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【Market View】Introduction to UFS transfer interface and applications
Published Nov.04 2010,16:48 PM (GMT+8)
Recently some members in JEDEC task group such as Samsung, Nokia, Micron, Qualcomm, Intel, Toshiba, SanDisk, TI and STMicro etc. are aggressively promoting on new high-performance universal open NAND Flash transfer interface standard-- ” UFS” (Universal Flash Storage).
【Market View】DRAMeXchange: WW DRAM revenue merely increase 3.4% in 3Q10
Published Nov.02 2010,15:51 PM (GMT+8)
According to DRAMeXchange, the research division of Trendforce, despite of 15% QoQ output growth in 3Q10, DRAM industry recorded US$10.8B, which is merely 3.4% QoQ growth compared to US$10.4B in 2Q10 given the further 3Q10 contract price decline.
【Market View】2H’Oct. DDR3 2GB “Average” contract price declined 14.3% and 30% decline is expected in 4Q10
Published Nov.01 2010,11:41 AM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2H’Oct. contract price indicated record high decline within a year that DDR3 2GB “Average” contract price dropped 14.3% to US$27 from US$31.5 while “Low” contract price even declined 15.2% to US$26.
【Market View】Strong 2011 SSD shipment growth is expected with higher popularity among consumers
Published Oct.26 2010,17:20 PM (GMT+8)
NAND Flash vendors have put strong expectation in SSD (Solid-State Drive) since the unit consumption is several times higher than embedded products as well as memory card and UFD. That is, SSD has great potential in terms of NAND Flash consumption.
【Market View】4Q10 NAND Flash contract price will indicate the mild decline given the mixed seasonality and new product launch effects
Published Oct.19 2010,13:28 PM (GMT+8)
1H’Oct. NAND Flash “average” contract price show the 3%-5% partially decline and partially stable. Even though we have seen better-than-expectation China holidays sales, yet the memory card and UFD makers continue working hard on lowering inventory level and wait for inventory re-stock movement for year-end sales in late October.
【Market View】DRAMeXchange: DDR3 2GB 1H’Oct contract price are reaching U$30 and likely going down
Published Oct.15 2010,13:56 PM (GMT+8)
According to DRAMeXchange, the research dept. of Trendforce, 1H’Oct contract price dropped 6%-9% while DDR3 2GB contract “High” decline to US$33 from US$35 mainly for Korean vendors.
【Market View】DRAMeXchange: USB3.0 will heat on in 2011
Published Oct.12 2010,14:41 PM (GMT+8)
USB 3.0 will turn to the mainstream transfer interface in 2011 and gradually replace USB 2.0 given 1.) Technology maturity in either “Host” side or “Device” side. 2.) Cost and price reduction in chipset and related components. 3.) The positive support from Intel and AMD.
【Market View】DRAMeXchange: Stable 4Q10 NB shipment is foreseeable and 1Q11 may be better in outlook
Published Oct.11 2010,16:00 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, September shipment is better than our expectation that 3Q10 NB shipment QoQ is raised to 3%.
【Market View】2H’Sep. mainstream NAND Flash contract price dropped 1-10%, year-end holiday inventory replenishment after Mid Oct. is expected
Published Oct.06 2010,17:00 PM (GMT+8)
2H’Sep. mainstream NAND Flash contract price declined 1-10% mainly impact by the quarter-end effect. Meanwhile, we see the pricing strategies are varied given the different customer mix and order conditions that NAND Flash vendors have.
【Market View】DRAMeXchange: 2H’Sep. DDR3 contract price declined 6% and $1.5 for 1Gb is foreseeable in year end
Published Oct.04 2010,14:23 PM (GMT+8)
According to DRAMeXchange, the research dept. of Trendforce, 2H’Sep contract price continue the downward trend that DDR3 1Gb “average” price has fallen below US$2 and DDR3 “average” contract price dropped 5.5% to US$34 from US$36.
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