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【Market View】Surging tablet in 2011 will help the embedded NAND Flash demand
Published Sep.30 2010,10:14 AM (GMT+8)
According to DRAMeXchange, PC vendor and mobile vendors has been forced to accelerate the development and launch schedule of tablet PC given the rocking iPad sales.
【Market View】NB ODM expand non NB product lines aggressively given fierce competition and slower growth momentum
Published Sep.29 2010,14:15 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 2Q10 gross profit margin of NB-ODMs has been impact by the raising raw material costs and further penetration of EMS vendors.
【Market View】1H'Sep. mainstream NAND Flash contract price decline 5-10% and mild downward price trend is expected in 4Q10
Published Sep.23 2010,13:55 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 1HSep. mainstream NAND Flash average contract price declined 5%-10% given the impact of quarter-end effect.
【Market View】1H’Sep DDR3 2GB average contract price decline 10% and 20% QOQ is expected in 4Q10
Published Sep.17 2010,14:24 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 1H’Sep contract price continue the downward trend that DDR3 2GB average price decline 10% to US$36 from US$40.
【Market View】Strong smartphone momentum helps to stimulate NAND Flash demand
Published Sep.14 2010,15:54 PM (GMT+8)
Due to the impact from European financial issue, sloppy end demand and higher inventory level, 2H10 shipment from IT and consumer electronics has been adjusted down.
【Market View】2HAug. average contract price indicated partially flat and mildly 1-7% decline by mixed market dynamics.
Published Sep.01 2010,16:36 PM (GMT+8)
2HAug. average NAND Flash contract price indicated partially flat and mildly 1%-7% decline impact by mixed market dynamics. OEM orders from system product customers seem to retain momentum and those NAND Flash vendors with higher exposure in system clients intend to remain the stable contract price in 2HAug..
【Market View】Future Challenge: Strategy and challenge for Taiwanese DRAM vendors
Published Aug.30 2010,16:07 PM (GMT+8)
Traced back from the history of Taiwanese DRAM vendors, Winbond is the first DRAM vendor established in 1987 and breeds many talents for the industry.
【Market View】1HAug. mainstream NAND Flash contract price indicate mild ups and downs for different customer mix
Published Aug.20 2010,16:23 PM (GMT+8)
1HAug. mainstream NAND Flash contract price indicates mild ups and downs given the different pricing strategy and different customer mix that NAND Flash vendors have.
【Market View】Declining DRAM contract price helps to stimulate the PC content growth
Published Aug.19 2010,14:25 PM (GMT+8)
According to DRAMeXchange, research unit of Trendforce, 1H’Aug. DDR3 2GB contract price has declined 4.5% to US$42 from US$44 in 2H’Jul. DDR2 contract price is also down 8.75% to US$36.5 given the dropping portion.
【Market View】2Q10 Sales Ranking of Branded NAND Flash Makers
Published Aug.02 2010,13:45 PM (GMT+8)
Some NAND Flash suppliers have capability to lower the impact from slow season effect and European financial issue because of the stable OEM orders from system customers, especially for the rocking iPad and iPhone 4.
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