According to DRAMeXchange, a research division of TrendForce, rush orders for SSD began to turn up in November as a result of the Thailand Flood, which compromised the HDD supply. However, the shipments of end-market products, including PC, smartphone and tablet PC, continued to drop. In addition, the memory card sales have been plunging on account of the periled digital camera supply affected by the Thailand Flood
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According to the survey conducted by DRAMeXchange, a research division of TrendForce, affected by the economy downturn, the Japan Earthquake and the Thailand Flood, the notebook industry sees a mere 1% YoY growth in 2011. However, Ultrabook and the launch of Windows 8 in 2012 are expected to spur an 8.8% YoY growth for the notebook industry in 2012.
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According to DRAMeXchange, a research division of TrendForce, due to the PC slow season and the HDD supply chain afflicted by the Thailand flood, the downtrend of the contract price persisted in 2H'11: the ASP of DDR3 4GB dropped by 7.9% to US$ 17.5, while DDR3 2GB ASP plunged below US$ 10 to US$ 9.5, a 7.3% decline. From the market perspective, due to the weak demand for PC in November – some PC OEMs' orders were even cancelled –, the market remained slow.
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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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