Rollouts
of new smartphone models will stimulate demand for mobile DRAM memory
in the fourth quarter of 2015, with the chip prices falling at a slower
pace, according to DRAMeXchange.
With the peak season
for smartphone shipments arriving, Apple's iPhone 6s and a host of
latest flagship devices from other brand vendors have been made
available on the market. Around 345.9 million smartphones will be
shipped in the fourth quarter of 2015, rising 3.7% sequentially and
hitting the highest quarterly level for the year, DRAMeXchange
predicted.
"Expanded smartphone shipments will fuel
mobile DRAM demand and limit the decline of its average selling price to
within 5% during the fourth quarter," said Avril Wu, assistant VP at
DRAMeXchange, in a statement.
However, seasonal factors
will drag down smartphone demand in the first half of 2016. Mobile DRAM
prices will fall 6-8% sequentially in the first and second quarters of
the year, DRAMeXchange said.
Nevertheless, compared to
PC- and server-use DRAM prices, prices for mobile DRAM chips continue a
relatively stable trend, DRAMeXchange noted. The world's top-3 DRAM
suppliers remain focused on allocating more of their available
capacities to produce mobile DRAM.
In addition, the
global output of 8Gb LPDDR4 chips made will expand significantly in the
second half of 2016, as SK Hynix and Micron Technology will move their
respective 20/21nm process technology to mass production, DRAMeXchange
indicated. The anticipated surge in the supply could put downward
pressure on mobile DRAM prices.
http://www.digitimes.com/news/a20151105VL201.html
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