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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%...
Reviewing the NAND flash market in the third quarter, strong demand from Apple's iPhone 6 and iPhone 6 Plus helped balance out excess NAND flash supply and resulted in a 5-6% QoQ increase in average NAND flash contract price. NAND flash suppliers' operating margins were generally better than in the second quarter...
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...
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...
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...
The contract price uptrend that persisted for almost half a year in the DRAM market has...
According to DRAMeXchange, a division of global research firm TrendForce, restocking demand for memory card and universal flash drive products did not pick up in anticipation of upcoming holidays like China's Singles' Day and U.S. and Europe's Thanksgiving and Christmas...
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...
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...
With strong demand due to the arrival of the iPhone 6 and iPhone 6 Plus as well as healthy OEM shipments, eMMC, eMCP, and SSD growth was on average higher in the third quarter than in the first half of the year. Additionally, NAND flash prices were stable...
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