Spot price begins
to spiral around current level
Spot price hit the seasonal high at Nov. 13th (Average $1.69
for 128Mb SDRAM) and began to spiral down a little bit. We estimate for the
price trend will keep within range $1.35~$1.55 (average for 128Mb SDRAM) for
a while since the supply and demand won't change for short term.
Most of Contract prices are still on Negotiation
Why still don't update contract price for 2nd half of Nov.
on website yet? The reason is we still can't get the raw data from those major
contract sellers and buyers. Most of DRAM makers are still on negotiating
contract price with System companies and Big OEM customers. For DRAM makers
they want to rise the price at level around $1.5 for 128Mb, but system companies
don't keep that much interest in rising price since they don't predict the
bright coming demand.
We believe the contract price eventually will be hard to raise
too much for this month. The spot price begins to spiral down a little at
current level that won't help contract price rising at all. Probably the reasonable
price range will be within $1.2 to $1.4 for 128Mb SDRAM.
DDR will keep Hot for a while
|
|
SDRAM(Million-units.) |
DDR(Million-units.) |
SDRAM:DDR |
| 128Mb |
118.5 |
22.1 |
5.36:1 |
| 256Mb |
26.6 |
4.6 |
5.78:1 |
From our survey data, the worldwide Nov. DDR output compares
with SDRAM output as above table. Although the really end demand is not really
switching to DDR yet. Our information/sources show us the price for DDR will
keep in vibration for a while since some companies are preparing for DDR-support
chipsets. Motherboard sides also show the good result of DDR supporting models
will reach to 60% comparing with SDRAM models.
