In the first quarter of the global DRAM industry, the revenue was US$8.3 billion. Although the average price of DRAM contracts fell by 30% from the previous quarter, the total output of DRAM granules in the first quarter increased by approximately 15% from the previous quarter, and the DRAM plants We gradually reduced the proportion of standard DRAMs to high-value-added mobile memory and graphics memory products. In the first quarter, the total revenue of DRAM plants in the first quarter was slightly smaller than that of the fourth quarter of last year by 4%.
From the perspective of the market, since the DRAM plant continued to produce advanced production capacity, the growth rate of the first-quarter bit rate increased by approximately 15% from the previous quarter, but the PC market sales were not as expected, representing nearly 7% compared with the previous quarter. The recession, together with the insignificant growth in the average memory capacity of the PC, caused an oversupply in the DRAM market. The average price of the first quarter DDR32GB contract was US$16.7, a decrease of 30% from the previous quarter's US$23.9, and the average price of DDR31Gb1333MHz particles in the spot market. It also fell 26.7% from the previous quarter to a price of $1.1.
Even though DRAM prices still showed a declining price trend in the first quarter, U.S. and Korean DRAM makers still paid a profitable financial report. Taiwan’s DRAM makers only Winbond can maintain profitability, but the rest are still at a loss. Coupled with the impact of the earthquake, consumer confidence in the overall market was insufficient, and DRAM plants also turned conservative in capital spending this year.
In 2011, DRAM capital expenditure decreased by 36% from $11.76 billion last year to $7.5 billion. However, DRAM manufacturers have not yet stopped the pace of R&D in the process. DRAM makers in South Korea, the US, and Japan are expected to enter the 30nm process into mainstream specifications this year. The DRAM maker also accelerated the 40-nm process conversion. In addition, each company actively adjusted its product portfolio, increased the proportion of memory used in mobile memory and servers, and lowered the output of standard DRAMs, seeking an opportunity for future transformation. Analyzed from the global DRAM factory's own brand memory revenue rankings, Korean manufacturers Samsung (Samsugn) and Hynix still remained the top two global DRAM makers. Samsung’s revenue fell 6.1% during the quarter. The market share of DRAM is still about 40% the same as that of the previous quarter. Due to faster process speeds than other manufacturers, 35nm process output is gradually increasing. It is estimated that 35nm process can account for more than 50% of the total output at the end of the year. The rate is expected to increase further.
Compared with the previous quarter, Hynix's revenue slightly increased by 0.3%, and its market share increased from 21.9% in the previous quarter to 22.9%. The main reason is that Hynix actively reduced the proportion of standard DRAM and upgraded its mobile memory and graphics. As for the memory output ratio, Hynix's DRAM revenue still maintained a slight growth even though the price of DRAM showed a downward trend in the first quarter.
The Japanese company Elpida was also affected by the decline in DRAM prices. The first-quarter revenue decreased by approximately 5.1% compared with the previous quarter, and the market share dropped from 13.6% to 13.5%. Recently, Powerchip officially announced its future production. The standard DRAMs will be delivered to Elpida for sale, and it is expected that they will contribute to Elpida's revenue at the end of the second quarter.
In product planning, Elpida Japan's Hiroshima Plant will focus on mobile memory and foundry business, and will transfer standard DRAM to Regent and Powerchip. As for subsidiary Ruijing, the current yield of the 38nm process trial production is in good condition, and it is expected to introduce mass production at the end of the second quarter and significantly increase cost competitiveness.
For Micron, affected by DRAM prices, although DRAM output increased by about 23% this quarter, DRAM revenue still fell 8.5% from the previous quarter, but market share slipped slightly to 11.4%.
In Taiwanese plants, due to poor market conditions in DRAM market, Nanke's revenue declined by approximately 3.8% in the first quarter, but this quarter's market share remained at the same level of 4.2%, due to Nanke's continuous transition to the foundry in Huaniya in 42nm process. With the increase in output of the Division, sales of bits increased by 20% compared to the previous quarter.
PSC is benefitting from the official mass production of infiltration-type machines. With 45nm process output increasing, revenue is increased by 8.3%. It is considered as the first few manufacturers to grow DRAM plants in the first quarter. In the future, Powerchip will be transformed into a professional. The foundry will fade out its own brand sales and increase the revenue from mobile memory, flash memory, and foundry business. The profitability is expected to increase steadily.
From the perspective of the market, since the DRAM plant continued to produce advanced production capacity, the growth rate of the first-quarter bit rate increased by approximately 15% from the previous quarter, but the PC market sales were not as expected, representing nearly 7% compared with the previous quarter. The recession, together with the insignificant growth in the average memory capacity of the PC, caused an oversupply in the DRAM market. The average price of the first quarter DDR32GB contract was US$16.7, a decrease of 30% from the previous quarter's US$23.9, and the average price of DDR31Gb1333MHz particles in the spot market. It also fell 26.7% from the previous quarter to a price of $1.1.
Even though DRAM prices still showed a declining price trend in the first quarter, U.S. and Korean DRAM makers still paid a profitable financial report. Taiwan’s DRAM makers only Winbond can maintain profitability, but the rest are still at a loss. Coupled with the impact of the earthquake, consumer confidence in the overall market was insufficient, and DRAM plants also turned conservative in capital spending this year.
In 2011, DRAM capital expenditure decreased by 36% from $11.76 billion last year to $7.5 billion. However, DRAM manufacturers have not yet stopped the pace of R&D in the process. DRAM makers in South Korea, the US, and Japan are expected to enter the 30nm process into mainstream specifications this year. The DRAM maker also accelerated the 40-nm process conversion. In addition, each company actively adjusted its product portfolio, increased the proportion of memory used in mobile memory and servers, and lowered the output of standard DRAMs, seeking an opportunity for future transformation. Analyzed from the global DRAM factory's own brand memory revenue rankings, Korean manufacturers Samsung (Samsugn) and Hynix still remained the top two global DRAM makers. Samsung’s revenue fell 6.1% during the quarter. The market share of DRAM is still about 40% the same as that of the previous quarter. Due to faster process speeds than other manufacturers, 35nm process output is gradually increasing. It is estimated that 35nm process can account for more than 50% of the total output at the end of the year. The rate is expected to increase further.
Compared with the previous quarter, Hynix's revenue slightly increased by 0.3%, and its market share increased from 21.9% in the previous quarter to 22.9%. The main reason is that Hynix actively reduced the proportion of standard DRAM and upgraded its mobile memory and graphics. As for the memory output ratio, Hynix's DRAM revenue still maintained a slight growth even though the price of DRAM showed a downward trend in the first quarter.
The Japanese company Elpida was also affected by the decline in DRAM prices. The first-quarter revenue decreased by approximately 5.1% compared with the previous quarter, and the market share dropped from 13.6% to 13.5%. Recently, Powerchip officially announced its future production. The standard DRAMs will be delivered to Elpida for sale, and it is expected that they will contribute to Elpida's revenue at the end of the second quarter.
In product planning, Elpida Japan's Hiroshima Plant will focus on mobile memory and foundry business, and will transfer standard DRAM to Regent and Powerchip. As for subsidiary Ruijing, the current yield of the 38nm process trial production is in good condition, and it is expected to introduce mass production at the end of the second quarter and significantly increase cost competitiveness.
For Micron, affected by DRAM prices, although DRAM output increased by about 23% this quarter, DRAM revenue still fell 8.5% from the previous quarter, but market share slipped slightly to 11.4%.
In Taiwanese plants, due to poor market conditions in DRAM market, Nanke's revenue declined by approximately 3.8% in the first quarter, but this quarter's market share remained at the same level of 4.2%, due to Nanke's continuous transition to the foundry in Huaniya in 42nm process. With the increase in output of the Division, sales of bits increased by 20% compared to the previous quarter.
PSC is benefitting from the official mass production of infiltration-type machines. With 45nm process output increasing, revenue is increased by 8.3%. It is considered as the first few manufacturers to grow DRAM plants in the first quarter. In the future, Powerchip will be transformed into a professional. The foundry will fade out its own brand sales and increase the revenue from mobile memory, flash memory, and foundry business. The profitability is expected to increase steadily.
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