2011년 2월 15일 18:51

DRAMeXchange: 1H’Febuary contract price reached the bottom

According to DRAMeXchange, a research department of TrendForce, 4Q10 DRAM contract price declined 50% and reached close to the bottom. After spotted a shrinking decline in January, February contract price seemed certain to rebound. DDR3 2GB averag...

2011년 2월 8일 18:38

DRAMeXchange: Worldwide DRAM revenue declined by 20% in 4Q10

According to DRAMeXchange (a research division of TrendForce), DRAM industry revenue decreased by 20% from $10.78 billion to $8.64 billion due to a 40% drop in DRAM contract price, despite of a 16% QOQ (quarter on quarter) DRAM output increase in ...

2011년 1월 31일 18:33

DRAMeXchange: Speculative Buying in the Chinese Market Triggered a 20% Increase in the DDR3 2GB Spot Price

According to DRAMeXchange, a research department of Trendforce, DDR3 1333 MHz 2Gb spot price surged from $1.83 to $2.03 before closing on Jan. 27th. Second day in Asia, the midday price arrived at $2.24, an impressive accumulated 22% increase in t...

2011년 1월 25일 18:08

DRAMeXchange: 2011 Netbook shipment will decline 18% YOY, primary growth depends on the emerging market

According to DRAMeXchange, a research department of TrendForce, PC-OEMs are holding on to their existing market share because they are facing a declining in Netbook demand. Asus launched Eee PC 1015PW and said they will introduce 3 to 4 more new m...

2010년 12월 7일 19:11

DRAMeXchange: Tablet PC is exploded in Taipei IT expo; most tablet PC will be launched in 1Q11

According to DRAMeXchange, a research division of Trendforce, with the higher acceptance from consumers, tablet PC is expected to become the spotlight in the Christmas holiday sales. Most vendors are accelerating the tablet PC launch. From the Tai...

2010년 11월 29일 19:02

DRAMeXchange: 2H’Nov. DDR3 2GB contract price declined 12%, DDR3 1Gb is closed to US$1.2

According to DRAMeXchange, the research department of Trendforce, 2H’Nov. DDR3 2GB “Average” contract price declined 12% to US$22 from US$25 while “Low” contract price dropped 12.5% to US$21. In 4Q10, DRAM vendors continued increasing output suppl...

2010년 10월 12일 17:26

DRAMeXchange: USB3.0 will heat on in 2011

USB 3.0 will turn to the mainstream transfer interface in 2011 and gradually replace USB 2.0 given 1.) Technology maturity in either “Host” side or “Device” side. 2.) Cost and price reduction in chipset and related components. 3.) The positive sup...

2010년 10월 8일 10:05

DRAMeXchange: 2H’Sep. mainstream NAND Flash contract price dropped 1-10%, year-end holiday inventory replenishment after Mid Oct. is expected

2H’Sep. mainstream NAND Flash contract price declined 1-10% mainly impact by the quarter-end effect. Meanwhile, we see the pricing strategies are varied given the different customer mix and order conditions that NAND Flash vendors have. Demand for...

2010년 10월 4일 17:27

DRAMeXchange: 2H’Sep. DDR3 contract price declined 6% and $1.5 for 1Gb is foreseeable in year end

According to DRAMeXchange, the research dept. of Trendforce, 2H’Sep contract price continue the downward trend that DDR3 1Gb “average” price has fallen below US$2 and DDR3 “average” contract price dropped 5.5% to US$34 from US$36, even “Low” contr...

2010년 9월 30일 13:14

DRAMeXchange: Surging tablet in 2011 will help the embedded NAND Flash demand

According to DRAMeXchange, PC vendor and mobile vendors has been forced to accelerate the development and launch schedule of tablet PC given the rocking iPad sales. In order to compete with iPad, we have seen non-apple tablet PC are re-designed wi...

2010년 9월 29일 16:53

DRAMeXchange: NB ODM expand non NB product lines aggressively given fierce competition and slower growth momentum

According to DRAMeXchange, the research department of Trendforce, 2Q10 gross profit margin of NB-ODMs has been impact by the raising raw material costs and further penetration of EMS vendors. Inventec GPM has declined 18.9% pts to 4.2% in 2Q10 fro...

2010년 8월 19일 15:02

DRAMeXchange: 3Q NB shipment growth lower than 5% for order cut

July revenue of PC vendors are beyond consensus due to the weak demand. According to DRAMeXchange, the research division of Trendforce, 3Q NB shipment QoQ will be lowered to below 5% from 12.8% given the slow recovery for European and American mar...

2010년 6월 1일 10:22

DRAMeXchange Compuforum 2010 : The Revival of Memory – Next Opportunity

on 1’st June, 2010 DRAMeXchange held its annual seminar, Compuforum 2010 and gathered industry leaders from around the world to share their knowledge in the production, market trend and technical aspects of the memory industry. According to Joyce ...

2010년 5월 27일 16:32

DRAMeXchange: Tablet PC will be the spotlight in 2010 Computex

According to DRAMeXchange, strong netbook growth credit to the PC market in 2009 since netbook has featured with affordable price with performance. 2009 netbook shipment is recorded in 28M units with 172% YoY. We DRAMeXchange expect that netbook h...

2010년 5월 8일 10:00

1Q10 Sales Ranking of Branded NAND Flash IC Makers

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 DRAMeX...

2010년 4월 30일 13:08

DRAMeXchange: WW DRAM revenue increase 6.9% in 1Q10 continuously

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...

2010년 4월 28일 16:38

DRAMeXchange: iPad and iPhone will credit to the slight shortage on NAND Flash demand in 2H’10

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 d...

2010년 3월 31일 16:22

DRAMeXchange: First time over 200M units, NB shipment growth is estimated at 30% YoY

DRAMeXchange has published the new research report toward Notebook industry. According to DRAMeXchange, NB shipment will have higher chance to grow over 200M units to 203M units with 27.3% YoY. Netbook is expected to grow 27.8% to 36.3M units whil...

2010년 3월 26일 15:49

Mixed market concerns posed the slight ups and downs for 2H Mar. NAND Flash contract price

2HMar. NAND Flash contract price slightly fluctuated up or down within 5% due to the mixed favorable & unfavorable market factors. Most NAND Flash suppliers are benefited from the stable OEM orders from some electronic system customers, which will...

2010년 3월 22일 14:43

Ban on incandescent lamps creates immense business potential

Governments around the world began to commit in promoting energy-saving policies, and the cost of LED lighting began to fall; these factors help to stimulate the growth of the energy-saving market. Research institute LEDinside indicated that with ...

2010년 3월 12일 08:50

DRAMeXchange - 1H2010 SSD compared and analyzed

A total of 40 SSD products were listed in the evaluation, mostly MLC SSDs with capacities of 64GB and 128GB. In the evaluation, DRAMeXchane compared the differences between SLC NAND Flash and MLC SSD, as well as the differences between SSD control...

2010년 3월 11일 08:43

DRAMeXchange: Outperformed DRAM demand in slow season expected high level in 2Q10

According to DRAMeXchange, 1H’Mar. DRAM contract price still contain its momentum that most price quotation remains same. Some vendors mildly adjust up 2%-3% DDR3 price that out DDR3 2GB ”Low “price and “Average” price consistently locates at US$4...

2010년 2월 11일 09:05

DRAMeXchange: contract price of DDR3 will continue to rise

According to survey by DRAMeXchange, contract prices in 1HFeb showed mixed trends – average contract price of DDR3 rose by 4.9% from $41 to $43, whereas that of DDR2 slid by 2.4% from $41 to $40. In terms of market dynamics, DDR3 is still in tight...

2010년 1월 29일 13:10

DRAMeXchange: WW DRAM Revenue increase 42% in 4Q09

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-econom...

2010년 1월 28일 16:20

DRAMeXchange: iPad stimulates demand of NAND Flash

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 ...

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