The Channel logo

News

By | Chris Mellor 5th December 2011 10:46

Flash prices FALL

Thai floods mask falling demand

Flash chip prices are falling thanks to over-supply and slow markets in Europe and the USA.

NAND contract prices eased in the second half of November, as reported in Digitimes. How come? The recent Thai floods paralysed the hard drive supply chain - and this was supposed to stimulate demand for NAND flash, as manufacturers look elsewhere to source components.

Bad call. Contract prices for mainstream multi-level cell chips declined by four to six per cent in the latter half of November, with weak shipments of NAND to the PC, smartphone and tablet markets to blame. DRAMeXchange, a market watcher, reports sluggish channel demand in Europe and the USA.

Over-supply could continue as the flash foundries transition to higher yield 2Xnm and 1Xnm processes. Booming tablet demand could soak up some excess inventory and thin and light NAND-loving ultrabook laptops are expected to make a big splash in 2012.

According to the market research firm IHS iSuppli, the ultrabook share of global notebook shipments will exceed 40 per cent in 2015 - so there may be some respite for flash makers, some time. ®

comment icon Read 10 comments on this article alert Send corrections

Opinion

Chris Mellor

Drives nails forged with Red Hat iron into VCE's coffin
Sleep Cycle iOS app screenshot

Trevor Pott

Forget big-spending globo biz: it's about the consumer... and he's desperate for a nap
Steve Bennet, ex-Symantec CEO

Chris Mellor

Enormo security firm needs to get serious about acquisitions

Features

Windows 8.1 Update  Storeapps Taskbar
Chinese Buffet self-service
Chopping down the phone tree to scrump low-hanging fruit
An original member of the System/360 family announced in 1964, the Model 50 was the most powerful unit in the medium price range.
Big Blue's big $5bn bet adjusted, modified, reduced, back for more
Microsoft CEO Satya Nadella
Redmond needs to discover the mathematics of trust