According to DRAMeXchange, a research division of TrendForce, NAND Flash contract price for 1HNov. fell by 2-4% due to OEM and retail channel sales that were weaker than expected. High-density product price declined, mainly caused by weak PC, smartphone, and tablet sales.
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According to DRAMeXchange, a research division of TrendForce, DRAM contract price has been stable since October due to peak season demand. However, going into November, the Thailand flood disaster has caused concerns about HDD supply shipments.
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According to DRAMeXchange, a research division of TrendForce, total revenue for the worldwide DRAM industry was approximately US$6.566 billion in 3Q11. Affected by a weak macroeconomy and an increasingly severe oversupply situation, average contract price for DDR3 2Gb fell by 35% in 3Q, and total revenue decreased significantly, by 19.4% QoQ.
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According to DRAMeXchange, a research division of TrendForce, mainstream NAND flash contract price for 2HOct. fell by 4-8% due to lower than expected demand for year-end retail sales. Demand for high-density products remained weak as well due to sluggish smartphone and tablet PC sales; UFD and memory card sales were weak as well.
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Suffering from the European debt storm and American financial disputations, 3Q restocking demand recovery was postponed until early September. However, demand from the memory card & UFD channel market remained weak in July & August, except for stable OEM orders from certain smartphone & tablet PC customers. Additionally, many downstream customers still tried to lower excess inventory in July and August. NAND Flash price has stabilized since September, as the restocking demand for 4Q11 new product launches from some system product makers warmed up in early September.
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According to DRAMeXchange, a research division of TrendForce, DRAM contract price has decreased by 47% since May, but ceased falling in October mainly due to the combination of traditional peak season demand and less shipment pressure on makers with the start of Q4. Contract price stayed flat for 2HOct., with DDR3 2GB and 4GB average contract price at US$10.5 and US$19.5, respectively. Chip price remained at approximately US$1.06 for DDR3 2Gb.
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According to Trendforce, benefitting from strong smartphone and tablet PC shipments, the rise of ultrabook and server growth due to greater adoption of cloud computing, SSD penetration rate has increased rapidly. Furthermore, Intel’s new Ivy Bridge platform, to be introduced in 2012, will feature integrated USB 3.0 support. This move is sure to stimulate USB 3.0 flash drive sales, in turn helping the entire NAND flash industry maintain a high growth rate. Thus, Trendforce expects...
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Since demand did not warm for this year’s 2H peak season inventory replenishment until September, the renewed demand from both new smartphone and ultrabook models and preparation for the holiday season is likely to continue until early November. Thus, NAND flash average contract price for 1HOct. saw both slight increases and decreases, but should stay stable overall for the month of October due to continued support from year-end restocking demand.
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According to DRAMeXchange, a research division of TrendForce, benefitting from continual inventory replenishment for the holiday season as well as account balancing at the end of 3Q, DDR3 4GB contract price stayed flat in 1HOct. DDR3 2Gb contract price fell slightly, by US$0.25 to US$10.50. While concluded transaction volume was low, as it is the quarter’s beginning, DRAM manufacturers were not under pressure to ship, hence the price cut in exchange for shipment situation did not reoccur.
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According to DRAMeXchange, a research division of TrendForce, although most NAND flash related vendors are currently conservative towards European and American holiday season sales, inventory replenishment began in early September in preparation for certain system vendors’ unveiling of new smartphone and ultrabook models in October and November. Furthermore, some memory card vendors began restocking in mid-September for China’s October Golden Week Holiday. While a portion of suppliers adopted price cut strategies to counteract quarter-end effects, most suppliers kept prices flat.
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