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DRAMeXchange: 1Q11 NB shipment will be triggered by new Huron River platform while 2011 NB shipment growth rate is 15.4% under the cannibalization of tablet PC
DRAMeXchange: Stable 4Q10 NB shipment is foreseeable and 1Q11 may be better in outlook
DRAMeXchange: NB ODM expand non NB product lines aggressively given fierce competition and slower growth momentum
2009/10/14—Windows7 will be launched at end of this month and market expect for the replacement effect will be triggered. According to DRAMeXchange, multi-touch functionality will be emphasized and broadly applied to the application device. Notebook year end hot season peak can be anticipated while replacement effect will be more saturated in 2Q10.