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【Market View】DRAMeXchange: USB3.0 will heat on in 2011
Published Oct.12 2010,14:41 PM (GMT+8)
USB 3.0 will turn to the mainstream transfer interface in 2011 and gradually replace USB 2.0 given 1.) Technology maturity in either “Host” side or “Device” side. 2.) Cost and price reduction in chipset and related components. 3.) The positive support from Intel and AMD.
【Market View】DRAMeXchange: Stable 4Q10 NB shipment is foreseeable and 1Q11 may be better in outlook
Published Oct.11 2010,16:00 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, September shipment is better than our expectation that 3Q10 NB shipment QoQ is raised to 3%.
【Market View】2H’Sep. mainstream NAND Flash contract price dropped 1-10%, year-end holiday inventory replenishment after Mid Oct. is expected
Published Oct.06 2010,17:00 PM (GMT+8)
2H’Sep. mainstream NAND Flash contract price declined 1-10% mainly impact by the quarter-end effect. Meanwhile, we see the pricing strategies are varied given the different customer mix and order conditions that NAND Flash vendors have.
【Market View】DRAMeXchange: 2H’Sep. DDR3 contract price declined 6% and $1.5 for 1Gb is foreseeable in year end
Published Oct.04 2010,14:23 PM (GMT+8)
According to DRAMeXchange, the research dept. of Trendforce, 2H’Sep contract price continue the downward trend that DDR3 1Gb “average” price has fallen below US$2 and DDR3 “average” contract price dropped 5.5% to US$34 from US$36.
【Market View】Surging tablet in 2011 will help the embedded NAND Flash demand
Published Sep.30 2010,10:14 AM (GMT+8)
According to DRAMeXchange, PC vendor and mobile vendors has been forced to accelerate the development and launch schedule of tablet PC given the rocking iPad sales.
【Market View】NB ODM expand non NB product lines aggressively given fierce competition and slower growth momentum
Published Sep.29 2010,14:15 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2Q10 gross profit margin of NB-ODMs has been impact by the raising raw material costs and further penetration of EMS vendors.
【Market View】1H'Sep. mainstream NAND Flash contract price decline 5-10% and mild downward price trend is expected in 4Q10
Published Sep.23 2010,13:55 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 1HSep. mainstream NAND Flash average contract price declined 5%-10% given the impact of quarter-end effect.
【Market View】1H’Sep DDR3 2GB average contract price decline 10% and 20% QOQ is expected in 4Q10
Published Sep.17 2010,14:24 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 1H’Sep contract price continue the downward trend that DDR3 2GB average price decline 10% to US$36 from US$40.
【Market View】Strong smartphone momentum helps to stimulate NAND Flash demand
Published Sep.14 2010,15:54 PM (GMT+8)
Due to the impact from European financial issue, sloppy end demand and higher inventory level, 2H10 shipment from IT and consumer electronics has been adjusted down.
【Market View】2HAug. average contract price indicated partially flat and mildly 1-7% decline by mixed market dynamics.
Published Sep.01 2010,16:36 PM (GMT+8)
2HAug. average NAND Flash contract price indicated partially flat and mildly 1%-7% decline impact by mixed market dynamics. OEM orders from system product customers seem to retain momentum and those NAND Flash vendors with higher exposure in system clients intend to remain the stable contract price in 2HAug..
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