Research Reports

Global Mobile DRAM Industry Analysis and Outlook-3Q13

2013/08/23

Semiconductors , DRAM , Consumer Electronics +1

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As smartphone shipments increased 7% in the second quarter and commodity DRAM prices rose, mobile memory prices climbed as well. Mobile DRAM revenue amounted to nearly US$3.0 billion, an 11% QoQ increase, 34% of global DRAM revenue...

Global DRAM Industry Analysis and Outlook-3Q13

2013/08/23

Semiconductors , DRAM , Consumer Electronics +3

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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...

DRAM Contract Price 1H Aug_2013

2013/08/14

Semiconductors , DRAM

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According to DRAMeXchange, a research division of TrendForce, the contract prices...

DRAM Contract Price 2H Jul_2013

2013/07/31

Semiconductors , DRAM

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According to DRAMeXchange, a research division of TrendForce, while the DRAM contract prices grew slightly throughout the first half of July, in second half the pricing trend...