After two months of negotiations, at the end of July most NAND Flash buyers and vendors reached a general consensus on most NAND Flash chip contract prices. June and July are the traditional down season for the memory card and UFD retail market and OEM clients of system products.
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In early 2Q11, the NAND Flash market was affected by Apple’s unveiling of the iPad2 in early March. Along with concerns about potential material shortages from the mid-March earthquake in Japan, this caused NAND Flash price to increase sharply.
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According to DRAMeXchange, a research division of TrendForce, PC-OEMs are still in a period of inventory adjustment for 2HJuly, and transaction volume has remained low since June. DRAM contract price for 2HJuly continues to follow the downward trend of 1HJuly with a downward decrease of 9.38%. DDR3 2GB and 4GB contract price is US$14.5 (1Gb US$0.75) and US$28, representing a decline of 9.38% and 9.68%, respectively. Overall price has decreased 15.94% in the month of July.
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After one and a half months and rounds of negotiation, the majority of buyers and vendors have not yet reached any consensus on the NAND Flash chip contract price. Thus, as of July 18, the NAND Flash chip contract price for 1HJuly is still undecided.
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According to DRAMeXchange, a research division of TrendForce corp., the contract price for 1HJuly is again showing signs of a downward trend. Average contract price for DDR3 2GB and 4GB is US$16 (1Gb $0.84) and US$31 (2Gb $1.78) respectively, down by 7.25% and 7.46%, quickly approaching the lowest price reached during the global financial crisis.
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By June 30, 2011 6:00 pm, because of discrepancy between the buyers and the suppliers on NAND Flash contract price and following market view, most of the suppliers and memory card customers have not reached an agreement on contract price of NAND Flash chips for June after many negotiations. In addition, by end of June, some customers directly purchased white-box memory card in place of the chips, so DRAMeXchange will wait until the buyers and the suppliers reach an agreement on contract price of NAND Flash chips before mid-July to make announcement about the latest contract price update.
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According to DRAMeXchange, a research department of Trendforce Corp., PC- OEM’s high DRAM inventory (usually lasts about 4~5 weeks) has caused more conservative attitudes toward purchasing DRAM component, and 2H’June contract prices indicated a continuous downward trend from 1H’June. DDR3 2GB’s average contract price is US$ 17.25 (1Gb $0.92) and 4GB is US$ 33.5 (2Gb $1.94), down by 5.48% and 5.63%, respectively, which resulted in a 8% drop of 2GB contract prices in June.
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According to DRAMeXchange, a research department of Trendforce, Notebook (NB) shipment in May grew merely 0.4% month over month (MoM) to 15.5 million (M) units. This is attributed to continuous downward adjustment on worldwide economic indicators, which in turn has caused gradually more conservative NB shipment performance.
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According to DRAMeXchange, a research department of Trendforce, as of June 16, most major buyers and vendors have not reached agreement for 1H’June NAND Flash contract price. DRAMeXchange will postpone June contract price information until agreement is reached by both parties.
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According to DRAMeXchange, a research department of Trendforce Corp., 1H’June contract prices indicated a downward trend. DDR3 2GB’s average contract price is US$ 18.25 (1Gb $0.98) and 4GB is US$ 35.5 (2Gb $2.06), down by 2.67% and 2.74%, respectively. From the markets’ perspective, raw wafer shortage crisis incurred from Japan earthquake is officially relieved. DRAM makers are expected to take on their full capacity in the second half of the year.
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