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【Market View】Mainstream MLC NAND Flash Average Contract Price Roughly Stayed Flat in 2H June
Published Jun.25 2009,11:35 AM (GMT+8)
Mainstream MLC NAND Flash average contract price stayed flat or slightly declined in 2H June due to the interaction of quarter-end, slow reason and new smart phone launch effects. Therefore, recent NAND Flash market showed consolidating status.
【Market View】DDR2 1Gb eTT Spot Price Rose 5% with Low Volume This Week; NAND Flash Price Remains Flat Due to Quarter-End Effect and Slow Season
Published Jun.18 2009,13:46 PM (GMT+8)
DDR2 1Gb eTT spot price has drop to the US$ 1.04 on June 12 from US$ 1.34 on May 11 with -22% MoM. The decline has been accelerated from the beginning of June, which price has almost reached the confidence limit-US$ 1. Spot price increased to 5% to US$ 1.09 this week since Hynix and Nanya try to keep increase contract price. The spot market shows the trend of ascending price with low transaction volume.
【Market View】“iPhone 3G S” Launch will Help Stabilize the NAND Flash Price in Slow Season; 1HJune Mainstream MLC Contract Price Dropped 1% to 6%；How will New Apple iPhone Impact the NAND Flash Market
Published Jun.10 2009,14:53 PM (GMT+8)
NAND Flash contract price showed up and down in 1HJune, while the contract price for mainstream high-density MLC chips slightly declined 1% to 6% due to the slow season and quarter-end effects.
【Market View】Computex 2009 Review: Future Development for DRAM; Latest Development of SSD Products; Core i7 and Windows 7 Make Desktop Looks Good
Published Jun.09 2009,17:06 PM (GMT+8)
Computex has been a spotlight to global buyers during 5-days exhibition and it is the best place to detect new technology trend in the second half of the year and for vendors to demonstrate their newly developed products. DDR3, high density module and over-clocking functionality are the main three topics in DRAM development.
【Market View】2H May Mainstream NAND Flash MLC Average Contract Price Slightly Declined 2%-6%
Published May.26 2009,15:46 PM (GMT+8)
NAND Flash contract price remains flat in 2H May. Some mainstream MLC average contract price has slightly decline 2% to 6% due to the high density products promotion by some vendors in Mid-May.
【Market View】Comments on DRAM Vendors Cash-Flow Status
Published May.22 2009,17:34 PM (GMT+8)
After DRAM price dropped for two years and remaining loss in eight consecutive quarters, most DRAM vendors are tight on cash now. The situation becomes more critical when the chip price has already remained below “Cash-Cost” level for past two quarters. Previously the low operating cash flow can be offset by the depreciation amount while price is above cash-cost level thus company can have higher chance to survive along with the financial loss.
【Market View】DRAMeXchange: 1Q09 Revenue of WW DRAM Industry Declined 22.3%; Revenue Ranking of NAND Flash Branding Companies in 1Q09
Published May.12 2009,17:25 PM (GMT+8)
According to DRAMeXchange’s survey, the DRAM contract price dropped to US$ 0.8/Gb in 1Q09, which is near the material cost of DRAM vendors. DRAM makers’ cutting capacity didn’t help pushing the prices up as PC OEMs tried to lower their inventory level after suffering the sharply decreasing demand starting from October ’08. DDR2 1Gb contract quarterly average price dropped around 25% in 1Q09.
【Market View】NAND Flash Suppliers Continue to Adjust Their Supply Policy; 1H May NAND Flash Contract Price Rose 0 to 12%; Intel Continues to Expand Its Pirate (Shan Zhai) Netbook Market Share
Published May.11 2009,15:55 PM (GMT+8)
Average NAND Flash contract price of 1H May, 2009, rose between 0 to 12%. In 1H May, following previous NAND Flash suppliers' allocation policy in April, upstream suppliers provided system makers as their priority and reduced allocation to memory card makers. NAND Flash contract price slightly rose in 1H May due to China’s “Home Electronics down to the country side” Policy and restocking demand of 3G handset upgrade and copycat cell phone market.
【Market View】DRAMeXchange: DRAM Contract Prices in May to Raise 10%-15% MoM
Published May.05 2009,15:48 PM (GMT+8)
Sources indicated that the biggest DRAM suppliers to the spot market, Powerchip and Elpida, have stopped shipping chips to the spot market, resulting in tighter supply. Therefore, DDR2 1Gb spot prices have stayed strong at US$1.2.
【Market View】MLC NAND Flash Average Contract Price Surged Up 8% to 18% in 2H April; PC: 2Q NB Growth Driven by China Market
Published Apr.28 2009,15:24 PM (GMT+8)
In 2H April, the mainstream MLC NAND Flash average contract price went up about 8% to 18% reflecting the inventory replenishment demand of some system maker clients and China mobile phone market and the continuing supply controlling of NAND Flash suppliers.
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