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Press Release

  • Suspension of Inotera’s Fab Disrupts DRAM Market; TrendForce Forecasts 5.5% Reduction in Global Production Capacity in July and Further Price Increases
    07-05-2017 / TrendForce
    Inotera, which is also known as Micron Technology Taiwan, suspended the operation of Fab-2, one of its two fabrication plants in Taiwan’s Taoyuan City, on July 1. The malfunctioning of the nitrogen gas dispensing system led to the contamination of wafers and equipment in the facility. DRAMeXchange, a division of TrendForce, estimates that Inotera has suffered a production capacity loss of around 60K wafer starts per month, out of the supplier’s previous total of 125K wafer starts per month (K = 1,000). This conservative estimate also amounts to a 5.5% cut in the global DRAM production capacity for this July. The temporary shutdown of Fab-2 is expected to aggravate the current undersupply situation in the DRAM market and cause further price increases for memory products. [ more ]
  • TrendForce Says Upgrade-Driven Demand From Smartphone Brands to Make LPDDR4X the Mainstream Mobile Memory Solution in 2017
    05-08-2017 / TrendForce
    The latest mobile DRAM market analysis by DRAMeXchange, a division of TrendForce, finds that smartphone makers continue to upgrade memory specifications of their devices as to get the optimal performances from the latest mobile operating systems. At the same time, more products within the mainstream application processor lines are supporting the latest-generation memory solutions. The developments, together with advances in DRAM manufacturing processes, have accelerated the pace of market adoption for LPDDR4 and its variant LPDDR4X. [ more ]
  • 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 / Avril Wu
    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. [ more ]
  • TrendForce: The Closing of Micron-Merging-Inotera Deal Has Delay; Further Update Will Report in Later 2016
    06-13-2016 / TrendForce
    Inotera held a brief press conference today, stating that Micron has decided to delay the schedule of merging Inotera, and the future update will be announced in later part of this year. Other than the NT$80B syndicated loan is still processing, current technical support between MMT (Micron Memory Taiwan) and Inotera has been put on hold. However, both Micron and Formosa group both stated that it is only the delay of schedule, not the end of discussion. Both parties will continuously seek for the possible solution in order to complete the transaction. [ more ]
  • TrendForce Says Next iPhone Features Minor Upgrades and Will Be Critical to Apple’s Turnaround Efforts
    06-01-2016 / TrendForce
    Apple enjoyed strong iPhone sales through 2015 as iPhone 6 and 6 Plus filled in the gap for large-screen models in the iPhone series. However, the global smartphone market has reached a high level of saturation, and the sales of the follow-up model, iPhone 6s, have been weak. With replacement demand falling, Apple in the first quarter of this year posted its first quarterly drop in iPhone production volume since this smartphone series was introduced in 2007, totaling at 42 million units. [ more ]
  • TrendForce Reports Steady Smartphone Shipments Resulted in Just 1% Drop in Global Mobile DRAM Revenue for 4Q15
    02-18-2016 / Avril Wu
    DRAMeXchange, a division of global research firm TrendForce, reports that the decline in mobile DRAM prices eased in the fourth quarter of 2015. By comparison, PC DRAM suffered a 16% quarterly price decline during the same period. Since the second half of 2015 was the traditional strong season for smartphone shipments, the mobile DRAM industry saw its global revenue fell by a mere 1% in the final quarter. [ more ]
  • Apple Will Edge Closer to Samsung in Smartphone Market Share in 2016, Says TrendForce
    11-19-2015 / Avril Wu
    Total smartphone shipments for 2015 are projected to decline by 9.7% to 1.286 billion units, according to the latest report from global market research firm TrendForce. Though Chinese vendors have seen their shipments weakened as part of the ongoing slowdown in the worldwide smartphone market this year, their performances are above the global average. [ more ]
  • TrendForce Reports Seasonal Smartphone Demand Drove Quarterly Mobile DRAM Revenue Up 18% in Q3
    11-12-2015 / Avril Wu
    Though DRAM prices continue to fall, mobile DRAM has been more resistant to price decline than other memory products. With the bit supply increasing, mobile memory accounted for 40% of the total DRAM revenue in the third quarter, and its share of the revenue is expected to keep expanding. According to DRAMeXchange, a division of TrendForce, mobile DRAM revenue increased by 18% in the third quarter compared with the second quarter. [ more ]