Q109 Revenue of WW DRAM Industry Declined 22.3%, say DRAMeXchange

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2009-05-12 08:48

Taipei--(뉴스와이어)--For WW own brand, the Korean vendor's share accounts for 50.1% (exclude others) and its leader position remained unchallenged in Q1. Taiwanese vendors' share slightly increase to 13.6% from 11.8% due to the production adjustment by PSC, Nanya and Winbond. The rest market share are occupied by Japanese vendors (15.8%) and American ones (15.7%).

According to DRAMeXchange, due to DDR2 1Gb contract quarterly average price dropped around 25% in Q109, the Q109 DRAM revenue decreased 22.3% QoQ. Despite the declining contract price, Samsung and Hynix output cut down by 7.7% and 8.6%, revenue shrunk by 16.1% and 16.3 % respectively. Samsung and Hynix proved a market share growth (26.5% and 22.3%). Samsung still ranks No.1 followed by Hynix, resulting from the outperformed operation in first quarter.

For the different accounting periods (Q1 for Micron is Dec. Jan. and Feb.), Micron demonstrated the greater market share drop to 15.2% from 16.9% in Q4 with 35% contract price decline in last period (Q4 for Micron is Sep. , Oct. and Nov.). In March, Elpida started to receive all output production from Rexchip with the OEM shipment termination from PSC and revised capacity cut from Japan facility, the total production has descended in Q1. The Q1 revenue is down 24.5 % QoQ compared with Q408. Qimonda filed bankruptcy in corporate restructuring process in Q1. The termination of OEM outsourcing from Inotera and Winbond and shut down the U.S. facility has resulted in the huge market share drop. Market share in Q1 is merely 4.7%.

As for Taiwanese vendors, PSC announced USD 115M in Q109 with -32% QoQ. Instead of contract manufacturing for Elpida, the capacity was used for own brand products. Thus, the own brand market share suprisingly grew to 17.4%. Winbond announced USD 92M in Q1 with -20% QoQ. Despite of revenue decline, Winbond's own brand market share increased 9.6% because of the output translation to own brand products since Qimonda filed bankruptcy. With the contract price decline, Nanya's revenue merely shrunk 3.7% QoQ due to the raising portion in spot market and effect of 2-weeks-degree inventory clearance. Due to the Qimonda's bankruptcy and revenue declining 55% in Q1, Nanya jumped to No.5 place in terms of brand-owned revenues.

Korean vendors accounts for 48.8% in terms of DRAM chip production market share and own brand revenue are consistent with production revenue now since Hynix stopped outsourcing from financial struggling ProMos in Q1. Taiwanese vendors used to have larger portion of OEM and this situation has changed dramatically in Q1. Except for ProMos' case, PSC stopped OEM shipment to Elpida while Winbond and Inotera stopped the OEM shipment due to the Qimonda bankruptcy. The market share has dropped to 19.2% from 23.2 % because of the capacity cut. Micron's share slightly decreased to 15.3% while Elpida's increased to 12.1%

For the WW own brand, the Korean vendor's share accounts for 50.1% (exclude others) and its leader position remained unchallenged inQ1. Taiwanese vendors' share slightly increase to 13.6% from 11.8% due to the production adjustment by PSC, Nanya and Winbond. The rest market share are occupied by Japanese vendors (15.8%) and American ones (15.7%).

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, display and LED research sectors.

In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This includes 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. You can learn more about DRAMeXchange by visiting www.dramexchange.com.

In 2006, DRAMeXchange acquired LCD research institute WitsView to provide insights on the display industry.

In 2007, LEDinside, a subsidiary of DRAMeXchange was launched and has become one of the most popular and distinguished online news and information provider for the LED market.

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