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keyword:Avril Wu138 result(s)

Press Releases
Global Smartphone Shipments in 2014 Totaled 1.167B with Samsung and Apple as First and Second, TrendForce Reports

2015/01/20

Consumer Electronics

Global smartphone shipments totaled 1167 billion units in 2014, a year-on-year increase of 259%, with combined shipments of Chinese brands reaching 4534 million units Chinese vendors thus managed to encompass almost 40% of the global shipments and represent six of the top ten smartphone brands worldwide “2014 was definitely an impressive year for Chinese brands as they gained more share of the global market,” said Avril Wu, global smartphone analyst of TrendForce Even so, Wu noted that the pooled shipments of numerous Chinese brands were still less than the combined shipments of the 2014 brand leader, Samsung, and the second best, Apple Their shipments together accounted for 518 million units “This shows that the fierce competition among the brands relatively and severely narrowed their profit margins,” said Wu  Samsung and Apple retained their first and second spot in worldwide smartphone shipments  2014 was a difficult year for Samsung as its market share dropped to 28% compared with 325% of the previous year Nonetheless, Samsung retained its number one position According to Wu, Samsung’s large-size, high-end Galaxy Note series faced stiff challenges from iPhone 6 Plus, while its midlevel and low-end smartphone shipments were undercut by inexpensive Chinese brands As a result, Samsung’s overall shipment target had undergone downward revisions since the beginning of 2014, with annual growth in shipments only at 84% (around 3264 million units)  In 2014, Apple maintained its high annual growth rate of 245%, which translates to 1913 million units shipped worldwide for the entire year With 164% market share, Apple was a solid number two in the worldwide smartphone rankings Apple’s position was attributed to the success of its first large-size smartphone model, the iPhone 6 Plus This new category addressed Apple’s lack of smartphones with above 5” screens and thus significantly raised the fourth quarter shipping ratio  As for LG, its strategy of “promoting high quality products at low prices” paid off with strong market reception to its flagship smartphone models, ranging from G2/G2 Pro to the newest G3 “Right now G3 is the first smartphone outfitted with a 2K screen that gives users better viewing experience,” said Wu, “and this showed LG’s advantage of having a display panel manufacturer as under its wings” For that reason, LG was the dark horse of 2014 with its ranking jumped up to number four and annual shipment growth at 754% (70 million units shipped)    Chinese brands represent six of the global top ten due to their high C/P products and rising domestic demands in China  Lenovo officially completed its acquisition of Motorola from Google in the fourth quarter of 2014 The acquisition and reorganization process took almost a year since Lenovo’s announcement With the merger finalized, Lenovo’s total shipments in 2014 exceeded 90 million units and its annual growth surpassed 100% It ranked first place among Chinese smartphone vendors and third worldwide with its 79% global market share  With the introduction of the Honor 6 model in 2014, Huawei wholly changed its strategy of using smartphone chips from Qualcomm and MediaTek for its high-end products Honor 6 is packed with Kirin 920, a 4G chipset developed by Huawei’s subsidiary HiSilicon “HiSilicon’s product roadmap shows that in the future it will pursue R&D in midlevel and lower-end products,” said Alan Chen, Chinese smartphone analyst of TrendForce, “and Huawei also determines to eventually become self-reliant in chipset supply” With approximately 70 million units shipped and an annual growth around 70%, Huawei was ranked number five in the 2014 worldwide smartphone shipments The company benefitted from its unproblematic overseas expansion, its rapid growth within China, and its good working relations with telecom operators  As for the smartphone makers with the best cost-performance products, the title goes to Xiaomi Its flagship models cost around US$ 300 to US$ 350, but they match their high-end counterparts from international vendors in hardware specs Since its rise in China during the latter half of 2011, Xiaomi has been able to more than double its growth each year Its 2014 annual shipment growth exceeded 200% with 60 million units shipped, and at one point managed to edge out the leading vendors in China such as Samsung, Huawei, and Lenovo Xiaomi ranked six worldwide in 2014    Chen further stated that MediaTek’s success with complete reference design for 3G chips allowed the company to take over China’s smartphone market in the last few years, creating difficulties for the top manufacturer Qualcomm With Chinese telecom operators actively promoting 4G smartphones in 2014, however, Qualcomm came back strongly based on its adoption and enhancement of MediaTek’s model Qualcomm’s 4G solution for smartphone OEMs, which is better priced and more in tune with Chinese clients, threatened MediaTek’s standing in China According to TrendForce, 4G smartphone’s penetration rate in China was around 20% in 2014 and estimated to exceed 40% in 2015 

Press Releases
TrendForce: Global Smartphone Market Adjusts to Slower Growth

2014/12/01

Consumer Electronics

The growth rate of global smartphone shipments slowed to 259% in 2014 and is expected to fall to 124% in 2015, according to TrendForce A total of nearly 117 billion smartphones were shipped in 2014, while approximately 131 billion are predicted to be shipped next year “The growth rate of smartphone shipments is decreasing because the penetration rate is already very high while the market is saturated,” said Avril Wu, a handset analyst at TrendForce Chinese brands remain the driving force in the global smartphone market, Wu said, adding that they will comprise 17 percent of global handset shipments in 2015  Smartphone trends to follow in 2015:  (1) Chinese brands loom larger as shipments increase and margins are squeezed  Competition among smartphone brands is more intense in China than in more mature markets Lenovo, Huawei, Xiaomi, Coolpad, ZTE and TCL are the six largest Chinese smartphone brands They vie with each other for both China’s huge domestic market and overseas markets and compete largely on price, which forces down their razor-thin margins further TrendForce expects M&A activity in the handset industry to pick up fast in 2015 and continue for the next two to three years Brands will also look to differentiate themselves with social media, apps and mobile payment systems  (2) Lack of differentiation among Android and Windows phones forces all brands but Apple to compete on price  The iPhone 6 is performing extremely well, reflecting iOS users’ desire for a larger screen and not just advanced hardware Androids and Windows brands, however, are competing largely on price since many of their hardware features are similar TrendForce expects these vendors to continue this pattern in 2015, as consumers increasingly demand high quality, feature-packed handsets for low and mid-range prices  (3) LTE infrastructure matures and application processing (AP) manufacturers focus on 4G chip shipments  After 2 years of work building 4G infrastructure, the global 4G network is now in place It will mature in 2015, allowing more optimal use of AP and other hardware products US chipmaker Qualcomm has surpassed Taiwan’s MediaTek in the 4G sector, Wu said In the first half of 2015, these two brands will focus on making 4G products, while in the second half of the year, they will devote their energies to producing chips for low and mid-range handsets, she added  (4) User experience the key to hardware success  In the smartphone supply chain, advanced hardware has historically been the key to success But in 2015, user experience will become more important Expect to see brands attempting to differentiate with features that create a more distinct user experience, like metal cases, 3D screens and multiple camera lenses  (5) Mobile payment systems to continue developing  Mobile payment systems are still at a fledgling stage In some countries, regulations still need to be created to govern mobile payments But from the consumer’s point of view, mobile payments are necessary TrendForce expects more regulations for mobile payments to be implemented in 2015 That will bring new opportunities to smartphone vendors   

Press Releases
TrendForce:Global Mobile DRAM Revenue Rises 6% in Third Quarter

2014/11/19

Semiconductors

Worldwide mobile DRAM revenue increased by 6% to US$346 billion in the third quarter, representing 29% of DRAM industry value, according to DRAMeXchange, a division of Taiwan-based market intelligence firm TrendForce As global DRAM supply remains tight, despite a slight decline in mobile memory prices, industry value still rose in the third quarter on the back of increased bit output  “For the fourth quarter, Apple is leading the pack with iPhone 6 shipments, while other smartphone makers are lowering their shipment forecasts,” said Avril Wu, assistant vice president of DRAMeXchange “As the iPhone’s 1GB of LPDDR3 does not significantly benefit overall mobile DRAM consumption and market demand is slowing due to seasonality, average selling price could decline further in the fourth quarter Looking at discrete and PoP product contract prices, 8Gb and 16Gb LPDDR2 and LPDDR3 prices are forecast to fall by around 3% while other products should see prices stay flat, Wu added  With the gradual arrival of LPDDR4 next year, which DRAM makers will produce on their most advanced process technology, 8Gb mono die will be the mainstream specification for LPDDR4, while 16Gb and 32Gb will follow Next year, major smartphone manufacturers are expected to release smartphones with 4GB of mobile memory Looking ahead to 2015, since Apple announced the iPad Air 2 would use 2GB of mobile memory, the next-generation iPhone is expected to have the same amount Along with conservative DRAM capacity expansion and manufacturers focused on profits, the mobile memory market is expected to see healthy price trends  Mobile DRAM Manufacturer Highlights  Samsung’s mobile DRAM revenue increased by 184% in the third quarter, bringing market share to 507%, nearly twice that of SK Hynix Now that Samsung is back in Apple’s supply chain, SK Hynix and Micron are expected to lose orders, widening the gap between the memory makers Samsung is busy producing 23nm LPDDR products, which have the best cost structure With reliable product quality, Samsung is the most profitable memory maker in the industry  SK Hynix did not experience revenue growth in the third quarter Although bit output increased, the memory maker is behind Samsung, resulting in a slight market share decline In the fourth quarter, migration to the 25nm process and increasing the production ratio of LPDDR3 will help improve SK Hynix’s profits  Micron’s market share was 19% in the quarter to September as the US manufacturer continues to lose 3-4% of the market each quarter Until its MCP and eMCP products hit the market, Micron’s mobile DRAM shipments are highly dependent on its main client Apple As a result, Micron’s average selling price is the lowest of the three major manufacturers  Nanya’s mobile DRAM revenue grew by 98% in the third quarter, a result of increased capacity due to client demand Mobile memory accounted for 14% of Nanya’s revenue, up from 8% in the previous quarter, and the Taiwanese manufacturer’s market share increased to 18% Nanya is still focusing on KGD product sales, but the manufacturer is cooperating with top-tier module makers on eMCP products As volume production of LPDDR3 begins in the second half of the year, Nanya will be able to join the eMCP and MCP battle, increasing its mobile DRAM capacity  Winbond’s mobile DRAM revenue fell by 11% in the third quarter, putting market share at 09% Mobile memory accounted for 11% of the Taiwanese manufacturer’s total revenue, a 2% decrease resulting from client-end inventory adjustments As for technology, 46nm product sales account for 60% of mobile DRAM revenue but will be adjusted in the future based on client demand Winbond may increase capacity to 40K wafers per month at the end of the year, with 44K wafers per month possible for next year, as the ratio of mobile DRAM production continues to climb   

Press Releases
TrendForce: Six-Month DRAM Price Uptrend Ends as First-Half Nov. Contract Prices Fall 3%

2014/11/17

Semiconductors

The contract price uptrend that persisted for almost half a year in the DRAM market has officially ended this month, according to DRAMeXchange, a division of the Taiwan-based market intelligence firm TrendForce The average contract prices for DDR3 4GB modules dropped an estimated 31% in in the first half of November, ending at around US$ 3175, while the highest contract prices fell from US$335 to US$32, showing a drop of 45% While the DRAM manufacturers were initially successful in pushing the contract prices upwards as they attempted to counter the effects of the off-peak season during October, many faced resistance from PC-OEMs As it became clear that Samsung and SK would be shifting their priorities from profits to shipments after achieving stable yield rates with 25nm technology, some of the OEMs even attempted to restart negotiations and push for lower prices As a result of these developments, DRAM contract prices underwent massive changes during November, and at one point fell to US$315, the average from the third quarter In the near future, the price drop is expected to continue given the potential surge in DRAM output and the unlikelihood of capacity being allocated to Mobile DRAM during the smartphone market’s off-peak season It is possible the prices in the first quarter of 2015 will drop below US$30  Korean DRAM Manufacturers Manage to Achieve Stable 25nm Yield Rates; Micron to Encounter Numerous Challenges with 20nm Technology  The process of migrating from 30nm to 20nm technology has proved challenging for many DRAM manufacturers given the difficulties involved in shrinking transistors Samsung, for example, faced considerable production related obstacles in the 28nm manufacturing process, and was later forced to abandon its development because it could not improve the production process sufficiently In an effort to resolve that problem, the company allocated portions of its capacity back towards the 35nm process and devoted time to developing 25nm technology, which it hoped would lead to future breakthroughs After a year of work, the South Korean electronics giant was able to achieve steady yield rates with the latter process during the second half of 2014 Samsung's main goal is to raise the production ratio of its 25nm products up to 70% by the end of the year, and to officially take steps to migrate towards the 20nm manufacturing process in 2015 Its progress with manufacturing technology is currently ahead of all other DRAM manufacturers in the industry  Like Samsung, SK Hynix is also placing great emphasis on manufacturing technology As its 29nm process's production life cycle reached 2 years, the company began to turn its attention towards manufacturing 25nm chips, and started their mass production during the end of 2013 While it initially had trouble increasing its overall 25nm yield rate, following a series of adjustments and efforts, the company was still able to improve its output significantly From the fourth quarter of this year to the first quarter of 2015, SK Hynix's priorities will be to manufacture the majority of its products using the 25nm process, and to ensure that the mass production of its 21nm chips will be ready by mid-2015  Inotera, a Taiwan-based subsidiary of Micron, will oversee most of the US semiconductor company’s 20nm product developments rather than its Hiroshima fabrication plant, whose team was originally responsible for handling them Meanwhile, the US-based semiconductor company is currently producing 25nm products at a steady rate Given that the Japanese plant's equipment is vastly different than that used by Inotera, the latter will be expected to spend at least NT$ 50 billion (US$167 billion) on equipment upgrades In the future, the Hiroshima plant's manufacturing expertise should prove helpful if Inotera encounters any bottlenecks in the manufacturing process Inotera will undoubtedly require time to become familiar with the 20nm manufacturing process, considering that it directly skipped over the 25nm process Judging by the obstacles that Samsung and SK Hynix faced when attempting to handle 20nm technology, TrendForce believes Micron will encounter similar challenges as it tries to get the most out of its 20nm manufacturing process

Press Releases
TrendForce: DRAM contract prices settled in first half of October

2014/10/16

Semiconductors

The majority of DRAM contract prices were settled in the first half of October, according to DRAMeXchange, the memory and storage research division of TrendForce, a Taiwan-based market intelligence firm The average 4GB contract prices reached US$ 3275, an increase of 234%, while the lowest contract prices came to approximately US$ 325, up 484% Notably, this month, an increasing number of agreed prices have begun to move from $US 31, the lowest price point from the third quarter, towards $US 33, the highest The revenue gains that came with the recent wave of price growth will gradually become more apparent during the fourth quarter of this year Looking ahead to the fourth quarter, TrendForce believes that October prices will continue to rise even as the PC market enters its traditionally slow season Those price increases will occur primarily because demand for mobile DRAM and server DRAM is robust, but supply will be limited as manufacturers adjust capacity  DRAM capacity adjustments to continue as October contract prices remain steady  In the coming quarters, all three of the DRAM industry's main manufacturers are expected to ramp up production as Apple raises its shipment targets for the iPhone6 and iPhone6 Plus With Apple's soon-to-be announced iPad Air2 set to use chips featuring 2GB of RAM, the said manufacturers are also expected to allocate capacity to Mobile DRAM Additionally, the server market is performing better than average for the off-peak season The prices for server DRAM have also increased for three consecutive months As a result, the R-DIMM 16GB price has managed to reach up to US$ 140 Given the crowding out occurring in the market, DRAM contract prices in October are expected to surpass those of the third quarter even as the PC market enters the off-peak season 

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