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【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.
【Market View】DRAMeXchange:March Notebook shipment increased to 40%-50% month over month with low visibility in 2Q11 purchasing orders
Published Mar.16 2011,15:55 PM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, February Notebook shipment has declined 21.8% month over month. Quanta and Compal have fallen behind expectation with a shipment record of 3.2 million units and 2.7 million units respectively. On the other hand, Pegatron February shipment dropped about 50% month over month.
【Market View】Tablet PC and Smartphone will consume more than 50% NAND Flash in 2011
Published Mar.08 2011,16:28 PM (GMT+8)
Apple launched iPad2 on March 2nd, causing distraction in the tablet PC industry and posted a strong entry barrier to the late comers. In the previous six months, tablet PCs powered with Android 3.0 honeycomb were heard all over the news, with manufactures announcing the launch of the new android tablet one after another.
【Market View】iPad2, released on March 2nd, is expected to grab more than 70% of tablet market in 2011
Published Mar.04 2011,09:28 AM (GMT+8)
With the great anticipation, Apple released the next generation iPad (iPad2) on March 2nd along with the announcement of sales in the U.S. on March 11th and rest of worldwide apple stores on March 25th. iPad2 is expected to stir up a strong competition in the 2011 tablet PC market.
【Market View】1Q11 Notebook shipment indicated a strong momentum in March
Published Mar.02 2011,16:02 PM (GMT+8)
According to DRAMeXchange, a research department of TrendForce Corporation, NB-OEMs (notebook original equipment manufacturers) recalled the flawed products right after Intel announced its flawed chipset in end of January. Intel brought up the B3 version cougar point chipset in the meantime. Thus, we estimated these factors will interrupt its shipment schedule by 2 to 3 weeks.
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