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【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.
【Market View】Mixed market concerns posed the slight ups and downs for 2H Mar. NAND Flash contract price
Published Mar.26 2010,13:54 PM (GMT+8)
2HMar. NAND Flash contract price slightly fluctuated up or down within 5% due to the mixed favorable & unfavorable market factors. Most NAND Flash suppliers are benefited from the stable OEM orders from some electronic system customers, which will help to ease the impacts from the quarter-end inventory-cut & slow-season effects etc.
【Market View】DRAM Industry enters positive circle and profit in next 3 years is expected
Published Mar.23 2010,17:51 PM (GMT+8)
Given the cyclical pattern that DRAM industry been through in past years, we can identify that individual completed industrial cycle is 3 years. According to Figure 1 for OPM analysis. DRAM vendors experienced three continuous lost from 2001-2003 and consecutive profit from 2004 to 2006, followed by another decline from 2007 to 2009. In 2010, DRAM vendors start to turn to profit and enter another profit cycle.
【Market View】iPad’s launch news will help stabilize the NAND Flash price trend
Published Mar.16 2010,16:38 PM (GMT+8)
1HMar. mainstream MLC NAND Flash contract price roughly declined 1-7% due to the 1Q quarter-end accounting settlement effect, slow season issue and increasing white-box TLC memory card supply etc.
【Market View】DRAMeXchange: Outperformed DRAM demand in slow season, expected high level in 2Q10
Published Mar.10 2010,17:47 PM (GMT+8)
According to DRAMeXchange, 1H’Mar. DRAM contract price still contain its momentum that most price quotation remains same. Some vendors mildly adjust up 2%-3% DDR3 price that out DDR3 2GB ”Low “price and “Average” price consistently locates at US$41.5 and US$43 respectively.
【Market View】DRAMeXchange: Mobile DRAM demand bit growth will increase 71% in 2010
Published Mar.04 2010,09:42 AM (GMT+8)
2010 Mobile World Congress has come to the end in mid-February and we have seen the smartphone has occupied all the spotlight during the show that competition in mobile phone industry has shifted to software application from hardware design.
【Market View】2HFeb NAND Flash contract price remain partially flat and slight decline given the mixed pro & con dynamics
Published Mar.02 2010,14:29 PM (GMT+8)
2HFeb. NAND Flash contract price partially remained flat or slightly declined. The market indicates the hesitation views given the complicated pro & con dynamics such as iPAD launch after-effect, inventory replenishment demand during the pre & post Chinese Lunar New Year period, slow-season effect and some macroeconomic & financial uncertainties in partial regions etc.
【Market View】 4Q09 and 2009 Sales Ranking of Branded NAND Flash IC Makers
Published Feb.02 2010,16:07 PM (GMT+8)
As most branded NAND Flash suppliers benefited from the stable 4Q09 hot-season restock orders for electronic system maker clients, NAND Flash ASP slightly rose about 5% QoQ in 4Q09.
【Market View】DRAMeXchange: iPad stimulates demand of NAND Flash
Published Jan.29 2010,11:44 AM (GMT+8)
According to DRAMeXchange, regarding the impact of iPad on the NAND flash industry, Apple currently controls over 20% of the NAND flash demand according to our estimation.
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