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【Market View】2011 DRAM industry outlook
Published Nov.25 2010,14:20 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce Corp., DDR3 2GB contract price has declined 46% from the peak US$46.5 in 1H10 to the level of US$40 in 1H’Sep, below US$30 in 2H’Oct. and finally at US$25 in 1H’Nov.
【Market View】1Q11 NB shipment will be triggered by new Huron River platform while 2011 NB shipment growth rate is 15.4% under the cannibalization of tablet PC
Published Nov.17 2010,12:06 PM (GMT+8)
Most NB ODM vendors just released their October NB shipment recently. According to DRAMeXchange, overall Oct. NB shipment decline 5.7% MoM to 17.3M. As for the 4Q10 outlook.
【Market View】DRAMeXchange: Embedded NAND Flash consumption will exceed 60% in 2011 with strong momentum
Published Nov.15 2010,17:05 PM (GMT+8)
Given the prosperity of smartphone and tablet PC in 2010, foreseeable strong growth momentum will continue in 2011.
【Market View】3Q10 Sales Ranking of Branded NAND Flash Makers
Published Nov.09 2010,16:29 PM (GMT+8)
With the help of OEM orders from system product customers and new tablet PC and smartphone launch in 3Q10, some NAND Flash vendors can partially ease the price pressure from the weaker demand for memory card and UFD in retail market.
【Market View】Introduction to UFS transfer interface and applications
Published Nov.04 2010,16:48 PM (GMT+8)
Recently some members in JEDEC task group such as Samsung, Nokia, Micron, Qualcomm, Intel, Toshiba, SanDisk, TI and STMicro etc. are aggressively promoting on new high-performance universal open NAND Flash transfer interface standard-- ” UFS” (Universal Flash Storage).
【Market View】DRAMeXchange: WW DRAM revenue merely increase 3.4% in 3Q10
Published Nov.02 2010,15:51 PM (GMT+8)
According to DRAMeXchange, the research division of Trendforce, despite of 15% QoQ output growth in 3Q10, DRAM industry recorded US$10.8B, which is merely 3.4% QoQ growth compared to US$10.4B in 2Q10 given the further 3Q10 contract price decline.
【Market View】2H’Oct. DDR3 2GB “Average” contract price declined 14.3% and 30% decline is expected in 4Q10
Published Nov.01 2010,11:41 AM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2H’Oct. contract price indicated record high decline within a year that DDR3 2GB “Average” contract price dropped 14.3% to US$27 from US$31.5 while “Low” contract price even declined 15.2% to US$26.
【Market View】Strong 2011 SSD shipment growth is expected with higher popularity among consumers
Published Oct.26 2010,17:20 PM (GMT+8)
NAND Flash vendors have put strong expectation in SSD (Solid-State Drive) since the unit consumption is several times higher than embedded products as well as memory card and UFD. That is, SSD has great potential in terms of NAND Flash consumption.
【Market View】4Q10 NAND Flash contract price will indicate the mild decline given the mixed seasonality and new product launch effects
Published Oct.19 2010,13:28 PM (GMT+8)
1H’Oct. NAND Flash “average” contract price show the 3%-5% partially decline and partially stable. Even though we have seen better-than-expectation China holidays sales, yet the memory card and UFD makers continue working hard on lowering inventory level and wait for inventory re-stock movement for year-end sales in late October.
【Market View】DRAMeXchange: DDR3 2GB 1H’Oct contract price are reaching U$30 and likely going down
Published Oct.15 2010,13:56 PM (GMT+8)
According to DRAMeXchange, the research dept. of Trendforce, 1H’Oct contract price dropped 6%-9% while DDR3 2GB contract “High” decline to US$33 from US$35 mainly for Korean vendors.
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