© sergey pesterev dreamstime.com Business | May 13, 2013
Commodity DRAM price rebound
With commodity DRAM prices on the rise, contract price for mainstream DDR3 4 GB modules has increased from US$17.25 at the beginning of the first quarter to US$23.5 at the end of March, a 36.2% increase.
As a result, DRAM industry revenue for the first quarter of 2013 remains on par with the previous quarter’s figures, a rare occurrence in the traditionally weak first quarter. Not all DRAM suppliers have seen the same gains, as some produce more commodity DRAM than others; SK Hynix and Micron have benefited the most from the uptrend. As DRAM industry restructuring continues, prices are expected to continue supporting revenue growth in the second quarter. Looking at TrendForce’s global DRAM brand manufacturer revenue ranking, Korean makers Samsung and SK Hynix’s combined market share represents 64.3% of the market, 3% less than in the previous quarter. Samsung’s DRAM revenue saw a 10% quarterly decrease; as its commodity DRAM production has been reduced to less than 20% of total supply, the supplier did not benefit as much from the price rebound. However, since Samsung’s mobile DRAM output exceeds 40% and mobile DRAM is the most profitable of all memory products, Samsung’s first quarter margins were strong despite the revenue decrease. As for SK Hynix, the supplier slowed ramping of mobile DRAM production partly due to the fact that Apple’s shipments were weaker than expected; with SK Hynix’s commodity DRAM output at 42% of total production, the supplier was able to maintain 5.7% revenue QoQ growth in the first quarter. U.S. manufacturer Micron experienced the highest revenue growth for the quarter, 23.8%, due in large part to the addition of Inotera’s capacity to the Micron group. As for Japanese supplier Elpida, revenue growth amounted to 11% in the first quarter based on calculations in yen, but due to currency depreciation, conversion to U.S. dollars results in a 2.3% decrease in revenue. As for Taiwanese suppliers, although Nanya has officially shifted its business focus to specialty DRAM, the maker still had commodity DRAM in production during the first quarter. While the manufacturer has turned to foundry business, its capacity remains fully loaded, and commodity DRAM inventory contributed to a 9.3% revenue increase. Powerchip has transitioned to foundry work as well; since the manufacturer reduced commodity DRAM production in the fourth quarter, revenue decreased significantly. As a result of the low base period, Powerchip experienced 62% growth after resuming commodity DRAM production in the first quarter. Winbond remains focused on specialty memory sales while it slowly increases the proportion of mobile DRAM production. In addition to manufacturing Pseudo DRAM, Winbond has also begun volume production of low-density LPDDR1 products, resulting in a slight 0.5% QoQ climb in revenue. In summary, DRAM manufacturers’ revenue is strongly affected by commodity DRAM prices; in the first quarter of 2013, commodity DRAM fared well, resulting in revenue growth for most memory makers.
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