Monday, July 11, 2011

DDR2 spot price rebounds, says inSpectrum

Contributed by inSpectrum [Friday 8 July 2011]
 

DDR2 chip prices in the spot market finally reported a rebound this week (July 4- July 8) with branded 1Gb DDR2 rising around 4% to US$1.09, according to inSpectrum.
 
Demand for 1Gb branded DDR2 chips was particularly strong July 7-8. With DDR2 nearly becoming legacy memory products, traders were paying more interests in them when they reached the price bottom, observed inSpectrum.
 
DDR3, on the contrary, saw its pricing worsen this week due to continuous oversupply. As of noon of July 8, spot price of brand 2Gb DDR3 was at US$1.38, representing a 6% intra-week drop while spot price for white-brand DDR3 also fell 6% to US$1.18
 
The overall PC market is being undermined by tablet PCs, inSpectrum said, adding that this has been affecting the overall DRAM bit growth this year, resulting in the weak pricing trend.
 
The NAND flash market was quiet this week with demand remaining weak. Since the third quarter has just started, both traders and suppliers are still in the stage of waiting to see how the market will go this quarter.
 
The overall pricing for NAND flash is expected to pick up around the end of August and beginning of September on back-to-school demand, inSpectrum projected.
 
inSpectrum: 1Gb DRAM spot price, July 4-8, 2011 (US$)
Date Branded DDR2 White-brand DDR2 Branded DDR3 White-brand DDR3
07/04 1.05 1.03 1.02 0.71
07/05 1.05 1.03 1.01 0.71
07/06 1.05 1.03 0.99 0.71
07/07 1.09 1.05 0.98 0.68
07/08 1.09 1.05 0.98 0.68
Source: inSpectrum, compiled by Digitimes, July 2011
inSpectrum: 2Gb DDR3 spot price, July 4-8, 2011 (US$)
Date Branded White-brand
07/04 1.47 1.25
07/05 1.45 1.24
07/06 1.44 1.24
07/07 1.38 1.18
07/08 1.38 1.18
Source: inSpectrum, compiled by Digitimes, July 2011
inSpectrum: MLC NAND flash spot price, July 4-8, 2011 (US$)
Date 16Gb 32Gb
07/04 3.14 3.76
07/05 3.11 3.76
07/06 3.08 3.74
07/07 3.08 3.76
07/08 3.08 3.76
Source: inSpectrum, compiled by Digitimes, July 2011
inSpectrum: TLC NAND flash spot price, July 4-8, 2011 (US$)
Date 32Gb 64Gb
07/04 3.95 7.21
07/05 3.95 7.21
07/06 3.92 7.14
07/07 3.92 7.14
07/08 3.92 7.14
Source: inSpectrum, compiled by Digitimes, July 2011

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