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2HAug. average NAND Flash contract price indicated partially flat and mildly 1%-7% decline impact by mixed market dynamics. OEM orders from system product customers seem to retain momentum and those NAND Flash vendors with higher exposure in system clients intend to remain the stable contract price in 2HAug..
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Traced back from the history of Taiwanese DRAM vendors, Winbond is the first DRAM vendor established in 1987 and breeds many talents for the industry.
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1HAug. mainstream NAND Flash contract price indicates mild ups and downs given the different pricing strategy and different customer mix that NAND Flash vendors have.
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According to DRAMeXchange, research unit of Trendforce, 1H’Aug. DDR3 2GB contract price has declined 4.5% to US$42 from US$44 in 2H’Jul. DDR2 contract price is also down 8.75% to US$36.5 given the dropping portion.
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Some NAND Flash suppliers have capability to lower the impact from slow season effect and European financial issue because of the stable OEM orders from system customers, especially for the rocking iPad and iPhone 4.
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According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10.
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According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM.
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2HJune mainstream NAND Flash contract price mildly decline 1-6% while others prices remain flat. Although some suppliers receive the stable orders from some system product customers to partially ease the impact from slow season and quarter-end effect, yet vendors adopt price promotion to handle the inventory adjustment in quarter-end.
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2010 notebook shipment is expected to grow 27.3% YoY to 203M units given the 1.) Optimistic replacement effect and 2.) Anticipated corporate demand takes off in 2H10. We see strong commercial OEM makers such as HP, Dell and Lenovo have re-gained their momentum in commercial models while consumer-oriented brand such as Acer and Asus dedicate in their commercial models leveraging with their strength in consumer models.
Aggressive pricing strategy has forced OEM to adopt order consolidation that shares for top 4 ODM markers has been accelerated from 75% and likely reached more than 80% in 2010. Quanta and Compal, with the 50~53M units and 48~50M units respectively, will take over 50% shares accumulatively. Meanwhile, we see more margin pressure will come out not only for OEMs but also for ODMs given the less product differentiation and fierce competition.
Raising component cost and threat from EMS have forced NB-ODM to accelerate the component integration progress at the purpose of effective cost control and supply enhancement. Not only the material cost, labor cost has been highlight during past months attributed by government policy and FIH issue. Raising salary and component expense will cause the pressure to both OEMs and ODMs.
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According to DRAMeXchange, strong netbook growth credit to the PC market in 2009 since netbook has featured with affordable price with performance.2009 netbook shipment is recorded in 28M units with 172% YoY. We DRAMeXchange expect that netbook has reached the peak at 2009.With the declining ASP and low margin, PC-OEMs will re-focus on regular notebook due to the preferred performance.
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