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Mar. 10th,2010------According to DRAMeXchange, 1H’Mar. DRAM contract price still contain its momentum that most price quotation remains same. Some vendors mildly adjust up 2%-3% DDR3 price that out DDR3 2GB ”Low “price and “Average” price consistently locates at US$41.5 and US$43 respectively.
Mar. 8th 2010-------According to DRAMeXchange, global cellular phone shipment is expected to grow 10.5% YoY to 1.61B units in 2010 from 1.45B units in 2009 given the strong demand from smartphone. We also forecast smartphone shipment will be up 28.6% YoY to 220M units in 2010 from 170M units in 2009.
Feb 1st,2010-----As most branded NAND Flash suppliers benefited from the stable 4Q09 hot-season restock orders for electronic system maker clients, NAND Flash ASP slightly rose about 5% QoQ in 4Q09. Total branded NAND Flash bit shipment increased about 10% QoQ and it resulted in the overall branded NAND Flash makers' revenue sustained to improve in 4Q09.
Jan 29th,2010------According to DRAMeXchange, 4Q09 revenue has grown 42% due to the hiking DRAM average price and output enhancement, which has shown another progress after 40% revenue growth 3Q09. With the windows 7 launch in end of Oct. and recovering macro-economy, demand in 4Q09 has outperformed our expectation.
Jan 28th 2010-----According to DRAMeXchange, regarding the impact of iPad on the NAND flash industry, Apple currently controls over 20% of the NAND flash demand according to our estimation. Therefore, whenever Apple launches new products, the popularity of the new device may bring forth a capacity crunch to the NAND flash market.