According to DRAMeXchange, a research division of TrendForce, the commodity DRAM yearly output ratio has been on a downtrend due to changes in market demand. This year, total commodity DRAM production fell below 50% for the first time, and the category showed the weakest profitability.
According to DRAMeXchange, a research division of TrendForce, under the impact of manufacturers' tightening supply strategies and the 4Q12 restocking demand for smartphones and tablet PCs, 2HSep. mainstream NAND Flash contract prices have risen by approximately 7.5%-11%.
According to DRAMeXchange, a research division of TrendForce, as notebook shipments show signs of weakening and Windows 8 looks unlikely to stimulate PC shipments, 2HSep. contract price continues on a downtrend.
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.
