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【Market View】DRAM supply to spot market shrink significantly to support DDR2 1Gb price up further
Published Apr.21 2009,17:23 PM (GMT+8)
DRAM spot prices have moved up more than 15% from the average $0.95 on April 13th to $1.13 on April 16th after the marketers learned that the major eTT suppliers Powerchip and Elpida won’t release DRAM chips to spot market in the short term and tried to accumulate their inventory higher.
【Market View】Manufacturers jump aboard “Bandit NB” bandwagon amid market frenzy
Published Apr.16 2009,17:45 PM (GMT+8)
Given the affordable retail prices and China’s attempt to make the Internet more accessible to its people, “Shan Zhai Ji” or bandit NBs have become increasingly popular in the country. DRAMeXchange believes the strong market potential will continue to spur more manufacturers in rolling out such products that are equipped with Internet connectivity and simple entertainment functions.
【Market View】The 50 nm Process Migration and Capital Expenditure of DRAM Companies
Published Apr.14 2009,15:53 PM (GMT+8)
The 2008 DRAM chip price dropped more than 85%, while the global DRAM industry has faced more than two years of cyclical downturn, and the consumer demand suddenly froze because of the global financial crisis in 2H08. In 1Q09, the DDR2 667 MHz 1Gb chip price rebounded to an average of US$ 0.88, which fell between the material cost and cash cost level. Still, the DRAM vendors encountered huge cash outflow pressure. Not only were capacity cut conducted, the process migration schedules were also delayed in the wake of respective sharp CAPEX cuts. According to the survey of DRAMeXchange, the worldwide DRAM CAPEX of 2009 has been revised down to US$ 5.4 billion, sharply down by 56%, in contrast to the US$ 12.2 billion in 2008.
【Market View】1H April DRAM Contract Prices Remain Flat and Expects to Go Stronger in May; NAND Flash Contract Price of 1H April Rose Due to Shipment Adjustment
Published Apr.07 2009,17:34 PM (GMT+8)
According to DRAMeXchange’s survey with DRAM makers and PC OEMs, 1H Apr. DRAM contract prices will still remain flat.
【Market View】2009 DRAM Supply Bit Growth is Projected to be a Mere 2.43%; NAND Flash: The Recent Spot Price Trend of Major Chip 16 Gb MLC Remains Strong
Published Mar.31 2009,15:40 PM (GMT+8)
Battered by the DRAM downturn over the past two years, most DRAM makers are facing cash sufficiency problems and may default payment due in the short term. Therefore, DRAMeXchange believes some DRAM makers will be forced to maintain low utilization rates of under 50% by end of 2009, resulting in the 2009 DRAM supply bit growth to be only 2.43%, compared to 95% in 2007 and 66% in 2008, says DRAMeXchange.
【Market View】Analyzing on Challenges of NAND Flash Upstream and Downstream Vendors from the Price Fluctuation
Published Mar.24 2009,15:46 PM (GMT+8)
The NAND Flash contract price hit bottom at the end of 2008 and started to rebound. Taking the main stream 16 Gb and 32 Gb chips for example, the 16 Gb contract chip price was US$ 1.65 in 1H December 2008 and reached US$ 3.15 in 1H March 2009, with a 91% increase. The 32 Gb contract chip price also rebounded from US$ 3.62 in 1H December 2008 to US$ 5.98 in 2H March 2009, increased at 65%. To the NAND Flash vendors, both upstream and downstream, such rapid price change implied certain marketing strategic adjustment.
【Market View】PC Demand and the DRAM Consumption Amount Will Not be Easily Stimulated by Windows 7
Published Mar.17 2009,15:42 PM (GMT+8)
After Windows Vista, Microsoft plans to launch its new operating system Windows 7 with six editions (Figure-1) to meet different market segment demand at the end of 3Q09. Inheriting most of the functions of Windows Vista, Windows 7 can be viewed as the improved version of Windows Vista and revised the commonly complained shortcomings of Vista. Meanwhile, the system requirement of Windows 7 is quite similar to the requirement of Windows Vista in order to avoid the promoting limitation which occurred to Windows Vista.
【Market View】NAND Flash Short Term Price Won’t Fluctuate Much Due to Rush Order Effect; 1H March Contract Price Comment
Published Mar.10 2009,15:48 PM (GMT+8)
The current NAND Flash price rally that started from the end of last year stemmed from the NAND Flash vendors decision to halt their 8 inch production and lower their 12 inch utilization rate. Amid the continuing supply decrease, the major NAND Flash chip 16 Gb MLC average contract price rose by 91% in the past three months, as shown in Figure-1. The current price rally eased the upstream vendors operating losses and provided sufficient fund for the fabs to continue manufacturing. The downstream memory card and UFD vendors also indirectly benefited from the current price uptrend. After gradually clearing the inventory of NAND Flash chips and memory cards purchased with lower cost previously, the vendors’ revenue of the past two months increased remarkably.
【Market View】Taiwan Memory Corporation may hold onto its number one ranking with 34.4% of worldwide capacity market share, DRAMeXchange predicts
Published Mar.05 2009,18:34 PM (GMT+8)
Taiwan's Ministry of Economic Affairs has announced the establishment of Taiwan Memory Corporation (TMC). DRAMeXchange believes if the whole Taiwan DRAM vendors’capacities are taken into account, and the 5X manufacturing process is utilized, the worldwide market share of TMC will reach 34.4%.
【Market View】DDR2 1Gb eTT Spot Chip Price Dropped More Than 10% Last Week, and the Other Chips all Dropped More Than 5%; 5x nm Process Migration is the Toughest Battle of the DRAM Vendors
Published Mar.03 2009,14:29 PM (GMT+8)
After the price of DDR2 1Gb eTT chip rallied over 10% since February 20th, it remained short term stable and dropped again last week (02/24-03/02), the DDR2 1Gb eTT chip price was down more than 10% from US$ 0.95 to US$ 0.85, once again fell through the mid February low US$ 0.86. About the original chips, the price drop and volatility was not as harsh as the DDR2 1Gb eTT, the DDR2 667 Mhz 1Gb chip price dropped from US$ 0.89 to US$ 0.83 with a 7% price decline.
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