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Micron catches Hynix in Gartner 3Q04 DRAM ranking

Posted: 17 Nov 2004 ?? ?Print Version ?Bookmark and Share

Keywords:hynix semiconductor? micron technology? dram?

Hynix Semiconductor Inc. and Micron Technology Inc. tied for second place in the worldwide DRAM rankings in a flat third quarter, according to market research firm Gartner Inc. Worldwide DRAM revenues grew only 0.2 percent from the previous quarter, to $6.9 billion, but the sequentially flat quarter was 39.7 percent up on 3Q03, when revenue stood at $4.9 billion, the firm said.

It was a quarter of mixed fortunes for the top five vendors with some registering strong growth while others saw revenues declining in the quarter.

"Samsung strengthened its position as the world's leading DRAM vendor capturing 31 percent of the market's revenue, up from 30 percent in 2Q04," said Andrew Norwood, principal analyst for Gartner's semiconductor research group, in a statement. "In the last two quarters, Samsung has retaken some of the market share it lost in 2003 and early 2004, when it focused on producing more profitable NAND flash memory," Norwood added.

Micron and Hynix tied for second place with sales of just over $1 billion, a bounce back by Micron after Hynix pushed Micron into third place in the second quarter.

"Hynix's DRAM revenue fell by 9 percent, as the vendor was hit by big declines in the ASPs of low-density parts which make up 18 percent of the company's bit shipments in the quarter," commented Norwood. Micron on the other hand saw its revenue grow by 2 percent, slightly above the industry average.

Elpida Memory put in the best performance of any vendor in 3Q04, its revenue increased by 17 percent, to $455 million.

Outside of the top five Powerchip Semiconductor's own-brand revenue rose by 16 percent to $325 million in 3Q04, allowing it to overtake Nanya for the first time.

- Silicon Strategies

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