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【Market View】DRAMeXchange: 2H’Dec. DRAM contract price declined 10% to US$0.9/1Gb; and is expected to reach the bottom around US$0.8/1Gb in 1Q11
Published Dec.21 2010,11:59 AM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2H’Dec. contract price continued the downward pattern that DDR3 2GB contract“ Average” declined 10% to US$18($0.97/1Gb) from US$20($1.09/1Gb). Contract “Low ”dropped 10.5% to US$17($0.91/1Gb).
【Market View】1H’Dec. mainstream MLC NAND Flash contract price rebounded 3-11% triggered by the Toshiba’s power outage accident
Published Dec.16 2010,11:44 AM (GMT+8)
Although inventory replenishment peak for year-end hot sales is over, some memory card and UFD makers are re-stocking in small volume given the dropping inventory level at early December, it resulted in the stabilizing NAND Flash price.
【Market View】Tablet PC is exploded in Taipei IT expo; most tablet PC will be launched in 1Q11
Published Dec.07 2010,17:09 PM (GMT+8)
According to DRAMeXchange, a research division of Trendforce, with the higher acceptance from consumers, tablet PC is expected to become the spotlight in the Christmas holiday sales. Most vendors are accelerating the tablet PC launch.
【Market View】2H’Nov. DDR3 2GB contract price declined 12%, DDR3 1Gb is closed to US$1.2
Published Nov.29 2010,17:40 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2H’Nov. DDR3 2GB “Average” contract price declined 12% to US$22 from US$25 while “Low” contract price dropped 12.5% to US$21. In 4Q10, DRAM vendors continued increasing output supply but PC demand is shrinking month by month.
【Market View】The Landscape of 2011 Global NAND Flash Market
Published Nov.25 2010,14:37 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce Corp., as for 2011 NAND Flash market outlook, we expect seasonality for 2H11 hot-season effect to be improved compared with 2H10 since economic recovery for advanced countries will further improve as well, given the 2011 global economic recovery progress is slightly slower-than-expected.
【Market View】2011 surging tablet and limited notebook and netbook growth
Published Nov.25 2010,14:29 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2011 DT shipment increase 6.1% YoY to 127M units while notebook (netbook included) increase 15.4% YoY to 222.7M units. Netbook declined 2% YoY to 32.6M units.
【Market View】2011 DRAM industry outlook
Published Nov.25 2010,14:20 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce Corp., DDR3 2GB contract price has declined 46% from the peak US$46.5 in 1H10 to the level of US$40 in 1H’Sep, below US$30 in 2H’Oct. and finally at US$25 in 1H’Nov.
【Market View】1Q11 NB shipment will be triggered by new Huron River platform while 2011 NB shipment growth rate is 15.4% under the cannibalization of tablet PC
Published Nov.17 2010,12:06 PM (GMT+8)
Most NB ODM vendors just released their October NB shipment recently. According to DRAMeXchange, overall Oct. NB shipment decline 5.7% MoM to 17.3M. As for the 4Q10 outlook.
【Market View】DRAMeXchange: Embedded NAND Flash consumption will exceed 60% in 2011 with strong momentum
Published Nov.15 2010,17:05 PM (GMT+8)
Given the prosperity of smartphone and tablet PC in 2010, foreseeable strong growth momentum will continue in 2011.
【Market View】3Q10 Sales Ranking of Branded NAND Flash Makers
Published Nov.09 2010,16:29 PM (GMT+8)
With the help of OEM orders from system product customers and new tablet PC and smartphone launch in 3Q10, some NAND Flash vendors can partially ease the price pressure from the weaker demand for memory card and UFD in retail market.
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