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Press Releases
TrendForce: SK Hynix’s Two-Month Lack of Output to Amount to 260K Capacity Decrease, Micron to See Second Largest Market Share in Q4

2013/10/03

Semiconductors

According to DRAMeXchange, a division of global market research firm TrendForce, SK Hynix’s Wuxi fab is based on Gemini architecture Part of the fab was originally an 8-inch wafer fab with a smaller capacity, and this is where the fire originated The damages have affected around 100K wafers per month of the plant’s 130K wafers per month capacity The remaining 30K wafers per month suffered smoke damage, and capacity has not been restored as of today It is likely the Wuxi plant will not have any output in September and October To avoid losing clients, SK Hynix has been urgently increasing capacity at its M10 fab as well as using NAND capacity at the M12 plant for DRAM production, in hopes of minimizing the impact of the fire TrendForce assistant vice president, Avril Wu indicates SK Hynix was neck and neck with Micron in terms of second quarter DRAM revenue, the suppliers selling US$256 billion and US$24 billion, respectively As the Wuxi plant produced nearly half of SK Hynix’s total DRAM output, even if the supplier has inventory stocked up, a revenue drop is unavoidable TrendForce expects SK Hynix will see the greatest revenue impact in the fourth quarter, at which time Micron will have a chance to surpass the Korean manufacturer and take second place in the revenue rankings Looking at technology, the new Micron group will finish developing the 20nm process in the fourth quarter It is also rumored that the US supplier intends to expand capacity significantly next year in Rexchip – Micron’s ambition will certainly give Samsung a run for DRAM no1 position in the days to come  

Press Releases
TrendForce: Xiaomi Squeezes past HTC to Become Fifth Most Used Smartphone Brand in China

2013/10/03

Semiconductors , Consumer Electronics

According to the latest market survey conducted by AVANTI, a research division of TrendForce, both Samsung and Apple remain the most used smartphone brands among Chinese consumers Xiaomi has notably managed to rise past HTC this time around, and is currently at fifth place TrendForce believes Xiaomi’s smartphone sales will greatly affect China's domestic smartphone industry, and will exert the most impact on smartphone manufacturers such as Lenovo and ZTE, which produce similarly priced products Figure 1: Most used smartphone brand among Chinese consumers Source: TrendForce The Xiaomi brand is probably best known for its “low cost, high performance” reputation According to AVANTI’s research, more than 60% of the surveyed consumers have showed interest in buying the “Red Rice” smartphone due to its high price performance ratio as well as affordability Of these respondents, the majority of those that took interest in the device’s low price point tend to be 39 years old or under The male respondents who are most concerned about internet connectivity tend to show greater interest in keeping track of Xiaomi's smartphone devices than their female counterparts Aside from appealing to the existing Xiaomi users, the “Red Rice” smartphones have managed to also attract users of various other smartphone brands Compared to Apple, which enjoys high brand loyalty, many Android smartphone companies are revealed have been hit hard by Xiaomi's rising popularity The desire to switch to the “Red Rice” smartphone appears to be the greatest among Lenovo's and ZTE's users, and moderately strong among users of Samsung, Nokia, and Huawei According to the data collected from AVANTI’s 3,272 Chinese respondents, the Xiaomi smartphone’s usage rate, while above HTC’s, is still behind that of Samsung, Apple, Nokia, and Huawei The Chinese company currently ranks fifth in the “most used smartphone brand” category Figure 2: Desire to purchase Xiaomi smartphones from users of different brands Source: TrendForce

Press Releases
TrendForce: SK Hynix’s Wuxi Plant Fire Accident Affects Q4 Supplies, September Contract Price Growth Approaches 15%

2013/10/02

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the future DRAM contract prices are expected to trend upwards due to the production shortages resulting from the Wuxi plant's fire accident and the uncertainties surrounding its recovery period The price uptrend is expected to persist in spite of the economic downturn and the market's underwhelming peak quarter performances In the periods following the Wuxi plant's fire incident, numerous relevant parties from within the industry have indicated that the pricing quotes are unlikely to be provided during 1H'September and that the movements of the contract prices will only become apparent following the mid-Autumn festival The agreed mainstream 4GB prices have so far risen by as much as 1429% to approximately $US 32, and are on average maintained at around the $US 30 mark A few of the module supplies from the PC-OEMs could be obtained at $US 29 given the quarterly deals that had been settled in Q3 Throughout October and November, TrendForce projects the price increases will be more significant as the details concerning SK Hynix's fire accident are clarified and as the manufacturers' inventories drop more noticeably  Based on the average $US 30 price for the 4GB modules, the average 4Gb price is estimated to be around $US 344, which is 20% lower than the $US 41 price in the spot market With the differences between the contract and spot prices likely to gradually become smaller, the contract module prices have a good shot of eventually approaching the US$ 35 mark Looking at the PC OEMs' inventory situation, even though most of their DRAM inventory has remained high during the beginning of September —with some ranging from 4 weeks to 2 months— their module inventories are noticeably getting lower In order to avoid the potential supply restrictions resulting from the fire accident, more and more buyers are beginning to intensify their inventory replenishment efforts The fire incident, on the whole, appears to have affected not only the prices of PC DRAM, but also those of graphics and server DRAM, both of which are likely to exhibit a 20% increase in Q4 The 2013 DRAM industry revenue is expected to rise by approximately 40% as the growth prospects of the Q4 prices become stronger Along with the tightened supply situation, all of the aforementioned developments are expected to contribute to months of further price increases and allow relevant manufacturers to benefit, according to TrendForce’s assistant vice president, Avril Wu

Press Releases
TrendForce:October Expected to be Brands’ Annual LCD Monitor Shipment Peak

2013/10/01

Display

According to the survey by WitsView, the display research division of the global intelligence provider TrendForce, the top ten LCD monitor brands and SI makers both saw rising shipments from July Top ten brands held a shipment of 1039 million units, rising 4% from July, while that of brands came to 1158 million units, growing 59% However, they showed declines from the same period last year, which include a 46% drop for the brands and a 23% decrease for the SI makers SI makers held a more evident monthly shipment growth in August as it takes four to six weeks to ship by sea from China to Europe and the US and SI makers have to distribute goods in August in preparation of the Q4 peak season In addition, the working days in China are shortened on Oct 1st National Holidays, and downstream makers need to prepare in advance in August and September August is expected to be SI makers’ shipment peak this year, while the shipment peak for brands will be October     WitsView assistant research manager Anita Wang indicates brands actively boost LCD monitor shipment, which enjoys higher gross profit, especially the wide viewing angel products gaining brands’ attention with wider-viewing angle, saturated colors, and high C/P value Top ten brands had a 16% penetration rate in August, and among them, LG and BenQ, on their own panel makers’ strategies of lifting wide-viewing angle proportion, secured the No1 and No3 places with respective 34% and 20% penetration rates in the wide-viewing angle segment Dell held a penetration rate reaching 32% in August with its advantageous position in the high-end commercial segment, right after LG ASUS saw a wide-viewing angle penetration rate of 16% with its mainly promoted high-end consumer models, ranked as the No4 The largest wide-viewing angle panel supplier is LGD, and with the other panel makers introducing products of diverse applications and sizes, brands’ penetration rates among the wide-viewing angle products will be lifted Figure:2013 Monthly Shipments of Top Ten LCD Monitor Brands Source: WitsView, Sep-13

Press Releases
TrendForce:Global LED Bulb ASP Up in August

2013/10/01

LED

Global 40W equiv LED bulb Average Selling Price (ASP) increased slightly by 17% in August 2013 to US$ 157, according to a recent bulb retail survey conducted by LEDinside, a research subsidiary of TrendForce Global introduction of new products for August was low Global 60W equiv LED bulbs ASP dropped slightly by 29% to US$ 219 Price drops were most obvious in UK LEDinside’s observations of LED bulb retail price revealed that as of this year, LED replacement bulbs for the standard 40W incandescent bulb global ASP slid 20% while LED replacement bulbs for 60W incandescent bulbs had a global ASP decrease surpassing 25 percent Compared to 2012, the price drop for LED bulbs has increased considerably with the price difference between similar products from different manufacturers shrinking LEDinside believes that top lighting brands’ fast price falls are urging regional markets to speed up regulations and market integrations LEDinside predicts there is still room for global LED ASP to continually decrease in 4Q13 Global ASP for 40W equiv LED bulb fluctuated Global 40W equiv LED bulb ASP was up by 17% to US$ 157 in August 2013 The ASP in UK increased 64% in August Prices for pre-existing products fluctuated with some prices edged upwards while others with lower prices experienced a halt in sales Aside from this, decrease in exchange rates also lead to price inflations Germany ASP for August grew 34% and prices for pre-existing products fluctuated The increased price inflation was mainly due to mostly caused by dropping exchange rates In the US, prices rose slightly by 1% Some of the pre-existing products receded temporarily receded from the market, while remaining products experienced price fluctuation fluctuation in price There were no new products introduced to the market Japanese 40W equiv LED bulbs prices dropped by 4% Pre-existing product prices steadily decreased, some more than others due to promotion leading to more significant price drops LED bulb ASP in Korea was up 09% for August with no price changes in pre-existing products, while drops in exchange rate lead to price rise In China and Taiwan 40W equiv LED bulb ASP for August remained the same with prices around US$ 102 and US$ 119 respectively Prices for pre-existing products in these two regions did not change and no new items were introduced this month In UK 60W equiv LED bulb ASPdropped below US$ 20 Global 60W equiv LED bulb ASP dropped slightly by 29% in August reaching US$ 219 UK had the most apparent price drop of 144% to around US$19 Some pre-existing products temporarily stopped sales while others experienced fluctuation in price In Japan, prices decreased by 29% to US$ 215 Pre-existing products prices fell steadily had a steady dip in price and no new products were introduced for this month Korean August LED bulb ASP rose by 09% in Korea for the month, and prices for p Pre-existing products experienced no change in price remained the same Rising prices were mainly caused by decreased exchange rate mainly caused the increasing prices Germany’s LED bulb ASP increased 03% Pre-existing products prices in the country either remained stable or dropped slightly The price uptick was caused by decreased exchange rates LED bulb ASP in US dropped slightly by 24% with some pre-existing products receded temporarily from the market, while others either maintained a steady price or experienced price decrease No new products were introduced this month Aside from this August ASP in China increased by 16% as pre-existing products maintained stability, while the drop in exchange rates triggered price inflations Taiwan 60W equiv LED bulb prices dropped by 46%, while prices of pre-existing products remained stable The price falls was mainly due to increasing exchange rates LEDinside Observations –LED lighting price trend down expected for overall regional markets LEDinside observed particular regions during August, such as Europe temporarily halted sales of certain products, while others experienced price fluctuations Overall, the market is currently in an integration phase where brand named manufacturers are launching new products while adjusting specifications of older products Each region employs different product and pricing strategies According to results from LEDinside’s LED bulb retail survey, global 40W equiv LED bulb ASP slid 20% this year While 60W equiv LED bulbs plunged more than 25% Compared with 2012, there were faster declines in LED bulb prices and the price differences between brands were shrinking this year LEDinside believes that top lighting brands fast drop in prices are urging regional markets to speed up regulations and integration It is predicted there is still room for further LED bulbs ASP reductions by 4Q13

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