Suffering from the stir of the European sovereign debt storm in financial markets, concerns towards the uncertainty of global economic recovery, 4Q hot-season restocking demand was weaker than expected.

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.

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.

在2004年液晶电视产业发产初期，在全球液晶面板产能有限的时空背景下，面板供给大都处于供不应求的状况。为稳定液晶电视面板的供应来源，索尼(SONY)与三星(Samsung)两大电子龙头，共同合资催生S-LCD公司，由当初的7代线，陆续扩大合作范围至8代线。

时至2011年，随着台、韩、日面板厂在这段时间的产能竞争，而中国的8.5代线亦将于2012年开始放量生产。但自2008年下半年后全球大环境受到欧美经济疲软的影响，加上液晶电视产业发展至今，在各主要市场渗透率已来到高点，整体市场对于液晶电视需求开始放缓，也因此造成液晶面板严重供过于求的窘境。

在2004年液晶電視產業發產初期，在全球液晶面板產能有限的時空背景下，面板供給大都處於供不應求的狀況。為穩定液晶電視面板的供應來源，索尼（SONY）與三星（Samsung）兩大電子龍頭，共同合資催生S-LCD公司，由當初的7代線，陸續擴大合作範圍至8代線。

時至2011年，隨著台、韓、日面板廠在這段時間的產能競爭，而中國的8.5代線亦將於2012年開始放量生產。但自2008年下半年後全球大環境受到歐美經濟疲軟的影響，加上液晶電視產業發展至今，在各主要市場滲透率已來到高點，整體市場對於液晶電視需求開始放緩，也因此造成液晶面板嚴重供過於求的窘境。

According to DRAMeXchange, a research division of TrendForce, due to the PC slow season and the HDD supply chain afflicted by the Thailand flood, the downtrend of the contract price persisted in 2H'11: the ASP of DDR3 4GB dropped by 7.9% to US$ 17.5, while DDR3 2GB ASP plunged below US$ 10 to US$ 9.5, a 7.3% decli

1HNov. 2GB Average Contract Price Decreases by 2.38%, Continued Decline Likely for 2HNov. as PC OEM Target Price Dips Below US$10

November 1st, 2011--According to DRAMeXchange, a research department of Trendforce, total revenue for the worldwide DRAM industry was approximately US$6.566 billion in 3Q11.

According to DRAMeXchange, a research division of TrendForce, following 1HAug.’s downtrend, 2GB and 4GB contract price for 2HAug. fell by 12.24% and 8.51%, respectively, arriving at US$10.75 and US$21.50.

HP recently announced its plans to spin off or sell their Personal Systems Group (PSG) and also discontinue WebOS tablet and smart phone products, shifting their focus to more profitable endeavors such as Service, IPG (Imaging and Printing Group) and ESSN (Enterprise Server, Storage and Networking). The announcement has shaken up the global PC market.