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DRAMeXchange: Outperformed 4Q PC shipment bring the optimistic 1Q10 PC markets

17 December 2009

    2009/12/17--- According to DRAMeXchange, 1Q10 NB shipment decline will merely down to below 10% compared with the 15%~20% historical pattern and 18% in 1Q09 given the positive impact by Chinese Year sales and new platform launch.(Intel’s Calpella& Netbook).

LED industry entering the down cycle; recovering after Chinese New Year 2010

16 December 2009

2009/12/16------Based on statistics from LED industry research institute LEDinside, Taiwan’s listed LED manufacturers recorded total revenue of NT$6.852 billion in November 2009, down by 1.7% from NT$6.974 billion in October (+65% YoY).

WitsView: Large-sized panels posted outstanding performance in November, indicating a stronger down cycle

15 December 2009

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) rose by 3.4% MoM to 49.53 million units in November 2009, and its YoY performance far-exceeded expectations, with a 74.2% surge.

DDR2 spot price decline 15% from mid-Nov due to the supply increase

27 November 2009

2009/11/27-----Started from mid-July, DDR2 1Gb eTT spot price has skyrocketed 150% to US$2.62 from US$1.05. However, the spot market start to fall at 11/10 that DDR2 1Gb has sharply shrunk 15% to US$2.22 from US$2.62 in two weeks after four month upward pricing trend. According to DRAMeXchange.  

LED industry creating opportunities for significant growth in cross-strait cooperation

26 November 2009

November 25, 2009----- The second day of LEDforum is mainly highlighted on the exhaustive analysis of LED TV, automotive LED, and the global LED market reports, and will probe into China’s market in depth.


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