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【Market View】DRAMeXchange: Hot PC growth, Component shortage and Tight Packaging and Testing in 2010
Published Jan.07 2010,14:24 PM (GMT+8)
According to DRAMeXchange, given the outperformed PC sales in Thanksgiving & Christmas, recovering global economy and new launch Windows 7, PC shipment indicates the satisfactory figures that we have adjusted 4Q09 NB shipment QoQ from 8.7% to 11.9% while 2009 overall NB shipment will be up 23.5% YoY to 160M units.
【Market View】DRAMeXchange: Expected Shortage on DRAM in 2H10
Published Dec.24 2009,16:21 PM (GMT+8)
With the recovering PC shipment at 2009, DRAM shortage had accelerated since August ‘09 and reach at the peak in October ’09. Some PC-OEMs even spent US$55 for DDR2/2GB module, US$3.25 for 1Gb equivalent, from module houses at spot market.
【Market View】Year-end hesitated view triggered the flat and 1%-5% slight average contract price decline for 2HDec.
Published Dec.24 2009,11:48 AM (GMT+8)
2HDec NAND Flash average contract price basically remains flat while 32Gb / 16Gb MLC average contract price slightly decline 1%-5% given the slower procurement momentum for some downstream clients during the Christmas vacation.
【Market View】DRAMeXchange: Outperformed 4Q PC shipment bring the optimistic 1Q10 PC markets
Published Dec.17 2009,17:45 PM (GMT+8)
According to DRAMeXchange, 1Q10 NB shipment decline will merely down to below 10% compared with the 15%~20% historical pattern and 18% in 1Q09 given the positive impact by Chinese Year sales and new platform launch.(Intel’s Calpella& Netbook).
【Market View】1HDec. mainstream MLC NAND Flash avg. contract price roughly dropped 1~20%
Published Dec.11 2009,14:14 PM (GMT+8)
1HDec. NAND Flash contract prices partially remained flat or declined that mainstream MLC NAND Flash “Average” price dropped 1-20% while SLC NAND Flash price remains flat.
【Market View】DDR2 spot price decline 15% from mid-Nov due to the supply increase
Published Nov.27 2009,14:24 PM (GMT+8)
Started from mid-July, DDR2 1Gb eTT spot price has skyrocketed 150% to US$2.62 from US$1.05. However, the spot market start to fall at 11/10 that DDR2 1Gb has sharply shrunk 15% to US$2.22 from US$2.62 in two weeks after four month upward pricing trend.
【Market View】NAND Flash contract price partly stayed flat or slightly declined in 2H Nov.
Published Nov.26 2009,11:19 AM (GMT+8)
NAND Flash contract price partly stayed flat or slightly declined 2-4% in 2H November. Some memory card & UFD makers plan to lower their inventory level by the end of 2009 as the NAND Flash restock demand for year-end sales has peaked in November.
【Market View】1HNov. NAND Flash contract price with mixed ups and downs
Published Nov.11 2009,11:58 AM (GMT+8)
The fluctuation range for 1HNovember NAND Flash average contract price is around -2%~6% that since the year end inventory replenishment for hot season still effects, yet some vendors mildly adjust up contract price for certain products.
【Market View】DRAMeXchange: WW DRAM Revenue increases 40.7% in 3Q09
Published Nov.05 2009,15:49 PM (GMT+8)
According to DRAMeXchange, with the aggressive DDR3 migration in PC-OEMs and enhancing demand, DDR3 contract price has sharply rose 36% in line with the 24% increase of spot price.
【Market View】October DDR2 spot price rose 35%. Shortage will likely continue in November while US$3 chip price is the target.
Published Nov.04 2009,16:09 PM (GMT+8)
DDR2 1Gb eTT spot price rose about 84% to US$1.94 from US$1.05 at mid-July that October monthly average price has rose 35% while chip price has sharply increase to US$2.62 and cross the US$2 barrier.
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