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

[Apoptosis]

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

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. 1H Mar NAND Flash contract price remained partially decline and flat pattern. Impacted by the slow season effect in March, NAND Flash suppliers receive more stable orders from electronics system and OEM customers rather than the memory card and UFD makers. Therefore, high-density MLC contract price showed the comparably mild pricing decline trend compared with low-density MLC contract price.

Since iPad is announced to be officially launched in US market on April 3rd and other countries in late April, NAND Flash related companies will closely observe & look forward for the boosted demand based on the really iPad sales in 2Q10. DRAMeXchange believe other competitors will plan to launch more different series of tablet PCs and mobile devices in the near future if sales of iPad are satisfactory. DRAMeXchange state that this movement will help bring more demand for NAND Flash market in 2010. The new product launch effect will inspire recent conservative market sentiment to help stabilize NAND Flash price trend.

Figure-1 16Gb MLC NAND Flash contract price trend


Figure-2 32Gb MLC NAND Flash contract price trend


About TrendForce
TrendForce is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 4 major research divisions---DRAMeXchange, WitsView, LEDinside and ENERGY which cover the DRAM, NAND Flash, PC, display ,LED and Green energy research sectors respectively . www.trendforce.com

In the year of 2000, the company started to deliver market intelligence services under the name of DRAMeXchange . This includes current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information. www.dramexchange.com.