According to WitsView’s latest survey, global large-sized panel shipments fell by 4% MoM to 51.44 million units in April 2010. This can be mainly attributed to the overinflated demand from high expectations of the hot season in 1Q10, which led to excessive product pull-in, and caused the gradual inventory build-up among brand vendors.
May 7th,2010----- Branded NAND Flash makers’ ASP mildly declined about 5% QoQ while the total bit shipment increased about 15% QoQ in 1Q10. Branded NAND Flash makers' total sales reported US$4.363bn in 1Q10, up 11.6% QoQ from US$3.91 bn in 4Q09. According to DRAMeXchange.
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.