2H May mainstream NAND Flash MLC average contract price slightly declined 2%-6%
With the coming quarter end, some vendors already initiated the promotion programs to lower their inventory level. High density NAND Flash MLC chips under new process technology have comparably favor discount than those low density chips under more mature process technology.
Therefore, the decline degree of the contract price “Low” for 32Gb MLC NAND Flash is larger than other NAND Flash chips in 2HMay. Meanwhile, some vendors keep making effort on the contract price stabilization to improve profitability since they still treat system maker customers as the shipment priority and result in the flat contract price “High” of 32Gb MLC NAND Flash in 2HMay.According to DRAMeXchange.
As for the demand side, DRAMeXchange states that May and June are perceived as the slow seasons for NAND Flash end products such as memory card and UFD. Some downstream clients are expecting for lower chip price for the sake of promotion in summer break. However, the 2Q09 profitability has turned to the first priority of the suppliers and stable chip price in June is the clearly intension. The mindset difference toward future price between buyers and suppliers has resulted in the recent fluctuation and consolidation in spot market. The June contract price is likely to remain flat or might slightly soften due to the tug-of-war status between both sides.
About DRAMeXchange
DRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 3 major research divisions---DRAMeXchange, WitsView and LEDinside which cover the DRAM, NAND Flash, PC, display and LED research sectors.
In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This includes current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information. You can learn more about DRAMeXchange by visiting www.dramexchange.com.
In 2006, DRAMeXchange acquired LCD research institute WitsView to provide insights on the display industry.
In 2007, LEDinside, a subsidiary of DRAMeXchange was launched and has become one of the most popular and distinguished online news and information provider for the LED market.
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2011년 2월 15일 18:51
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2011년 2월 8일 18:38