I-Sedex 2009 exhibition will be start 13 October 2009 and KSIA recieving booth application now.
I-Sedex 2008 Exhibiton, Photograph by OLOO Inc.
More information : http://www.sedex.org
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Seoul (Korea Newswire) February 26, 2009 08:42 AM — According to WitsView, the Top 10 SIs shipped a total of 9.04 million monitors in January, up by 5.5% MoM. Given the inventory clearing by most brand vendors during the end of 2008, they have started to become more aggressive with their inventory preparations now. Coupled by the fewer working days in January, due to the Chinese Lunar New Year holidays, the influx of rush orders helped push up the aggregated shipments.
On the other hand, WitsView’s top 10 brand monitor survey pointed out that the Taiwan and Korean-based vendors witnessed a bigger monthly shipment increase during the start of the new year in January. This stemmed from the lower shipment base level in December. Furthermore, it was also attributed to the commencement of new sales plans in the new business year, and market demand increase spurred by the Chinese Lunar New Year holidays in China. In general, the aggregated shipments from the top 10 brand monitors reached 8.85 million units, up by 8.3% MoM. Looking into February, although the market remains sluggish, the current very low utilization rates of panel makers and component supply shortage has affected the panel output and delivery time. With the panel supply unable to meet the basic inventory preparations of brand vendors, rush orders continue to be placed between January and February. Some players have responded to the tighter supply by sharply raising their respective rolling forecasts for March and April in ensuring a sufficient amount of panels is secured. This has thus raised hopes of a forthcoming market demand rebound. However, it should be noted that the market fundamentals have not yet recovered. Despite the price cuts made by brand vendors, it remains difficult in stimulating sales. In terms of the future market development, it is suggested that companies remain cautious and keep a close eye on the global economy and general market demand. More information on LCD monitor SI and brand shipments are available on WitsView’s web site at http://www.witsview.com/MarketTrend/Default.aspx About WitsView Founded in the year 2004, WitsView, a subsidiary brand of DRAMeXchange, is composed of a team of TFT-LCD industry experts. The research field covers the development and market trend of upstream components, mid stream panels and downstream system integrators and retailers. For more about WitsView, please visit www.witsview.com News Source: WitsView Technology Corporation
Web Site: http://www.witsview.com
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Seoul (Korea Newswire) February 19, 2009 06:19 PM — Since the consumer demand freeze caused by the global economic downturn and the financial crisis in 2H08, the DRAM quarterly average spot and contract prices both dropped over 40% QoQ. According to the new survey statistics done by DRAMeXchange, the WW DRAM revenue of Q408 also declined 40% QoQ. In Q408, the DDR2 667Mhz 1Gb chip price dropped from 12.5 USD at the beginning of October to its low 0.58 USD in mid December, with a 54% dropping range. In the contract market, the DDR2 1GB module price dropped from 13.5 USD in early October to 8 USD, the degree of dropping reached 40%. Besides, after DRAM vendors cut their capacities from September, the Q4 WW DRAM wafer started declining to only 1.2 million wafers, decreased 20% while comparing to Q3. On the foreign exchange side, the depreciation of Korean won and appreciation of Japanese yen also affected the calculation of DRAM revenue drop. All these factors had influenced the Q4 DRAM vendor revenues.
DRAMeXchange has compiled 2 WW DRAM vendor ranking tables. The main table “Figure 1.” is the revenue ranking by DRAM vendor own brand. 1. Analyzing the own brand memory revenue of DRAM vendors, Korean maker Samsung was still at first position. But under the influence of an almost 40% contract price drop, the Samsung Q4 revenue declined 43.1% (Korean won depreciated 28% QoQ in Q4, the Samsung Q4 DRAM revenue only decreased 25% in terms of Korean won). The Q4 Hynix revenue declined 38.6% in terms of USD (18% decline in terms of Korean won). The Micron fiscal quarter was September, October, and November therefore its chip average price was higher than other vendors and the Q4 revenue drop was far less than other DRAM vendors. Its market share increased from 16.9% of Q3 to 11.7% of Q4. In Q4, Qimonda still accounted for 8% WW DRAM market share, but Qimonda announced filing bankruptcy protection in January 23rd, at the same time, it also stopped its OEM relationships with Inotera and Winbond, and closed its U.S. fabs. The DRAM market share will sharply decline in Q109. On the Taiwanese vendor side, because of the capacity cut effect, the over 50% spot price drop, and rising inventory level in Q4, the revenues of PSC and Promos declined 73.6% and 55.6% respectively. While analyzing from the market share by countries, the Korean vendors were still the winners of the industry with 46.3% market share. Due to the capacity cut issue, the market share of Taiwanese vendors decreased from 16.2% of Q3 to 11.8% of Q4, the drop was about 4.4%. The U.S. vendor and Japanese vendor market shares were 17.3% and 16.2% respectively. 2. Analyzing from the DRAM chip production revenue aspect, which is also the manufacturing fab basis, the Korean vendors still accounted for 44.8% market share. The market share of Taiwanese vendors, which weigh more on sub-manufacturing business portions, was 23.2% in Q4. Due to the capacity cut effect, its market share decreased 6.4% from 29.6% of Q3. The Japanese vendor Elpida was only 11.1%, the German vendor Qimonda was only 4%. This was because the Elpida capacity mostly came from PSC and Rexchip, which are Taiwanese vendors, and Qimonda capacity came from Inotera and Winbond. News Source: DRAMeXchange
Web Site: http://www.DRAMeXchange.com
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Seoul (Korea Newswire) February 17, 2009 05:33 PM — NAND Flash makers became more rational and focused on improving profitability. DRAMeXchange expects that the 2009 annual NAND Flash CAPEX will decrease 58.9%, larger than the decrease of 27.7% in 2008. This is helpful to the slowing down of 2009 annual NAND Flash bit output.
DRAMeXchange believes that the 2009 market supply bit growth will decrease from 132.8% YoY of the year 2008, to 63.5%YoY in 2009. If the hot season demand of 2H09 recovers and the makers can control their output growth well, the oversupply situation is hopefully to be improved in 2H09, and the NAND Flash price will become stable and gradually rise.
NAND Flash vendors currently had announced that they will keep phasing out part of their 200 mm NAND Flash fab equipments in 2009. Including, slowing down the capacity expansion speed in 300 mm fabs to decelerate the market supply bit growth as responding the market demand growth shrink and narrow the oversupply gap in 2009.
Recently, downstream customers are lowering their inventory levels and the demand mostly comes in the form of short term rush orders. With some inventory purchase demand after the Chinese Lunar New Year and the pushing by some rush orders, some NAND Flash contract prices are expected to become stable or keep rebounding in the short.
Since the current market visibility is low and the total NAND Flash market demand is still weak, under the circumstances of decreasing demand and supply, the 1H09 market will still be in the oversupply scenario, says DRAMeXchange.
The 2009 NAND Flash related end application shipments will decrease from 2008, but the huge range of the past price drop and the process technology migrations have kept driving down the cost and give incentives to the increasing of NAND Flash capacity per system on the end applications. This will be the major driving force of the 2009 bit demand. DRAMeXchange expects the demand bit growth of the 2009 NAND Flash market will drop from 118.7% YoY of 2008 to 75.5% YoY in 2009.
In the past three year, the NAND Flash industry supply bit growth was higher than the demand bit growth. Furthermore, with the accidental variable of unexpected global financial storm took place in 3Q07. The NAND Flash market was under oversupply situation, and the annual ASP drop in the past three years were all close to or above 60% YoY. Therefore, the operating margin kept worsening. In 4Q08, all the NAND Flash makers were suffering from loss.
News Source: DRAMeXchange
Web Site: http://www.DRAMeXchange.com
Sample photo - NAND Flash by Samsuing Electronics
Seoul (Korea Newswire) February 17, 2009 10:09 AM — LG Electronics, a worldwide technology and design leader in mobile communications, today announced the launch of its smart and stylish new netbook, the LG-X120. With 3G HSPA connection and compact, portable design, users can be connected anywhere, at any time.
Easy connectivity is the LG-X120’s strongest asset. With its 3G HSPA connection and 160GB hard drive, LG-X120 is a powerful portable computer that can be used anywhere. Thanks to the easy-to-use Smart-On interface, the netbook loads its simple Smart-On screen in only five seconds. Just one click of an icon offers access to the most frequently used applications, including its MP3 player, Photo Viewer and internet suite.
With Smart-Link technology and a simple USB cable, LG-X120 connects to regular computers to share files or install new applications, easily accessing data even from the computer’s CD or DVD drive. An advanced security function allows users to safely share files while connected to other devices, without compromising important information.
Easy mobility in a stylish design is the LG-X120’s other important asset. This netbook’s soft textured, classic white exterior blends well with any style, while lime or pink detailing add a splash of color. The cover’s matt surface resists fingerprints and scratches, and its compact size and curved edges make it the perfect companion no matter where it goes. Weighing in at just 1.2kg, the LG-X120 is lightweight and easy to carry. In addition, improved battery life, at 3.5 hours for the 3 cell battery and 7 hours for the 6 cell battery, means more time to work or play on-the-go.
LG-X120 was specifically designed to provide enhanced functionality and convenience with smarter features, packing a powerful multimedia punch. The netbook offers a 1.3 megapixel webcam for video chatting or conferencing, while LG You-Cam software allows users to get creative with unique photo snapshots. SRS WOW HD and TruSurround XT bring stereo effect sound to music and video. The screen’s LED Backlight delivers a high-resolution picture that is clearer and brighter, which is not only easier on tired eyes but saves energy, too.
LG-X120 will be available in March in Europe and will be showcased from February 16 – 19 at the 2009 Mobile World Congress in Barcelona, Spain.
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To see LG’s innovative products and technologies in person, visit LG’s booth at the 2009 Mobile World Congress in Hall 8 of Fira de Barcelona. Please visit http://mwc.lge.com for more information.
About LG Electronics, Inc.
LG Electronics, Inc. (KSE: 066570.KS) is a global leader and technology innovator in consumer electronics, home appliances and mobile communications, employing more than 82,000 people working in 114 operations including 82 subsidiaries around the world. With 2008 global sales of USD 44.7 billion, LG is comprised of five business units - Home Entertainment, Home Appliance, Air Conditioning, Business Solutions and Mobile Communications. LG is the world’s leading producer of mobile handsets, flat panel TVs, air conditioners, front-loading washing machines, optical storage products, DVD players and home theater systems.
LG Electronics Mobile Communications Company (LG) is a leading global mobile communication and information company. LG creates handsets that provide an optimized mobile experience to customers around the world with its cutting-edge technology and innovative handset design capabilities. Increasingly, LG is pursuing convergence technology and mobile computing products. LG will continue to take leadership in the mobile communication environment with stylish designs and smart technology.
For more information, please visit www.lge.com.