DRAM output increased by 9% in the second quarter

According to DRAMeXchange, a memory storage division owned by TrendForce, a global market research organization, the global DRAM output value reached US$10.8 billion in the second quarter of 2014, a 9% increase from the previous quarter. Thanks to the appropriate proportion of products, the three DRAM makers have achieved 39% market share and 27% market share for Korean brands Samsung and SK Hynix, respectively, which together approach 70% of the global market share. The influence should not be underestimated. Department companies also hold nearly 26% of the market share, which is the key to market price control. With oligopolistic structure and supply continuing to be tight, the overall DRAM market has also formed a market pattern in which price volatility is not easy. DRAMeXchange expects DRAM output value to reach 46.8 billion U.S. dollars in 2014, a significant increase of 36% compared to 2013.

Samsung's 25nm yield rate has reached around 85% in the second quarter, with output increasing and contract prices in the second quarter continuing to rise, with a 20% growth in the revenue season. As the leading cost of manufacturing process continues to drop, the operating profit for the second quarter comes to 39%, which is the highest among the three largest DRAM makers. It is worth noting that the Samsung Line17 plant is under construction and is expected to introduce mass production at the beginning of the second quarter of next year, which will have a certain impact on DRAM prices. ?

In the second quarter of 2014, DRAM makers ranked SK hynix's Wuxi plant to fully resume business in the first quarter, but there was still room for improvement in the yield rate. With the new production process just transferred to 25nm, there will be a loss of capacity in the initial period. Revenue only grew slightly by 6%, but as the subsequent 25nm filming continues to increase, there will be significant revenue growth in the second half of the year.

The Micron Group's second-quarter capacity of Singapore Tech's plant was transferred to NAND-related products. With the drop in film stocks, Micron's DRAM revenue declined slightly by 2%, and its operating profit was 25.5%. Micron currently focuses on the 30nm process, but the 25nm process is actively moving forward. It is expected that the fourth quarter can be introduced into the 20nm process trial production line. The time for mass production falls in the first half of next year, and it has the opportunity to narrow the technology with Korean manufacturers. threshold. ?

In the second quarter of 2014, the market share of DRAM vendors in each region has become a subsidiary of Micron Group. As a result of the bargaining structure and products with high gross margins in production, Huayak has become the most outstanding manufacturer among DRAM manufacturers. , Not only the operating profit reached 54.6%, but also the first in the Micron Group to mass-produce a 20nm process plant, leading Taiwan's DRAM plants. Nanyake now uses niche-type memory as its main axis, while standard-type memory is cooperating with specific module factories. Its profitability in the second quarter is still robust, its revenue growth is 2.5%, and its overall operating profit is stable at 36%.

Winbond continued to grow sales of niche-type memory and small-capacity mobile-type memory, and its overall revenue increased 10.5%. In 2014, the focus will be on continuous improvement of the 40K and 46nm manufacturing process. The reduction in production costs will increase operating profit to 9.3%. PSC's second quarter DRAM revenue growth was 20% in the second quarter, which was mainly attributable to the continuous growth of OEM business and the increase in standard memory output. As P3 plants still have room to expand production capacity, they are currently considering expanding their investment next year. Film amount.