Research Reports

Global NAND Flash Industry Analysis and Outlook-1Q13

2013/02/26

NAND Flash , Notebook Computers , Smartphones +1

 PDF

After the Chinese New Year holiday, NAND flash market related vendors anticipate seasonality will result in a sluggish market starting from late 1Q13 . Although vendors are temporarily pulling back on capacity expansion plans to slow bit supply growth, NAND flash prices remain on a slight downtrend. As new smartphone, tablet, and ultrabook models hit the market and spur restocking demand in the second half of the year, NAND flash prices may have a chance to recover in the third quarter...

Global DRAM Industry Analysis and Outlook-1Q13

2013/02/26

DRAM , Notebook Computers , Smartphones +1

 PDF

With top-tier DRAM makers lowering commodity DRAM output to turn to more profitable mobile and server DRAM products, in addition to strong MID demand in China, commodity DRAM spot prices increased in the fourth quarter. DDR3 1600Mhz 2Gb chip price rose from US$0.82 to US$1.05, an increase of nearly 30%. Prior to the Chinese New Year holiday, strong restocking demand resulted in 2Gb price approaching US$1.30, a surge of almost 60% since prices began rising last year...

Global DRAM Industry Analysis and Outlook-4Q12

2012/11/22

DRAM , Notebook Computers , Smartphones +1

 PDF

Looking at the global mobile DRAM market in the third quarter of 2012, with the decline of the PC industry, global DRAM industry revenue fell by 8.5% in the third quarter of 2012. Regardless, top-tier memory makers continue expanding in the mobile DRAM sector, and mobile DRAM output is expected to account for 21% of total DRAM production this year, and 26% in 2013. As for price, the mobile DRAM contract price decline eased to a 5% drop this quarter, a significant improvement over the average decrease of 10-15% in the first half of the year. As mobile DRAM output continues to increase, revenue has seen 15.4% growth since the previous quarter...