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.
|
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.
|
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.
|
According to DRAMeXchange, a research division of TrendForce, due to an overall increase in spot market price since mid-September, ASP of DDR3 1333Mhz 2Gb chips rose from US$1.1 to US$1.2, a difference of approximately 9.1%. ASP of DDR3 2Gb eTT chips saw an even greater 17% increase, arriving at US$1.1.
|
According to DRAMeXchange, a research division of TrendForce, as a portion of system product clients have begun inventory replenishment in preparation for 4Q11’s new products, mainstream MLC NAND flash contract price was more or less stable for 1HSep. Although memory card and UFD retail market demand was still relatively weak, price has ceased falling and stabilized.
|
According to DRAMeXchange, a research division of TrendForce, the previously falling price trend showed signs of stabilizing in 1HSep. DDR3 2GB contract price stayed flat at an average US$10.75, while DDR3 4GB ASP fell slightly, by 4.65% to US$20.5 due to DRAM makers’ attempts to increase shipment volume. DDR3 2Gb chip price was approximately US$1.13.
|
Ultrabooks are set to take the market by storm, gradually taking a piece of the traditional notebook market and providing new momentum for the entire IT industry. According to market research firm TrendForce, chip giant Intel is leading the ultrabook revolution in 2011, with the MacBook Air dominated, ultra thin and light notebook market as their goal. The birth of ultrabooks is expected to benefit many different industries, and will hopefully sweep away the clouds of tablet PC popularity and global economic factors currently looming over the PC industry.
|
According to DRAMeXchange, a research division of TrendForce, demand from certain system product clients is expected to gradually pick up in September, due to inventory replenishment in response to the unveiling of new products. Thus, most NAND flash contract price for 2HAug. has stayed flat. However, memory card and UFD retail market demand remained weak, and 128Gb TLC contract ASP fell by 5%.
|
According to DRAMeXchange, a research division of TrendForce, following 1HAug.’s downtrend, 2GB and 4GB contract price for 2HAug. fell by 12.24% and 8.51%, respectively, arriving at US$10.75 and US$21.50. 2GB and 4GB ASPs fell by 25.86% and 23.21% respectively from July’s figures, showing no signs of slowing down.
|
HP recently announced its plans to spin off or sell their Personal Systems Group (PSG) and also discontinue WebOS tablet and smart phone products, shifting their focus to more profitable endeavors such as Service, IPG (Imaging and Printing Group) and ESSN (Enterprise Server, Storage and Networking). The announcement has shaken up the global PC market.
|
|
