Taipei, Sunday, February 1, 2015 17:13 (GMT+8)
mostly cloudy
Taipei
16°C
Samsung and Toshiba affect memory spot pricing, says inSpectrum
Contributed by inSpectrum [Friday 31 July 2009]

Spot prices of both DRAM and NAND flash enjoyed a big sequential jump this week (July 27-31) upon news that Samsung Electronics raised its DDR2 prices and Toshiba suffered from a power outage at its NAND flash fab, according to inSpectrum.

inSpectrum stated that the spot price of 1Gb DDR grew by about 6-7% this week, with the price of branded chips pegged at US$1.26 as of the noon session of July 31. The rise of DDR3 prices also continued this week with most 1Gb DDR3 chips settling at above US$1.90.

Despite news about Samsung's strong stance for DDR2 pricing helped drive up spot pricing this week, inSpectrum expects the large supply of DDR2 chips in the channel will make the price increase difficult to maintain.

As for the strong price of DDR3, inSpectrum stressed that availability of DDR3 in the channel is still very limited, meaning the recent price surge is supported by sentiment rather than solid demand from end users.

In fact, once chip prices of 1Gb DDR3 are quoted above US$2, many brokers/traders in the spot market would be hesitant to buy as the translated average selling price (ASP) of a 2GB DDR3 module would have grown to over US$30, inSpectrum predicted.

For the NAND flash market, anticipation of a price recovery of low-density memory cards amid the speculated Toshiba fab power outage spurred prices of low-density 16Gb NAND flash chip to increase by more than 8% this week to US$4.40 as of the noon session of July 31.

inSpectrum attributes the solid price growth of low-density NAND flash to improving demand for 1GB and 2GB microSD cards from handset and camera vendors, which find their sales have improved a lot during the summer holidays. The price of 1GB and 2GB microSD card has grown by 9% and 10%, respectively, this week, the firm stated. inSpectrum estimates that over 60% of global demand for NAND flash will be come from the handset and camera segments in the third quarter of 2009.

inSpectrum: Spot price for mainstream 1Gb DRAM chips, Jul 27-31 (US$)

Date

Branded DDR2

White brand DDR2

Branded DDR3

2009/07/24

1.19

1.14

1.87

2009/07/27

1.19

1.14

1.9

2009/07/28

1.23

1.19

1.9

2009/07/29

1.27

1.22

1.92

2009/07/30

1.26

1.22

1.93

2009/07/31

1.26

1.22

1.93

Source: inSpectrum, compiled by Digitimes, July 2009

inSpectrum: Spot price for mainstream MLC NAND flash, Jul 27-31 (US$)

Date

16Gb

32Gb

2009/07/24

3.99

5.83

2009/07/27

4.06

5.94

2009/07/28

4.15

5.98

2009/07/29

4.40

6.08

2009/07/30

4.40

6.01

2009/07/31

4.40

5.99

Source: inSpectrum, compiled by Digitimes, July 2009

VOICE 2015 Developer Conference
DIGITIMES Marketing Services
DIGITIMES Translation Services
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.