DRAMeXchange: Kingston tops 2007 DRAM sales ranking with a 30% YoY growth

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2008-05-14 16:30

Taipei--(뉴스와이어)--According to DRAMeXchange, DRAM module sales totaled at US$11bn in FY07, with the top five vendors accounted for 46% of the total sales and the top 15 accounted for 72%. Only one of those listed as top-15 vendors did not make the cut for a top-ten spot, and Buffalo of Japan is a first-timer on the top-15 list. The top three vendors remain the same, with Kingston still topping as the number-one vendor and A-Data and Smart Modular Tech. hold the second and third position (though their sales both have declined by about 10% YoY).

DRAMeXchange analysts indicate that among the top-15 vendors, their overall sales still grew by a mild 3.6% YoY in FY07. Sales from those players that are out of the top-15 list have declined by 42% YoY, signifying that their weaker price competitiveness may force them to go out of business if they fail to establish a foothold in niche applications sales.

Top-ten Vendors Snapshot

According to DRAMeXchange, Kingston is the one DRAM module maker that is powerful enough to manage growth during industry downturn. Its sales grew by 28.6% YoY in FY07. Combined sales of the top-two to top-three vendors are still lower than Kingston’s. Its precise pricing strategy and sound inventory management are the two fundamental factors making its achievements possible. Thanks to its competitive pricing strategy in emerging countries, the encouraging market share gain has helped secured its dominant foothold further.

On the other hand, Transcend is the one that achieved strongest sales growth, with its annual sales grew by 36% YoY in FY07. Besides the sufficient capacity backup from its Suzhou operation, its customized sales and marketing strategies in respective regions is also a deciding factor. Sales growth in FY07 is mainly stemmed from emerging regions including Eastern Europe, the Middle East and Russia. Southeast Asia and India are believed to be the two key sales drivers in FY08.

Furthermore, DRAMeXchange analysts indicate that Apacer records its sales up 11% YoY in FY07. In addition to the consistent growth that driven by parent company, Acer, in notebook market, the extending synergy from brand name promotion also helps boosting sales. As of FY07, the company has its sales evenly spited up by DRAM and NAND Flash, in contrast to a 70% sales exposure to DRAM module business in FY06. Apacer currently records satisfactory sales from Eastern Europe and China. Sales target is expected to be placed on emerging markets in FY08.

Buffalo of Japan is a first-timer for the top-15 list in FY07, and it is also the only one Japan based company in the list. The company marks its success by not just eyeing on Japan market but global markets. It has established sales branches all over the world. Built on its superior quality, it grabs more market share in its long-established markets including Europe and the US, as well as Southeast Asia and India.

To sum up, DRAM supply bit growth is expected to be 55% in FY08. As DRAM makers either cut capex or slow down new fab construction, a stabilizing price environment is foreseeable. This implies that DRAM module makers should see less pressure from a volatile pricing environment this year. Also, they are expected to lower risk by growing sales exposure to NAND Flash to pursue for a higher elasticity for better profit.

About DRAMeXchange

DRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 3 major research divisions---DRAMeXchange, WitsView and LEDinside, which cover the DRAM, NAND Flash, PC and display research sectors. You can learn more about DRAMeXchange by visiting www.dramexchange.com. In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This included the current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information.

About LEDinside

LEDinside is a subsidiary division of DRAMeXchange Tech Inc. LEDinside provides LED (light-emitting diode) research to users. LEDinside covers the technology development, market trend, and financial information of the LED industry both on a global and regional basis. Additional information can be found at www.ledinside.com.

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