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In order to expand domestic demand to compensate for the decrease of export, Chinese government started to advocate the policy of “Home Electronics down to the country side” in December 2007. Through purchasing the designated home electronics, the Chinese government will compensate 13% and encourage the farmers to consume. First is to decrease the gap between the cities and the country, second is to stimulate the domestic demand and compensate for the decrease of export, and maintain the economic growth momentum of the country.
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Now Samsung, Toshiba/SanDisk, IM Flash, and Hynix/Numonyx had become the four major camps of the NAND Flash market. Since the industry was under the severe attacks of the global financial storm and has gone through serious shaking and changing, following we analyze the 4Q08 performance and the suppliers’ future responding strategies to the more difficult market, and summarize the outlook.
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The DRAM market has been in oversupply situation and in cyclical downturn for almost two years. In addition, with the financial crisis started since 2H08, the cash outflow of DRAM vendor is just like snow plus frost. The DDR2 512 Mb eTT price had dropped 95% from the high of US$ 7.03 in 2006 to the low of US$ 0.32 at the end of 2008. The time of DDR2 1Gb eTT came into the market was a little bit late, about 2H07, and with its price originally from US$ 3.8 dropped to the low of US$ 0.59 in 2008, which was a 85% decline. The price fell from profitable level to lower than the cash cost, and then even lower than the material cost.
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Global NB shipments maintain robust through July 2007. Backed by the strong record from beginning of the year to the end of July, DRAMeXchange believes YoY NB shipments growth may beat expectation with NB and DT PC replacement to take place earlier than expected. Yet, the speculated component shortage may discourage selective vendors' shipments goals; and that how the macro economic trends, also poses uncertainty ahead.
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Fiber optics or XDSL cables are the primary technologies being employed in connecting the digital home with the outside world. Inside the household, an internal network links together the computer, TV, audio & video (AV) system, refrigerator, air conditioner, telephone, washing machine and other electronic devices. However, to the average consumer, the connection between the PC and TV AV system underlines the most tangible aspect in the home networking environment.
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A decade or so ago, when mobile phones first appeared, no one would have thought that these simple gadgets would one day evolve into a device packed with a huge array of features. Picture taking and music playing are the two most commonly seen features being integrated into today's versatile handsets. Camera phones now account for more than 50% in aggregated shipments. Although the ratio of music phones is lower, their sales continue to climb sharply. As the two functions become more widespread, satellite navigation is expected to be the next application in the age of feature-rich cell phones.
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Despite the seasonal slowdown in the PC sector for 2Q07, the CPU price cuts by Intel and AMD in April helped push up MB shipments above expectations in May. However, after May, the shipment figures began to fall once again. In addition to the continuing effects from the weak seasonality, the decline was also attributed to the following factors.
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It is an undeniable fact that DRAM assembling&testing (A&T) houses are closely following DRAM makers'expansion, but lesson is learned here. Price fall of DRAM after over expansion in 2006, was resulted in a miserable situation in 1H07. Not only DRAM makers were mostly seeing their operation running below cost, but also A&T houses seeing severe price pressure. Alongside with the rising exposure to global DRAM A&T industry, DRAMeXchange observes that expansion among A&T houses are cautious in nature, given that uncertainties are still filling when heading to DDR3.
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