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Jan 28th 2010-----According to DRAMeXchange, regarding the impact of iPad on the NAND flash industry, Apple currently controls over 20% of the NAND flash demand according to our estimation. Therefore, whenever Apple launches new products, the popularity of the new device may bring forth a capacity crunch to the NAND flash market.
Jan 26th, 2010------ TV brand vendors are highly optimistic about the shipments of LED TVs in 2010, indicated research institute LEDinside. The optimism boosts demand for LEDs and rapidly increases LED supply.
According to WitsView’s global LCD monitor SI shipment survey in December 2009, shipments of top ten SIs grew by 3.8% to 13.29 million units. Although December 2009 was a slow period for shipments, market demand grew due to gradual recovery in the global economy and the confirmation of the price increase in LCD monitor panels during 1Q10.
LED backlight was the limelight of the display industry in 2009, in addition to yielding positive results from its applications in NBs, LED backlight in TVs and monitors successfully gained foothold in the market for its slimness and energy-efficiency.
Jan 18th,2010----According to LEDinside’s latest price trend report, the growing shipment in LED backlight and lighting application led to a shortage in the chip supply.