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【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.
【Market View】1H’Apr. DDR3 4GB contract price is up 6%, while 2Gb chip price is back to US$2 again
Published Apr.12 2011,09:17 AM (GMT+8)
According to DRAMeXchange, a research department of Trendforce,1H’Apr. contract price continues its upward trend that DDR3 2GB “Average” contract price is up 5.88% to US$18 ($2.03/2Gb) while DDR3 4GB “Average” increases 6.1% to US$35($2.03/2Gb).
【Market View】Combined Sales of Tablet and NB Contributed to an 18.1% YoY Increase in Mobile PC Shipments
Published Apr.01 2011,08:59 AM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, the weak end-market demand and impacts from the Japan earthquake on NB supply chain are placing increasing uncertainty on the 2Q shipments by ODM manufacturers. Even though the demand will likely be deferred to 2H11, but it will also be compromised by the considerable surge of the tablet shipments. It is expected that the crowding out effect will repress growth of NB.
【Market View】Average Selling Price of Mainstream NAND Flash Increased 5 to 15% in March Due to Japan Earthquake
Published Mar.31 2011,09:49 AM (GMT+8)
After the strike of the 9.0 earthquake in Japan Tohoku area on March 11th, at first, there was a rapid spot price increase in the NAND Flash market, in response to the uncertain concern of an upcoming short supply. But because the impacts caused by the earthquake on NAND Flash supply chain were unknown at the time, some NAND Flash suppliers did not change the contract price in the first half of March. Then, the damage to the work in process (WIP) materials at Toshiba and SanDisk’s Yokkaichi plant came out.
【Market View】Effected by the Japan earthquake, 2H March DDR3 contract prices increased by over 3% on average; 2GB average prices increased to $17
Published Mar.23 2011,09:58 AM (GMT+8)
According to DRAMeXchange, a research department of TrendForce, northeast Japan earthquake has led to a shortage in raw material commonly used in the semiconductor industry. Especially, due to suspended production capacity at Shin-Etsu plants in Fukushima and SUMCO plant in Yamagata, the worldwide Raw-Wafer supply was estimated to be reduced by 20 to 25%.
【Market View】DRAMeXchange expects the earthquake to reduce the global NAND Flash bit supply by less than 4% in 2Q11
Published Mar.18 2011,18:27 PM (GMT+8)
An earthquake with a magnitude of 9.0 hit Tohoku Japan on March 11th. This devastating earthquake has brought changes to the NAND Flash market. However, information on the power and transportation infrastructures damaged by the Earthquake remain incomplete, DRAMeXchange has made some comprehensive assessments based on the available information as following.
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