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【Market View】2Q Notebook shipment grows 9.5% Quarter on Quarter, 2011 Notebook year over year is revised to 6.5%
Published May.17 2011,10:01 AM (GMT+8)
April worldwide Notebook (NB) shipment declined 13.2% month over month (MoM) to 15.4 million (M) units. This is attributed to the delay shipment from March by the Intel flawed chipset and the quarterly-end high base phenomenon.
【Market View】1HMay DDR3 2GB Session High Contract rose 2.7% to US$19
Published May.11 2011,13:58 PM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, 1H’May contract price continued to rise and the average DDR3 2GB contract price increased by 2.74% to US$18.75 ($1.02/1Gb) from US$18.25. The average DDR3 4GB contract price was also increased by 2.82% to US$35.5 ($2.13/2Gb).
【Market View】1Q11 Sales Ranking of Branded NAND Flash Makers
Published May.10 2011,10:36 AM (GMT+8)
Given the Toshiba/SanDisk power outage in mid-December, NAND Flash supply was impacted in early 1Q11. With the dynamics of 1.) Inventory replenishment for Chinese New Year holiday, 2.) Slow season for retail memory card and UFD market from 2HFebruary, 3.) Apple launched iPad2 in early March and 4.) an uncertainty toward mid-term supply condition after Japan earthquake in mid-March
【Market View】2H’Apr. contract price start to decline from the slow season effect
Published May.05 2011,09:10 AM (GMT+8)
2H’Apr. NAND Flash contract price indicated a partially flat and decline pricing given the current market dynamics. With a wide variety of buyers’ and sellers’ views toward the market, resulted in a conservative atmosphere in end of April. Some NAND Flash chips sustained the 2H’Apr. contract price, benefited from the stable OEM orders from some system product makers.
【Market View】DRAMeXchange: Worldwide DRAM revenue slightly declined 4.0% in 1Q11
Published May.03 2011,18:22 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 1Q11 Worldwide DRAM revenue slightly decreased 4% to US$8.3bn from US$8.6bn in 4Q10. Despite of 30% of DRAM average contract price erosion, yet the 15% DRAM output growth and continuous product mix shifting to high value mobile and graphic memory has eased the volatile revenue fluctuation.
【Market View】2H’Apr. concerned DRAM Vendors and aggressive procurement increased DDR3 average price
Published Apr.26 2011,16:38 PM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, 2H’Apr. contract price indicates slightly upward trend that DDR3 2GB average price is up by 1.39% to $18.25 ($0.98/1Gb), DDR3 4GB average price is also up by 1.43% to $35.5 ($2.06/2Gb).
【Market View】Tablet turns to the spotlight at Spring Computer Expo
Published Apr.21 2011,16:33 PM (GMT+8)
After iPad2 launched in 2Q10, many vendors penetrated the tablet market from 2H10. Acer and Asus has announced Android 3.0 tablet in the 2011 Taipei Spring Computer Expo while other vendors such as Dell, Viewsonic, Gigabyte, MSI, FIC and Samsung released their Android and Windows tablet. A competitive tablet market will be expected in 2H11.
【Market View】1H’Apr. mainstream NAND Flash contract price partially remains flat or 2%-5% up.
Published Apr.19 2011,14:38 PM (GMT+8)
1HApril NAND Flash contract price partially remains at a stable level or mildly up 2%-5%. Most NAND Flash vendors had raised the contract price 10%-15% to reflect the uncertainty toward the supply side constraints after the earthquake. They tend to sustain the price at the same level in 1HApril.
【Market View】1H’Apr. DDR3 4GB contract price is up 6%, while 2Gb chip price is back to US$2 again
Published Apr.12 2011,09:17 AM (GMT+8)
According to DRAMeXchange, a research department of Trendforce,1H’Apr. contract price continues its upward trend that DDR3 2GB “Average” contract price is up 5.88% to US$18 ($2.03/2Gb) while DDR3 4GB “Average” increases 6.1% to US$35($2.03/2Gb).
【Market View】Combined Sales of Tablet and NB Contributed to an 18.1% YoY Increase in Mobile PC Shipments
Published Apr.01 2011,08:59 AM (GMT+8)
According to DRAMeXchange, a research department of Trendforce, the weak end-market demand and impacts from the Japan earthquake on NB supply chain are placing increasing uncertainty on the 2Q shipments by ODM manufacturers. Even though the demand will likely be deferred to 2H11, but it will also be compromised by the considerable surge of the tablet shipments. It is expected that the crowding out effect will repress growth of NB.
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