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2010/1/8-----1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to the new-year vacation effect and severely cold climate in some northern hemisphere area that some customers’ operation has been impact. Downstream clients’ procurement transaction activities thus have been slow.
Taking a brief overview of the TFT-LCD panel industry in 2009 – in 1Q09, downstream customers’ demand was sluggish after the financial downturn, panel production capacity was over-adjusted after panel makers suffered severe losses, and panel maker’s demand freeze led to a substantial gap in the supply chain of upstream components.
2010/1/4--------According to DRAMeXchange, given the outperformed PC sales in Thanksgiving & Christmas, recovering global economy and new launch Windows 7, PC shipment indicates the satisfactory figures that we have adjusted 4Q09 NB shipment QoQ from 8.7% to 11.9% while 2009 overall NB shipment will be up 23.5% YoY to 160M units.
In the wake of the merger of Innolux Display and Chi Mei Optoelectronics (CMO), there has been much speculation in the industry about the new panel giant’s market strategy, as well as the integration of both company’s upstream component supply chains.
