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WitsView: Average mainstream TV & Monitor panel prices may return to cash cost level in 2Q09

23 April 2009

Taipei, April 7, 2009---For Apr09, as downstream clients continue to replenish their inventory and prepare the launch of new models, coupled by the still tight supply of some components, panel prices will remain on an upward trend. Demand for the 40W and below TV panels has been strong, especially in the China local sales.

WitsView: Panel shipments in 2Q09 are expected to increase by 20.9% QoQ

23 April 2009

Taipei, April 7, 2009---In the start of 2009, large-sized panel shipments finally started to show encouraging signs of growth again. Moreover, as inventory in the general supply chain remain low, rush orders continue to be placed, thereby fueling optimism toward the TFT-LCD market outlook.

WitsView: Slower component price declines expected in 2Q09

23 April 2009

Taipei, April 3, 2009---Since the emergence of the rush order effect in Feb09, not only has it provided a much-needed boost to the utilization rates of Taiwan’s panel makers, it has also helped ease the growing operational pressure on upstream component makers.

DRAM CAPEX of 2009 Decreased by 56%, says DRAMeXchange

17 April 2009

Taipei, April, 15th, 2009 --- The 2008 DRAM chip price dropped more than 85%, while the global DRAM industry has faced more than two years of cyclical downturn, and the consumer demand suddenly froze because of the global financial crisis in 2H08.

NAND Flash Contract Price of 1H April Rose Due To Shipment Adjustment, states DRAMeXchange

17 April 2009

Taipei, April,6th, 2009--- MLC NAND Flash contract price of 1H April, 2009, rose between 0 to 16% due to shipment adjustment from upstream NAND Flash suppliers, says DRAMeXchange. Major NAND Flash suppliers tend to increase their shipment for system makers but decrease those for card and UFD clients. Mainstream MLC 16Gb and 32Gb products also rose between 8 to 13%.

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