http://www.dramexchange.com/ReportsWed, 14 May 2008 23:58:40 GMTWed, 14 May 2008 23:58:40 GMTzh-TWDRAMeXchangeDRAMeXchange Weekly Research RSS 2.0rss@dramexchange.commaster@dramexchange.comDRAMeXchange14http://www.dramexchange.com/images/logo.gifhttp://www.dramexchange.com/3232/WeeklyResearch/Post/1/554.aspxGlobal NB shipments maintain robust through July 2007. Backed by the strong record from beginning of the year to the end of July, DRAMeXchange believes YoY NB shipments growth may beat expectation with NB and DT PC replacement to take place earlier than expected. Yet, the speculated component shortage may discourage selective vendors' shipments goals; and that how the macro economic trends, also poses uncertainty ahead. Tue, 21 Aug 2007 17:0:56 GMT/WeeklyResearch/Post/1/549.aspxFiber optics or XDSL cables are the primary technologies being employed in connecting the digital home with the outside world. Inside the household, an internal network links together the computer, TV, audio & video (AV) system, refrigerator, air conditioner, telephone, washing machine and other electronic devices. However, to the average consumer, the connection between the PC and TV AV system underlines the most tangible aspect in the home networking environment.Tue, 24 Jul 2007 17:3:28 GMT/WeeklyResearch/Post/1/547.aspxA decade or so ago, when mobile phones first appeared, no one would have thought that these simple gadgets would one day evolve into a device packed with a huge array of features. Picture taking and music playing are the two most commonly seen features being integrated into today's versatile handsets. Camera phones now account for more than 50% in aggregated shipments. Although the ratio of music phones is lower, their sales continue to climb sharply. As the two functions become more widespread, satellite navigation is expected to be the next application in the age of feature-rich cell phones. Tue, 17 Jul 2007 15:42:46 GMT/WeeklyResearch/Post/1/546.aspxDespite the seasonal slowdown in the PC sector for 2Q07, the CPU price cuts by Intel and AMD in April helped push up MB shipments above expectations in May. However, after May, the shipment figures began to fall once again. In addition to the continuing effects from the weak seasonality, the decline was also attributed to the following factors.Tue, 10 Jul 2007 18:10:22 GMT/WeeklyResearch/Post/1/542.aspxIt is an undeniable fact that DRAM assembling&testing (A&T) houses are closely following DRAM makers'expansion, but lesson is learned here. Price fall of DRAM after over expansion in 2006, was resulted in a miserable situation in 1H07. Not only DRAM makers were mostly seeing their operation running below cost, but also A&T houses seeing severe price pressure. Alongside with the rising exposure to global DRAM A&T industry, DRAMeXchange observes that expansion among A&T houses are cautious in nature, given that uncertainties are still filling when heading to DDR3.Tue, 26 Jun 2007 16:31:9 GMT/WeeklyResearch/Post/2/593.aspxWhile ASP of DDR2 512Mb and 1Gb plunged by a respective 86% and 70% and edged to makers’ variable costs in FY07, not only DRAM makers but DRAM module makers suffered. Any players, who do not manage their financials or inventory well, were all exposed to stiff risks. Yet, DRAM module makers still managed to maintain sales growth amidst the stiff pricing environment. Tue, 13 May 2008 15:54:32 GMT/WeeklyResearch/Post/2/592.aspxAfter slowing down on DRAM capacity ramp and yield issue on 66nm, Hynix has announced only 5% shipment bit growth in its Q108 financial result. Meanwhile, Qimonda reported a shipment bit growth decline of 9%. Inotera also showed a relatively flat QoQ bit growth while transitioning to 70nm process. Although Elpida Q1 production bit growth increased 33%, its DDR2 customers are primarily big module houses, not PC OEMs. Therefore, the low Q108 QoQ bit growth caused DRAM supply tight in contract market. In addition, because of the market stipulation that DRAM price will soon recover causing buyers to stock up their inventory, spot market price for DRAM rose significantly in April. From mid-March to early May, branded DDR2 1Gb 667MHz chip price rose from US$1.91 to US$2.16, or an increase of 11.3%, and DDR2 667MHz 1Gb eTT rose from US$1.6 to US$2.04, or an increase of 27.5%.Tue, 6 May 2008 14:37:49 GMT/WeeklyResearch/Post/2/591.aspxAccording to DRAMeXchange’s analysis, DRAM spot & contract price fell roughly 11% and 19% respectively. Impacted by the continued low DRAM prices, branded DRAM makers’ revenues fell roughly 5.8% compared to Q407. Except Elpida and Powerchip whose revenue increased in Q108 thanks to Rexchip’s strong production ramp-up, all other DRAM makers experienced a decline in revenues. As a result, Elpida and Powerchip both saw a slight increase in market share in Q108.Tue, 29 Apr 2008 16:37:24 GMT/WeeklyResearch/Post/2/590.aspxDespite transaction is not strong, DRAM spot pricing sustained a mild upward trend last week. Prices posted a surge on April 21, as evident in the 5.32% and 6.69% single-day appreciation for DDR2 1Gb 128Mx8 eTT and 512Mb 64Mx8 eTT. As magnitude of growth is rapid, sellers thus being conservative to release their stocks. After experiencing the price correction in 2HFeb, the upward price trend observed last week is the strongest single-day appreciation recently. The growth is stem from anticipation of a demand warm-up, and sellers being reluctant to sell after seeing the price correction last for that long. Such a price surge is believed to be an indicator for a possible price recovery.Tue, 22 Apr 2008 11:37:53 GMT/WeeklyResearch/Post/2/589.aspxAfter DRAM module OEM Lih Duo forced to suspend production after reporting bounce checks, TwinMOS is also said to shutter business on April 15. While some DRAM module makers are being expelled from the industry, leading players such as Kingston and Transcend, shift to enhance profit and try their best to reduce inventory level. Tue, 15 Apr 2008 17:4:36 GMT