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keyword:Ken Kuo14 result(s)

Press Releases
TrendForce: Kingston Technology Leads the DRAM Module Industry in 2013; Micron Group treading near ADATA and Ramaxel

2014/07/18

Semiconductors

2013 PC DRAM global module market revenues arrived at US$ 73 billion, a 32% YoY increase from 2012’s $US 55 billion, according to DRAMeXchange, the memory and storage research division of TrendForce The main factors leading to the revenue growth included price increases for PC DRAM, increased spot market demand, and the rising proportion of contract market transactions  The top ten module manufacturers accounted for nearly 88% of the entire market's revenue in 2013, with Kingston Technology maintaining its usual leading position within the industry ADATA Technology and Ramaxel, which ended up in second and third place, respectively, showed respective revenue growth of 116% and 37% As the module manufacturers’ operations are becoming increasingly diverse, the ranking for 2013 is based solely on their annual DRAM revenue  2013 was definitely a strong year for the entire DRAM industry as far as price growth is concerned, pointed out DRAMeXchange The DRAM market’s transformation into an oligopoly has enabled the market’s supply and demand to be more tightly regulated, while the top tier DRAM manufacturers’ decision to transition to Mobile DRAM following the increased sales of smartphones and tablets caused PC DRAM supply to tighten The DDR3 4Gb contract prices, as a result of the restricted PC DRAM supplies, rose from a low of US$ 184 to US$ 394, a 114% increase The spot market price for DDR3 4Gb, on the other hand, rose approximately 88% to US$ 427 thanks to the DRAM manufacturers’ decision to prioritize supplies for PC-OEM clients in 2013 At present, the difference between the contract and spot prices is still around 20% Though uncommon in the industry, the simultaneous contract and spot price growth has provided a notable boost to the module manufacturers’ annual revenues  As before, Kingston Technology is able to secure the top position in the 2013 module industry thanks to its success in the contract and spot markets In recent periods, the eMCP product lines developed by the company’s subsidiary, KSI, has enabled it to increase its revenues in the China market, and in turn encouraged it to set its target on the first tier manufacturers’ supply chains ADATA, which finished in the second place, managed to increase its revenues by a hefty 116% in 2013 and was able to retain a leading position in Taiwan's module memory market due to its low cost inventory and flexible business strategies Benefiting from the product orders from domestic clients such as Lenovo and the strong sales momentum in foreign markets, Ramaxel ended in third place in 2013, and saw its revenues grow by 37% Thanks to the consistently stable supplies from its parent company, Micron, Crucial Technology (whose official name is set to be changed to Micron Consumer Products Group in the future), ended up in the fourth place Transcend rose from the eighth to fifth spot this year due to the major growth in the sales of its industry memory products  Figure-1 2013 Global Module Manufacturer Revenue Ranking   

Press Releases
TrendForce: Q3 DRAM Contract Prices to Show 5-10% Growth with Decline in PC DRAM Supplies

2014/06/12

Semiconductors

PC DRAM supplies for the second half of the year have begun to tighten due to the major DRAM suppliers' continuous transition from PC DRAM to Mobile DRAM, the relatively low 25nm yield rates experienced by some of the DRAM manufacturers, and the delays with the 20nm process migrations, according to DRAMeXchange, the memory and storage research division of TrendForce With their inventories remaining at relatively low levels, the PC OEMs have begun to rely on both the original DRAM suppliers and memory module manufacturers for their chip supplies The PC OEMs purchase strategy adjustments are among the major industry developments that will potentially boost the DRAM contract prices in the third quarter At the moment, the 4GB spot prices are still quoted at approximately US$36, which is nearly 20% higher than the average contract price of $US305 spotted in May Given the continuously shrinking gap between the DRAM industry’s contract and spot prices, it is projected that the former will rise by as much as 5-10% in the third quarter The continuously rising prices of PC DRAM in the recent periods is largely attributable to the suppliers' decision to lower its output With the focus of the DRAM market now shifting towards the supply side, the manufacturer’s production strategies have become a more critical factor in influencing the industry's price movements Samsung's strategies at the moment are focused on increasing its hold on the different DRAM product categories as well as furthering its market share in the industry Even though the company's Galaxy S5 did not sell as well as expected, the fact that the Galaxy Note 4 is nearing a release in the second half of the year is indication that the company will continue to maintain its Mobile DRAM wafer productions at a steady level With the demands for the company's server DRAM and graphic DRAM product lines turning out to be relatively decent and Samsung apparently insistent on sticking with its latest product mix strategy, it does not appear the company's PC DRAM product line will be expanded any further in the coming periods As for the other DRAM manufacturers, SK Hynix is currently unlikely to increase its supplies in the short term given the difficulties it experienced in raising its production yield rate following last year’s fire accident and the company's plans to leap towards 25nm technology only during the second half of the year The company's PC DRAM production will remain tight as it continues to raise its mobile DRAM output throughout the course of 2014 Due to the production related adjustments implemented at the New Micron Group's various manufacturing facilities, including its Singapore Tech plant's full transition from DRAM to NAND Flash, the Hiroshima plant's increased focus on Mobile DRAM, and the increased server DRAM production from Inotera and Rexchip, the the new Micron group's PC DRAM output proportion has yet to show any noticeable signs of growth this year While PC DRAM remains the most profitable product category in the DRAM industry, under strategic considerations, various DRAM manufacturers are deciding against expanding their PC DRAM production Based on their prediction of future demand, some have opted instead to increase their focus on producing Mobile DRAM and Server DRAM With PC DRAM's output continuing to be regulated, both the product's price and profit margins are expected to grow considerably in the future For the entire year, the DRAM market will continue to show respectable growth, with industry value anticipated to reach another record high

Press Releases
DRAM Industry Value Nearing US$ 10 Billion in 1Q14, says TrendForce

2014/05/13

Semiconductors

The DRAM market became highly profitable last year after transforming into an oligopoly, according to DRAMeXchange, the memory and storage research division of TrendForce The entire Q1 industry value grew 2% QoQ to reaching new heights at US$ 994 Billion SK Hynix, one of the industry's largest DRAM manufacturers, managed to show a highly noteworthy performance following its recovery from last year's fire accident with operating margin growth jumping from 29% to 36% As other DRAM manufacturers display similarly impressive performances this year, 2014 is considered an optimal for the entire DRAM industry, TrendForce predicts that the total DRAM industry value will grow 30% YoY to approximately US$ 45 Billion DRAM Manufacturer Highlights Samsung: Samsung is known to be the earliest company in the industry to migrate towards 25nm manufacturing technology and is currently expected to raise its 25nm production yield to over 50% for 1H 2014 Mass production involving the Korean company's next generation 23nm and 21nm technologies are anticipated to occur at some point during 2H 2014 Although the industry’s average price decline has caused Samsung’s revenues to drop by 7% QoQ during 1Q14, the Korean giant’s overall profit growth has remained relatively strong due to its effective cost structure For the entire 1Q14, Samsung’s DRAM profits rose by approximately 21% QoQ  SK Hynix: due to its Wuxi Plant's full recovery, the successful transition made from 38nm to 29nm technology, and the low base period in the fourth quarter, SK Hynix's Q1 revenues and profits jumped by 21% QoQ and 28% QoQ, respectively The company is currently producing 25nm wafers on a large scale, and is expected to gradually raise their proportion throughout the second half of 2014  Micron: the New Micron Group is continuing to maintain a steady presence in the DRAM market Although its revenues remain relatively unchanged from the previous quarters, the company was able to improve its Q1 profits by an impressive 21% QoQ with its optimized product mix The majority of Micron's products are currently still manufactured using the 30nm manufacturing process In 2H 2014, the former Elpida fab will begin to make a massive transition towards 25nm technology, whereas the original Micron facilities are expected to begin testing the 20nm process during 4Q 2014 The mass production for the 20nm products is expected to begin at some point during 1H 2015 In the upcoming periods, the New Micron Group will be expected to place the majority of its focus on Mobile DRAM and Server DRAM products, both with greater profitability  Nanya: despite shifting its main focus to Specialty DRAM, Nanya was able to reserve a good portion of its production capacity for PC DRAM, and managed to perform relatively well during 1Q 2014 Even though the company's Q1 revenues dropped 8% compared with the previous quarter, its overall profits still grew significantly by 34% QoQ Winbond: benefiting from the impressive sales of Specialty DRAM and small density Mobile DRAM, Winbond saw its revenues jump by an estimated 62% QoQ Revenue growth for Mobile DRAM, in particular, was approximately 17%, whereas Specialty DRAM's revenue growth also reached 6% In 2014, Winbond will be expected to continue raising its capital expenditures as more and more opportunities arise within the market Other than focusing on increasing wafer output to 40K, the company will be making an effort to migrate towards the 46nm manufacturing process With lowered manufacturing costs, the company has a good chance of raising its profits by as much as 25% this year Powerchip: Powerchip's DRAM revenues grew 42% from the previous quarter, partly due to moving an immersion scanner to the P1+P2 plants that are intended for PC DRAM production In the future, Powerchip will continue to adjust its OEM and PC DRAM output based on the condition in the market

Press Releases
PC Market Surpasses Expectations in 2Q14, DRAM Industry to Improve under Upcoming Peak Quarters

2014/05/05

Semiconductors

The DRAM market’s transactions have become sluggish starting from 2014, according to DRAMeXchange, memory and storage research division of TrendForce The spot market vendors and module suppliers' relatively low inventories, DRAM manufacturers' gradual transition from PC DRAM to Mobile DRAM, and market shortages are all key factors affecting the spot market price movements DDR3 4Gb chip prices rose 79% from US$ 367 on April 14th, 2014, to US$ 396 on May 2nd, 2014 With soaring spot market prices, the entire contract price movements became relatively stable during 2H'April, and average contract prices remaining unchanged at around US$ 305 Looking at the industry movements, in 2013 Samsung started to place the majority of its focus on producing Mobile DRAM, and targeted its PC DRAM products mainly towards the PC OEM clients SK Hynix, meanwhile, made similar efforts to raise Mobile DRAM output while lowering its entire PC DRAM production Moreover, Micron's Singapore plant is making a full transition towards NAND Flash products, whereas its Taiwanese subsidiary, Rexchip, recently took steps to increase its Mobile DRAM production With future contract prices unlikely to drop easily following the major DRAM manufacturers' output adjustments, DRAM prices in general have a chance of being maintained at approximately US$ 30 during 2H'14 With regard to the PC market, Notebook shipments are currently performing better than expected due to the official termination of Windows XP support and Microsoft's promise to subsidize XP users switching to new computers By the end of the second quarter, worldwide Notebook shipments are anticipated to grow 34% QoQ, whereas shipments of the eight largest branded PC-OEMs are expected to rise by as high as 73% In the coming periods, many PC OEMs will continue to look for new areas to expand in as opportunities arise in the PC markets; Samsung and Acer, for instance, are already making notable efforts to release Chromebooks, touting low cost and cloud based features, which are intended for the business and education industries As the interest in these devices begins creating additional demand outside of the typical Notebook market, the overall DRAM industry can be expected to face another potential shortage in the future The typically intense price competitions in the DRAM market will no longer emerge as the industry structure develop into an oligopoly Despite standard PC DRAM being the most profitable DRAM product in the industry, Mobile DRAM and Server DRAM are expected to undergo shipment and profit-related improvements under strong market demands The DRAM market is projected to carry on last year’s high growth trends, and create another wave of total market value milestone

Press Releases
2H’March Average Contract Prices Fall 1.56%, According to TrendForce

2014/04/01

Semiconductors

The DRAM contract price for March continued to show a slight drop due to the effects of the traditional off-peak quarter, according to DRAMeXchange, a research division of TrendForce The average agreed price arrived at approximately $US 315, which is a 156% decrease compared to the second half of February Looking at the market, as the majority of the clients have already taken steps to settle on a quarter-based, lock-in contract price during the first quarter of this year, there are only a few clients left --as of March-- who have yet to negotiate on a lock-in deal On the whole, though, it appears that the DRAM contract prices will continue to remain on a slight downtrend Notably, under the market's current oligopoly structure, the frequency with which the contract price negotiations are taking place is gradually beginning to drop When the market officially transformed into an oligopoly following Micron's Elpida acquisition and the withdrawal of several Taiwanese DRAM manufacturers from the market, the tendency of manufacturers to engage in aggressive pricing competitions fell, and an increasing number of DRAM makers began to prioritize securing long term agreements with PC-OEM clients The rate at which the contract prices are being negotiated has dropped from once every two weeks to either once per month or once every quarter Even though the prices are continuing to be revised downwards due to the aforementioned market situations, the DRAM industry, on the whole, is still relatively profitable Product Mix Adjustments Key to Profiting if 2014 Wafer Capacity Remains Unchanged Based on the overall number of wafers produced, it appears that the DRAM industry has not implemented any official capacity expansions in three years The annual growth, for the most part, is the result of the technological migrations Looking at the demand side, with this year's total PC shipments likely to be approximately 0% and weak compared to those of smartphones and tablets, and with the demand for server products rising noticeably following the growing popularity of cloud services, the DRAM product that is expected to show the most shipments this year is likely to be Mobile DRAM rather than PC DRAM The product adjustments implemented by DRAM manufacturers following the shifting dynamics on the supply end will be expected to gradually affect their overall profitability In 2014, Samsung shifted its focus towards profit-oriented strategies, and was able to generate the most profit from its PC DRAM product (using its existing price); The shipment performance of its Galaxy series and the company's current discussion with major clients will determine the type of adjustments that may be implemented for its Mobile DRAM product line With regard to SK Hynix, as the company is hoping to adjust the product ratio of its PC and Mobile DRAM in a way that allows them to be balanced, the company's PC DRAM output proportion is unlikely to end up reaching 40% like it did last year, and the company will likely release its LPDDR3 8Gb chip as early as the second half of 2014 Micron is currently focusing on the possibility of Apple adopting LPDDR3 for all of its future Notebooks, and has raised the wafer start capacity at its Taiwan subsidiary (formerly Rexchip) as a means to handle 2H'14 demand Under the DRAM industry's oligopoly structure, long term partnerships will soon replace the fierce pricing competitions that traditionally characterize the industry, and may lead to a new kind of interaction between DRAM manufacturers and PC OEMs

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