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Apr. 30th,2010------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. 1Q10 DDR2 average contract price and spot price also rise 5% and flat given the strong 61% and 68% pricing up in 4Q09.
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.
April 28, 2010 -------- With its astounding visual effects, 3D technology has stirred up a new trend in the display market. WitsView, TFT-LCD industry research institute, indicated that consumers’ acceptance of this technology is evident from the impressive figures from 3D movie box office sales.
Extending the shipment growth momentum from 4Q09, global large-sized TFT-LCD panel shipments recorded another all time high at 148 million units in 1Q10 and continued its sequential growth from 2008. Although QoQ growth only reached 0.5%, YoY growth surged by an impressive 71.9%.
LED TV is certainly a priority in the product development of TV brand vendors and panel makers this year. In order to achieve exponential growth in LED TV shipments, makers are aggressively seeking a stable source of LED chips, focusing mainly on the procurement and restocking of LEDs and light bars.