After a hard second quarter, the memory industry has been in other situation, but many believe that this market cannot recover so soon in the third quarter.
It is predicated that the NAND Flash industry will recover in the third quarter, because the demand of consumer electronics will increase.
However, the practitioners have different views on the DRAM market. The price reduction of has become the finality in July; some practitioners maintain that the price will stop decreasing; the other practitioners think it will continue to reduce. On the whole, the NAND Flash is better than the DRAM industry, but the good situation will not last too long.
The price reduction of DRAM has become the finality in July, and the low demand of personal computer is the most important reason. The price reduction of the DRAM would stimulate the system manufacturers to update the capacity of memory module in the past years, but they are not willing to update the capacity at this time. The practitioners of DIGITIMES maintain that the low demand of personal computer and the small capacity of the memory make the DRAM market depressed. In the aspect of processing miniature, every electronic components factory has its bottleneck which cannot convert the relationship between supply and demand. What is more, the personal computer stocks in European market are still in the stage of high-class consumption. The problems, such as rate of unemployment and oil price in America, the inflation in mainland of China, make the market uncertain in the third quarter. Some practitioners think that that the reason will come in August, and the price will increase at that time. The traditional on season is still existed, but it will not as strong as before. But some practitioners do not agree with them. The price of DRAM has not become better, but even declines. The situation of the Taiwan DRAM manufacturers will be harder and harder. Although all the Taiwan manufacturers change the 40 NANO processing generation, it costs1.5 US dollars at most, which cannot compete with the present price.
According to the memory industry analysis, the applications of NANDFlash include solid-state hard drive, tabletcomputers, smart phones, industrial computers, although demand on these products is not as strong as before, but it is still worth of expectations. As12-inch wafer Factories, the large international companies, are probably slowing down the new cast film speed, then it is expected prices of NANDFlash will potentially rebound in Q3 and for the Q4, it remains unclear.
Article source: http://www.hqew.net/events/news-article/263.html
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