Although NAND flash market demand was sluggish in the beginning of the third quarter of 2012 due to slow economic recovery worldwide, Toshiba’s July announcement of capacity cuts and the arrival of Apple’s iPhone 5 in September provided positive market stimulation.
According to DRAMeXchange, a research division of TrendForce, as NAND Flash supply continues to tighten, and as demand momentum persists, 2HOct. contract prices have shown a growth of approximately 7-12%.
According to DRAMeXchange, a research division of TrendForce, given the persistent oversupply situation in the global DRAM market, along with the -5% YoY shipment growth for PCs, October contract prices have dropped below $16 USD, and are continuing to approach the $15 USD mark.
According to DRAMeXchange, a research division of TrendForce, with component cost continually decreasing, many mobile phone makers are developing entry to mid-level smartphones in an effort to increase market share.
According to DRAMeXchange, a research division of TrendForce, for this year, OEM orders from smartphone, tablet PC, and ultrabook clients will be concentrated at around September to early November as replenishment preparation begins.
