According to DRAMeXchange, a research division of TrendForce, given the market concerns regarding a peak-less season, transaction volumes within the NAND Flash market have been rather light. However, with the replenishment demand for new smartphones, tablet PCs, and other hardware products, the 1HSep.
The underwhelming 2H12 market performances have been leading to further downward PC shipment adjustments. While it was initially expected that PC shipment growth will amount to 4-5%, that figure has been adjusted to -2.5% during the second half of 2012, and may decline even further.
Having finally been revealed on September 12, Apple’s much anticipated iPhone 5, currently the lightest and slimmest iPhone product out there, is set to become the center of focus within market.
Apple’s weakening supplier-customer relationship with Samsung is becoming a hot topic within the market.
Because of the weakening global economy, the overall PC shipment rate, compared to last year, has been adjusted to -2.5%, with dwindling PC demand leading DRAM inventory levels to reach to 8 to 12 weeks. At the moment, PC OEM’s Aug. DRAM purchase quantity has been decreased to half of its original amount or less.
