DRAMeXchange Predicts DRAM Module Sales Growth at 12% YoY in 2006

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2006-07-18 14:39

Taiwan--(뉴스와이어)--Based on DRAMeXchange’s latest figures, global DRAM module sales reached US$4.92bn during 1Q06. Among the US$4.92bn, US$2.55bn were generated by memory module houses that shipped their modules to retail markets (does not include direct shipments to PC OEMs.) Own-brand modules accounted for as much as 75% of the overall US$2.55bn sales figure.

Sales breakdown by DDR2 and DDR stood at 29.1: 58.2 in 1Q, reflecting that DDRs are still the mainstream product in the retail market. Memory density mainly concentrated at 512MB at a ratio of 55.5%, which outstripped 256MB’s 21.3%. DRAMeXchange observed a growing adoption of the 1GB module on the sideline of density migration.

Among the top-30 memory module makers worldwide, the table below shows that Taiwan memory module makers occupied eight slots out of the top-20 list in 1Q. Kingston, which recorded memory module revenues exceeding US$2bn in 2005; was still the number one leader. Taiwan-based A-DATA performed rather well, where its revenues outpaced the second largest US-based Smart Modular by over US$100mn in 2005, and was ranked number two globally in 1Q06.

In terms of the shipment region, Taiwan was responsible for 23% of global memory module shipments ranking 2nd after the US’s 46.9% share.

DRAMeXchange predicts that the global memory industry bit growth will decline from the higher growth levels witnessed in the previous two years, which may reach only 47.8% YoY in 2006. Although a downturn is projected for the bit growth this year, the rising proportion of both non- commodity DRAM and NAND Flash chips will constrain the price fall of DRAMs in contrast to previous years. This may sustain annual DRAM module sales growth to 12% YoY in 2006.

웹사이트: http://www.DRAMeXchange.com