Today, TrendForce’s semiconductor research center (DRAMeXchange) announced the latest ranking of global DRAM manufacturers’ own-brand memory revenue.
Judging from the revenue performance in the fourth quarter of 2019, except for SK Hynix and Micron, the revenue of other memory factories has declined to varying degrees.
Samsung still ranked first, but due to slightly lower server-side shipment growth than its peers, sales of bit shipments only increased by 2-3%. Coupled with the decline in quotations, revenue declined by 5% to US$6.76 billion.
SK hynix’s sales bit growth reached about 8%, and despite the decline in quotations, revenue in the fourth quarter came to US$4.54 billion, an increase of 2.9% from the previous quarter.
Micron’s bit shipments grew nearly 10 percent, with revenue of $3.47 billion, up 2.1 percent from the previous quarter.
As for Taiwan-based manufacturers, Nanya Technology’s shipments declined in the fourth quarter due to a higher base period in the third quarter of 2019. Coupled with the decline in quotations, its revenue decreased by 9.3% compared with the previous quarter.
In the fourth quarter, Winbond’s 25nm new product shipments were not as expected and affected by the decline in quotations, DRAM revenue declined by 9.8%.
As for Powerchip Technology, due to the strong demand from image sensor customers in the fourth quarter, it was compressed to DRAM output, which resulted in a decrease of about 20% in revenue (revenue calculation mainly included standard DRAM products produced by Powerchip itself, excluding DRAM foundry business).
Of course, this is the debt owed by the 2019 memory price reduction. 2020 is about to usher in another bull market. According to the analysis of the report, DRAM contract prices entered a rising cycle in the first quarter, officially ending the recession.
Previously, UBS analysts also predicted that the memory price increase will continue for at least 7 quarters, until the Q4 quarter of next year.
Of course, how the memory will go this year depends on the actual market supply and demand, so let’s wait and see.
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