TrendForce its memory storage business in DRAMeXchange, according to the latest report due to a glut on the market conditions, season 2 DRAM average selling price is declining, the overall average quarter fell by more than 5%, but the basement by huimei 20 and 21 SK hynix nano light output goes well, the drive bit supply growth, season 2 global DRAM total revenue of about $9.1 billion, quarter growth of 6.3%; Samsung, SK hynix, meguiar's big three revenue growth, a plant part, by winbond electric (2344 - TW) revenue quarter increased 3.3% best.

DRAMeXchange research associate model exercise, said the season 2 notebook computers and servers perform as well as other related products delivery kinetic energy of smartphone shipments in China are still strong, synchronous DRAM three companies to adjust product category, continue to turn into action type storage. With strong ready for the peak season demand season 3, DRAMeXchange forecast third quarter global DRAM the growth of the total revenue will be more significant.

Samsung remains a DRAM industry revenue ranked first, revenue quarter growth by about 8.7%, the city accounted for 47.4%; SK season hynix DRAM revenue growth of 4%, the market share of 26.5%, ranking the second; Meguiar's group is still in third place, season revenue growth of 8.8%, the city accounted for 19%.

Is affected by the pressure of the sales price fell, compared with last quarter, samsung business interest rate from 40% to 36%, SK hynix fell to 24% from 18%, meguiar's group is due process to turn into stable gradually, the business profitability by slightly rises of 0.6% - 1.2%.

Samsung 20 nm have stable become the mainstream product line process, as the three major manufacturers of lowest cost, the original order 2016 years to import 18 nm process is under considerations of samsung control output slightly decrease cast slice. Samsung subsequent profit strategy will be to enhance the sales price as the priority, not blindly seeking to reduce costs.

SK hynix 21 nano process has to import about two quarters, the main content is still concentrated in the standard memory. Can be more focus on in the second half of this year to reduce the cost, in order to improve the profit performance. Season 2 micron group 20 nanometers steady improvement in the proportion of output, help to improve the business profit, to continue to reduce the cost in the future. Model exercise, points out that the second half of the year because of DRAM prices, is expected to continue to ascend meguiar group profit performance.

Since the second quarter standard, niche type store down the bottom price, and slow down with the strength of main customers, lead to South Asia division (2408 - TW) revenue quarter decline 12.3%, but with the new factory Fab 3 a North completed, the first half of next year will import process, when the south is expected to further reduce the cost.

Second JiLiJing technology DRAM revenue edged down 6.3%, mainly due to the liquid crystal device (LCD Driver) strong demand, to reduce the proportion of DRAM products.

Winbond electricity 2 revenue growth of 3.3%, slightly in addition to the 46 nm proportion continued ascension, niche, action type of memory is to contribute, winbond electric Fab new factory reserve capacity is scheduled around 16000 C, will be the latest nano process, 38 fastest half into the trial production in the next year.