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Chinese smartphone brands maintain their stock-up momentum. Since shipments have been brisk in 4Q23, the overall inventory of mobile DRAM has also returned to a relatively safe level...
This week’s Bulletin provides an update on server ODMs and the market of key server components, as well as compiles periodic statistics on the forecasted production schedules among ODMs for 2024...
According to the latest research conducted by global market intelligence firm TrendForce, Chinese smartphone brands proactively stocked up on components in 4Q23 and are now expected to maintain a relatively strong momentum...
DRAM contract transactions in November mainly involved Chinese CSPs, while North American CSPs remained rather passive because they intend to combine 4Q23 and 1Q24 for the contract price negotiation...
Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...
With the completion of channel inventory adjustments, the smartphone industry has seen the return of strong peak-season momentum for device production and stock-up activities during 2H23...
For 3Q23, the revenue of the DRAM industry was US$13.48 billion, showing a QoQ growth of 18.0%. During 2H23, there has been a gradual recovery in demand...
Global market intelligence firm TrendForce reports that smartphone brands all experienced a declining trend in device production during the first half of this year due to the slowdown...
TrendForce, a global market intelligence firm for the technology sectors, proudly presents “Smartphone Market Decode” – a quarterly research report that synergizes the resources of several in-house analyst teams such as the Department of Semiconductor Research, the Department of Display Research, the Department of ICT Application Research, etc.
In addition to the first-hand data on the device production figures of the major electronics brands and the latest overview of the supply chains for the key components, Smartphone Market Decode also covers the relevant topics pertaining to technological innovations and development trends. The report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional industry knowledge that can be used to make the best operational decisions.
As indicated by the survey of global market intelligence firm TrendForce, negotiations for this quarter’s server DRAM contract prices are still underway, and have yet to become fully distinctive...
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