Research Reports


DRAM


DRAM Contract Price 2H Nov._2014

2014/11/28

DRAM

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The DRAM contract prices for the first half of November dropped due to the effects of the off-peak quarter and as Samsung and SK Hynix's 25nm yield rate improved to over 80%...

Mobile DRAM Industry Analysis Report-4Q14

2014/11/28

DRAM , Smartphones

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Worldwide mobile DRAM revenue increased by 6.0% QoQ to US$3.46 billion in the third quarter, representing 29% of DRAM industry value. As global DRAM supply remains tight, despite a slight decline in mobile memory prices, due to increased bit output, industry value still rose in the third quarter...

DRAM Industry Analysis Report-4Q14

2014/11/28

DRAM , Notebook Computers , Tablets

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The three major memory manufacturers were ready for the third-quarter arrival of the iPhone 6, adjusting their production capacities to meet Apple's immense demand for mobile memory. The reduction in commodity DRAM production caused contract prices to rise, and commodity memory products had the highest margins in the third quarter. As a result, DRAM industry value reached US$12.0 billion, an 11% increase over the second quarter and a new quarterly revenue record. As memory makers' production ratios are well adjusted and they continue to increase next-generation output, their profitability is expected to see further improvement. Samsung is at the head of the pack with its operating margin at 42%, while SK Hynix is close behind at 40%. Micron, still using the 30nm process as its main technology, had a gross margin of 24.1%. However, with the DRAM oligopoly, profits are expected to remain stable and DRAM industry value is projected to reach US$46.1 billion in 2014 and US$52.0 billion in 2015, for 13% YoY growth...

Server DIMM Price Nov. 2014

2014/11/28

DRAM

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The November contract prices for server based DRAM remained unchanged from the previous month, with average prices for the R-DIMM 8GB and 16GB modules staying flat...

DRAM Contract Price 1H Nov._2014

2014/11/14

DRAM

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The contract price uptrend that persisted for almost half a year in the DRAM market has...

3Q14 Global Mobile DRAM Revenue Ranking – Samsung Takes Over 50% of Mobile DRAM Market, SK Hynix Widens Gap Over Micron

2014/11/07

DRAM

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According to DRAMeXchange, a division of global research firm TrendForce, worldwide mobile DRAM revenue increased by 6.0% QoQ to US$3.46 billion in the third quarter, representing 29% of DRAM industry value. As global DRAM supply remains tight, despite a slight decline in mobile memory prices, due to increased bit output, industry value still rose in the third quarter...

Global DRAM Industry Value Grows by 11% QoQ in 3Q14 due to Rising Contract Prices and Increased Total DRAM Production

2014/11/07

DRAM

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According to DRAMeXchange, a division of global research firm TrendForce, the three major memory manufacturers were ready for the third-quarter arrival of the iPhone 6, adjusting their production capacities to meet Apple’s immense demand for mobile memory. The reduction in commodity DRAM production caused contract prices to rise, and commodity memory products had the highest margins in the third quarter...

Specialty DRAM Price Oct. 2014

2014/10/31

DRAM

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Specialty DRAM prices were relatively flat in October as the market gradually enters the traditional off-peak season, according to DRAMeXchange, the memory and storage research division of TrendForce...

Server DIMM Price Oct. 2014

2014/10/31

DRAM

 PDF

Server DIMM prices for October grew slightly compared to September, according to DRAMeXchange, the memory and storage research division of TrendForce. The average 8GB and 16GB R-DIMM prices arrived at US$76.5 and US$137, an increase of...

DRAM Contract Price 2H Oct_2014

2014/10/31

DRAM

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DRAM contract prices are continuing to rise in 2H’Oct, according to DRAMeXchange, the memory and storage research division of TrendForce. Although the market's lowest traded price and average price remained flat, the highest contract price was able to rise from an estimated US$33 to...