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【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.
【Market View】DRAMeXchange: WW DRAM Revenue increase 42% in 4Q09
Published Jan.29 2010,10:56 AM (GMT+8)
According to DRAMeXchange, 4Q09 revenue has grown 42% due to the hiking DRAM average price and output enhancement, which has shown another progress after 40% revenue growth 3Q09.
【Market View】2HJan. NAND Flash contract price roughly remains flat under market consolidation
Published Jan.25 2010,16:40 PM (GMT+8)
2HJan NAND Flash contract price roughly stays flat given the steady inventory replenishment demand for Chinese Lunar New Year seasons from electronics system and memory card customers, which roughly meets the expectation of NAND Flash related makers.
【Market View】Strong DDR3 demand in slow season and spot price is up to US$3 along with the upward contract price in January.
Published Jan.11 2010,11:33 AM (GMT+8)
With the short-term ups and downs from mid-Dec. DDR3 1333Mhz 1Gb spot price has climbed 23% to US$3.01 in 1/8 from US$2.45 at 12/17. According to DRAMeXchange, PC shipment with DDR3 platform will reach 60% of total PC shipment in 1Q10, which is attributed by the aggressive migration plans by PC-OEMs.
【Market View】1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to market consolidation
Published Jan.08 2010,18:04 PM (GMT+8)
1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to the new-year vacation effect and severely cold climate in some northern hemisphere area that some customers’ operation has been impact.
【Market View】DRAMeXchange: Hot PC growth, Component shortage and Tight Packaging and Testing in 2010
Published Jan.07 2010,14:24 PM (GMT+8)
According to DRAMeXchange, given the outperformed PC sales in Thanksgiving & Christmas, recovering global economy and new launch Windows 7, PC shipment indicates the satisfactory figures that we have adjusted 4Q09 NB shipment QoQ from 8.7% to 11.9% while 2009 overall NB shipment will be up 23.5% YoY to 160M units.
【Market View】DRAMeXchange: Expected Shortage on DRAM in 2H10
Published Dec.24 2009,16:21 PM (GMT+8)
With the recovering PC shipment at 2009, DRAM shortage had accelerated since August ‘09 and reach at the peak in October ’09. Some PC-OEMs even spent US$55 for DDR2/2GB module, US$3.25 for 1Gb equivalent, from module houses at spot market.
【Market View】Year-end hesitated view triggered the flat and 1%-5% slight average contract price decline for 2HDec.
Published Dec.24 2009,11:48 AM (GMT+8)
2HDec NAND Flash average contract price basically remains flat while 32Gb / 16Gb MLC average contract price slightly decline 1%-5% given the slower procurement momentum for some downstream clients during the Christmas vacation.
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