02/09/2012
Feb 1st,2010-----As most branded NAND Flash suppliers benefited from the stable 4Q09 hot-season restock orders for electronic system maker clients, NAND Flash ASP slightly rose about 5% QoQ in 4Q09. Total branded NAND Flash bit shipment increased about 10% QoQ and it resulted in the overall branded NAND Flash makers' revenue sustained to improve in 4Q09.
Feb 1st,2010------研究機構集邦科技表示,多數NAND Flash品牌供應商受惠於電子系統客戶去年第四季旺季庫存回補的訂單,第四季NAND Flash平均銷售價格(ASP)較第三季小漲約5%,整體NAND Flash位元出貨量季增約10%,因此去年第四季NAND Flash品牌廠商營收都較第三季成長,去年第四季全球NAND Flash品牌廠商整體營收為38億8千1百萬美元,較上一季的33億5千5百萬美元成長15.7%。
Jan 29th,2010------According to DRAMeXchange, 4Q09 revenue has grown 42% due to the hiking DRAM average price and output enhancement, which has shown another progress after 40% revenue growth 3Q09. With the windows 7 launch in end of Oct. and recovering macro-economy, demand in 4Q09 has outperformed our expectation.
Jan 29th,2010-----根據集邦科技調查,全球DRAM產業營收在2009年第三季漲幅超過40%後,第四季營收漲幅在DRAM均價大幅上漲及DRAM廠產出持續增加下,上揚42%。在10月底Windown 7推出及經濟景氣回温,第四季旺季需求比預期中好,由於電腦系統廠在第四季仍以DDR2機種為主力,加上中低價位機種接單狀況佳,使得DDR2需求較DDR3強勁,甚至嚴重短缺。DDR2合約均價在10月、11月持續攀高,並在12月價格維持高檔,根據集邦科技公布價格, DDR2合約季均價在第四季大幅成長61%、現貨均價亦大漲68%。