According to DRAMeXchange, a division of global research firm TrendForce, total 4Q12 revenue for the mobile DRAM industry grew 21.4% from the third quarter and reached US$2.74 billion, boosted by climbing shipments of low to mid-end smartphones as well as seasonality.
According to DRAMeXchange, a division of global research firm TrendForce, with commodity DRAM prices on the rise, contract price for mainstream DDR3 4 GB modules has increased from US$17.25 at the beginning of the first quarter to US$23.5 at the end of March, a 36.2% increase.
According to DRAMeXchange, a division of global market research firm TrendForce, as top-tier DRAM makers continued to lower commodity DRAM output in favor of more profitable mobile and server DRAM products and demand surged on China’s MID market, DRAM spot prices increased in the fourth quarter of 2012.
According to DRAMeXchange, a research division of TrendForce, affected by spot market prices, DRAM contract prices increased by 2% on average in 1HDec., and the uptrend continues in 2HDec. Prices for mainstream 4GB modules in particular rose, by 3.17%.
According to DRAMeXchange, a research division of TrendForce, as PC shipments are continually adjusted downwards and yearly growth has decreased by 5% YoY, demand for the peak season is not as strong as expected and the oversupply situation continues to worsen.
According to DRAMeXchange, a research division of TrendForce, given the persistent oversupply situation in the global DRAM market, along with the -5% YoY shipment growth for PCs, October contract prices have dropped below $16 USD, and are continuing to approach the $15 USD mark.
The underwhelming 2H12 market performances have been leading to further downward PC shipment adjustments. While it was initially expected that PC shipment growth will amount to 4-5%, that figure has been adjusted to -2.5% during the second half of 2012, and may decline even further.
Because of the weakening global economy, the overall PC shipment rate, compared to last year, has been adjusted to -2.5%, with dwindling PC demand leading DRAM inventory levels to reach to 8 to 12 weeks. At the moment, PC OEM’s Aug. DRAM purchase quantity has been decreased to half of its original amount or less.