2010年3月全球内存行业研究报告

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【出版时间及名称】：2010年3月全球内存行业研究报告
        【作者】：瑞士信贷
        【文件格式】：pdf
        【页数】：42
        【目录或简介】：
Table of contents
Summary and Conclusions 3
Updated DRAM and NAND Industry Estimates 3
Supply Growth Below Trendline and Seasonality 4
1Q Upside from Better than Seasonal ASPs 6
Demand Underestimated Again 8
Focus on Innovation and New Products 8
DRAM Demand Drivers: Corporate PC Refresh, 64-bit OS, Nehalem Servers 9
NAND Demand Drivers: Smartphones Take the Lead 15
Bottom-Up DRAM Supply and Demand Estimates 18
Bottom-Up NAND Supply and Demand Estimates 22
Supply Side Needs to Prove Itself 25
Top-Down Estimates and Change from Prior 25
Capex Moving Up, but Not a Concern Yet 26
Capacity Growth Muted by Focus on Shrinks, Decelerating Capex Returns 28
Capex Limitations from Availability of Equipment and Funding 30
Pricing vs. Demand – Balancing Act 33
Where Is the Resistance Level of Pricing? 33
Stock Selection 34
Top Picks Remain Samsung, MU and Toshiba 34
Valuation 37

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关键词：行业研究报告 研究报告 行业研究 Availability limitations 研究报告 行业 全球 内存

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