DRAMeXchange: 2H’Sep. mainstream NAND Flash contract price dropped 1-10%, year-end holiday inventory replenishment after Mid Oct. is expected
DRAMeXchange: 2H’Sep. DDR3 contract price declined 6% and $1.5 for 1Gb is foreseeable in year end
DRAMeXchange: Surging tablet in 2011 will help the embedded NAND Flash demand
DRAMeXchange: NB ODM expand non NB product lines aggressively given fierce competition and slower growth momentum
Of three applications, panel prices posted a large decline which resulted from the weak demand in 3Q10 hot season. What the industry encounter recently are the diminishing profit from large-sized panels, and the necessity to lower the cost.