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Surprise movements in Q1 DRAM rankings

Posted: 22 Jun 2010 ?? ?Print Version ?Bookmark and Share

Keywords:DRAM ranking? memory market? DRAM?

South Korea's Samsung Electronics Co. Ltd. and Hynix Semiconductor Inc. together owned more than 50 percent of the fast-expanding DRAM market in Q1, according to the rankings from iSuppli Corp.

The big surprise in the rankings: Taiwan's Powerchip Semiconductor Corp. At one time, Powerchip was on the ropes. But amid the upturn, the company's revenue has increased nearly 60 percent during each of the last three quarters. This caused the company's ranking to rise from sixth place in Q4 09 and from ninth in Q1 09, according to iSuppli.

Powerchip in Q1 10 sold $432 million worth of DRAM, up 80.8 percent from $239 million in Q4 09, and an increase of 1,068 percent from $37 million a year earlier in Q1 09, according to the firm.

In total, DRAM revenue rose by 8.8 percent in Q1 09 compared to Q4 09, and by 178.1 percent from a year earlier.

With 33 percent share, Samsung remained No. 1 position in the market. The company's DRAM revenue in Q1 10 amounted to $3.07 billion, up 10 percent from $2.79 billion in Q4 09, and up 169.3 percent from year-ago revenue of $1.14 billion, according to iSuppli.

In second place was Hynix, with revenue for the same period reaching $2.05 billion, up 8.5 percent from $1.89 billion in Q4 09. The company's revenue for Q1 10 also reflects a 188.7 percent leap from a mere $716 million during the same time a year ago in 2009, according to the firm.

The rest of the Top 5 included Japan-based Elpida Memory Inc., with a 17 percent market share; Micron Technology of the United States, with a 15 percent share; and Powerchip Semiconductor, with a 5 percent market share, according to the firm.

Taiwan's Nanya fell to No. 6 in Q1 10 and had roughly 4 percent market share.

Top 5 Q1 DRAM suppliers (Click on image to enlarge.)

- Mark LaPedus
EE Times





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