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【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.
【Market View】Steady DDR3 contract price in 2H’February helps price rebound in 2Q11
Published Mar.02 2011,09:06 AM (GMT+8)
According to DRAMeXchange, a research department of TrendForce Corporation, 2H’February DRAM contract price remains steady. DDR3 2GB and 4GB average contract price stayed at $16.5 ($0.88/Gb) and $32($1.84/Gb) respectively. With a surging demand in Smartphone, tablet PC and cloud computing, DRAM vendors are planning on re-allocating the capacity onto mobile DRAM and server-basis memory. The over-supply in commodity DRAM, is thus, alleviated.
【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.
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