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Feb 1st,2010-----As most branded NAND Flash suppliers benefited from the stable 4Q09 hot-season restock orders for electronic system maker clients, NAND Flash ASP slightly rose about 5% QoQ in 4Q09. Total branded NAND Flash bit shipment increased about 10% QoQ and it resulted in the overall branded NAND Flash makers' revenue sustained to improve in 4Q09.
Jan 29th,2010------According to DRAMeXchange, 4Q09 revenue has grown 42% due to the hiking DRAM average price and output enhancement, which has shown another progress after 40% revenue growth 3Q09. With the windows 7 launch in end of Oct. and recovering macro-economy, demand in 4Q09 has outperformed our expectation.
Jan 28th 2010-----According to DRAMeXchange, regarding the impact of iPad on the NAND flash industry, Apple currently controls over 20% of the NAND flash demand according to our estimation. Therefore, whenever Apple launches new products, the popularity of the new device may bring forth a capacity crunch to the NAND flash market.
Jan 26th, 2010------ TV brand vendors are highly optimistic about the shipments of LED TVs in 2010, indicated research institute LEDinside. The optimism boosts demand for LEDs and rapidly increases LED supply.
According to WitsView’s global LCD monitor SI shipment survey in December 2009, shipments of top ten SIs grew by 3.8% to 13.29 million units. Although December 2009 was a slow period for shipments, market demand grew due to gradual recovery in the global economy and the confirmation of the price increase in LCD monitor panels during 1Q10.
