Research Reports

1Q14 Smartphone Shipments Exceed Expectations; Peak Quarter Expected to Boost Supply Momentum

2014/04/15

Smartphones

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Global smartphone shipments showed better than expected growth in 1Q14, rising...

Mobile DRAM Prices May Rise as Smartphone Peak Season Approaches

2014/04/08

DRAM , Smartphones

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The worldwide shipments and hardware specs of smartphones are expected to improve dramatically as the peak smartphone sales season approaches and China’s TD-LTE market expands, according to DRAMeXchange, a research division of TrendForce...

NAND Flash Industry Analysis Report-1Q14

2014/03/06

NAND Flash , Notebook Computers , Smartphones , Tablets

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Although the SK Hynix fire affected NAND flash capacity, as memory makers were overly optimistic towards demand in the fourth quarter, supply exceeded demand and average NAND flash contract price fell by 13-14% QoQ. NAND flash suppliers’ revenue and operating margins fell in the fourth quarter...

Mobile DRAM Industry Analysis Report-1Q14

2014/03/06

DRAM , Smartphones

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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...

4Q13 Smartphone Shipment Report

2014/01/13

Smartphones

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2013 smartphone shipments reached...

Global DRAM Industry Analysis and Outlook-4Q13

2013/11/29

DRAM , Notebook Computers , Smartphones , Tablets

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According to DRAMeXchange, a division of global research firm TrendForce, initial DRAM price trend projections for the second half of 2013 were gloomy, but the September fire at SK Hynix’s Wuxi fab temporarily resulted in severe supply shortage. Spot prices increased by 40% with DDR3 2Gb hitting US$2, while contract price reached a high of US$34. However, as SK Hynix and Samsung both increased production in the wake of the fire, the price uptrend that resulted from the incident has already been suppressed, and the contract price trend is expected to stay flat or decrease slightly in the fourth quarter...

Global Mobile DRAM Industry Analysis and Outlook-4Q13

2013/11/29

DRAM , Smartphones

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According to DRAMeXchange, a division of global research firm TrendForce, as a result of the fire at SK Hynix’s Wuxi fab, the mobile DRAM price downtrend eased. Mobile memory revenue reached US$3.3 billion in 3Q, a 14% QoQ increase. Mobile DRAM accounted for more than 30% of total DRAM revenue and will continue to rise as mobile shipments increase...

Global NAND Flash Industry Analysis and Outlook-4Q13

2013/11/29

NAND Flash , Notebook Computers , Smartphones , Tablets

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The fire at SK Hynix’s Wuxi fab had a significant impact on the NAND flash market in the third quarter, and will continue to do so in the fourth quarter. Some memory suppliers reallocated NAND flash capacity to DRAM in the wake of the fire, and the reduced output helped stabilize the NAND flash price trend in September and eased oversupply in the fourth quarter. However, the demand outlook is conservative, TrendForce expects short-term NAND flash industry growth will be limited...