Research Reports

TFT-LCD Sufficiency Analysis_Q315

2015/09/03

LCD , Panel Industry , Notebook Computers +3

ZIP

NAND Flash Industry Analysis－3Q15

2015/08/28

NAND Flash , Notebook Computers , Smartphones +1

PDF

As the debt crisis in Greece continues to affect recovery of the euro and weak financial markets influence demand in China, NAND flash demand was softer than expected in the second quarter. Contract chips, eMMC, and client SSD all showed declining price trends as the NAND flash market remained in oversupply in the second quarter...

DRAM Industry Analysis－3Q15

2015/08/28

DRAM , Notebook Computers , Tablets

PDF

Despite bit supply growth, DRAM industry value fell by 4.8% QoQ to US$11.4 billion in the second quarter due to an approximately 10% QoQ decline in average contract price. DRAM oversupply continued as the notebook and smartphone markets remained soft in the second quarter, with shipments of the former dropping by 2.9% QoQ and the latter only increasing by 1.2% QoQ...