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2HAug. average NAND Flash contract price indicated partially flat and mildly 1%-7% decline impact by mixed market dynamics. OEM orders from system product customers seem to retain momentum and those NAND Flash vendors with higher exposure in system clients intend to remain the stable contract price in 2HAug..
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Traced back from the history of Taiwanese DRAM vendors, Winbond is the first DRAM vendor established in 1987 and breeds many talents for the industry.
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1HAug. mainstream NAND Flash contract price indicates mild ups and downs given the different pricing strategy and different customer mix that NAND Flash vendors have.
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According to DRAMeXchange, research unit of Trendforce, 1H’Aug. DDR3 2GB contract price has declined 4.5% to US$42 from US$44 in 2H’Jul. DDR2 contract price is also down 8.75% to US$36.5 given the dropping portion.
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Some NAND Flash suppliers have capability to lower the impact from slow season effect and European financial issue because of the stable OEM orders from system customers, especially for the rocking iPad and iPhone 4.
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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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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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