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【Market View】iPad’s launch news will help stabilize the NAND Flash price trend
Published Mar.16 2010,16:38 PM (GMT+8)
1HMar. mainstream MLC NAND Flash contract price roughly declined 1-7% due to the 1Q quarter-end accounting settlement effect, slow season issue and increasing white-box TLC memory card supply etc.
【Market View】DRAMeXchange: Outperformed DRAM demand in slow season, expected high level in 2Q10
Published Mar.10 2010,17:47 PM (GMT+8)
According to DRAMeXchange, 1H’Mar. DRAM contract price still contain its momentum that most price quotation remains same. Some vendors mildly adjust up 2%-3% DDR3 price that out DDR3 2GB ”Low “price and “Average” price consistently locates at US$41.5 and US$43 respectively.
【Market View】DRAMeXchange: Mobile DRAM demand bit growth will increase 71% in 2010
Published Mar.04 2010,09:42 AM (GMT+8)
2010 Mobile World Congress has come to the end in mid-February and we have seen the smartphone has occupied all the spotlight during the show that competition in mobile phone industry has shifted to software application from hardware design.
【Market View】2HFeb NAND Flash contract price remain partially flat and slight decline given the mixed pro & con dynamics
Published Mar.02 2010,14:29 PM (GMT+8)
2HFeb. NAND Flash contract price partially remained flat or slightly declined. The market indicates the hesitation views given the complicated pro & con dynamics such as iPAD launch after-effect, inventory replenishment demand during the pre & post Chinese Lunar New Year period, slow-season effect and some macroeconomic & financial uncertainties in partial regions etc.
【Market View】 4Q09 and 2009 Sales Ranking of Branded NAND Flash IC Makers
Published Feb.02 2010,16:07 PM (GMT+8)
As most branded NAND Flash suppliers benefited from the stable 4Q09 hot-season restock orders for electronic system maker clients, NAND Flash ASP slightly rose about 5% QoQ in 4Q09.
【Market View】DRAMeXchange: iPad stimulates demand of NAND Flash
Published Jan.29 2010,11:44 AM (GMT+8)
According to DRAMeXchange, regarding the impact of iPad on the NAND flash industry, Apple currently controls over 20% of the NAND flash demand according to our estimation.
【Market View】DRAMeXchange: WW DRAM Revenue increase 42% in 4Q09
Published Jan.29 2010,10:56 AM (GMT+8)
According to DRAMeXchange, 4Q09 revenue has grown 42% due to the hiking DRAM average price and output enhancement, which has shown another progress after 40% revenue growth 3Q09.
【Market View】2HJan. NAND Flash contract price roughly remains flat under market consolidation
Published Jan.25 2010,16:40 PM (GMT+8)
2HJan NAND Flash contract price roughly stays flat given the steady inventory replenishment demand for Chinese Lunar New Year seasons from electronics system and memory card customers, which roughly meets the expectation of NAND Flash related makers.
【Market View】Strong DDR3 demand in slow season and spot price is up to US$3 along with the upward contract price in January.
Published Jan.11 2010,11:33 AM (GMT+8)
With the short-term ups and downs from mid-Dec. DDR3 1333Mhz 1Gb spot price has climbed 23% to US$3.01 in 1/8 from US$2.45 at 12/17. According to DRAMeXchange, PC shipment with DDR3 platform will reach 60% of total PC shipment in 1Q10, which is attributed by the aggressive migration plans by PC-OEMs.
【Market View】1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to market consolidation
Published Jan.08 2010,18:04 PM (GMT+8)
1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to the new-year vacation effect and severely cold climate in some northern hemisphere area that some customers’ operation has been impact.
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