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【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.
【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.
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