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iPad’s launch news will help stabilize the NAND Flash price trend

16 March 2010

Mar 16th,2010---------1HMar. mainstream MLC NAND Flash contract price roughly declined 1-7% due to the 1Q quarter-end accounting settlement effect, slow season issue and increasing white-box TLC memory card supply etc.. The market demonstrated the slower procurement activities after Chinese Lunar New Year, and NAND Flash price showed the floppy trend as well.

DRAMeXchange - 1H2010 SSD compared and analyzed

12 March 2010

Mar 11th,2010----A total of 40 SSD products were listed in the evaluation, mostly MLC SSDs with capacities of 64GB and 128GB. In the evaluation, DRAMeXchane compared the differences between SLC NAND Flash and MLC SSD, as well as the differences between SSD controllers.

DRAMeXchange: Outperformed DRAM demand in slow season expected high level in 2Q10

10 March 2010

Mar. 10th,2010------According to DRAMeXchange, 1H’Mar. DRAM contract price still contain its momentum that most price quotation remains same. Some vendors mildly adjust up 2%-3% DDR3 price that out DDR3 2GB ”Low “price and “Average” price consistently locates at US$41.5 and US$43 respectively.

DRAMeXchange: Mobile DRAM demand bit growth will increase 71% in 2010

8 March 2010

Mar. 8th 2010-------According to DRAMeXchange, global cellular phone shipment is expected to grow 10.5% YoY to 1.61B units in 2010 from 1.45B units in 2009 given the strong demand from smartphone. We also forecast smartphone shipment will be up 28.6% YoY to 220M units in 2010 from 170M units in 2009.  

4Q09 and 2009 Sales Ranking of Branded NAND Flash IC Makers

1 February 2010

Feb 1st,2010-----As most branded NAND Flash suppliers benefited from the stable 4Q09 hot-season restock orders for electronic system maker clients, NAND Flash ASP slightly rose about 5% QoQ in 4Q09. Total branded NAND Flash bit shipment increased about 10% QoQ and it resulted in the overall branded NAND Flash makers' revenue sustained to improve in 4Q09.


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