Prices in DRAM Market Will Keep Rising Through 2017 as Annual Bit Supply Is Projected to Expand by Less Than 20%, Says TrendForce 12-14-2016 /
The global DRAM market has been on a roller coaster ride during 2016. Prices were on a steep slide in the year’s first half due to weak demand. However, the pickup in notebook shipments and the strong sales of Chinese branded smartphones since the start of the third quarter have not only reversed the price downtrend but also caused average selling prices of DRAM to make big jumps. Looking ahead to 2017, DRAMeXchange, a division of TrendForce, forecasts that DRAM bit supply will expand by less than 20% annually. This growth rate will also be a new historical low for the industry. Assuming that there will be no significant weakening of demand, DRAM supply will generally remain tight next year. Thus, suppliers should continue to reap profits during the entire 2017 on account of rising prices.
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Average Contract Price of PC DRAM 4GB Modules Rose to US$18 in November, Says TrendForce 12-07-2016 /
Prices in the contract and spot markets for PC DRAM kept climbing between October and November, according to DRAMeXchange, a division of TrendForce. The average contract price of PC DRAM 4GB modules increased by 2.86% monthly to arrive at US$18 in November, while the average spot prices of DDR3 and DDR4 4Gb chips respectively rose 6% and 2% monthly to reach US$2.6 and US$2.53. The general state of the PC DRAM market in November suggests that the upward price trend will continue in the future. [ more ]
Qualcomm Leads Global Ranking of Top 10 Fabless IC Design Companies Based on Annual Revenue for 2016, Says TrendForce 12-05-2016 /
Qualcomm CDMA Technologies (abbreviation QCT, here referred to as Qualcomm) tops the projected ranking of the top 10 fabless IC design houses worldwide based on annual revenues for 2016, according to TrendForce’s analysis. Broadcom Limited is expected to be runner-up, while MediaTek will take third place. The ranking positions of these three companies are fairly secure in the short term because collectively they would represent about 65% of the total revenue generated all the design houses that are listed on this year’s top 10 ranking. [ more ]
TrendForce Expects Average Contract Price of PC DRAM to Go Up 15% Sequentially in First Quarter of 2017 11-22-2016 /
The latest research from DRAMeXchange, a division of TrendForce, finds that the global DRAM market in the first quarter of 2017 will benefit from the stock-up activities ahead of the Chinese New Year holidays and the widespread expectations of tight supply. The average contract price of PC DRAM 4GB modules is estimated to rise by around 15% sequentially in next year’s first quarter to reach US$20. At the same time, the global DRAM market will see an across-the-board price hike that encompass DRAM for server, mobile and specialty applications. Despite off-season effect, the DRAM market will still be booming in the first quarter of 2017.
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Global DRAM Revenue Rose 15.8% Sequentially in Third Quarter on Back of Rising Prices, TrendForce Reports 11-17-2016 /
In response to the rise in worldwide shipments and memory content per box for smartphones, DRAM suppliers since the second quarter have gradually reduce their output of PC DRAM while increasing their server and mobile DRAM production. Consequently, prices of PC DRAM started to rise in the third quarter as supply tightened. The price hike for PC DRAM also pushed up prices for DRAM in other applications at the same time. According to DRAMeXchange, a division of TrendForce, global DRAM revenue for the third quarter rose about 15.8% sequentially on account of this recent price uptrend. [ more ]