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Samsung, Micron defy DRAM market slump

Posted: 29 Nov 2011 ?? ?Print Version ?Bookmark and Share

Keywords:DRAM market? shipment? market share?

The DRAM market has seen better days. But for Samsung Electronics Co. Ltd and Micron Technology Inc., the recent quarter couldn't have been better. This is according to IHS Inc.'s recent report that also revealed the DRAM market suffering from a revenue drop of 15.8 percent to $6.8 billion.

Overall, the top eight players accounted for 97.6 percent of the DRAM market in Q3!up very slightly from the 97.4 percent in Q2. Revenue within the elite circle, however, dipped to $6.6 billion, down 18.5 percent from $8 billion in the earlier quarter.

DRAM market

Samsung widened its share by 3.5 percentage points to gain 45 percent in Q3, corresponding to revenue of $3.1 billion out of the market's total of $6.8 billion. Samsung grew shipments nine percent, while the drop in its average selling price (ASP) of nearly 17 percent was below the market's pace of 26 percent.

Micron saw its share of market increase to 12.1 percent, up from 10.6 percent, on revenue of $821 million. Micron's gain put it within a hair's breadth of third-place Elpida Memory Inc. that saw its share decline to 12.1 percent, down from 14.6 percent, on revenue of $823 million. Elpida shipments were up 16 percent in Q3, but its ASP plummeted a steep 39 percent. The rising yen also made the Elpida manufacturing facility in Japan look relatively expensive compared to production sites outside of Japan.

Second-place Hynix Semiconductor Inc. suffered market loss in Q3. With revenue of $1.5 billion, Hynix had 21.5 percent share, down from $23.4 percent. The company's ASP fell faster than the industry average, sinking 29 percent during the period.

Another loser was fifth-place Nanya Technology Corp., down to 3.6 percent market share from 4.7 percent!a significant drop largely driven by the supplier's relatively weak ASP that fell 32 percent. Nanya's shipment growth at seven percent also was slightly lower than the industry average of 13 percent. Nanya continues to be heavily exposed to the commodity market and will find the next few quarters an uphill climb, especially as the commodity market is forecast to remain in a slightly oversupplied position.

No other manufacturer is likely to see its market share increase significantly next year, and the exit of a player!through either bankruptcy or consolidation!is very likely the only factor with the potential to redraw the DRAM landscape, added IHS.





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