2Q10

DRAMeXchange: Outperformed DRAM demand in slow season expected high level in 2Q10

Mar. 10th,2010------According to DRAMeXchange, 1H’Mar. DRAM contract price still contain its momentum that most price quotation remains same. Some vendors mildly adjust up 2%-3% DDR3 price that out DDR3 2GB ”Low “price and “Average” price consistently locates at US$41.5 and US$43 respectively.

DRAM需求淡季不減 Q2 價格預期仍維持高檔

Mar 10th,2010------集邦科技調查,三月上旬DDR3及DDR2合約均價仍維持在高檔,大多數以持平開出,小部份有調漲DDR3約2%-3%,但2GB”低點”及”均價”仍維持在41.5美元及43美元。高點則從44美元上漲至46美元,漲幅約4.5%左右,主要是南科在DDR3的供給量少而堅持高價,DDR2在供給減少的隱憂下,合約價也以持平開出。
 
集邦科技認為,以目前的供需狀況,第二季價格下跌空間不大,DRAM廠在經歷常久的虧損後,今年可持續維持全年每季度都獲利,以三星為例,DRAM全年營利率(OP Margin )可望維持在30%, 台系廠商隨著成本下降,全年營利率將持續往上。
 

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