The recent surges of COVID-19 cases in India, Vietnam, and other Southeast Asian countries have adversely affected the smartphone market in terms of production and demand...
The latest comparison of the contract price trends of different DRAM categories finds that PC DRAM is the weakest...
A retrospect on the 2Q21 market status indicates that server OEMs had amplified on the purchase intensity of server DRAM from the concern over how component gaps would affect the shipment of completed units...
As indicated by the survey of global market intelligence firm TrendForce, the intensity in inventory pull from the buyers has turned conservative amidst the DRAM market sentiment that has now turned cautious...
As indicated by the survey of global market intelligence firm TrendForce, the negotiation duration for 3Q21 contract prices of server DRAM had postponed and extended under the inability of reaching a consensus between buyers and sellers...
Market intelligence firm TrendForce reports that PC OEMs and DRAM suppliers reached framework agreements on quarterly contract prices in July...
The demand end had further amplified the purchase intensity during 2Q21 in fear of higher subsequent prices and insufficient source of products after the official subversion in DRAM prices in 1Q21...
TrendForce, a global market intelligence firm for the technology sector, proudly presents “Smartphone Market Decode” – a quarterly research report that draws from the best resources and analyses from the company’s elite researchers. This work represents the synergy of the following teams under our wings: the Department of Semiconductor Research, the Department of Display Research, and the divisions at TRI for the study of advanced technologies.
In addition to first-hand data on the smartphone production volumes of the major electronics brands and the latest intelligence on the markets for key components, “Smartphone Market Decode” offers in-depth analyses on the developments of a wide range of mobile-related technologies. This report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional knowledge that can be used to make the best operational decisions.
Price negotiation continued through July and finally finished in August for some 3Q21 server DRAM contracts...
TrendForce’s analysis of the performance of the mobile DRAM market for 2Q21 finds that smartphone brands were still proactively stocking up on components during that period as they maintained high expectations for their annual production figures...