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【Market View】2011 MWC: Booming Popularity of Smartphone Helps to Increase NAND Flash Demand
Published Feb.24 2011,09:12 AM (GMT+8)
Mobile World Congress, starting on February 14th, 2011 in Barcelona, is the most important event of the worldwide telecommunication industry. We found most of the mobile and system vendors announced their new generation mobile devices during the show. The launches of both new tablet PC and 4G/LTE Smartphone are tightly scheduled throughout the year.
【Market View】1H’February mainstream NAND Flash contract price remained leveled due to the effect of Chinese New Year Holiday
Published Feb.18 2011,09:09 AM (GMT+8)
1H’ February NAND Flash market was influenced by the Chinese New Year holiday. Many downstream buyers itemized inventory after the long holiday, 1H’ February NAND Flash contract price remained mostly leveled.
【Market View】1H’Febuary contract price reached the bottom; DDR3 average contract price remained flat and the session low price went up by 3%
Published Feb.15 2011,17:24 PM (GMT+8)
According to DRAMeXchange, a research department of TrendForce, 4Q10 DRAM contract price declined 50% and reached close to the bottom. After spotted a shrinking decline in January, February contract price seemed certain to rebound. DDR3 2GB average contract price remained flat while the session low contract price increased 3.23% from $15.5($0.81/1Gb) to $16($0.84/1Gb).
【Market View】DRAMeXchange: Worldwide DRAM revenue declined by 20% in 4Q10
Published Feb.08 2011,17:15 PM (GMT+8)
DRAM industry revenue decreased by 20% from $10.78 billion to $8.64 billion due to a 40% drop in DRAM contract price, despite of a 16% QOQ (quarter on quarter) DRAM output increase in 4Q10. 4Q10 DRAM contract price declined as the production technology smoothly migrated to 50nm and 40nm.
【Market View】4Q10 Sales Ranking of Branded NAND Flash Makers
Published Feb.01 2011,14:20 PM (GMT+8)
Despite the sluggish performance in retail memory card and UFD market, 4Q10 NAND Flash shipment bit growth increased about 16% QOQ (Quarter on Quarter) with the OEM orders of system product: tablet PC and smartphone. NAND Flash price were previously expected to decline after the restock peak.
【Market View】DRAMeXchange: Speculative Buying in the Chinese Market Triggered a 20% Increase in the DDR3 2GB Spot Price.
Published Jan.31 2011,17:14 PM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, DDR3 1333 MHz 2Gb spot price surged from $1.83 to $2.03 before closing on Jan. 27th. Second day in Asia, the midday price arrived at $2.24, an impressive accumulated 22% increase in two days. On the other hand, DDR3 1333 MHz 1Gb raised 12% to $1.18.
【Market View】2011 CES: Booming Tablet PC market will help to stimulate the NAND Flash demand
Published Jan.27 2011,08:46 AM (GMT+8)
During the 2011 International CES, vendors gravitated toward the concept of enhancing work efficiency and quality of life through the help of prevalent connectivity of smart devices. They launched series of smart TV, tablet PC, digital home products.
【Market View】DRAMeXchange: 2011 Netbook shipment will decline 18% YOY, primary growth depends on the emerging market
Published Jan.25 2011,16:28 PM (GMT+8)
PC-OEMs are holding on to their existing market share because they are facing a declining in Netbook demand. Asus launched Eee PC 1015PW and said they will introduce 3 to 4 more new models. Acer also indicated that Netbooks will still have their own niche market.
【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.
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