研究報告
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| 受到市況持續呈現供過於求的狀況影響，DRAM的平均銷售單價持續下滑，綜合所有的產品類別，均價的季度跌幅應該超過5%以上... | |||
報告分析師 |
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郭祚榮 |
吳雅婷 |
劉家豪 |
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根據全球市場研究機構集邦科技TrendForce調查顯示，由於受到戰事、通膨持續影響市場消費信心，以及中國封控政策未解之下，買方拉貨力道仍較上個月持續收斂中...
1Q22的DRAM產業營收來到24,035M美金較上季度衰退4.0%。其主因在於市場通膨加劇與需求減弱，加上烏俄戰爭於2月底爆發都影響著終端消費信心讓整體營收下滑...
SLC NAND Flash產業數據DRAMeXchange除針對主流NAND Flash市場提供產業分析以外，亦針對較利基的SLC NAND市場提供完整的供給與價格分析。 |
更新頻率: 每天 報告格式: EXCEL |
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Consumer DRAM產業數據除針對主流記憶體市場提供產業分析以外，亦針對較利基的Consumer記憶體市場(主要為*16顆粒)提供各家供應商完整的產品規劃、產出數量、以及價格走勢分析。 |
報告格式: EXCEL |
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智慧型手機市場關鍵報告The provide the first-hand data on branded smartphone production volumes and the latest intelligence on markets for key components,“Smartphone Market Decode” offers in-depth analyses on the developments of a wide range of mobile-related technologies (e.g. 3D sensing, in-display fingerprint scanning, advanced biometric recognition solutions, camera modules, wireless charging, AI-based applications, 5G networking, and more). This report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional knowledge that can be used to make the best operational decisions. |
報告格式: PDF |
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企業級SSD套餐Enterprise SSD Package Service covers as below :
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Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.
The Enterprise SSD contract prices are covering North America, Japan, Europe, and other markets and generally derived from the quarterly negotiations between enterprise SSD markets.
NAND Flash Wafer合約價格NAND Flash Wafer Price Service covers as below :
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報告格式: PDF |
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NAND Flash市場快訊Additional purchase - Help the client to catch up on the NAND Flash market highlight on a weekly basis!
It only applies to the above NAND Flash Platinum members, a comprehensive market update on the Contract, Spot and the NAND Flash market momentum. We also provide our point of view on the instant hot topic analysis on a weekly basis. |
報告格式: PDF |
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伺服器鑽石產業數據該產品結合TrendForce在記憶體領域的優勢，延伸對server端的數個面向做研究調查，其中包含
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更新頻率: 每季 報告格式: EXCEL |
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Server DRAM 套餐Server DRAM Package Service covers as below :
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Quarterly Server DRAM latest market revenue/output update.
Monthly Server DRAM Contract Price update
晶圓代工專題lFoundry Project Quarterly Datasheet The industry’s latest market revenue updates, capacity utilization rates, and technological developments. Including the world’s major regions (China, US, Taiwan, Korea, Japan, etc.) and leading wafer manufacturers (including, but not limited to: TSMC, UMC, Samsung and SMIC etc.). Also provides you major foundry client’s wafer input in advanced technology process. lFoundry Project Biweekly Market Bulletin We will provide an update on each wafer manufacturers status on the biweekly basis lSpecial Report First-hand information for un-expecting issue and our point of view on the market news update. lAnalyst Consulting Service Members could schedule quarterly conference call with DRAMeXchange Analysts. lBusiness Visiting Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts. |
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First-hand information for un-expecting issue and our point of view on the market news update.
We will provide an update on each wafer manufacturers status on the biweekly basis
MLCC 報告TrendForce 研究團隊長年深入研究記憶體市場，半導體市場以及光電產品市場後，將針對關鍵零組件MLCC產業市場進行研究，支撐我們研究的終端產品包括: smartphone, tablet, notebook, monitor, TVs, server, gaming, automotive, etc.，研究層面涵蓋產業動態以及材料價格動態進行追蹤與分析，進而提供各領域企業公司，從開發階段到供應鏈管理上，能夠完整掌握與超前部屬的綜效。 |
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銀級會員As DRAMeXchange Silver Membership, you are allowed to assess our services below:
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金級_繁Gold membership is the value-added membership that advances from Silver membership, Gold membership will enjoy all Silver membership Package and other services as below :
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報告格式: PDF |
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SSD套餐_繁SSD Package Service covers as below :
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WW SSD Street Price collected by diverse brands and densities in major markets, including NA, Japan, and EU.
SSD Datasheet provides you with the latest SSD density and shipment forecast in PC, server, disk on module and MID market.
The worldwide PC-Client OEM SSD contract prices are generally derived from the quarterly negotiations between SSD suppliers and top tier OEM/ODMs.
Mobile 套餐Mobile Package Service covers as below :
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Quarterly Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
Mobile DRAM Contract Price Quarterly Update; eMMC/UFS Contract Price Quarterly Update.
NAND Flash白金NAND Flash Platinum member will receive all data including Silver and Gold membership coverage. NAND Flash Platinum Service covers as below :
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更新頻率: 每天 |
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额外不定期的NAND Flash報告
白金_繁Memory Platinum members will receive all data including Silver and Gold membership coverage. Memory Platinum Service covers as below :
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DRAM/NAND Flash 不定期的額外報告
鑽石_繁Memory Diamond member will receive all data including Memory Platinum membership coverage. Memory Diamond Service covers as below :
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NAND Flash鑽石NAND Flash Diamond member will receive all data including NAND Flash Platinum membership coverage. NAND Flash Diamond Service covers as below :
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DRAM白金DRAM Platinum member will receive all data including Silver and Gold membership coverage. DRAM Platinum Service covers as below :
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額外的不定期報告
DRAMeXchange offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.
We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.
請注意，此報告僅提供英文語系
Service covers as below :
Supply Section
•Capacity –Limited Incremental Growth Persists in Each Quarter of 2022
•Capacity – Major Suppliers Continue to Convert Obsolete Capacity Away
•DDR5 Penetration – by Each Application in 2022
•DDR5 Penetration – Die Size Differences Between DDR5 and Current Ones
•2022 Geometry – Major Nodes Are Shifting to 1Znm and 1αnm Nanometers with EUV Involved
•Bit Growth Calculation – by Each Suppliers in 2022
•New Entrance – Update on Chinese Players
•New Entrance – Chinese Production and Market Share
•Supply Side Round Up
Demand Section
•Application Productions – Server Continues to be Consumption Drivers with Blooming New Applications
•Momentum among Contending Applications – Server/Automotive Show Strength
•Server CPU Platform Transition Drives DRAM Growth
•Demand Bit Growth – Comparison between Each Application
•Demand Side Round Up
Key Projections
•Over Time Demand/Supply Bit Growth and TrendForce’s Forecast
•Sufficiency – Tight Supply Expected in 2022
•Price Projection – Limited Supply Continues to Drive ASP to Increase
•Conclusions and Summaries
It only applies to the above DRAM Platinum members, a comprehensive market update on the Contract, Spot and the DRAM market momentum.
We also provide our point of view on the instant hot topic analysis on a weekly basis.
DRAM鑽石DRAM Diamond member will receive all data including DRAM Platinum membership coverage. DRAM Diamond Service covers as below :
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