Research Reports

Touch Module and Tablet PC Market Update_Q313

2013/09/04

LCD , Notebook Computers , Tablets +1

PDF

Tablet PC Panel and Touch Module Price Book_Aug 2013

2013/08/31

Panel Industry , Tablets

ZIP

Global NAND Flash Industry Analysis and Outlook-3Q13

2013/08/23

NAND Flash , Notebook Computers , Smartphones +1

PDF

In the second quarter, NAND flash bit output only increased 8.4% QoQ since suppliers did not expand capacity. Furthermore, as manufacturers reduced supply to channel clients to help stabilize the market, smartphone and tablet shipments were as expcted. With healthy supply and demand, second-quarter NAND flash contract price was roughly the same as the previous quarter...

Global DRAM Industry Analysis and Outlook-3Q13

2013/08/23

DRAM , Notebook Computers , Smartphones +1

PDF

DRAM contract price increased by 16% in the second quarter, with DDR3 4GB price hitting US$27.50. Although PC shipments are traditionally weak in the second quarter, PC OEMs’ DRAM inventory levels were insufficient in the second quarter and they expected prices to rise in the third quarter. Furthermore, as first-tier DRAM makers like Samsung and SK Hynix are increasing mobile memory production and decreasing commodity DRAM output, second-quarter prices rose. However, as PC shipment outlook is weak for the second half of the year, DRAM contract price growth slowed at the end of the second quarter, creating uncertainty towards third-quarter figures. Furthermore, as PC OEMs’ inventory levels are climbing, TrendForce expects contract price to stay flat or even decrease in the second half of the year...