According to DRAMeXchange, a research division of TrendForce, affected by the end of manufacturers’ financial quarters and demand that continues to fall short of expectation, 2HMay mainstream NAND flash contract price decreased by 6-9% compared to the first half of the month. TrendForce believes in the short term, the NAND flash market and price will be impacted by the following factors...
|
According to DRAMeXchange, a research division of TrendForce, as DRAM makers hope contract price will increase by 7-10%, 4GB price will be in the US$22-23 range. However, as PC OEMs' DRAM inventory levels have already reached 3 to 4 weeks' worth – some Taiwanese PC OEMs have even amassed over 2 months' worth of stock...
|
According to DRAMeXchange, a research division of TrendForce, although some new smartphone, tablet PC, and ultrabook models will be hitting the market in May and June, due to macroeconomic uncertainties and the weak 2Q sales resulting from the off-peak season, 2Q demand will see a mere 5-10% increase over the previous quarter...
|
According to DRAMeXchange, a research division of TrendForce, the quarter-end effect has resulted in a 8-14% drop in 1HMay NAND Flash contract price. A certain NAND Flash vendor has offered attractive prices to stimulate sales as it enters the last month of its financial quarter. Other vendors have no choice but to participate in the price war as buyers compare offers...
|
According to DRAMeXchange, a research division of TrendForce, DRAM makers are aggressively developing and increasing production capacity of mobile DRAM in an effort to not only improve profits, but also reduce losses from commodity DRAM production. Mobile DRAM ASP fell by 10-15% in 1Q while contract price dropped 10%, but as shipment bit growth was around 20%, total mobile DRAM revenue increased by approximately 8.7% QoQ...
|
In 1Q12, economic recovery was slow and Chinese New Year retail sales were not as expected. While a few tablet PC and smartphone clients saw relatively stable OEM demand, the majority of system product clients and memory card and UFD channel market clients experienced weakened demand, impacted by the off-peak season effect and inventory digestion...
|
According to DRAMeXchange, a research division of TrendForce, on May 8 Elpida revealed Micron as the winner of the second round of bidding for the right to negotiate exclusively to buy the Japanese DRAM maker. Micron may offer up to JPY$300 billion (TWD$110 billion) for Elpida, and the likely integration of the companies’ DRAM capacity will bring about revolutionary change to the DRAM industry supply chain...
|
According to DRAMeXchange, a research division of TrendForce, benefitting from the stabilization of commodity DRAM price, less ASP decline than last quarter, and increased bit growth due to capacity utilization rate recovery and technology migration, the DRAM industry saw healthier revenue figures in 1Q12 than in the first quarter of years past – total DRAM revenue fell by a mere 2.8% QoQ...
|
According to DRAMeXchange, a research division of TrendForce, 2HApr. inventory replenishment for China’s Labor Day holiday was not as expected. Furthermore, aside from restocking for certain new tablet PC and smartphone models hitting the market in 2Q12, most system product and memory card application markets remain sluggish, affected by the 1H slow season...
|
According to DRAMeXchange, a research division of TrendForce, with the rising popularity of smartphones and tablet PCs, DRAM makers are eagerly expanding mobile DRAM capacity, which not only improves profitability but lowers risk from commodity DRAM production as well...
|
|
