Taipei, July 22nd, 2009 --- According to DRAMeXchange, resulting from the 5% upward pricing in term 1H’July, DDR3 contract price for 2H’July hikes again due to tight DDR3 supply and aggressiveness in inventory replenishment for PC-OEMs. Most DDR3 2GB price deal are negotiated at US$24 while Samsung’s pricing was sustained at US$22/2GB in 1H’July and was adjusted to US$24/2GB in 2H’July. “Low” price of DDR3 2GB rose 9% to US$24, “Average” price just merely increased to US$24.5 from US$24 but not much deal was done for "High" price. The main reason for upward pricing trend is triggered by higher premium on extra DDR3 requirement for PC-OEMs. It is indicated that PC-OEMs pay 7% premium on the extra volumes. 2H’July DDR2 contract “Low” price and “Average” price rose around 5% since DRAM vendors applied “bundle-sales” strategy to promote DDR2 along with DDR3 despite of weak demand in DDR2 market.
Vendors
|
Tech
|
1Q09
|
2Q09
|
3Q09
|
4Q09
|
Samsung
|
56nm
|
15%
|
25%
|
30%
|
35%
|
Hynix
|
54nm
|
15%
|
25%
|
30%
|
35%
|
Micron
|
50/68nm
|
10%
|
10%
|
20%
|
35%
|
Elpida
|
65nm
|
20%
|
35%
|
45%
|
55%
|
PSC
|
65nm
|
0%
|
0%
|
0%
|
0%
|
Rexchip
|
65nm
|
0%
|
0%
|
5%
|
5%
|
Nanya
|
50/68nm
|
0%
|
0%
|
15%
|
90%
|
Inotera
|
70nm
|
10%
|
15%
|
20%
|
20%
|
Subject
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