarter. As DRAM supply is tight worldwide, mobile DRAM prices stabilized in the second quarter. Furthermore, with Chinese smartphone brands on the rise and the spread of 4G networks, mobile DRAM shipments have been strong, pushing industry value to grow by 12% QoQ in the second quarter...

NAND Flash Industry Analysis Report-3Q14

2014/08/29

NAND Flash , Notebook Computers , Smartphones , Tablets

 PDF

Reviewing the NAND flash market in the second quarter, although OEMs began restocking in June, NAND flash supply exceeded demand in April and May. As a result, average NAND flash selling price fell by 5-10% QoQ in the second quarter, and suppliers saw a decrease in revenue and operating margins...

Mobile DRAM Industry Analysis Report-2Q14

2014/06/09

DRAM , Smartphones

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Mobile DRAM revenue amounted to US$2.915 billion in the first quarter of 2014, accounting for 29.3% of the global DRAM industry but representing a 34.3% QoQ drop. The decline in mobile DRAM average selling price has slowed, only falling 5% in the first quarter. Mobile DRAM industry value shrank in the first quarter as the recovery of production capacity at SK Hynix’s Wuxi fab mainly benefitted commodity DRAM...

NAND Flash Industry Analysis Report-2Q14

2014/06/06

NAND Flash , Notebook Computers , Smartphones , Tablets

 PDF

In review of the NAND flash market in the first quarter, although output only increased by 6.1% QoQ, weak demand due to seasonality resulted in market oversupply. Average NAND flash contract price fell by 18-20% QoQ, while NAND flash suppliers’ revenue and operating margins also decreased compared to the fourth quarter of 2013...