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Under the trend of economies of scale and work specialization, LCD TV vendors are focusing more on the brand management, and have gradually released their manufacturing capacity to cost-competitive SIs. Among which, Japanese TV brand vendors are the most aggressive ones to release their orders in the worldwide.
July 30th,2010--- According to DRAMeXchange,a research division of TRENDFORECE, the bit shipment of total branded NAND Flash makers grows 20% QoQ in 2Q10. However, 2Q10 ASP roughly decline 9% QoQ due to the increasing output for TLC and raising TLC white-brand memory card penetration at cost edge.
July 30th,2010-----According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10. The revenue growth is contributed by the stable raising DRAM contract price and mild output growth.
July 28th,2010------According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM given 1.) Raising sea shipment portion. 2.) Inventory management of PC-OEM and for back-to-school demand. Third quarter is traditionally hot season for PC while average QoQ is 15%-20%.
The development of LED monitor and TV not only brought life to the maturing panel industry, but also became the key pillars to expand the emerging LED industry. The analysts of WitsView and LEDinside, the research divisions of TrendForce, took a positive attitude toward the long-term development of LED BLU products.
