NEWS
DIARY OF EVENTS
June 22 -24
Wednesday 22nd - Friday 24th
ElectronicMaterials Conference
Santa Barbara, Calif.
www.tms.org
July 12 -14
Tuesday 12th - Thursday 14th
SemiconWest
San Francisco, California
www.semiconwest.org
October 5 - 6
Wednesday 5th - Thursday 6th
Northeast Shingo Prize Conference (Made Lean in America) Springfield,Mass.
www.neshingoprize.org
October 24 -26 LEDs 2011
San Diego, Calif.
www.ledsconference.com
October 24 -27
Monday 24th - Thursday 27th
4GWorld 2011
Chicago, Ill.
www.4gworld.com
Monday 24th - Wednesday 26th
Contract pricing formainstreamNAND flash fell by roughly two to ten percent in the first half ofMay, according to DRAMeXchange, a research department of Trendforce in Taiwan. Inventories also remain high due to earlier speculative buying right after the Japan earthquake inMarch, said themarket research firm.
Several factors will impact the NAND flash
market over the second quarter, according to DRAMeXchange. These include a slow season inMay and June, uncertainty in the global economy, demand for tablet PCs and smart phones primarily froma fewmajor
players, and adoption of an aggressive pricing strategy to lower the inventory level in June.
DRAMeXchange also points out that the
supply of rawmaterials for NAND flash was not impacted by the Japan earthquake, and themigration to 2xnmboosted NAND flash bit supply.
Upshot: DRAMeXchange expects NAND
flash to be oversupplied inMay, thus fueling price declines in the second half of the second quarter.
www.dramexchange.com Crystal lead times stretch to 12 weeks
Supply disruptions of crystals as a result of the Japan earthquake and tsunami have caused lead times to stretch fromeight weeks inMarch to 12 weeks in April, reported IHS iSuppli, El Segundo, Calif.
Themarket research firmsays the
extended deliveries ofmegahertz and kilohertz crystals will impact the supply to devicemanufacturers, particularly cell phone and PC vendors. The longer lead times also could spur price increases.
These devices are used in a host of devices
ranging fromwristwatches to notebook PCs withmore than 2 billion units estimated to ship every year, said IHS.
"Because Japan is the world's leading
producer of crystals --major suppliers include Epson, NDK and Citizen -- the quake crisis will cause pricing for crystals frommajor Japanese suppliers to climb during the next few weeks," stated Rick Pierson, senior analyst for Component Price Tracker (CPT) and semiconductors at IHS. "In fact, numerous
6 | June 2011
www.iSuppli.com
Do you have a news story? Submit to:
gina.roos@
electronics-sourcing.com
www.electronics-sourcing.com
Japanese crystal products aremanufactured in factories located near the epicenter of the earthquake or are situated close to the coastal regions impacted by the tsunami." Damage also was sustained at two
oscillator suppliers in Furukawa and Kanagawa, as well as at NDK, which produces crystal oscillator products in its Furukawa, Osaki-city manufacturing site, said IHS.
NDK told ESNAmass production was
restarted at its Furukawa plant one week after electric, gas and water supplies were restored onMarch 21. Themanufacturer reports that lead times for both crystals and oscillators are currently at eight weeks.
NEWS NAND flash prices dip by 2-10% inMay
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52