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Send til en ven   Udskriv19/8 2009 kl. 13:24
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DRAM-markedet vokser med 34 procent

Der er nu igen vækst på det følsomme DRAM-markedet, der ifølge iSuppli steg med 34 procent i det seneste kvartal. Japanske Elpida har klaret sig specielt godt (in english).

Japan’s Elpida Memory Inc. was the star of the global DRAM market in the second quarter, with a robust increase in its pricing causing its revenue to surge by 50 percent from the first quarter, according to iSuppli Corp.

Elpida posted the strongest performance among the Top-5 DRAM suppliers in the second quarter, with revenue rising to $745 million, up from $497 million in the first quarter. Company performance was boosted by a robust 32 percent rise in its DRAM Average Selling Price (ASP) in the second quarter compared to the first.

- Elpida accomplished its strong increases in revenue and pricing by expanding its specialty DRAM sales to mobile and consumer applications, says Nam Hyung Kim, director and chief analyst for memory ICs and storage at iSuppli.
- These specialty DRAMs command higher prices than commodity parts, allowing Elpida to outperform its competitors.

The news comes amid a strong performance for the overall DRAM market, with revenue reaching $4.5 billion in the second quarter, up 34 percent from $3.4 billion in the first quarter. This contrasts with a 19 percent decline in the first quarter compared to the fourth quarter of 2008.

- Due to a shortage in DDR3 parts and to buyers’ inventory re-stocking efforts, the per megabyte price for DRAM jumped by 18 percent in the second quarter, an unusual increase for a market that customarily sees its prices decline during each quarter, Kim adds.

This 18 percent rise was much higher than iSuppli’s previous forecast of a 2.6 percent increase.

Megabyte equivalent unit shipments of DRAM also grew by 14 percent, surpassing iSuppli’s estimate of 6.2 percent and resulting in a dramatic improvement in overall market conditions.

The other big winner during the second quarter was Taiwan’s Winbond Electronics Corp., whose revenue doubled, rising to $87.6 million, up from $44 million in the first quarter.

Tier-1 results mixed

Among the other Tier-1 suppliers, results were mixed. The Top-2 South Korean companies—Samsung Electronics Co. Ltd. and Hynix Semiconductor Inc.—captured 55.9 percent of the global market, with DRAM sales for each company increasing sequentially by more than 30 percent during the second quarter.

Micron Technology Inc. of the United States saw its share of DRAM revenue dip to 13.9 percent in the second quarter, down from 14.3 percent in the first quarter, owing to the very strong sales growth of the other Tier-1 DRAM suppliers. However, Micron’s second-quarter revenue declined by only 15.2 compared to the same period in 2008, the lowest level of decrease among the Top-10 DRAM suppliers in the second quarter.

Taiwan’s Nanya Technology Corp. also performed relatively well on the year-over-year comparison, with only a 15.4 percent decline in revenue.

- The relatively limited declines of Micron and Nanya, which recently entered a partnership, showed that the companies are seriously striving to increase their scale to become more competitive in the market, Kim says.

 iSuppli believes that the recent shortage of DDR3 DRAM will persist through the end of this year.

Limited capital investments will continue to delay the migration to the 5x nanometer process until the first quarter of 2010. Until that time, DDR3 supply will continue to be tight in the market.

The DDR3 shortage recently has been making PC OEMs panic. A few OEMs are considering reducing their DDR3 adoption by returning back to DDR2 as most of Intel’s current chipsets still support dual modes (i.e. DDR2 and DDR3). The momentum of the price increases will definitely decelerate. However, tight supply will persist and PC OEM’s profit margins are expected to be challenged in the second half of 2010, Kim said.

For more information on this topic, read iSuppli’s report, entitled: Preliminary DRAM Market Share for Q2.
http://www.isuppli.com

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