Apr. 28th,2010- iPad and iPhone 4G, the new product of Apple, has attracted many spotlight this year. According to DRAMeXchange, 2010 iPhone shipment is expected to reach 40M units while NAND Flash consumption will account 9% of total. We believe the NAND Flash demand will be boosted by Apple products, which will likely result in the mild shortage in 2H’10.
Apr 9th,2010-----According to DRAMeXchange, given the aggressive demand from PC-OEMs, 1H’Apr. contract price still remains strong upward momentum that DDR3 is up 7% to US$46 while DDR2 is up 5% to US$42. From the market status, DRAM demand in 1Q10 and expected 2Q10 will be sustain the high level same as the peak in 4Q09.
Mar.31st , 2010---DRAMeXchange has published the new research report toward Notebook industry. According to DRAMeXchange, NB shipment will have higher chance to grow over 200M units to 203M units with 27.3% YoY. Netbook is expected to grow 27.8% to 36.3M units while regular notebook will be adjusted up 27.2% to 167M units.
Mar 26th,2010-----2HMar. NAND Flash contract price slightly fluctuated up or down within 5% due to the mixed favorable & unfavorable market factors. Most NAND Flash suppliers are benefited from the stable OEM orders from some electronic system customers, which will help to ease the impacts from the quarter-end inventory-cut & slow-season effects etc.
Mar 23rd,2010-----With the fact of limited capacity expansion, CAPEX, immersion scanner and difficulty of technology migration below 40nm, DRAM supply bit growth will be limited in 2010 to 2012. Also, credit to recovering global economy, strong demand for corporate replacement and smartphone, DRAM demand will show the strong momentum.
