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The memory card, UFD, SSD, and eMMC markets have yet to rebound in 2H’March due to seasonal factors, according to DRAMeXchange, a research division of TrendForce...
The server DIMM contract prices...
The module makers are unwilling to procure NAND Flash components because of their excessive inventory and their downstream client's weak performances following Chinese New Year, according to DRAMeXchange, a research division of TrendForce...
Worldwide mobile DRAM revenue amounted to US$3.607 billion in the fourth quarter of 2014, representing 27.8% of DRAM industry value and a 4.2% QoQ increase. In 2014, mobile DRAM shipments accounted for nearly 40% of all DRAM shipments, more than ever before. Although mobile memory average selling price fell by 5% in the fourth quarter, benefitting from sustained smartphone demand growth – from the iPhone 6 and 6 Plus in particular – bit shipment volume is increasing, and global mobile DRAM revenue continues to rise...
The global DRAM market did not adhere to seasonal patterns in the fourth quarter – not only did notebook shipments not show the usual decline, but 47 million units were shipped, representing a slight increase for the quarter. Although contract prices had been decreasing since November, average contract price for the fourth quarter was higher than the previous quarter. Furthermore, top-tier DRAM makers are migrating to the 20nm and 25nm processes and the additional output resulted in an 8.0% QoQ revenue increase to US$13.0 billion, setting a new record for the highest revenue in a single quarter...
Looking at in the fourth quarter of 2014, OEM mobile device shipments peaked due to seasonality – the iPhone 6 and 6 Plus in particular – contributing to balanced supply and demand for the NAND Flash market. NAND Flash suppliers experienced steady revenue growth, and operating margins were on par with third quarter figures...
The NAND Flash price war originally anticipated by the NAND Flash customers has yet to occur, according to DRAMeXchange, a research division of TrendForce...
The majority of the DRAM contract prices for this month...
The prices of specialty DRAM this month was unaffected by the off-peak season effects, and remained relatively steady, according to DRAMeXchange, a research division of TrendForce...
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