| According to the latest NAND Flash price quotes from DRAMeXchange, the average price of the DDR2 667 1GB module closed at USD 17 in 1HJan contract market, roughly the same as what was seen during 2HDec 2007. This was a rare development, especially considering the constant price drops that have occurred over the last half of the year. "The is due to the stronger-than-expected sales record during Christmas holiday and the strong OEM demand," said DRAMeXchange analysts.
DRAM makers will soon reveal their financial performances for 4Q07 during late Jan. It is expected that the recent price plummet should imply an aggravated losses among them. DRAMeXchange estimates that major DRAM makers from Taiwan will post a combined QoQ sales decline of 23% in 4Q07. Backed by an estimated shipments growth of 11% and 25% for desktop PC and notebook this year, memory content per box is expected to increase further to 3-4GB at high-end desktop PCs and notebooks segments. "We expect this implies a stronger stimulation for DRAM content per box. Low-cost PC, which is gaining popularity, should also help digesting some DRAM capacity as it defines a new market segment besides the existing consumer electronics market," said DRAMeXchange analysts.