According to DRAMeXchange, a research division of TrendForce, demand from certain system product clients is expected to gradually pick up in September, due to inventory replenishment in response to the unveiling of new products. Thus, most NAND flash contract price for 2HAug. has stayed flat. However, memory card and UFD retail market demand remained weak, and 128Gb TLC contract ASP fell by 5%.
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According to DRAMeXchange, a research division of TrendForce, following 1HAug.’s downtrend, 2GB and 4GB contract price for 2HAug. fell by 12.24% and 8.51%, respectively, arriving at US$10.75 and US$21.50. 2GB and 4GB ASPs fell by 25.86% and 23.21% respectively from July’s figures, showing no signs of slowing down.
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HP recently announced its plans to spin off or sell their Personal Systems Group (PSG) and also discontinue WebOS tablet and smart phone products, shifting their focus to more profitable endeavors such as Service, IPG (Imaging and Printing Group) and ESSN (Enterprise Server, Storage and Networking). The announcement has shaken up the global PC market.
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According to DRAMeXchange, a research division of TrendForce, purchasing remained weak on the NAND flash chip market due to the following factors: uncertainty towards global economic recovery, partially underperformed NAND flash end application product shipments, and delayed inventory replenishment in 3Q11 peak season caused by issues such as leftover stock.
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According to DRAMeXchange, a research division of TrendForce, contract price for 1HAug. saw the largest biweekly decrease since June. DDR 2GB and 4GB contract price was US$12.25 (1Gb $0.61) and US$23.5 (2Gb $1.31) respectively, representing decreases of 15.52% and 16.07%. Since DRAM manufacturers are pushing to make 4GB DRAM modules the mainstream, the lowest concluded transaction price fell to US$22.5, a decline of 18.18%.
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According to DRAMeXchange, a research division of TrendForce, total revenue for the global DRAM industry in 2Q11 was approximately US$8.1 billion. Although DRAM ASP (average selling price) increased slightly due to expectations of supply disruption from the Japan earthquake, ProMOS’s decrease in wafer start volume and Powerchip’s increase of non-DRAM products caused overall revenue to decrease slightly, 1.9% from 1Q11.
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After two months of negotiations, at the end of July most NAND Flash buyers and vendors reached a general consensus on most NAND Flash chip contract prices. June and July are the traditional down season for the memory card and UFD retail market and OEM clients of system products.
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In early 2Q11, the NAND Flash market was affected by Apple’s unveiling of the iPad2 in early March. Along with concerns about potential material shortages from the mid-March earthquake in Japan, this caused NAND Flash price to increase sharply.
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According to DRAMeXchange, a research division of TrendForce, PC-OEMs are still in a period of inventory adjustment for 2HJuly, and transaction volume has remained low since June. DRAM contract price for 2HJuly continues to follow the downward trend of 1HJuly with a downward decrease of 9.38%. DDR3 2GB and 4GB contract price is US$14.5 (1Gb US$0.75) and US$28, representing a decline of 9.38% and 9.68%, respectively. Overall price has decreased 15.94% in the month of July.
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After one and a half months and rounds of negotiation, the majority of buyers and vendors have not yet reached any consensus on the NAND Flash chip contract price. Thus, as of July 18, the NAND Flash chip contract price for 1HJuly is still undecided.
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