0
HDD prices for OEM market to increase 5-10% in 2Q11
hard disk drives
mangel på komponenter og stigende priser og et stærkt boom i produktionen når produktionen er klar igen op til julehandelen
1 April 2011]
Due to a shortage of controller chips for motors used in hard disk drives, prices of HDDs in the OEM market are likely to increase by 5-10% in the second quarter. Prices in the channel rose 10-15% recently.
The shortage was caused by an interruption of production at the three wafer plants of Texas Instruments (TI) in Japan, which were damaged by the recent earthquake. TI will not be able to resume shipments from Japan until September, the sources noted.
TI and STMicroelectronics are the major suppliers for HDD motors to a number of HDD makers including Western Digital and Seagate.
Global shipments of HDDs are expected to top 100 million units in the second quarter compared to 160 million units shipped in the previous quarter, the sources estimated.
hard disk drives
mangel på komponenter og stigende priser og et stærkt boom i produktionen når produktionen er klar igen op til julehandelen
1 April 2011]
Due to a shortage of controller chips for motors used in hard disk drives, prices of HDDs in the OEM market are likely to increase by 5-10% in the second quarter. Prices in the channel rose 10-15% recently.
The shortage was caused by an interruption of production at the three wafer plants of Texas Instruments (TI) in Japan, which were damaged by the recent earthquake. TI will not be able to resume shipments from Japan until September, the sources noted.
TI and STMicroelectronics are the major suppliers for HDD motors to a number of HDD makers including Western Digital and Seagate.
Global shipments of HDDs are expected to top 100 million units in the second quarter compared to 160 million units shipped in the previous quarter, the sources estimated.
1/4 2011 18:59 le 040839 MU: Break In Japan-Taiwan Deals Driving DRAM Price, Says Sterne Agee.LOGI Off 10%: Cuts Year View On EMEA WeaknessSolar: Brean, Murray Starts JKS, SOL At BuyEmailPrintPermalinkShare:
Twitter facebookYahoo! BuzzStumbleUponDiggfarkredditMySpaceLinkedIndel.icio.us Text Size
By Tiernan Ray
Sterne Agee chip analyst Vijay Rakesh today reiterates a Buy rating on shares of Micron Technology (MU), without raising estimates, arguing that a strengthening of DRAM chip prices is likely to continue in coming months as Taiwanese manufacturers struggle to get needed semiconductor wafers from Japanese wafer makers.
Manufacturers such as Powerchip and Rexchip may be starved of their supply of wafers because, "Japanese OEMs are cutting out some of these arrangements," whereby they have traditionally supplied those wafers up front and received payment after the Taiwanese companies got paid for their DRAM output.
DRAM spot prices are already up 5% to 7% this quarter and could go higher, he thinks. Furthermore, some DRAM supply may be shut off completely if Powerchip and Rexchip, their balance sheets under stress, are unable to obtain wafers elsewhere. Tablet computer and smartphone volumes are building, which could put additional strain on supplies, he adds.
Micron shares today fell 11 cents, 1%, to $11.47.
Twitter facebookYahoo! BuzzStumbleUponDiggfarkredditMySpaceLinkedIndel.icio.us Text Size
By Tiernan Ray
Sterne Agee chip analyst Vijay Rakesh today reiterates a Buy rating on shares of Micron Technology (MU), without raising estimates, arguing that a strengthening of DRAM chip prices is likely to continue in coming months as Taiwanese manufacturers struggle to get needed semiconductor wafers from Japanese wafer makers.
Manufacturers such as Powerchip and Rexchip may be starved of their supply of wafers because, "Japanese OEMs are cutting out some of these arrangements," whereby they have traditionally supplied those wafers up front and received payment after the Taiwanese companies got paid for their DRAM output.
DRAM spot prices are already up 5% to 7% this quarter and could go higher, he thinks. Furthermore, some DRAM supply may be shut off completely if Powerchip and Rexchip, their balance sheets under stress, are unable to obtain wafers elsewhere. Tablet computer and smartphone volumes are building, which could put additional strain on supplies, he adds.
Micron shares today fell 11 cents, 1%, to $11.47.
