Research Reports

Mobile DRAM Industry Analysis-4Q15

2015/11/27

DRAM , Smartphones

 PDF

As mobile DRAM was more resistant to price decline than other memory products and bit supply continues to rise, mobile memory accounted for 40% of total DRAM revenue in the third quarter, up from 33.7% the previous quarter...

NAND Flash Industry Analysis-4Q15

2015/11/27

NAND Flash , Notebook Computers , Smartphones +1

 PDF

As the result of unusually weak demand in the peak sales season, NAND flash market oversupply continued in the third quarter. SSD and eMMC prices fell by 10% QoQ, while average chip contract price decreased by 6-7% QoQ, a larger decline than in the second quarter...

Mobile DRAM Industry Analysis-3Q15

2015/08/28

DRAM , Smartphones

 PDF

As mobile DRAM is less affected by price decline than other types of memory, total revenue reached US$3.851 billion in the second quarter, a 7.7% QoQ increase. Mobile DRAM revenue accounted for 33.7% of total DRAM sales, up from 30% in the first quarter. Bit supply in the second quarter came mostly from Korean manufacturer Samsung, whose Galaxy S6 and S6 Edge hit shelves in the second quarter...