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【Market View】NB ODM Shipment in June Shows Slight Growth, But Three Downside Risks Emerge in 2H’11
Published Jun.23 2011,15:54 PM (GMT+8)
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.
【Market View】Underperformed 2Q11 smartphone and tablet shipment impacts NAND Flash contract price in the short run
Published Jun.17 2011,15:44 PM (GMT+8)
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.
【Market View】1HJune DRAM Contract Price Fell 2.74% Driven by Lower PC Shipment and Content per Box
Published Jun.13 2011,15:59 PM (GMT+8)
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.
【Market View】Common quarter-end phenomenon caused an 8% to 16% drop in the average price of many mainstream NAND Flash during 2HMay
Published Jun.02 2011,14:47 PM (GMT+8)
Despite of the sluggish market in retail memory card and UFD in 2H’May, most NAND Flash system OEM demand has also weaken. Resulted from the aggressive pricing strategy from some NAND Flash vendors as approaching the end of the quarter, 2H’May mainstream NAND Flash average contract price has shown an 8%-16% decrease.
【Market View】2HMay Contract Price Remains Flat; Price Increase Momentum Benefited from the Japanese Earthquake is Weakening
Published May.26 2011,11:36 AM (GMT+8)
According to DRAMeXchange, a research department of Trendforce Corp., 2H’May contract prices will remain flat from the previous period. DDR3 2GB’s average contract price is US$18.75 (1Gb $1.02) and 4GB is US$36.5 (2Gb $2.12). The momentum in price increase, derived from the influence of the Japan quake, is weakening.
【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
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