Archive - Aug 2010

Date

July 31st

集邦:NAND Flash品牌廠2Q營收47.76億美元 季增率9.5%

July 30th,2010----集邦科技(TRENDFORCE)旗下研究部門DRAMeXchange統計,整體品牌NAND Flash供應商的第二季季位元出貨量成長約20%,但供應商增加TLC的產出量,且記憶卡客戶提高具低成本優勢TLC白牌記憶卡採購量,因此NAND Flash品牌供應商的第二季產品平均單價(ASP)較首季約下跌9% ,總計第二季 NAND Flash品牌廠商整體季營收成為47億7千6百萬美元,較首季營收43億6千3百萬美元成長約9.5%。

集邦科技表示,今年第二季部份供應商在一些系統產品客戶的穩定OEM訂單挹注下,得以減緩來自傳統淡季效應及歐洲債信風暴的雙重影響,尤其是蘋果電腦(Apple)的iPad 、iPhone4熱賣效應,更有助於降低記憶卡及UFD市場淡季衝擊。

DRAMeXchange:NAND Flash Makers’ sales US$4.776bn 9.5% QoQ

July 30th,2010--- According to DRAMeXchange,a research division of TRENDFORECE, the bit shipment of total branded NAND Flash makers grows 20% QoQ in 2Q10. However, 2Q10 ASP roughly decline 9% QoQ due to the increasing output for TLC and raising TLC white-brand memory card penetration at cost edge.

DRAMeXchange:NAND Flash Makers’ sales US$4.776bn 9.5% QoQ

July 30th,2010--- According to DRAMeXchange,a research division of TRENDFORECE, the bit shipment of total branded NAND Flash makers grows 20% QoQ in 2Q10. However, 2Q10 ASP roughly decline 9% QoQ due to the increasing output for TLC and raising TLC white-brand memory card penetration at cost edge.

集邦:NAND Flash品牌廠2Q營收47.76億美元 季增率9.5%

July 30th,2010----集邦科技(TRENDFORCE)旗下研究部門DRAMeXchange統計,整體品牌NAND Flash供應商的第二季季位元出貨量成長約20%,但供應商增加TLC的產出量,且記憶卡客戶提高具低成本優勢TLC白牌記憶卡採購量,因此NAND Flash品牌供應商的第二季產品平均單價(ASP)較首季約下跌9% ,總計第二季 NAND Flash品牌廠商整體季營收成為47億7千6百萬美元,較首季營收43億6千3百萬美元成長約9.5%。

集邦科技表示,今年第二季部份供應商在一些系統產品客戶的穩定OEM訂單挹注下,得以減緩來自傳統淡季效應及歐洲債信風暴的雙重影響,尤其是蘋果電腦(Apple)的iPad 、iPhone4熱賣效應,更有助於降低記憶卡及UFD市場淡季衝擊。

July 30th

集邦:全球DRAM產業第二季營收季增率達15.2%

July 30th,2010---根據集邦科技(TrendForce)旗下研究部門DRAMeXchange的調查,今年第二季營收在DRAM合約價格穩定上揚及產出持續增加下,全球DRAM產業第二季營收數字達107億美元(10.70 Billion USD),較首季的93億美元(9.29 Billion USD),成長約15%,從市場面觀察,由於第二季DRAM合約價於首季小幅上揚,DDR3 2GB合約均價約46美元,較首季高約10%,現貨市場方面,第二季DDR3顆粒均價與首季相比小跌3%,至2.77美元,DDR2 1Gb跌幅較深,但占DRAM廠商產出比例相對已大幅降低。

在資本支出方面,今年全球DRAM廠皆無擴大產能的計畫,主要布局製程轉進,根據集邦科技統計,第二季投片量僅比第一季微幅增加約3.8%,產出約增加10%。

DRAMeXchange: WW DRAM revenue increase 15.2% in 2Q10

July 30th,2010-----According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10. The revenue growth is contributed  by the stable raising DRAM contract price and mild output growth.

DRAMeXchange: WW DRAM revenue increase 15.2% in 2Q10

July 30th,2010-----According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10. The revenue growth is contributed  by the stable raising DRAM contract price and mild output growth.

集邦:全球DRAM產業第二季營收季增率達15.2%

July 30th,2010----根據集邦科技(TrendForce)旗下研究部門DRAMeXchange的調查,今年第二季營收在DRAM合約價格穩定上揚及產出持續增加下,全球DRAM產業第二季營收數字達107億美元(10.70 Billion USD),較首季的93億美元(9.29 Billion USD),成長約15%,從市場面觀察,由於第二季DRAM合約價於首季小幅上揚,DDR3 2GB合約均價約46美元,較首季高約10%,現貨市場方面,第二季DDR3顆粒均價與首季相比小跌3%,至2.77美元,DDR2 1Gb跌幅較深,但占DRAM廠商產出比例相對已大幅降低。

在資本支出方面,今年全球DRAM廠皆無擴大產能的計畫,主要布局製程轉進,根據集邦科技統計,第二季投片量僅比第一季微幅增加約3.8%,產出約增加10%。

July 29th

DRAMeXchange: 3Q NB shipment growing 12.8% QoQ

July 28th,2010------According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM given 1.) Raising sea shipment portion. 2.) Inventory management of PC-OEM and for back-to-school demand. Third quarter is traditionally hot season for PC while average QoQ is 15%-20%.

DRAMeXchange: 3Q NB shipment growing 12.8% QoQ

July 28th,2010------According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM given 1.) Raising sea shipment portion. 2.) Inventory management of PC-OEM and for back-to-school demand. Third quarter is traditionally hot season for PC while average QoQ is 15%-20%.