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keyword:Avril Wu138 result(s)

Press Releases
TrendForce: New South Korea plant to help Samsung tighten grip on chip-making industry

2014/10/06

Semiconductors

Samsung Electronics plans to build a new semiconductor plant in South Korea at a cost of Won156tn ($147bn) to meet burgeoning demand for chips used in mobile devices Construction of the chip-making plant, which will be the largest of its kind globally, will begin in the first half of 2015 and be completed in the second half of 2017, Samsung said The plant will be located in Pyeongtaek, about 75 kilometers south of Seoul  “It makes sense for Samsung's new factory to focus on DRAM and NAND flash chips, since the application of processors made in-house has not increased significantly in Samsung smartphones,” said Avril Wu, assistant vice president of DRAMeXchange, a subsidiary of the Taiwan-based market intelligence firm TrendForce Samsung's Line 17 factory was initially expected to boost production in the second half of 2015 But Samsung’s new plant may be operational as early as the second half of 2016, adding to its overall DRAM production capacity DRAMeXchange estimates DRAM prices will drop as factories lower costs and gradually adjust production capacity As a result, DRAM suppliers are expected to still be profitable in 2015  Yet the main reason Samsung is building the plant is not to satisfy surging demand for DRAM and NAND flash chips, but rather to placate the South Korean government, which is concerned about Samsung’s large investments overseas, Wu said “The South Korean government has asked that Samsung retain a certain portion of its investments in South Korea,” she added  Since the DRAM industry is an oligopoly and barriers to entry are high, it is difficult for new firms to enter With an aggressive strategy, which calls for boosting production at both the Line 17 and Line 18 factories, Samsung is the undisputed market leader, Wu said “Samsung believes if it can pull out far enough ahead of its main competitors – SK Hynix and Micron – they will have no chance of catching up,” she said As balance between supply and demand tends to be maintained in an oligopoly, it is unlikely SK Hynix or Micron will try to match Samsung’s expansion plans with those of their own, Wu added 

Press Releases
TrendForce: New Apple Products for 2015 to Consume 25% of DRAM Industry Production Capacity

2014/09/25

Semiconductors

While the launch of the iPhone 6 and iPhone 6 Plus has created a global consumer frenzy, eager Apple fans are still anticipating the release of the upgraded 2GB storage iPad Air 2, and Macbook Pro, which will be equipped with LPDDR3 DRAM for the first time  Apple’s consumption of mobile DRAM will grow from the current 165 percent of the industry’s total production volume to 25 percent in 2015, as the California-based tech giant equips more smartphones, tablets and even notebook products with DRAM, said Avril Wu, Assistant Vice President of DRAMeXchange, a subsidiary of the Taiwan-based market intelligence firm TrendForce  “Since Apple is already a major player in the mobile DRAM market, PC DRAM manufacturers will switch to mobile DRAM to meet the company’s demands,” said Wu “This has indirectly caused supply shortages in the PC DRAM and server DRAM sectors”  Top three DRAM manufacturers expand production capacity to meet Apple demand  After rejoining the Apple supply chain, Samsung is adjusting 2015 production expansion plans Aside from speeding up the inclusion of the DRAM 20nm process, the South Korean electronics giant is also considering adding mobile DRAM production capacity in its new factory Line 17  Meanwhile, DRAM manufacturer SK Hynix has expanded mobile DRAM production capacity as well to attract Apple orders That strategy has borne fruit, as Apple has become its second largest mobile DRAM client SK Hynix’s M14 factory is still under construction, while its M10 will transform into a mobile DRAM Original Equipment Manufacturer (OEM) DRAMeXchange believes changes at the M10 factory are aimed at offering Apple more flexible mobile DRAM production capacity  Micron Group, which is another major Apple supplier, has designated 70-80% of mobile DRAM production capacity at its factory in Hiroshima for Apple orders With the introduction of 25 nm and even 20 nm processing into the manufacturer’s mobile DRAM mass production plan, production volume is expected to be scaled up to meet Apple’s demand in the second half of 2015  Despite DRAM manufacturers’ continual production expansion, a balance between supply and demand can be achieved as long as manufacturers control production volume By doing so, manufacturers can stabilize profits and maintain healthy growth in 2015 

Press Releases
TrendForce:DRAM Market Oligopoly to Face Challenges in 2015 as Manufacturers Expand Capacity

2014/08/28

Semiconductors

An increasing number of DRAM manufacturers are planning to expand their capacity in the fourth quarter of 2014 as DRAM market supply tightens, while bit supply could grow by nearly 30% next year following recent decreases in die size and adjustments of capacity As a result, the industry’s oligolopy structure could face considerable challenges in 2015, among them oversupply that would eat into producers’ profit margins, said Avril Wu, assistant vice president of DRAMeXchange, a memory and storage research division of TrendForce  As it becomes more difficult to migrate towards the 2xnm manufacturing process and the risk of lowered wafer output heightens, an increasing number of manufacturers are making changes to their production processes that may disrupt the industry’s oligopoly structure For instance, Samsung has announced that it will reserve major portions of its S3 Plant's capacity for DRAM production, and is currently in the process of deploying the necessary equipment and materials The South Korean electronics giant will likely begin manufacturing its DRAM wafers by the end of 2014, and is expected to focus on PC DRAM In the second half of 2015, Samsung’s maximum S3 DRAM capacity is forecast to reach 60K per month Based on the worldwide DRAM industry’s existing 1050K/month production rate, this would represent an increase of approximately 5% for the entire industry  In response to Samsung’s production strategy, both SK Hynix and Micron have begun to prepare their own capacity-related adjustments The deployment of equipment for SK Hynix’s M14 fab, whose operation is scheduled to begin next year, will likely take place as early as the middle of 2015 While SK Hynix is not looking to make any official capacity expansions at the moment, it could easily employ such a tactic once its market shares and future position are at stake Micron, much like its rivals, is anticipated to break away from its usual production routines as it encounters increasing challenges in the 25nm manufacturing process and experiences lower wafer output The company has recently decided to utilize its Taiwanese subsidiary’s R2 plant more effectively in order to maintain its wafer production levels at 75K/month   

Press Releases
TrendForce: DRAM Prices to Undergo Continuous Reduction Due to Weakening End Demand and Increased Supplies

2014/08/18

Semiconductors

Prices for DRAM components grew steadily started in the beginning of second quarter due to the absence of capacity expansions in the industry, the growing obstacles faced by suppliers transitioning towards 2xnm manufacturing technology, and the anticipation towards the impending peak quarters The DDR3 1600 MHz 4Gb prices climbed to as high as US$ 46 during July 18th, 2014 The spot market showed numerous signs of growth in the recent periods, with average DDR3 4Gb spot prices ending at US$ 435 on July 31st, according to DRAMeXchange, the memory and storage research division of TrendForce This is approximately 18% higher than the average DDR3 4Gb contract price for 2H’July, which is approximately US$ 369  In the recent periods, the industry has faced a number of challenges and uncertainties despite the impressive demands in the spot market Some of the factors leading to this situation include the reduced Notebook shipments experienced by some PC OEMs during the beginning of July and the gradually weakening demand momentum in China's smartphone market Even with the new iPhone's shipments expected to hit record levels during the upcoming periods, the content-per-box for the device's LPDDR3 component is still only 1GB As such, there is unlikely to be any major improvements in the industry's overall bit demand The DDR3 1600 MHz 4Gb prices experienced a negative turnaround starting from July 25th, and gradually dropped from US$ 4425 in average down to US$ 4199 on August 15th DRAMeXchange's Assistant Vice President, Avril Wu, believes that the price difference between the market's spot and contract prices will gradually shrink following the pricing adjustments implemented by the DRAM suppliers With the industry's end demand expected to weaken and Samsung preparing to mass produce DRAM products using its 25nm process in the fourth quarter, the chances of DRAM prices undergoing further reductions have become significantly greater   

Press Releases
TrendForce: 2Q14 Mobile DRAM Revenue Ranking Shifts, SK Hynix Retakes Second with 35% Growth

2014/08/18

Semiconductors

According to DRAMeXchange, a division of global research firm TrendForce, global mobile DRAM revenue amounted to US$33 billion in the second quarter, accounting for 31% of DRAM industry value, a slight increase over 29% in the first quarter As DRAM supply is tight worldwide, mobile DRAM prices stabilized in the second quarter Furthermore, with Chinese smartphone brands on the rise and the spread of 4G networks, mobile DRAM shipments have been strong, pushing industry value to grow by 12% QoQ in the second quarter  Amongst mobile DRAM manufacturers, Samsung remains on the throne in terms of the revenue ranking, whilst SK Hynix has reclaimed second-place status with 348% revenue growth, which is the highest in the industry The Korean memory maker has pulled away from Micron in market share, indicate that achieving a balance between commodity and mobile DRAM production is already benefitting SK Hynix  DRAMeXchange Research Assistant Vice President, Avril Wu, pointed out that in the third quarter, with seasonal demand picking up, global smartphone shipments are projected to grow by 131% QoQ, approximately 322million units, and mobile DRAM output is expected to increase with the rise in demand As market supply is slightly tight at the moment, the ASP decline is expected to improve in the third quarter, with a projected 3-5% QoQ decrease  DRAM Manufacturers Highlight  Samsung, though only experienced 10% QoQ growth, the manufacturer’s market share was 454%, roughly the same as in the previous quarter The memory maker initially planned on lowering mobile DRAM production as Galaxy S5 sales were expected to be weaker than anticipated, but as Samsung has reentered Apple’s supply chain and will be releasing its new Note 4 device in the second half of the year, mobile DRAM capacity is stable The manufacturer plans to produce mobile DRAM on its latest 23nm technology in the second half of the year, which will lower costs and keep Samsung at the top of the industry when it comes to profit structure  For SK Hynix, market share jumped to 30% and revenue was impressive as well, mainly due to contributions from the two major clients, Apple and Samsung The manufacturer is migrating to the 25nm process, while focusing on China – the rapid growth of China’s smartphone brands will benefit SK Hynix significantly, keeping its market share around 25-30%  Micron’s mobile DRAM market share was 226%, a 41% QoQ decrease The second quarter was slow for Apple, Micron’s largest client iPhone shipments dropped by 55% QoQ, resulting in a slight revenue decrease for Micron However, the memory maker should see significant growth in the third quarter, as Apple makes preparations for its next-generation iPhone and the rumored iWatch will likely use LPDDR3 Furthermore, as volume production of eMCP may begin in the second half of the year, Micron’s growth potential should not be underestimated  Winbond’s mobile DRAM revenue increased by 19% QoQ, bringing its global market share to 1% The manufacturer’s mobile memory accounted for 13% of total revenue, mainly attributed to strong low and medium-density (512Mb and 1Gb) mobile DRAM shipments For present, 46nm products has already accounted for around 65% of Winbond’s mobile memory revenue, a figure that is expected to continue to grow The memory maker is considering increasing capacity to 44K wafers per month, with the ratio of mobile memory increasing as well  For Nanya, as a result of the mobile DRAM ASP and decreased output, the mobile DRAM revenue fell by 19% QoQ in the second quarter, bringing market share down to 1% The manufacturer is currently focusing on KGD product sales In addition to working with top-tier module makers on eMCP products, Nanya plans to begin volume production of LPDDR3 in the second half of the year By entering the eMCP and MCP battle, the memory maker hopes to make gains on the feature phone and wearable device markets, which would help push its mobile DRAM revenue ratio up     

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