Research Reports

Monthly Mobile PCs ODM Shipment Tracker_Aug.12

2012/09/25

Display Supply Chain , Notebook Computers

 EXCEL

Monthly Mobile PCs ODM Shipment Tracker_July.12

2012/08/25

Display Supply Chain , Notebook Computers

 EXCEL

Global NAND Flash Industry Analysis and Outlook-3Q12

2012/08/22

NAND Flash , Notebook Computers , Smartphones , Tablets +1

 PDF

Affected by global economic instability, many NAND flash suppliers are adopting a conservative outlook towards the NAND flash market in 2H12; NAND flash manufacturers’ 2012 bit output growth comes mainly from process technology migration. Recently, several NAND flash makers have either temporarily reduced capacity utilization rate and suspended or slowed original capacity expansion plans for 2H12, or reallocated NAND flash production lines to the manufacture of other IC products. Slowed 2H12 bit growth and reduced capex figures will help close the NAND flash market supply-demand gap in 2H12...

Global DRAM Industry Analysis and Outlook-3Q12

2012/08/22

DRAM , Notebook Computers , Smartphones , Tablets +1

 PDF

As a result of strong smartphone shipments worldwide and the rise of tablet PCs, mobile DRAM demand grew significantly in 2Q12. While mobile DRAM contract price fell by approximately 10% in 1Q12, total mobile DRAM revenue unexpectedly climbed 12.4%. As for 2Q market share, Samsung remained in the lead with nearly 60% of the global mobile memory market, putting the Korean manufacturers’ combined market share at 77.5%, a 1.1% QoQ decrease. Third-place maker Elpida’s market share fell by 0.8% QoQ to 13.9%, while Micron, benefitting from low to mid-end smartphone growth, came in fourth as its market share climbed to 6.7%...

Monthly Mobile PCs ODM Shipment Tracker_Jun.12

2012/07/25

Display Supply Chain , Notebook Computers

 EXCEL

A Look at Mobile Devices in 2012: Microsoft’s Surface Tablet and Windows Phone 8

2012/07/18

NAND Flash , Tablets

 PDF

Mobile Devices Flourish in 2012; Apple, Google, Microsoft Lead the Craze...

Monthly Mobile PCs ODM Shipment Tracker_May.12

2012/06/25

Display Supply Chain , Notebook Computers

 EXCEL

Monthly Mobile PCs ODM Shipment Tracker_Apr.12

2012/05/25

Display Supply Chain , Notebook Computers

 EXCEL

Global NAND Flash Industry Analysis and Outlook-2Q12

2012/05/18

NAND Flash , Notebook Computers , Smartphones , Tablets +1

 PDF

Affected by the uncertainty of global economic recovery, NAND flash suppliers are conservative towards the 1H12 market. Therefore, suppliers’ bit growth comes mainly from process technology migration in 2012. Reducing the supply and demand gap and strengthening cost competitiveness will lower the impact of price decline to profitability, and makers will continue phasing out 200mm wafer equipment in 2012...

Global DRAM Industry Analysis and Outlook-2Q12

2012/05/18

DRAM , Notebook Computers , Smartphones , Tablets +1

 PDF

On May 8, Elpida revealed Micron as the winner of bidding for the right to negotiate exclusively to buy the Japanese DRAM maker. Three major DRAM teams are emerging in the industry - after Micron and Elpida have integrated, their combined market share will bring the Micron team’s figure (Micron, Inotera, Elpida, and Rexchip) to nearly 24%, surpassing SK Hynix’s 23.9% to become second only to memory giant Samsung.The tri-national alliance will combine the strengths of each – Micron’s flash products, Elpida’s mobile DRAM, and the Taiwanese makers’ manufacturing skills – presenting a formidable opponent to the Korean heavyweights. The DRAM industry is officially headed towards becoming an oligopolistic market with three major players dominating the industry. This will help DRAM chip price gradually return to a healthy state, and the competitive price-slashing will be a thing of the past...