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keyword:Avril Wu138 result(s)

Press Releases
TrendForce:Negotiations for 2H'July Contract Prices Settled; Highest Contract Prices Reach US$33 on 6.45% Growth

2014/08/04

Semiconductors

The majority of the contract prices for the third quarter has been settled in 2H'July, according to DRAMeXchange, the memory and storage research division of TrendForce The average 4GB contract prices have reached US$32, a 492% increase compared to the same period a month ago, while the highest contract prices rose an estimated 645% to US$33 In order to account for demand in the traditional peak season as well as Apple's impending product releases, DRAM suppliers have begun to reserve portions of their already constrained DRAM capacity for Mobile DRAM This will likely enable the existing price momentum in the market to continue into the third quarter  DRAMeXchange Assistant Vice President, Avril Wu, pointed out that the termination of support for the Windows XP operating system has encouraged many corporate entities to replace PC devices As PC OEMs with high NB shipments in May and June are currently facing low DRAM inventories, many will have to eventually accept the recent DRAM price increases in order to maintain their steady shipment momentum The growth in PC DRAM prices has already managed to affect the price movements of components such as Server DRAM, Graphics DRAM, and Specialty DRAM, all of which saw a slight price increase in the recent periods  Given there are currently no plans from the DRAM manufacturers to expand on their existing capacity in 2H14 and that many have encountered obstacles while transitioning to the 25nm manufacturing process, future supplies in the DRAM market are likely to remain tight TrendForce believes that the dynamics in the DRAM industry could change noticeably once Apple's influence in the market expands For instance, following the release of Apple's new iPhone, iWatch, and Macbook Air, the industry's three major DRAM manufacturers will not only begin to reserve the majority of their capacity for Mobile DRAM, but also place their priority on the first tier clients Under such an effect, DRAM prices will likely remain high going into the third quarter This suggests there's still minor room for growth in pricing during August and September 

Press Releases
TrendForce: Mobile DRAM Prices Stabilize due to Tight DRAM Supply in Q3

2014/07/29

Semiconductors

According to DRAMeXchange, a division of global research firm TrendForce, mobile DRAM prices have stabilized in the third quarter All mobile memory product categories are showing a price decline of only less than 5%, with the majority of smartphone manufacturers purchasing mobile memory at the same price as in the previous quarter As mobile DRAM prices have been continuously falling for over two years, the stabilization caused by peak season demand brings a sigh of relief for DRAM makers  In review of the second quarter, smartphone market is still provided as the greatest contributor in terms of mobile memory demand, according to DRAMeXchange Research Assistant Vice President Avril Wu China’s demand transition from 3G to 4G TD-LTE as well as Qualcomm’s release of newest mainstream 4G chip MSM8916 (Snapdragon 410) provided a huge demand boost for mobile DRAM With regard to the following third quarter, Apple’s upcoming unveiling of the latest iPhone has kept raising consumer’s notice due to a comparably larger display to iPhone 5S Although 47-inch and 55-inch devices are remaining to go with 1GB of LPDDR3, the anticipation is enough to consume a fair amount of mobile DRAM capacity, resulting a slightly tight supply  Contract prices for discrete/PoP products showed a more obvious decline in the high-density LPDDR3 (16 GB) category, while other products exhibited relatively flat trends LPDDR3 has already become the mainstream based on output quantity, with LPDDR2 demand dropping rapidly Thus, market prices are somewhat unstable, but LPDDR2 has achieved price parity with LPDDR3, added Wu  MCP and eMCP contract prices also showed slight decline, which is a result of cost reductions due to technology migration Benefitting from increased adoption of Qualcomm’s MSM8916 platform and MediaTek’s upcoming 6732/6752 LTE chipset, eMCP shipments are expected to see a significant increase  Looking towards the fourth quarter, as manufacturers are still unable to uplift global DRAM capacity and the peak shipment season on demand side retains due to products application, TrendForce expects the market will remain in slight undersupply Discrete/PoP mobile DRAM prices are projected to show slight decline, but eMCP products should see flat or slightly increasing trends With momentum from Samsung, higher density, LPDDR3 based eMCP solutions will pick up, consuming mobile DRAM supply while also stimulating demand for NAND eMMC    Note: As most major smartphone manufacturers negotiate prices on a quarterly basis, TrendForce will now publish mobile memory prices once a quarter; prices for discrete memory used in tablets, high-end smartphones, and ultra-like notebooks will be updated monthly

Press Releases
TrendForce: 2H’June DRAM Contract Prices Remain Flat; Price Growth to Begin in July

2014/07/02

Semiconductors

The DRAM contract prices stayed relatively flat in 2H’June, according to DRAMeXchange, the memory and storage research division of TrendForce The 4GB average contract prices remain unchanged at US $305, while individual chip prices are estimated at approximately US $35 The individual contract chip price is still roughly 18% lower than the market spot price for DDR3 4Gb 512Mx8 1600MHz, which is approximately US $4255  With PC DRAM supplies tightening, the majority of first tier PC OEM manufacturers and industry suppliers have started to resort to quarterly deals, pointed out DRAMeXchange Assistant Vice President Avril Wu Based on the fact that pricing movements for 3Q14 have already been confirmed --the DRAM contract prices are currently expected to move towards US$31-32 --the market prices in general are likely to start pick up momentum in July Most of the contract markets transactions are anticipated to be settled on a quarter by quarter basis, with only a few PC-OEMs required to negotiate prices on a monthly basis With DRAM supplies remaining tight, contract prices for both July and August are likely to rise past US $33 at one point  Wu further stated that it appears DRAM manufacturers will have limited resources to support PC DRAM production capacity as smartphone sales peak season arrives in third quarter 2014 Given the existing technological migrations that are taking place in the industry and the continuous improvements to production yield, the PC DRAM market shortage has become increasingly more noticeable in recent periods The market price movements in the future will ultimately depend on the type of product portfolio that DRAM makers will utilize, and whether DRAM makers will choose to increase capacity as a means to ease market shortage With new capacity unlikely to be added during 2H14, and with market demands gradually heating up, DRAM prices in the second half of the year are likely to show continuous growth

Press Releases
Growing Smartphone Demand Momentum Stabilizes 2Q14 Mobile DRAM Contract Price: TrendForce

2014/04/22

Semiconductors

Global smartphone shipments reached 2669 million units in 1Q14, due to the strong TD-LTE shipments from China “At present, the market’s demand momentum is expected to persist into 2Q14 and help smartphone shipments grow by 67% QoQ,” said Avril Wu, Assistant Vice President and Analyst at DRAMeXchange, a research division of TrendForce “Assuming that there are no significant shortages for key components, the supplies of Mobile DRAM are likely to remain tight in the short term”   With 2Q14 serving as a critical period for the LPDDR2-to-LPDDR3 transition, the Mobile DRAM market’s supply and demand, along with its prices, are relatively susceptible to being disrupted Chip prices are vulnerable to price fluctuations following discrepancies in manufacturer’s production capacity and adoption plans Another factor is the upcoming global smartphone peak season, which TrendForce noted would result in slight price upticks in Mobile DRAM contract prices before the end of 3Q14 Looking at the Mobile DRAM product lines, contract prices for high density LPDDR3 (16GB) showed more obvious decline among Discrete memory products This is partially attributable to the low proportion of LPDDR3 adopted in high-end smartphones and tablets, a trend which justifies its contract price adjustments What’s particularly worth noting about LPDDR3, also is the apparent price difference among models featuring different clock speeds The prices for the 1866/1600/1333MHz LPDDR3 models (16GB), for example, can differ by as much as $US2 For the contract prices of the 8GB LPDDR2 and LPDDR3, the price difference in 2Q14 is expected to be roughly 133% (LPDDR2 US$75; LPDDR3 US$85) A potential price balance is expected to occur in 3Q14 following the increase in LPDDR3 production Regarding MCP and eMCP, the products' contract prices have recently shown signs of stabilizing after the price drops came to a halt Given the tendency of the industry's two Korean DRAM manufacturers to make necessary pricing adjustments only when facing major clients, the prices of mainstream densities such as MCP LPDDR2 4+4 and eMCP 4+8 were mostly unchanged Regarding the upcoming periods, as the arrival of the NAND Flash peak season is expected to limit price drops for NAND Flash products, prevent MCP/eMCP product costs from sliding, and stimulate market demand, prices for the entire third quarter can be expected to remain steady

Press Releases
2014 Global Smartphone Shipments Exceed Expectations: TrendForce

2014/04/17

Consumer Electronics

Global smartphone shipments showed better than expected growth in 1Q14, rising 113% QoQ to 2669 million units, according to market intelligence provider TrendForce “The Q1 momentum came mostly from the emerging market sectors and China,” noted Avril Wu, Assistant Vice President of TrendForce “The Chinese smartphone manufacturers’ increased 4G smartphone production is key to the smartphone industry higher than anticipated Q1 growth” For 2Q14, worldwide smartphone shipments are expected to benefit further from the continuously rising market demand, and jump by 67% QoQ to 2845 million units As a growing number of major smartphone brands are expected to release their flagship phones before the next generation iPhones appear, both the shipment volumes and average selling prices of high end smartphones can be expected to remain stable, and in turn enable various smartphone manufacturers to stay profitable within the industry The smartphone shipments from the Chinese regions, as before, are projected to exceed the industry average, but the overall growth is expected to slow down For 2Q14, China's smartphone shipment growth is estimated at approximately 1376% QoQ Looking at 1Q14 smartphone brand ranking, Samsung managed to claim first place with a worldwide market share of over 30%, due to its low to mid ranged smartphone shipments Apple's new iPhones and shipment momentum are not expected to appear until the second half of 2014, hence the company experienced a noticeable decline in its worldwide market share and finished in second Chinese smartphone makers, notably, showed better than expected performances compared to traditionally strong global brands, with companies such as Huawei, Lenovo (excluding contribution from Motorola), and Xiaomi all experiencing quarterly growth of more than 20% As noted by Wu, all three of the Chinese companies share a notable tendency to use high C/P value devices to stimulate momentum in different business sectors, including those typically characterized by hardware and software integration, different types of ecosystems (ie TVs, servers, PCs), and long term e-commerce development By utilizing appropriate strategies, the three Chinese companies managed to improve their shipments significantly in only a matter of years, and were able to lead their competitors in terms of economies of scale Being the earliest Chinese brand to enter the FDD-LTE 4G smartphone market, Coolpad is a noteworthy company that is also expected to gradually increase its quarterly shipments throughout 2014 Assuming the company makes good use of its product advantages under the rapidly expanding 4G industry, Coolpad will likely end up with an upper hand over many of its local competitors when it comes to penetrating the global 4G market   In assessing the smartphone supply chains, Burrell Liu, the Research Director of TrendForce’s panel research division, Witsview, found utilization rates for small-sized panels are still relatively high at the G5 fabs, but believes that this component will not cause any major bottlenecks for manufacturers in the short run The supplies of high end camera modules, on the other hand, are expected to face a possible shortage due to shipment preparations for Apple's upcoming iPhones and the increasing number of flagship phones released by other major brands With regards to Mobile DRAM, given that the transition from LPDDR2 to LPDDR3 is expected to be completed by the end of this year and that the former’s high demand is causing various disruptions to the supply chain, LPDDR2 supply shortages have emerged Until LPDDR3 design is employed by more new hardware models, the LPDDR2 shortage situation is expected to continue into the third quarter  

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