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keyword:Avril Wu141 result(s)

Press Releases
TrendForce: Mobile DRAM Revenue Drops Slightly in 4Q13, Micron Benefits from Elpida Acquisition



According to DRAMeXchange, a division of global research firm TrendForce, the mobile memory industry’s worldwide revenue reached US$3039 billion in the fourth quarter of 2013, bringing the yearly total to US$11826 billion, representing 343% of DRAM industry value The fire at SK Hynix’s Wuxi fabrication plant did not have a significant affect on mobile DRAM output, market competition brought average selling price down by 10% in the fourth quarter Thus, despite a 3% QoQ increase in mobile shipments, total mobile memory revenue experienced a 78% QoQ decline According to TrendForce’s mobile DRAM revenue ranking, the two Korean manufacturers’ combined market share was 748%, while Micron came in third with 23% of the market, only 3% behind SK Hynix Since Micron’s acquisition of Elpida, the manufacturer has been focusing on developing MCP and eMCP products, which will likely increase its mobile memory market share, and allow it to compete with SK Hynix more effectively Looking ahead to the first quarter of 2014, a 74% QoQ decrease in smartphone shipments is forecast, while tablet sales are expected to be weak as well However, mobile memory supply is likely to increase by 85% QoQ, which would result in a decrease in average selling price, leading to an estimated 5-10% decline in mobile DRAM revenue for the first quarter As major manufacturers unveil new devices at the Mobile World Congress (MWC) on February 24 and subsequently begin volume production, TrendForce expects mobile memory revenue will grow again in the second quarter Global DRAM Makers’ Mobile Memory Market Share Continues to Expand, Smaller Vendors Search for Niche As mobile DRAM average selling price did not increase in the fourth quarter of 2013, Samsung’s mobile memory market share fell slightly, from 513% in the third quarter to 489% The Korean supplier, more concerned about profitability than market share, is focused on technology migration and the manufacture of more profitable products Samsung has a solid lead on competitors with its process technology and expects to ship 23nm product samples to clients in the beginning of the second quarter TrendForce expects the supplier’s market share will stay in the 40-50% range SK Hynix’s market share stayed the same in the 4Q13 The supplier’s LPDDR2 is produced on the 29nm process, while LPDDR3 products are manufactured on 38nm technology All production is expected to migrate to the 29nm process this year, which will further reduce production costs Furthermore, as smartphone manufacturers are concerned over component supply from Samsung, SK Hynix’s share of China’s smartphone market continues to expand, closing the gap between it and Samsung Micron’s fourth quarter mobile memory market share was around 23%, nearly the same as the previous quarter’s figure Its mobile dram revenues are mainly generated from the orders Elpida received from its largest client, Apple In addition to its smartphone and tablet products, Apple’s MacBook Air also uses LPDDR3, with a much higher content per unit, which will be highly beneficial to the Micron group Looking long term, Micron and Elpida’s merger will strengthen its mobile memory product portfolio – eMCP production will be an especially important development, and Micron’s mobile memory business is expected to grow by leaps and bounds in 2015 Taiwanese Mobile Memory Makers Focus on Niche Market with 4G/LTE and eMCP  As volume production has begun for mobile memory products, Nanya’s revenue of this increased by 369% in the fourth quarter and market share rose from 09% to 14% Currently, Nanya is working with leading module makers on the production of eMCP products, targeting China’s market Shipments are steady and the supplier may expand capacity again this year, possibly from the present 10% to over 20% Nanya is mainly producing LPDDR2, with LPDDR3 currently in the testing phase with volume production slated for the second half of 2014 Winbond’s mobile DRAM revenue increased by 5% QoQ in 4Q13, bringing global market share 08% Mobile memory sales account for 11% of the supplier’s total revenue Shipments of low to medium-density 4G/LTE baseband chips are steady, and Winbond is working towards higher density mobile DRAM products like LPDDR2 and LPDDR3, with volume production possible in 1H’14 At present, the supplier has outsourced a portion of production to Powerchip Winbond will continue to expand its 46nm capacity, while not ruling out the possibility of discussing migration to 30nm technology with international suppliers

Press Releases
TrendForce: DRAM Industry Value Grows for Fifth Consecutive Quarter in 4Q13



According to DRAMeXchange, a division of global research firm TrendForce, although the fire at SK Hynix’s plant in the fourth quarter of 2013 resulted in a decrease in DRAM output, the reduced supply caused DRAM ASP to rise, pushing DRAM industry value to US$975 billion, a 5% QoQ increase Furthermore, the top two DRAM suppliers both saw an increase in profits, with differences attributed to the amount of commodity DRAM production each manufacturer produced According to TrendForce Assistant Vice President Avril Wu, looking at the contract price trend for the fourth quarter of 2013, as the September SK Hynix fire interfered with DRAM shipments, average 4GB contract price hit a high of US$34, 20% higher than the average price prior to the fire As the decrease in DRAM supply caused PC OEMs to turn to Samsung and Micron for products, the two suppliers gained the most from the price surge Samsung had the most stock available since it has already begun volume production on the 25nm process, and most memory sold at higher prices was Samsung’s SK Hynix lowered contract prices to avoid losing clients, consequently profiting the least during the price surge DRAM industry value for 2013 reached US$344 billion, for 30% YoY growth Looking at branded DRAM market share, Samsung and SK Hynix took 39% and 24% of the market, respectively, with Samsung widening the gap over its fellow Korean supplier Samsung is maintaining its previous strategy, increasing the ratio of commodity DRAM production while sourcing more mobile DRAM externally The supplier has already begun volume production on the 25nm process – in comparison to SK Hynix’s 29nm technology and Micron’s 30nm technology, Samsung’s cost structure is significantly better With DRAM ASP expected to fall slightly this year, the leading memory maker’s profit margin is estimated at 20%, a clear lead over its competitors Due to the fire, SK Hynix’s market share fell from 285% in the third quarter to 238% in the fourth quarter, while the supplier’s operating margin fell by around 5% As SK Hynix is hard at work repairing damages, a full recovery is expected in the first quarter of 2014 In this year’s revenue ranking, TrendForce combines Micron and Elpida together for the second time, for a total market share of 287%, officially surpassing SK Hynix Benefitting from the price uptrend and decreasing production costs, Micron’s operating margin increased by over 10%, the highest growth in the industry In 2014 Micron intends to focus on migrating to 20nm process technology, with volume production expected by the end of the year Commodity DRAM will account for a third of the Micron group’s total production, giving the supplier significant influence over the market Looking at Taiwanese memory makers, Nanya is working on migration to the 30nm process, with 80% of total output currently being produced on the new technology Despite the fact that the supplier no longer received wafers from Inotera beginning in the fourth quarter of 2013, Nanya’s revenue increased by 95% QoQ Powerchip’s DRAM revenue rose 6% - as the supplier has converted to foundry business, they did not profit much from the DRAM price increase Winbond’s revenue increased by 97% due to an influx of orders resulting from the SK Hynix fire – specialty DRAM in particular experienced 11% growth while mobile products saw a 5% increase Winbond plans to increase capacity to 38K wafers per month this year, while also raising the production ratio of 46nm products Looking at the market perspective, TrendForce believes the key to the price forecast lies in the recovery of SK Hynix’s Wuxi plant With traditionally slow demand in the first quarter and an increase in DRAM output (Samsung moving to 25nm technology, Micron moving to 30nm technology, and SK Hynix’s Wuxi fab recovering) TrendForce maintains its previous outlook – the DRAM price trend is expected to show a slow decline that will ease as the peak sales season approaches Suppliers will have to rely on technology migration to improve profitability, while staying on the same page to maintain supply levels instead of expanding capacity at whim If they are successful, DRAM industry value may continue to rise in 2014, giving memory makers stable profits before the looming sub-20nm era arrives

Press Releases
TrendForce: Lenovo Makes US$2.9bn Motorola Mobility Purchase from Google, Aims for Global Market Expansion and Stronger IPR


Consumer Electronics , Semiconductors

In recent years, Lenovo has been strategically aggressive With its wealth of financial resources and greater ambitions than its industry peers, it has focused its efforts on directly purchasing existing brands to expand its market share, providing Lenovo with the critical factor for it’s growth leaps, seen in its targeted purchases, ranging from the PC field, servers and to today’s smartphones The Lenovo Group announced today (January 30th) that it has purchased Motorola Mobility from Google with US$29bn, causing yet another large ripple effect in the already highly competitive smartphone market According to TrendForce’s research, the tech industry innovations in recent years, whether the production chain or key components, are all focused on smartphones, known as most essential tech product for the most consumers As a result of the explosive shipment growths in smartphones, unprecedented changes have occurred among panels, batteries, core processors as well as DRAM and NAND Flash components However, smartphones will eventually reach the product maturation period, starting from 2014, TrendForce projects that, while the total shipment will continue to grow, reaching 1157bn phones, its 2013 to 2014 YoY would fall from 335% to 2244% The market has begun to exhibit a gradual slow down And yet, Lenovo’s market share is increasing, going against the grain of the current market trend, and it has a projected growth leap and breakthrough in 2014 In fact, Apple, Samsung, Microsoft and Lenovo will dominate smartphone market share Armed with each brand’s software and hardware advantages and regional dominance, TrendForce believes that as Lenovo and Moto join forces, it will bring propel Lenovo’s shipment growth beyond what the two brands would be able to accomplish individually in 2014 Further more, it will bring about the following advantages and changes to the current Lenovo Group: 1 Boosting the IPR: Moto’s greatest strength is not in its smartphone shipment volume, instead, it is the years of patent development that began from its featurephone era It is precisely for this reason that Google (at the time) and today’s Lenovo both vied for Moto When Google made the earlier purchase of Moto with US$125bn, it has significantly strengthened its company’s patent database in the field of Telecommunications Patents and Signal Processing Lenovo is considered a latecomer in the smartphone field, and the majority of the Moto’s patents remain to be owned by Google Even though Lenovo only obtained approximately 2,000 patents through this purchase, it can quickly strengthen its technical ability in telecommunications, which can help the company avoid potential financial losses through lawsuits filed by competitors when Lenovo’s smartphone shipments begin to soar  2 Propelling the Europe and US Market Expansion: While Lenovo is a leading brand in China, due to its image as a state-owned enterprise, it needs to acquire other brands to further its foreign market expansion and brand identity Not unlike its strategy when promoting its PCs to Europe, the US and Japan through IBM and NEC, where it was able to leap from being a Chinese brand to sharing the No1 rank with HP in merely two years, a similar strategy has been replicated in the servers and smartphones divisions By purchasing the IBM servers division, it was able to skip the lengthy learning curve and directly jump from producing low-end to high-end products In the smartphones field, since Moto has lost its brand luster, it has limited contribution towards Lenovo’s actual mobile phone shipment growth, but it is deemed beneficial in strengthening the brand identity in the European and American markets  3 Strengthening the group’s Bargaining Power: The most critical factor for getting ahead of fellow smartphone and server competitors is by getting access to lower production costs than the industry peers Thus, under the premise that ASP (average selling price) will inevitably fall over time, cutting production costs becomes the key to maintaining profit Moto is the first smartphone brand that Lenovo has purchased, and it is expected that this deal would strengthen Lenovo and Google’s relationship, and it is believed that this is only Lenovo’s first strategic step in seeking to become a global brand If there are no other surprises in store, this strategic model is expected to continue, and through a series of mergers and acquisitions, the company’s bargaining power when purchasing components will significantly increase 

Press Releases
TrendForce: Branded Manufacturers Get Defensive, Decline in Worldwide PC Shipments Expected to Ease in 2014


Consumer Electronics

Following the end of CES 2014, products such as wearable computers and 4K TVs, rather than PCs and Notebooks, have become the main focuses among industry watchers The PC shipments have been unable to recover since it showed a near 0% growth in 2011, and suffered an estimated 10% decline in 2013 even after Microsoft's new operating system and Intel's latest chip platforms had been introduced Avril Wu, TrendForce's assistant vice president, predicts that the 2014 PC shipments will drop by approximately 32% QoQ to 283 billion units, but notes that the numbers could improve following the increased hardware model transitions in the business market and the emergence of “hybrid” Notebooks within the industry Judging by recent shipment numbers, the popularity of highly portable computing devices and cloud-based applications appear to be increasing at a notable rate Smartphones, tablets, and server products have been showing consecutive shipment growth over the past few of years, for example, while various noteworthy companies are demonstrating the benefits of being a hardware-software company rather than a straight forward hardware manufacturer Whereas Apple has services like App Store and iTunes to rely on, companies such as Amazon are able to benefit significantly through its e-book contents and massive ecosystem For the hardware manufacturers who are without any notable software advantage, innovation has become highly critical to survival, as can be seen in the efforts by various companies to transform their existing PC hardware into new kinds of products Those that are unable to do this are generally able to only compete through price A “hybrid” Notebook, according to Wu, makes use of the 2-in-1 form factor, borrows design elements from Notebooks, and allows consumers to separate the monitor and keyboard to improve mobility In the past, the Wintel alliance has led to the release of various interesting types of hardware combinations, including models that allow for the use of different operating systems (ie Windows and Android) The popularity of these products, along with the manufacturers' general desire to incorporate low power designs, is perceived to be helpful in terms of stimulating market demand for components such as Mobile DRAM Low-cost Notebook models, similar to the aforementioned products, are expected to grow in importance and eventually become a major pillar for the Notebook industry In the periods ahead, Chromebooks will account for approximately 3% of the NB shipments, and its growth will be a key trend to look out for in the 2014 PC market Thanks to Microsoft's attempts to renew its operating systems (ie from Windows XP to Win8) and the recent marketing efforts from HP and Dell, the business markets are likely to experience a hardware model transition period which may, in the long run, enable the PC industry to hold up against Smartphones and tablets Assuming that their productivity-related functions and mobility aspects cannot be easily replaced, the shipments of PCs are projected to remain steady at around 3 billion units in 2014 PCs may not be able to attract as much hype and attention as innovative products, but they are still perceived to be necessary to the computing industry

Press Releases
TrendForce: 1H’Jan DRAM Contract Prices Drop as SK Hynix Makes Gradual Recovery



The DRAM contract prices have gradually begun to decline due the increased production at SK Hynix's Wuxi Plant and the industry's eased shortage situation, according to DRAMeXchange, a research division of TrendForce The highest price for mainstream 4GB modules has already fallen from US$35 to US$34, and is perceived to be a leading indicator of the impending price changes within the market Calculating on the basis of the market's average prices ($US33), the price of the 4Gb chip is estimated to be approximately $US 381, which is around 103% less than the US$4203 spot price Avril Wu, TrendForce’s assistant vice president, projects that the DRAM contract prices will first converge with the market spot prices by the end of the first quarter, and then begin to fall during 2Q14 With the impacts of the Wuxi Plant's September fire accident gradually diminishing, the production of DRAM manufacturers such as Samsung (25nm) and Micron (30nm) are expected to become relatively smoother, while SK Hynix's supplies are anticipated to return to normal levels during February While this will make it difficult for the prices to approach or exceed the previously mentioned $US 35 mark (from 4GB), SK Hynix is reportedly planning to adjust its prices upwards following its full recovery from the fire accident Under the current oligopoly market structure, the price range acceptable to PC OEMs is approximately US$32-US$33 for the time being Looking at the demand side, the shipment for Notebooks in February is expected to drop by nearly 30% MoM following the passing of Chinese New Year, and is likely to cause the contract price drop to be even more severe Sticking to its initial predictions, TrendForce believes that the contract prices will return to pre-fire levels during 1Q14, that the mainstream module prices will be between $US 27-28, and that the decline in average retail prices will reflect the drop in manufacturing costs The potentially severe price drop in 2Q14 will undoubtedly affect the manufacturers’ profit prospects negatively

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