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Memory semiconductor

半导体存储器

智能手机是当今最重要的消费电子产品。手机的功能早已不局限于是接打电话而已。他们还提供计算摄影、实时手机游戏、实时4K视频和流媒体音频等等。这份报告解释了智能手机中使用的移动存储器的架构,以及每种架构的优势和未来的可能性。

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公开报告

Infographic: Q4-2021 / Semiconductors

Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.

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报告

Overview:

This report tracks quarterly global handset model sales data by OEM with the key specifications. This report gives an insightful view of the changing trends in smartphone components and driving factors in the various price segments. It covers 99% of the global handset market with specification analysis.

  • Time period: Jan 2022 to Aug 2023 with monthly granularity
  • By brand (450+) and models (6000+)
  • By regions: NAM, LATAM, WE, EE, MEA, Asia
  • Countries: USA, China, India, Indonesia, Malaysia, Philippines, Thailand, Vietnam, Russia, Turkey, Japan, Brazil, Mexico, Nigeria, Pakistan, Saudi Arabia, Canada, South Korea, France, Germany, Italy, Spain, UK
  • Specification and prices (30+)
    • Price bands
    • Chipsets by OEMs
    • Chipset by models
    • Display Size
    • Display Type
    • NAND
    • RAM
    • Rear camera counts
    • 22+ other specifications

Publication Date: October 2023

Overview:

This report gives an overview of Indonesia’s mobile telecom detailing the growth YoY for 4 MNO such as Telkomsel, IOH, XL Axiata and Smartfren.

Table of Contents:

  • Q2 2023 key takeaway
  • Revenue trend Q2 2022 vs. Q2 2023
  • Mobile data and Operators share QoQ trend
  • ARPU by the operator
  • Data traffic by the operator
  • #BTS of 3G, 4G
  • Fixed Mobile Convergence (FMC) service
  • 5G BTS and 5G smartphone trend, QoQ

Number of Pages: 13 pages

Published Date: October 2023

Overview:

In this comprehensive study, we delve into the intricate details of the semiconductor manufacturing industry, with a specific focus on foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. As the semiconductor landscape continues to evolve rapidly, understanding these critical metrics is paramount for making decisions in this dynamic market.

Table of Contents:

  • Foundry Capacity by Linewidth Tracker (28nm and below)
  • Foundry Wafer Price by Linewidth Tracker (28nm and below)
  • Foundry Utilization Rate by Linewidth Tracker
  • Global Foundry sales/market share tracker
  • Contacts

Published Date: October 2023

Market Trend – Smartphone Memory Architecture Analysis

Report / Brady Wang / Sep 1, 2021
This report explains the architecture of mobile memory used in smartphones, as well as the advantages and future possibilities of each architecture.

Smartphones Memory Historical data and Forecast, Worldwide Demand, 2018-2024

Report / Brady Wang / Sep 1, 2021
This forecast provides detailed statistical data for DRAM and NAND flash for smartphones by density, segment and network in the short and long terms.

分析师洞察

NAND Flash Recovery Begins on Rising Demand and Supply

Blog / Brady Wang / Sep 1, 2021

Mobile Demand Raises DRAM Revenue by 30% YoY to $19 bn in Q1 2021

Blog / Brady Wang / Sep 1, 2021

Ukraine Crisis Brings Fresh Wave of Uncertainty to Semiconductor Industry

Blog / Brady Wang / Mar 4, 2022

Samsung Takes Semiconductor Crown From Intel in 2021

Press release / William Li / Jan 28, 2022

我们的意见领袖半导体领域的意见领袖

Neil Shah

Vice President

Brady Wang

Associate Director

Parv Sharma

Senior Analyst

Ashwath Rao

Senior Analyst

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