According to a survey by DRAMeXchange, a research division of TrendForce, as part of the system's customers starting in September, they have begun to prepare for the inventory restocking required for the 4Q11 new model to go public. In early September, the mainstream MLC NAND Flash contract price remained roughly flat. Although the demand for the memory card and UFD access market remained relatively flat, it has also stabilized. Although the 3Q quarter-to-quarter effect is near, it is expected that most of the downstream customers' demand for year-end sales will continue to cover mid-October. Therefore, the short-term NAND Flash contract price is expected to be relatively stable.
Looking into the future market Although the relevant industry’s current market demand for 4Q is still not high, the outlook for the year-end holiday sales in Europe and the United States is also conservative. From 4Q onwards, as NAND Flash’s new 2Xnm process output increases, it will increase. It will increase the market's bit supply. However, in the international community recently, some emergency action plans for transnational cooperation to rescue the debt crisis in Europe are brewing. It is hoped that the momentum of the re-formation of the second global financial turmoil will be resolved. At the same time, some advanced countries have also continued to promote economic development plans. It will help sustain the continuous recovery of the global economy and reduce the unemployment rate. It is expected that the efforts of these new measures will help boost the company's investment willingness and consumer confidence. In addition, the prices of some key components have been falling since the beginning of this year, which is expected to help reduce the cost of the system's end products. This will help the companies to implement promotions in the traditional peak season of 4Q, in order to reduce excess inventory and promote tablet computers and smarts. New models of mobile phones and portable computers. Therefore, the follow-up support for NAND Flash prices will still depend on the mutual effect of the above-mentioned factors.
Looking into the future market Although the relevant industry’s current market demand for 4Q is still not high, the outlook for the year-end holiday sales in Europe and the United States is also conservative. From 4Q onwards, as NAND Flash’s new 2Xnm process output increases, it will increase. It will increase the market's bit supply. However, in the international community recently, some emergency action plans for transnational cooperation to rescue the debt crisis in Europe are brewing. It is hoped that the momentum of the re-formation of the second global financial turmoil will be resolved. At the same time, some advanced countries have also continued to promote economic development plans. It will help sustain the continuous recovery of the global economy and reduce the unemployment rate. It is expected that the efforts of these new measures will help boost the company's investment willingness and consumer confidence. In addition, the prices of some key components have been falling since the beginning of this year, which is expected to help reduce the cost of the system's end products. This will help the companies to implement promotions in the traditional peak season of 4Q, in order to reduce excess inventory and promote tablet computers and smarts. New models of mobile phones and portable computers. Therefore, the follow-up support for NAND Flash prices will still depend on the mutual effect of the above-mentioned factors.
Cutout Fuse Co., Ltd. , http://www.nsindoorfuse.com