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  • DRAM Prices Down Due To “Sluggish Demand”: Industry Analyst

    The prices for DRAM may continue to drop in the coming periods despite the industry's transformation into an oligopoly, according to a recent market report from TrendForce.

    The weak PC shipments in the traditional off-peak quarter, Intel's Broadwell chip announcement delay, and Windows 8.1's inability to effectively stimulate PC sales are all perceived to be contributing to the aforementioned trend, the research firm noted.

    According to TrendForce's Assistant Vice President, Avril Wu, the spot price of one of the mainstream DRAM products, DDR3 512Mx8 eTT, has already declined by an estimated 13 percent to $US 3.52. The price of DDR 4Gb 256Mx16 1333/1600MHz, meanwhile, dropped from US$ 4.1 to US$ 3.72, a 9 percent decline.

    Even with the current DRAM industry being an oligopoly and dominated by three major DRAM manufacturers (Samsung, SK Hynix, and Micron) Wu believes that the gradual price falls will continue.

    Tags: DRAM
    Apr 01 10:34 AM | Link | Comment!
  • China's Smartphone Companies Continuing To Show Respectable Performances

    Signs of China's growing dominance in the smartphone industry are beginning to be a lot more noticeable than in previous years. According to the recent smartphone shipment data released by TrendForce, Lenovo, Huawei, and Coolpad are each able to make it into the top ten in terms of their shipment numbers, and possess a combined market share of approximately 18.3%. Thanks in part to its recent takeover of Google's Motorola Mobility business, TrendForce expects Lenovo's smartphone shipment figures to grow from 43.1 million units in 2013 to an estimated 84.3 million units in 2014; The Chinese company's worldwide market share, meanwhile, is expected to improve to 7.3%, up from 2013's 4.6%.

    Last week, Strategy Analytics released an annual smartphone shipment report which suggested an equally positive outlook for Chinese smartphone companies. Both Huawei and Lenovo, for example, were singled out as star performers of 2013, and were perceived to be "hungry challengers" who will eventually pose a lot of problems for Apple and Samsung.

    The 3Q13 shipments for Huawei are revealed by Strategy Analytics' analysts to have grown by 67% YoY to approximately 12.7 million units, giving it a worldwide market share of 5%; Lenovo's Q3 shipment numbers, meanwhile, grew to 10.8 million, a major improvement over 3Q12's 6.4 million.

    Tags: shipments
    Feb 06 1:42 PM | Link | Comment!
  • PC Industry Not Necessarily Doomed To Fail

    The PC industry is not necessarily doomed to fail thanks to the "hardware model transitions" taking place in the business markets and the growing popularity of low-cost notebooks and "hybrid" PCs, says Avril Wu, DRAMeXchange's research analyst.

    According to Wu's report, Hybrid PCs -ie. 2-in-1 Notebooks that combine elements from both tablets and laptops- will become more and more popular among consumers as they become aware of their practical nature and improved mobility. On the other hand, with an increasing number of enterprises looking to switch to new PC hardware following Microsoft's promotion of its new operating systems and the successful "marketing efforts from HP and Dell," the PC industry is believed to be able to rise up again and withstand the influences of 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," said Wu. "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."

    Feb 06 1:40 PM | Link | Comment!
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