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【Market View】DRAMeXchange: WW DRAM revenue increase 15.2% in 2Q10
Published Jul.30 2010,11:10 AM (GMT+8)
According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10.
【Market View】DRAMeXchange: 3Q NB shipment softens in July and rebound in August
Published Jul.28 2010,14:00 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM.
【Market View】Quarter-End effect impact on mild 1-6% decline for 2HJune mainstream NAND Flash contract price
Published Jun.28 2010,17:16 PM (GMT+8)
2HJune mainstream NAND Flash contract price mildly decline 1-6% while others prices remain flat. Although some suppliers receive the stable orders from some system product customers to partially ease the impact from slow season and quarter-end effect, yet vendors adopt price promotion to handle the inventory adjustment in quarter-end.
【Market View】DRAMeXchange: Tablet PC will be the spotlight in 2010 Computex
Published May.21 2010,11:30 AM (GMT+8)
According to DRAMeXchange, strong netbook growth credit to the PC market in 2009 since netbook has featured with affordable price with performance.2009 netbook shipment is recorded in 28M units with 172% YoY. We DRAMeXchange expect that netbook has reached the peak at 2009.With the declining ASP and low margin, PC-OEMs will re-focus on regular notebook due to the preferred performance.
【Market View】1HMay NAND Flash average contract price roughly declined 1-8% due to the slow season effect
Published May.12 2010,14:44 PM (GMT+8)
Impacted by 2Q slow season effect and instability in partial financial markets, 1H May NAND Flash average contract price roughly declined 1%-8%.
【Market View】1Q10 Sales Ranking of Branded NAND Flash IC Makers
Published May.07 2010,11:16 AM (GMT+8)
As NAND Flash market waited for the Apple’s iPad launch details released before mid-March, downstream NAND Flash customers just properly restocked some inventory required before & after Chinese Lunar New Year holiday period.
【Market View】DRAMeXchange: WW DRAM revenue increase 6.9% in 1Q10 continuously
Published Apr.30 2010,11:58 AM (GMT+8)
According to DRAMeXchange, 1Q10 DDR3 average contract price and spot price has rise 16% and 14% respectively after the huge jump-up 40% and 30% in 4Q09.
【Market View】Continuous DRAM tight supply will likely attain strong DDR2/DDR3 1Gb pricing trend to September
Published Apr.09 2010,14:31 PM (GMT+8)
According to DRAMeXchange, given the aggressive demand from PC-OEMs, 1H’Apr. contract price still remains strong upward momentum that DDR3 is up 7% to US$46 while DDR2 is up 5% to US$42.
【Market View】Mixed market concerns posed the slight ups and downs for 2H Mar. NAND Flash contract price
Published Mar.26 2010,13:54 PM (GMT+8)
2HMar. NAND Flash contract price slightly fluctuated up or down within 5% due to the mixed favorable & unfavorable market factors. Most NAND Flash suppliers are benefited from the stable OEM orders from some electronic system customers, which will help to ease the impacts from the quarter-end inventory-cut & slow-season effects etc.
【Market View】DRAM Industry enters positive circle and profit in next 3 years is expected
Published Mar.23 2010,17:51 PM (GMT+8)
Given the cyclical pattern that DRAM industry been through in past years, we can identify that individual completed industrial cycle is 3 years. According to Figure 1 for OPM analysis. DRAM vendors experienced three continuous lost from 2001-2003 and consecutive profit from 2004 to 2006, followed by another decline from 2007 to 2009. In 2010, DRAM vendors start to turn to profit and enter another profit cycle.
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