DRAM revenue at record levels
- Autor:Ella Cai
- Zwolnij na:2017-08-21
DRAM revenue hit a record $16.5 billion in Q2 after increasing 16.9% from Q1, reports TrendForce, with the sharp rise attributable o a declining under-supply allowing customers to replenish inventory.
PC and server DRAM ASP rose 10% in the quarter while mobile DRAM ASP rose 4% as China smartphone vendors reduced orders on lower-than-expected shipments.
“The DRAM market benefitted from the upswing in ASPs and continuing progress in suppliers’ technology migrations,” says DRAMeChange’s Avril Wu, “at the same time, suppliers do not appear to have plans to expand their production capacities in a significant scale between now and the end of the year.”
In the third quarter, the releases of new flagship devices from first-tier smartphone brands, together with the traditional peak sales season, will trigger another wave of mobile demand. DRAM prices in general will stay on an upward trend for the remainder of 2017.
Samsung’s Q2 revenue grew 20.7% sequentially to $7.6 billion for market share of 46.2%
Hynix’s Q2 revenue grew 11.2% to $4.5 billion for a 27.3% market share.
Micron’s Q2 revenue grew 20.2% to $3.6 billion for a 21.6% market share.
Operating margins were: Samsung 59%, Hynix 54%, Micron 44.3%.
Leading nodes are 18nm for Samsung, 21nm for Hynix with 18nm starting at the end of the year, and 17nm for Micron.
PC and server DRAM ASP rose 10% in the quarter while mobile DRAM ASP rose 4% as China smartphone vendors reduced orders on lower-than-expected shipments.
“The DRAM market benefitted from the upswing in ASPs and continuing progress in suppliers’ technology migrations,” says DRAMeChange’s Avril Wu, “at the same time, suppliers do not appear to have plans to expand their production capacities in a significant scale between now and the end of the year.”
In the third quarter, the releases of new flagship devices from first-tier smartphone brands, together with the traditional peak sales season, will trigger another wave of mobile demand. DRAM prices in general will stay on an upward trend for the remainder of 2017.
Samsung’s Q2 revenue grew 20.7% sequentially to $7.6 billion for market share of 46.2%
Hynix’s Q2 revenue grew 11.2% to $4.5 billion for a 27.3% market share.
Micron’s Q2 revenue grew 20.2% to $3.6 billion for a 21.6% market share.
Operating margins were: Samsung 59%, Hynix 54%, Micron 44.3%.
Leading nodes are 18nm for Samsung, 21nm for Hynix with 18nm starting at the end of the year, and 17nm for Micron.
