In the first quarter of 2016 global DRAM output was $8.56 billion, the price down double delivery, market oversupply of more obvious...
TrendForce DRAMeXchange's storage business place, according to the latest report is affected by market conditions continue to supply exceeds demand, the average sale price decline, in the first quarter of 2016 global DRAM output was $8.56 billion, 16.6% year-on-year decline.
DRAMeXchange research associate model exercise, said the first quarter as the traditional low season, in addition to the Chinese market for smartphones slightly stock to cover demand, laptop and iPhone shipments synchronization was revised down, led to a glut on the DRAM market phenomenon is more obvious.
Samsung revenue continues to hkbu, meguiar's group battle began to face costs
Samsung still held the DRAM industry bibcock, although its first-quarter revenue fell 16.6%, to $3.97 billion, but the market share is still as high as 46.4%, the same as last season. SK hynix affected by falling prices, sales also fell 19.2%, to $2.32 billion, the market share of 27.1%, maintaining the world's second position. Meguiar's group is the third largest DRAM company, market share of about 18.5%.
In addition, the first quarter, samsung and SK hynix's operating rate are 40% and 40% respectively, from a small decline, meguiar's group business profitability is significantly decline, down from 8.5% in the fourth quarter of last year to the first quarter of this year - about 1.2%, facing cost battle.
Prices fell more than, continuous process to turn into a consortium in order to protect profits
, samsung 20 nanometers proportion rising, higher than that of other competitors, and yield performance of three large manufacturers in the lowest cost, scheduled for this year to import the 18 nano technology, continue to reduce the cost of mobile memory and standard memory structure, in the market price continued to fall to hold profit space.
, SK hynix 21 nanometers integral cast piece quantity in the first quarter began to gradually enlarge, but as a result of 21 new products customer validation phase, has not been substantial contribution to revenue.
Meguiar's group in the fourth quarter of last year, a sharp turn into 20 nanometers, standard memory and server memory validation is roughly finished, only production yield is still being promoted, cost reduction effect is limited.
, bernanke is benefiting from 30 nm miniature technology increase, increase output, lift the revenue was flat with last quarter, gross margin was 32.7%, the performance in the global DRAM factory bright eye.
Crystal technology as a whole, first quarter 88000 pills, from last year in the fourth quarter of 84000 increased slightly, at the same time also let a small increase revenue.
, winbond long-term cultivated automotive electronics applications, revenue is still small growth, is expected in 2017 production of independent research and development of nano technology, is expected to get rid of the dilemma in recent years, no new technology available.
