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Due to the impact from European financial issue, sloppy end demand and higher inventory level, 2H10 shipment from IT and consumer electronics has been adjusted down. However, mobile handset vendors has aggressively digest the inventory and launch smartphone, handset shipment will lead any other consumer electronics.
Based on the industry researcher LEDinside’s analysis and statistics, in August 2010, listed LED manufacturers in Taiwan reported total revenue of NTD 10.593 billion, posting a 2.4% decline, compared with revenue of NTD 10.853 billion in July and a rise of 64% YoY. The revenue for LED chip manufacturers in August reached NTD 4.89 billion, down by 1.6% from July.
2HAug average contract price indicated mildly 1-7% decline
1HAug. mainstream NAND Flash contract price indicate mild ups and downs for different customer mix
Aug 30th,2010-------------Traced back from the history of Taiwanese DRAM vendors, Winbond is the first DRAM vendor established in 1987 and breed many talents for the industry. Taiwanese DRAM industry has rocketing in 1994 that PSC, ProMOS, Nanya are established and film the tight relationship with Japanese vendors.
