European political and financial chaos coupled with the effects of earthquakes in Japan and the global IC off-season erosion, resulting in the entire IC market conditions malaise. Flash memory chips after the past two months continue to negotiate after consultation with the end of July when the majority of buyers and sellers NANDFlash industry, and finally the most NANDFlash chip contract prices reached broad consensus.
Since June to July coincided with the memory card and UFD pathways market and system OEM customers a traditional off-season products, coupled with the end of the second quarter, quarter effects, lower priority and more busy with customers selling excess inventory, so they covering inventory will also not be too high in this period. So part of the past two months, the cumulative NANDFlash chip contract price decline of about 4-30%, but if look at the past two months in four installments on average decreased, the fall season is still a reasonable range of prices within, though both parties still little differences, but also more able to accept such a compromise negotiated solution.
Looking NANDFlash outlook, previously the industry's concern that many overall environmental uncertainty variables, which may weaken the peak season demand recovery of strength, but the recent U.S. and Europe delays long financial dispute impasse has exposed turn of the dawn, Europe and America after many years of financial ills, complicated by the financial tsunami is still making waves so far, although the parties hung upside down to understand the pain of the people living in some measures of prescription differences, but fortunately, after several political figures in Europe and America to communication and negotiation, under the current parties have achieved the same consensus, I believe all parties are happy to see also ease the financial impasse, the global economic recovery can continue walking on a smooth point.
Thus, the expected inventory covering demand of NANDFlash in traditional peak season will expand when inventory levels decline in customers after the end of August will be some of the OEM system products driven by large customers began, when prices are expected to appear bottomed. Although the effect of the third quarter of the season will be deferred to September began gradually warmed, but is expected to end the fourth quarter NANDFlash effect of the application of new products to market, it will enhance the year-end sales season is expected to become the main driving force to compensate for memory card and UFD pathway is relatively weak market demand, and can absorb some of NANDFlash suppliers, in the fourth quarter from 2xnm products and new processes to add new capacity output, due to the current majority of the downstream customer demand for follow-up The master degree is not yet clear, therefore, follow-up of the price support NANDFlash the strength of the force, still, as the fourth quarter of the actual market demand.
