Research Reports

NAND Flash Industry Analysis Report-1Q15

2015/03/05

NAND Flash , Notebook Computers , Smartphones +1

 PDF

Looking at in the fourth quarter of 2014, OEM mobile device shipments peaked due to seasonality – the iPhone 6 and 6 Plus in particular – contributing to balanced supply and demand for the NAND Flash market. NAND Flash suppliers experienced steady revenue growth, and operating margins were on par with third quarter figures...

2015 Chinese Smartphone Market Outlook

2015/02/05

Smartphones

 PDF

Chinese smartphone makers broke records in 2014, with yearly shipment volume
amounting to 453 million units, a 54.8% YoY increase...

NAND Flash Industry Analysis Report-4Q14

2014/11/28

NAND Flash , Notebook Computers , Smartphones +1

 PDF

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

 PDF

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

 PDF

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 +1

 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...