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【Market View】Computex 2009 Review: Future Development for DRAM; Latest Development of SSD Products; Core i7 and Windows 7 Make Desktop Looks Good
Published Jun.09 2009,17:06 PM (GMT+8)
Computex has been a spotlight to global buyers during 5-days exhibition and it is the best place to detect new technology trend in the second half of the year and for vendors to demonstrate their newly developed products. DDR3, high density module and over-clocking functionality are the main three topics in DRAM development.
【Market View】2H May Mainstream NAND Flash MLC Average Contract Price Slightly Declined 2%-6%
Published May.26 2009,15:46 PM (GMT+8)
NAND Flash contract price remains flat in 2H May. Some mainstream MLC average contract price has slightly decline 2% to 6% due to the high density products promotion by some vendors in Mid-May.
【Market View】Comments on DRAM Vendors Cash-Flow Status
Published May.22 2009,17:34 PM (GMT+8)
After DRAM price dropped for two years and remaining loss in eight consecutive quarters, most DRAM vendors are tight on cash now. The situation becomes more critical when the chip price has already remained below “Cash-Cost” level for past two quarters. Previously the low operating cash flow can be offset by the depreciation amount while price is above cash-cost level thus company can have higher chance to survive along with the financial loss.
【Market View】DRAMeXchange: 1Q09 Revenue of WW DRAM Industry Declined 22.3%; Revenue Ranking of NAND Flash Branding Companies in 1Q09
Published May.12 2009,17:25 PM (GMT+8)
According to DRAMeXchange’s survey, the DRAM contract price dropped to US$ 0.8/Gb in 1Q09, which is near the material cost of DRAM vendors. DRAM makers’ cutting capacity didn’t help pushing the prices up as PC OEMs tried to lower their inventory level after suffering the sharply decreasing demand starting from October ’08. DDR2 1Gb contract quarterly average price dropped around 25% in 1Q09.
【Market View】NAND Flash Suppliers Continue to Adjust Their Supply Policy; 1H May NAND Flash Contract Price Rose 0 to 12%; Intel Continues to Expand Its Pirate (Shan Zhai) Netbook Market Share
Published May.11 2009,15:55 PM (GMT+8)
Average NAND Flash contract price of 1H May, 2009, rose between 0 to 12%. In 1H May, following previous NAND Flash suppliers' allocation policy in April, upstream suppliers provided system makers as their priority and reduced allocation to memory card makers. NAND Flash contract price slightly rose in 1H May due to China’s “Home Electronics down to the country side” Policy and restocking demand of 3G handset upgrade and copycat cell phone market.
【Market View】DRAMeXchange: DRAM Contract Prices in May to Raise 10%-15% MoM
Published May.05 2009,15:48 PM (GMT+8)
Sources indicated that the biggest DRAM suppliers to the spot market, Powerchip and Elpida, have stopped shipping chips to the spot market, resulting in tighter supply. Therefore, DDR2 1Gb spot prices have stayed strong at US$1.2.
【Market View】MLC NAND Flash Average Contract Price Surged Up 8% to 18% in 2H April; PC: 2Q NB Growth Driven by China Market
Published Apr.28 2009,15:24 PM (GMT+8)
In 2H April, the mainstream MLC NAND Flash average contract price went up about 8% to 18% reflecting the inventory replenishment demand of some system maker clients and China mobile phone market and the continuing supply controlling of NAND Flash suppliers.
【Market View】DRAM supply to spot market shrink significantly to support DDR2 1Gb price up further
Published Apr.21 2009,17:23 PM (GMT+8)
DRAM spot prices have moved up more than 15% from the average $0.95 on April 13th to $1.13 on April 16th after the marketers learned that the major eTT suppliers Powerchip and Elpida won’t release DRAM chips to spot market in the short term and tried to accumulate their inventory higher.
【Market View】Manufacturers jump aboard “Bandit NB” bandwagon amid market frenzy
Published Apr.16 2009,17:45 PM (GMT+8)
Given the affordable retail prices and China’s attempt to make the Internet more accessible to its people, “Shan Zhai Ji” or bandit NBs have become increasingly popular in the country. DRAMeXchange believes the strong market potential will continue to spur more manufacturers in rolling out such products that are equipped with Internet connectivity and simple entertainment functions.
【Market View】The 50 nm Process Migration and Capital Expenditure of DRAM Companies
Published Apr.14 2009,15:53 PM (GMT+8)
The 2008 DRAM chip price dropped more than 85%, while the global DRAM industry has faced more than two years of cyclical downturn, and the consumer demand suddenly froze because of the global financial crisis in 2H08. In 1Q09, the DDR2 667 MHz 1Gb chip price rebounded to an average of US$ 0.88, which fell between the material cost and cash cost level. Still, the DRAM vendors encountered huge cash outflow pressure. Not only were capacity cut conducted, the process migration schedules were also delayed in the wake of respective sharp CAPEX cuts. According to the survey of DRAMeXchange, the worldwide DRAM CAPEX of 2009 has been revised down to US$ 5.4 billion, sharply down by 56%, in contrast to the US$ 12.2 billion in 2008.
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