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DRAMeXchange: Surging tablet in 2011 will help the embedded NAND Flash demand
DRAMeXchange: NB ODM expand non NB product lines aggressively given fierce competition and slower growth momentum
Of three applications, panel prices posted a large decline which resulted from the weak demand in 3Q10 hot season. What the industry encounter recently are the diminishing profit from large-sized panels, and the necessity to lower the cost.
According to WitsView’s latest survey on LCD monitors, in August 2010, the global top ten LCD monitor brand vendors’ main strategy was to clear away the inventory which was piled up from 2Q10. In response to the continued decline in IT panel prices, panel procurement and set production volume were revised downward to reduce the loss.
DRAMeXchange: 1H'Sep. mainstream NAND Flash contract price decline 5-10% and mild downward price trend is expected in 4Q10.