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【Market View】DRAMeXchange: 2010 Worldwide Module House Revenue Ranking
Published May.24 2011,14:54 PM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, the 2010 module revenue ranking is conducted only on the revenue derived from DRAM business given the diversified business for module houses.
【Market View】1H’May mainstream NAND Flash contract price declined by 2% to 10% entering the off-season
Published May.18 2011,14:48 PM (GMT+8)
Since most NAND Flash end-applications such as memory card, UFD & system products entered off season in May, most end-product customers became conservative toward procurement while inventory level is already high due to the earlier speculative buying right after the Japan earthquake in March. Thus, 1H’May mainstream NAND Flash contract price reflects a roughly 2% to 10% decline.
【Market View】2Q Notebook shipment grows 9.5% Quarter on Quarter, 2011 Notebook year over year is revised to 6.5%
Published May.17 2011,10:01 AM (GMT+8)
April worldwide Notebook (NB) shipment declined 13.2% month over month (MoM) to 15.4 million (M) units. This is attributed to the delay shipment from March by the Intel flawed chipset and the quarterly-end high base phenomenon.
【Market View】1HMay DDR3 2GB Session High Contract rose 2.7% to US$19
Published May.11 2011,13:58 PM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, 1H’May contract price continued to rise and the average DDR3 2GB contract price increased by 2.74% to US$18.75 ($1.02/1Gb) from US$18.25. The average DDR3 4GB contract price was also increased by 2.82% to US$35.5 ($2.13/2Gb).
【Market View】1Q11 Sales Ranking of Branded NAND Flash Makers
Published May.10 2011,10:36 AM (GMT+8)
Given the Toshiba/SanDisk power outage in mid-December, NAND Flash supply was impacted in early 1Q11. With the dynamics of 1.) Inventory replenishment for Chinese New Year holiday, 2.) Slow season for retail memory card and UFD market from 2HFebruary, 3.) Apple launched iPad2 in early March and 4.) an uncertainty toward mid-term supply condition after Japan earthquake in mid-March
【Market View】2H’Apr. contract price start to decline from the slow season effect
Published May.05 2011,09:10 AM (GMT+8)
2H’Apr. NAND Flash contract price indicated a partially flat and decline pricing given the current market dynamics. With a wide variety of buyers’ and sellers’ views toward the market, resulted in a conservative atmosphere in end of April. Some NAND Flash chips sustained the 2H’Apr. contract price, benefited from the stable OEM orders from some system product makers.
【Market View】DRAMeXchange: Worldwide DRAM revenue slightly declined 4.0% in 1Q11
Published May.03 2011,18:22 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 1Q11 Worldwide DRAM revenue slightly decreased 4% to US$8.3bn from US$8.6bn in 4Q10. Despite of 30% of DRAM average contract price erosion, yet the 15% DRAM output growth and continuous product mix shifting to high value mobile and graphic memory has eased the volatile revenue fluctuation.
【Market View】2H’Apr. concerned DRAM Vendors and aggressive procurement increased DDR3 average price
Published Apr.26 2011,16:38 PM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, 2H’Apr. contract price indicates slightly upward trend that DDR3 2GB average price is up by 1.39% to $18.25 ($0.98/1Gb), DDR3 4GB average price is also up by 1.43% to $35.5 ($2.06/2Gb).
【Market View】Tablet turns to the spotlight at Spring Computer Expo
Published Apr.21 2011,16:33 PM (GMT+8)
After iPad2 launched in 2Q10, many vendors penetrated the tablet market from 2H10. Acer and Asus has announced Android 3.0 tablet in the 2011 Taipei Spring Computer Expo while other vendors such as Dell, Viewsonic, Gigabyte, MSI, FIC and Samsung released their Android and Windows tablet. A competitive tablet market will be expected in 2H11.
【Market View】1H’Apr. mainstream NAND Flash contract price partially remains flat or 2%-5% up.
Published Apr.19 2011,14:38 PM (GMT+8)
1HApril NAND Flash contract price partially remains at a stable level or mildly up 2%-5%. Most NAND Flash vendors had raised the contract price 10%-15% to reflect the uncertainty toward the supply side constraints after the earthquake. They tend to sustain the price at the same level in 1HApril.
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