Research Reports

Mobile DRAM Industry Analysis Report－2Q15

2015/05/29

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Worldwide mobile DRAM revenue reached US$3.576 billion in the first quarter, a decline of less than 1% QoQ. Mobile memory sales accounted for 29.8% of total DRAM industry revenue. In the first quarter of 2015, mobile DRAM shipments increased by 8.2% QoQ, boosted by added 23nm production from Samsung. Furthermore, as average selling prices for mobile DRAM have been relatively steady, global mobile DRAM revenue will only continue to grow...

NAND Flash Industry Analysis Report－2Q15

2015/05/29

NAND Flash , Notebook Computers , Smartphones +1

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Seasonality resulted in NAND flash oversupply in the first quarter, bringing average chip price down by nearly 10%. NAND flash vendors’ revenues decreased compared to the fourth quarter. TrendForce slight oversupply to continue in the first half of the second quarter, but as new smartphones hit the market beginning in late May and SSD demand picks up, NAND flash market supply and demand should be balanced in the second half of the year...