TrendForce estimates that 2013 DRAM's bit-supply growth was only 22.2%

According to TrendForce's research department dramexchange survey data, the overall economic downturn, PC shipments have been declining year in, coupled with the recent years, smart phones and tablets to crowd out consumers have limited budget, So that the PC's cycle from the original average of 2-3 years to 4-5 years, the purchase of gas delay can not effectively improve.　　With the phasing out of the standard DRAM market by Taiwanese manufacturers, TrendForce estimates that 2013 DRAM's bit-supply growth was only 22.2%, the lowest level in years.　　TrendForce from the PC ODM Shipping Forecast, this year, the peak of the shipment of PC machine has passed, October NB shipments have been gradually downward trend, on behalf of DRAM demand is also month to small, early prices continue to fall, 2Gb particles will fall to 0.83 U.S. dollars, almost the same price with the spot grain prices.　　The overall economic impact of the DRAM factory grain prices have been approaching even below the cost of cash, demand has not seen a turnaround, disrupting the DRAM suppliers to turn out of PC DRAM capacity, the pace is still oversupply. The timing is coming into 2013, and manufacturers are also planning for next year's production strategy, TrendForce, even as the industry's leading Samsung Semiconductor, the next year's capital expenditure and growth also maintain a high degree of caution; In addition to slowing the 28 nm of the transfer process,　　Before the EUV era, it was only planned to go back to 25 nm, and with interest rates, the advanced process was first introduced into action memory, and it was obvious that the focus of the entire industry strategy had shifted from the past PC DRAM to hand-held devices.　　Looking forward to 2013, TrendForce estimated that the industrial environment dust settles, the competitor is weak to stay strong the bit output will gradually slow down, with the post-PC era demand end.　　In previous years, driven by a PC-switching boom, DRAM suppliers have stepped up their steps to optimize the cost structure, from 2009 to 60 nanometers until 2012 's 30 nm, which is almost alternating with 1~1.5 generation every year. For the Taiwan Department plant, as a result of large losses, in addition to the gradual slowdown in process evolution, but also planning to the PC DRAM capacity to move out gradually. Subsequent Nanco (2408) will fade out of the standard DRAM supply, transfer to the base type memory and foundry business, and the Force Crystal (5346) standard memory shipments have been greatly revised, the current monthly projection of only 20,000 pieces. Under the premise of the consensus of the producers to slow down, TrendForce estimates that the 2013 supply of bits grew only 22.2%, the lowest level in years.