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【Market View】Declining DRAM contract price helps to stimulate the PC content growth
Published Aug.19 2010,14:25 PM (GMT+8)
According to DRAMeXchange, research unit of Trendforce, 1H’Aug. DDR3 2GB contract price has declined 4.5% to US$42 from US$44 in 2H’Jul. DDR2 contract price is also down 8.75% to US$36.5 given the dropping portion.
【Market View】2Q10 Sales Ranking of Branded NAND Flash Makers
Published Aug.02 2010,13:45 PM (GMT+8)
Some NAND Flash suppliers have capability to lower the impact from slow season effect and European financial issue because of the stable OEM orders from system customers, especially for the rocking iPad and iPhone 4.
【Market View】DRAMeXchange: WW DRAM revenue increase 15.2% in 2Q10
Published Jul.30 2010,11:10 AM (GMT+8)
According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10.
【Market View】DRAMeXchange: 3Q NB shipment softens in July and rebound in August
Published Jul.28 2010,14:00 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM.
【Market View】Quarter-End effect impact on mild 1-6% decline for 2HJune mainstream NAND Flash contract price
Published Jun.28 2010,17:16 PM (GMT+8)
2HJune mainstream NAND Flash contract price mildly decline 1-6% while others prices remain flat. Although some suppliers receive the stable orders from some system product customers to partially ease the impact from slow season and quarter-end effect, yet vendors adopt price promotion to handle the inventory adjustment in quarter-end.
【Market View】DRAMeXchange: Tablet PC will be the spotlight in 2010 Computex
Published May.21 2010,11:30 AM (GMT+8)
According to DRAMeXchange, strong netbook growth credit to the PC market in 2009 since netbook has featured with affordable price with performance.2009 netbook shipment is recorded in 28M units with 172% YoY. We DRAMeXchange expect that netbook has reached the peak at 2009.With the declining ASP and low margin, PC-OEMs will re-focus on regular notebook due to the preferred performance.
【Market View】1HMay NAND Flash average contract price roughly declined 1-8% due to the slow season effect
Published May.12 2010,14:44 PM (GMT+8)
Impacted by 2Q slow season effect and instability in partial financial markets, 1H May NAND Flash average contract price roughly declined 1%-8%.
【Market View】1Q10 Sales Ranking of Branded NAND Flash IC Makers
Published May.07 2010,11:16 AM (GMT+8)
As NAND Flash market waited for the Apple’s iPad launch details released before mid-March, downstream NAND Flash customers just properly restocked some inventory required before & after Chinese Lunar New Year holiday period.
【Market View】DRAMeXchange: WW DRAM revenue increase 6.9% in 1Q10 continuously
Published Apr.30 2010,11:58 AM (GMT+8)
According to DRAMeXchange, 1Q10 DDR3 average contract price and spot price has rise 16% and 14% respectively after the huge jump-up 40% and 30% in 4Q09.
【Market View】Continuous DRAM tight supply will likely attain strong DDR2/DDR3 1Gb pricing trend to September
Published Apr.09 2010,14:31 PM (GMT+8)
According to DRAMeXchange, given the aggressive demand from PC-OEMs, 1H’Apr. contract price still remains strong upward momentum that DDR3 is up 7% to US$46 while DDR2 is up 5% to US$42.
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