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【Market View】DRAMeXchange: Contract price is reaching the bottom, 20%-25% price rebound is foreseeable by 2Q11
Published Jan.21 2011,15:25 PM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, 1H’Jan. contract price is reaching the bottom. DDR3 2GB “Average” contract price is $17(USD) while $16 for “Low” contract price. The decline is narrowed to 5%-6% from 10% in previous term. 2H’Jan. contract price is still under negotiation but we expect price will remain stable and mildly decline.
【Market View】Inventory Replenishment has warmed up from mid-December, 1H’Jan. mainstream NAND Flash contract price is up 2-5%
Published Jan.18 2011,11:34 AM (GMT+8)
Market expected NAND Flash price would weaken after year-end holiday inventory re-stocking peak after November. However, Toshiba power outage accident made memory card customers to initiate inventory replenishment for Chinese New Year holiday starting from mid-Dec. given the expectation sentiment on output shortage in January.
【Market View】Macbook Air triggered the evolution of new NAND Flash Storage
Published Jan.05 2011,09:45 AM (GMT+8)
Solid-State Drive is always the potential target from Flash vendor perspective since the flash consumption is several times of the consumption from UFD and memory card. From consumer views, SSD transmission speed is twice faster than traditional HDD (Hard-Disk Drive) and featured with better power consumption and anti-shocking design.
【Market View】2011 strong tablet momentum will help to boom the embedded NAND Flash demand
Published Dec.21 2010,15:54 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, facing the strong challenge from iPad, most PC and mobile vendors are accelerating their tablet launch in 2H10. In order to compete with iPad, non-iPad tablet is designed with outperformed hardware spectrum such as more powerful processor performance, larger storage space and open hardware/software competitiveness (USB and Adobe Flash support).
【Market View】DRAMeXchange: 2H’Dec. DRAM contract price declined 10% to US$0.9/1Gb; and is expected to reach the bottom around US$0.8/1Gb in 1Q11
Published Dec.21 2010,11:59 AM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2H’Dec. contract price continued the downward pattern that DDR3 2GB contract“ Average” declined 10% to US$18($0.97/1Gb) from US$20($1.09/1Gb). Contract “Low ”dropped 10.5% to US$17($0.91/1Gb).
【Market View】1H’Dec. mainstream MLC NAND Flash contract price rebounded 3-11% triggered by the Toshiba’s power outage accident
Published Dec.16 2010,11:44 AM (GMT+8)
Although inventory replenishment peak for year-end hot sales is over, some memory card and UFD makers are re-stocking in small volume given the dropping inventory level at early December, it resulted in the stabilizing NAND Flash price.
【Market View】Tablet PC is exploded in Taipei IT expo; most tablet PC will be launched in 1Q11
Published Dec.07 2010,17:09 PM (GMT+8)
According to DRAMeXchange, a research division of Trendforce, with the higher acceptance from consumers, tablet PC is expected to become the spotlight in the Christmas holiday sales. Most vendors are accelerating the tablet PC launch.
【Market View】2H’Nov. DDR3 2GB contract price declined 12%, DDR3 1Gb is closed to US$1.2
Published Nov.29 2010,17:40 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2H’Nov. DDR3 2GB “Average” contract price declined 12% to US$22 from US$25 while “Low” contract price dropped 12.5% to US$21. In 4Q10, DRAM vendors continued increasing output supply but PC demand is shrinking month by month.
【Market View】The Landscape of 2011 Global NAND Flash Market
Published Nov.25 2010,14:37 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce Corp., as for 2011 NAND Flash market outlook, we expect seasonality for 2H11 hot-season effect to be improved compared with 2H10 since economic recovery for advanced countries will further improve as well, given the 2011 global economic recovery progress is slightly slower-than-expected.
【Market View】2011 surging tablet and limited notebook and netbook growth
Published Nov.25 2010,14:29 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2011 DT shipment increase 6.1% YoY to 127M units while notebook (netbook included) increase 15.4% YoY to 222.7M units. Netbook declined 2% YoY to 32.6M units.
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