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According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10.
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According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM.
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2HJune mainstream NAND Flash contract price mildly decline 1-6% while others prices remain flat. Although some suppliers receive the stable orders from some system product customers to partially ease the impact from slow season and quarter-end effect, yet vendors adopt price promotion to handle the inventory adjustment in quarter-end.
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2010 notebook shipment is expected to grow 27.3% YoY to 203M units given the 1.) Optimistic replacement effect and 2.) Anticipated corporate demand takes off in 2H10. We see strong commercial OEM makers such as HP, Dell and Lenovo have re-gained their momentum in commercial models while consumer-oriented brand such as Acer and Asus dedicate in their commercial models leveraging with their strength in consumer models.
Aggressive pricing strategy has forced OEM to adopt order consolidation that shares for top 4 ODM markers has been accelerated from 75% and likely reached more than 80% in 2010. Quanta and Compal, with the 50~53M units and 48~50M units respectively, will take over 50% shares accumulatively. Meanwhile, we see more margin pressure will come out not only for OEMs but also for ODMs given the less product differentiation and fierce competition.
Raising component cost and threat from EMS have forced NB-ODM to accelerate the component integration progress at the purpose of effective cost control and supply enhancement. Not only the material cost, labor cost has been highlight during past months attributed by government policy and FIH issue. Raising salary and component expense will cause the pressure to both OEMs and ODMs.
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According to DRAMeXchange, strong netbook growth credit to the PC market in 2009 since netbook has featured with affordable price with performance.2009 netbook shipment is recorded in 28M units with 172% YoY. We DRAMeXchange expect that netbook has reached the peak at 2009.With the declining ASP and low margin, PC-OEMs will re-focus on regular notebook due to the preferred performance.
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Impacted by 2Q slow season effect and instability in partial financial markets, 1H May NAND Flash average contract price roughly declined 1%-8%.
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As NAND Flash market waited for the Apple’s iPad launch details released before mid-March, downstream NAND Flash customers just properly restocked some inventory required before & after Chinese Lunar New Year holiday period.
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According to DRAMeXchange, 1Q10 DDR3 average contract price and spot price has rise 16% and 14% respectively after the huge jump-up 40% and 30% in 4Q09.
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It can be seen in all these tests that the major difference between SSDs is in reading and writing efficiency in addition to adopted Flash chip specifications (form, node, speed). Multi-channel access and wear leveling technologies also influence the efficiency of SSD controllers.
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Nand Flash chips used in the SSD are divided into higher priced SCL, and lower-priced MLC. The former is suitable for writing data, while the latter shows better performance in reading data; the downside of the MLC is its shorter lifespan and that it requires SSD controller to provide better algorithms to enable MLC SSD Flash chips to write data uniformly, in order to extend its service life.
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