Research Reports

Downstream Monitor System Integrator Shipment Tracker_Dec 12

2013/01/14

LCD , Display Supply Chain , Monitors / AIO

 EXCEL

Market Status Update_Jan 2013

2013/01/13

LCD , Panel Industry , Notebook Computers , TVs , Monitors / AIO +2

 PDF

Panel Price Book_1H Jan 13

2013/01/05

LCD , Panel Industry , Notebook Computers , TVs , Monitors / AIO +2

 EXCEL

Tablet PC Panel and Touch Module Price Book_Dec 2012

2013/01/02

Panel Industry , Tablets

 ZIP

Monthly Mobile PCs ODM Shipment Tracker_Nov.12

2012/12/25

Display Supply Chain , Notebook Computers

 EXCEL

Monthly Mobile PCs ODM Shipment Tracker_Oct.12

2012/11/25

Display Supply Chain , Notebook Computers

 EXCEL

Global NAND Flash Industry Analysis and Outlook-4Q12

2012/11/22

NAND Flash , Notebook Computers , Smartphones , Tablets +1

 PDF

Currently, NAND flash suppliers are conservative on market demand and capex figures for 2013, relying instead on technology migration to increase bit output, strengthening cost competitiveness to reduce losses due to price decline. TrendForce forecasts NAND flash market bit supply will increase from 14,858 M 16Gb equiv. in 2012 to 20,960 M 16Gb equiv. in 2013, a 41.1% YoY increase...

Global DRAM Industry Analysis and Outlook-4Q12

2012/11/22

DRAM , Notebook Computers , Smartphones , Tablets +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...

In-depth Analysis of the Global Smartphone Industry in 2013: China’s Comeback

2012/10/26

Smartphones

 PDF

Apple and Samsung products continue to dominate the high-end market. Together, the manufacturers’ devices are expected to account for 50% of global smartphone shipments, at 330M units, in 2012. Apple’s iPhone has yet to fail since its introduction years ago, continuing to dominate the smartphone industry in terms of both brand image and profit margins. Samsung’s smartphone supply chain is vertically integrated, from the core SoC to other components like memory, display, and battery. Not only does vertical integration give Samsung a cost advantage when it comes to smartphone production, but it also provides an outlet for Samsung Semiconductor components...

Monthly Mobile PCs ODM Shipment Tracker_Sept.12

2012/10/25

Display Supply Chain , Notebook Computers

 EXCEL