NAND flash supply to remain tight until November, says DRAMeXchange
NAND flash demand has gone up thanks to the launch of smartphones and portable media players (PMPs) in preparation for holiday sales, according to DRAMeXchange. Tight chip supply is expected to continue throughout the second half of November.
The memory price tracker estimated NAND flash pricing is unlikely to drop over the next one to two months.
Of total NAND flash output, Apple may consume more than one-quarter in the fourth quarter of 2009, DRAMeXchange said. iPhone sales in China will play a significant role in the overall NAND flash market during the quarter.
Contract pricing for mainstream 16Gb and 32Gb MLC chips rose 7.2% and 4.3%, respectively, to average US$4.48 and US$6.80 in the first half of September, according to DRAMeXchange data. NAND flash ASPs have fluctuated in a narrower range compared to a 20% growth in the second quarter.
As a result of production cutbacks at major suppliers, NAND flash pricing began to rally after hitting bottom in the first quarter of 2009, according to previous reports. The pricing trend has stabilized since the end of the second quarter.
The memory price tracker estimated NAND flash pricing is unlikely to drop over the next one to two months.
Of total NAND flash output, Apple may consume more than one-quarter in the fourth quarter of 2009, DRAMeXchange said. iPhone sales in China will play a significant role in the overall NAND flash market during the quarter.
Contract pricing for mainstream 16Gb and 32Gb MLC chips rose 7.2% and 4.3%, respectively, to average US$4.48 and US$6.80 in the first half of September, according to DRAMeXchange data. NAND flash ASPs have fluctuated in a narrower range compared to a 20% growth in the second quarter.
As a result of production cutbacks at major suppliers, NAND flash pricing began to rally after hitting bottom in the first quarter of 2009, according to previous reports. The pricing trend has stabilized since the end of the second quarter.
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