According to DRAMeXchange, a research division of TrendForce corp., the contract price for 1HJuly is again showing signs of a downward trend. Average contract price for DDR3 2GB and 4GB is US$16 (1Gb $0.84) and US$31 (2Gb $1.78) respectively, down by 7.25% and 7.46%, quickly approaching the lowest price reached during the global financial crisis.
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By June 30, 2011 6:00 pm, because of discrepancy between the buyers and the suppliers on NAND Flash contract price and following market view, most of the suppliers and memory card customers have not reached an agreement on contract price of NAND Flash chips for June after many negotiations. In addition, by end of June, some customers directly purchased white-box memory card in place of the chips, so DRAMeXchange will wait until the buyers and the suppliers reach an agreement on contract price of NAND Flash chips before mid-July to make announcement about the latest contract price update.
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According to DRAMeXchange, a research department of Trendforce Corp., PC- OEM’s high DRAM inventory (usually lasts about 4~5 weeks) has caused more conservative attitudes toward purchasing DRAM component, and 2H’June contract prices indicated a continuous downward trend from 1H’June. DDR3 2GB’s average contract price is US$ 17.25 (1Gb $0.92) and 4GB is US$ 33.5 (2Gb $1.94), down by 5.48% and 5.63%, respectively, which resulted in a 8% drop of 2GB contract prices in June.
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According to DRAMeXchange, a research department of Trendforce, Notebook (NB) shipment in May grew merely 0.4% month over month (MoM) to 15.5 million (M) units. This is attributed to continuous downward adjustment on worldwide economic indicators, which in turn has caused gradually more conservative NB shipment performance.
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According to DRAMeXchange, a research department of Trendforce, as of June 16, most major buyers and vendors have not reached agreement for 1H’June NAND Flash contract price. DRAMeXchange will postpone June contract price information until agreement is reached by both parties.
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According to DRAMeXchange, a research department of Trendforce Corp., 1H’June contract prices indicated a downward trend. DDR3 2GB’s average contract price is US$ 18.25 (1Gb $0.98) and 4GB is US$ 35.5 (2Gb $2.06), down by 2.67% and 2.74%, respectively. From the markets’ perspective, raw wafer shortage crisis incurred from Japan earthquake is officially relieved. DRAM makers are expected to take on their full capacity in the second half of the year.
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Despite of the sluggish market in retail memory card and UFD in 2H’May, most NAND Flash system OEM demand has also weaken. Resulted from the aggressive pricing strategy from some NAND Flash vendors as approaching the end of the quarter, 2H’May mainstream NAND Flash average contract price has shown an 8%-16% decrease.
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According to DRAMeXchange, a research department of Trendforce Corp., 2H’May contract prices will remain flat from the previous period. DDR3 2GB’s average contract price is US$18.75 (1Gb $1.02) and 4GB is US$36.5 (2Gb $2.12). The momentum in price increase, derived from the influence of the Japan quake, is weakening.
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According to DRAMeXchange, a research department of Trendforce, the 2010 module revenue ranking is conducted only on the revenue derived from DRAM business given the diversified business for module houses.
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Since most NAND Flash end-applications such as memory card, UFD & system products entered off season in May, most end-product customers became conservative toward procurement while inventory level is already high due to the earlier speculative buying right after the Japan earthquake in March. Thus, 1H’May mainstream NAND Flash contract price reflects a roughly 2% to 10% decline.
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