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LEDinside: Excessive Capacity Caused Oversupply to Persist in 2012; Makers’ Technological Edge and Patents Become Critical for Survival

12 January 2012

LEDinside, the LED research division of TrendForce, indicates that affected by the month-end inventory adjustment and the dreary end-market demand, most LED manufacturers’ revenues underwent setbacks, averaging between 10% and 15%.

TrendForce: Elpida’s Loan Due in April, Financial Difficulties Cause Merger Speculation

3 January 2012

Heading into the end of 2011, Elpida’s financial difficulties were revealed. Rumors abounded, not only of Elpida seeking a bailout from the Japanese government, but also of Toshiba stepping up to take over. If this rumor is true, Elpida will be the first maker to fall in the harsh DRAM winter.

DRAMeXchange: 2HDec. NAND Flash Contract Price Falls 3-8% Compared to 1HDec., Chinese New Year Inventory Restocking Conservative

2 January 2012

According to TrendForce, as the market status remains unclear, some suppliers and buyers are not seeing eye-to-eye on price negotiations. Therefore, with few concluded transactions, 2HDec. mainstream NAND Flash MLC contract price fell by 3-8% compared to 1HDec.

DRAMeXchange: 2HDec. DDR3 Contract Price Stays Flat, 2GB Module Price at US$9 Mark

27 December 2011

According to DRAMeXchange, a research division of TrendForce, while the market has entered the traditionally weak PC shipment season, compared with 1HDec., 2HDec. contract price showed a flat price trend. DDR3 4GB and DDR3 2GB ASP was US$16.5 and US$9.25, respectively.

WitsView: First quarter critical to 2012 TFT-LCD industry development

23 December 2011

In 2011, the LCD panel industry was hit hard by the aftermath of the March 11 earthquake and tsunami in Japan, worsening credit crisis in Europe and the US, and China’s economic growth slowdown. Not only did this put panel makers’ businesses in the red, it also dealt a severe blow to the consumer market confidence.


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