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keyword:Mark Liu33 result(s)

Press Releases
Three Major Server DRAM Suppliers Score 10.3% Revenue Growth in 1Q18 due to Tight Supplies, Says TrendForce



Despite the recent adjustments of product mix by suppliers, the supply of server DRAM remained tight in 1Q18, thus resulting in high average selling prices Consequently, the total revenue of the three major server DRAM suppliers rose by 103% sequentially in 1Q18 to US$6975 billion, according to DRAMeXchange, a research division of TrendForce According to Mark Liu, senior analyst at DRAMeXchange, it is noteworthy that even with the influx of orders from data centers, the average share of advanced processes of server DRAM has remained low, as Samsung is the only supplier in the industry to have successfully expanded the share of its 18 nm technology in 2018 The migration of SK Hynix and Micron to the 18 nm and 17 nm manufacturing processes, respectively, have been constrained by their limited yield rates in Q1 Overall speaking, server DRAM supply is likely to witness an improvement in 2H18, following the inauguration of some new capacities and adjustments in product mix which will lead to higher product penetration rates With the average content per box of server DRAM increasing along with the higher penetration rates of Intel’s Purley platform, the utilization rates of high-density and high-transmission server modules, such as DDR4 32 GB RDIMM 2666 MHz, picked up significantly in Q1 this year The average margins of the three major DRAM suppliers for server DRAM also rose further Samsung Samsung racked up 446% share on the server DRAM market in Q1, with revenues rising by 65% sequentially to US$3108 billion In terms of product development, the company has been focused on the market penetration rates of products featuring the 18 nm process, which will account for around 70% of its output by the end of this year, up from 50% now Its focus on the advanced 18nm process has allowed it to maintain a massive lead over rivals in the cost structure and margin of server DRAM, as products based on 18 nm technologies enjoy a 20% improvement in cost over 20 nm products In the second half, Samsung’s overall margins will also benefit from the successive launch of new DRAM capacity and continuing strong demand for contract production from data centers SK Hynix SK Hynix staged a brilliant performance in Q1, when the company's overall server DRAM revenues advanced by 132% QoQ to US$2251 billion, due to the large-scale shift of its capacity to server products at the end of last year, and the continuous rise of Server DRAM ASP in Q1 With regard to the company’s capacity planning, the share of SK Hynix’s cutting-edge process is still relatively low despite facing a continuous influx of server orders Its products based on the 18 nm process accounting for a minor share in output, and the 21 nm process is expected to remain the mainstream technology for SK Hynix in the second half of this year Micron With strained supply boosting the sequential growth of server DRAM bit shipments, and larger-scale increases in quotes than Samsung and SK Hynix, Micron racked up US$1616 billion in revenues for server DRAM products in Q1, a growth of 143% QoQ Benefiting from the partial penetration of its 17 nm process and increased output of high-density modules, the overall sales of Micron scored significant improvements, with much of the growth coming from US data centers Products with the 17 nm process is currently unlikely to be mass production until the first half of this year, as some problems remain unsolved

Press Releases
Inspur Will Climb to Third Place in Global Server Shipment Ranking for 1H18, Lenovo May Drop to the Fifth, Says TrendForce


Semiconductors / Consumer Electronics

According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment experienced slight decline in 1Q18, but the demand for CPU, Server DRAM, and other related components remain flat The demand for server will see obvious recovery in 2Q18, and global server shipment will grow by nearly 10% compared with 1Q18 For 1H18, Dell EMC, HPE, and Inspur will be the top three server suppliers with shipment market shares of 166%, 15%, and 72% respectively According to Mark Liu, senior analyst at DRAMeXchange, the global server shipment will grow by 489% in 2018 compared with 2017, mainly driven by the surging demand for server from North American companies Enterprise servers contribute to the most of shipments worldwide, while servers used for Hyperscale Internet Data Center account for about 20%-30% of the total shipments On the other hand, with the industrial transformation and the popularization of cloud technology, enterprise servers face increasing challenges and are gradually replaced by data centers More attention will be paid to Platform as a Service (PaaS) DRAMeXchange forecasts that the shipment of servers used for Hyperscale Internet Data Center will have a chance to reach nearly 40% in 2020 Dell, HPE remain the first and second, but new order is emerging among Chinese brands In the ranking of shipment market share, North American companies occupy the top places with outstanding performances Dell EMC and HPE, which rank the first and second, still dominate the market of enterprise server It is worth mentioning that, with the popularization of cloud computing, Dell EMC has taken a place in the global cloud infrastructure market However, HPE, which is more profit-oriented, has stopped selling servers for low-gross-profit Hyperscale Server Infrastructure Huawei's and Inspur's shipment market shares have risen significantly from last year since the Chinese government has been encouraging domestic companies to adopt servers of domestic brands Furthermore, majority of servers used by Chinese telecom industry and large-scale data centers are provided by domestic brands Inspur has also seen steady growth in orders from BAT, telecom operators, and third-party demand As the result, Inspur surpassed Lenovo for the first time, ranking the third In the future, the government and more enterprises will use data centers based on internet or provided by telecom operators, which may bring growth momentum to Chinese server manufacturers

Press Releases
Server DRAM Prices Will Continue to Rise as Server Demand from China Boosts in 2Q18, Says TrendForce



According to the latest data of DRAMeXchange, a division of TrendForce, the top three Server DRAM suppliers are progressing towards the specification of 32GB RDIMM, and the 1Q18 quotes offered by Server DRAM suppliers will grow by only 4% compared with 4Q17 in order to ensure sales by favorable prices In 2Q18, as domestic server demand from China rises, the server DRAM prices will continue to rise, says DRAMeXchange According to Mark Liu, senior analyst at DRAMeXchange, the annual global server shipment will keep single-digit growth this year Particularly, the growth in Chinese market in 2Q18 will reach an outstanding 20% On Server DRAM supply side, suppliers offer favorable contract prices in response to transition into new platform and high-density modules, dampening the price rise Top three DRAM suppliers will flexibly adjust their product mixes, and put 16Gb mono die into mass production in 2H18 In addition, Liu also analyzes the conditions of supply chain and points out that cloud computing and cloud storage are the focus of market in recent years On the one hand, the server industry has benefited from the popularity of smart end-devices; on the other hand, enterprise servers are growing cloud and drive the demand for network services, becoming the key growth momentum of server market Due to the increasing demand for Server DRAM and data centers worldwide, the top three DRAM suppliers will increase the proportion of advanced processes in overall output in 2H18, which will improve cost structure and high-density module's adoption rate At present, the Korean DRAM manufacturers plan to produce high-density 16Gb mono die in the third quarter, with the goal to effectively increase the penetration rate of modules with density above 64GB In 2H18, the mainstream process of Server DRAM will gradually shift to 17nm and 18nm node The increasing proportion of high-density chips and improvement in cost structure will accelerate the speed of transition into high-density modules

Press Releases
Rising Demand from Data Centers Pushed Up 4Q17 Server DRAM Revenue by 13.9% QoQ, Says TrendForce



The total server DRAM revenue of the top three DRAM suppliers (Samsung, SK Hynix, and Micron) rose by 139% QoQ in 4Q17 on the back of rising average selling price (ASP), reports DRAMeXchange, a division of TrendForce The supply of server DRAM has not kept pace with the demand even as suppliers have assigned more capacity to their server product lines Furthermore, the data center projects in North America have been contributing to the strong demand growth DRAMeXchange analyst Mark Liu points out that tight supply will persist in the server DRAM market during 1Q18 as server shipments continue to show strength Quotes of server DRAM modules are also expected to remain high Samsung Samsung’s server DRAM business had a stellar performance in 4Q17 due to the demand generated by data center projects and the growing demand for high-density modules Compared with 3Q17, Samsung’s server DRAM bit shipments went up by 8% The supplier also saw higher ASP Revenue-wise, Samsung posted a 145% QoQ increase for 4Q17 to US$2919 billion Its market share was around 462% Currently, Samsung has been adjusting shipment fulfillment rates of orders from OEMs and ODMs This maneuver can help satisfy the demand of major clients while increasing the profit  SK Hynix SK Hynix has allocated more resources to the production of server DRAM as to capture more opportunities in North America’s data center market, the share of server DRAM in its product mix has grown by more than 30% in 4Q17 At the same time, the transition to the new server processor platform drives the sales of SK Hynix’s high-density modules, and resulted in a sizable 109% QoQ increase in revenue, totaling US$1988 billion in 4Q17 The supplier’s operating margin also improved substantially compared with 3Q17 Because the demand for server DRAM is still at a high level entering 2018, SK Hynix is expected to raise the output share of its server DRAM products on a quarterly basis SK Hynix this year will also focus on transition to the 18nm process and on increasing the penetration rate of 18nm products Micron Micron has benefitted from rising prices as well as cost savings from the shrinking of processing nodes It also saw notable increases in both ASP and bit shipments for server DRAM between 3Q17 and 4Q17 The supplier’s 4Q17 server DRAM revenue advanced by 172% QoQ to US$1414 billion, amounting to a market share of 224% On the other hand, Micron has kept the share of server products in its total DRAM output at the near 30% level The supplier’s profitability in this application market will therefore depend on continuing rise of the ASP

Press Releases
​Server DRAM Prices Keep Climbing, as Internet Data Centers from North America Drive the Demand, Says TrendForce



According to the latest report of DRAMeXchange, a division of TrendForce, the price of server DRAM will continue to rise as the supply remains tight in 1Q18 Meanwhile, previous 2133MHz products will be overtaken by higher clock rate (2666MHz and 2400MHz) production, so high-bandwidth server modules will become the mainstream products The server DRAM market has seen tight supply since 3Q17 due to the construction projects initiated by IDCs (Internet data centers) from North America The demand has soared beyond expectation, leading to a price hike In 1H18, DRAM makers could be conservative in production capacity plan, so the new production capacity will not be available until 2H18, resulting in tight supply and continuing price soar, at least in the first half of this year, according to TrendForce’s estimation As for the quotes, the prices of DDR4 32GB RDIMM have been negotiated at US$300 except for those based on long-term agreement DRAM module quotes that will be offered to second-tier server ODMs (customers) will be averaging around US$310, a quarterly 3-5% growth compared with 4Q17 Server DRAM manufacturing technology advances to 1xnm, Samsung will take the lead in wafer capacity Major server DRAM makers have been improving the manufacturing technology Samsung will expand the wafer capacity of its 18nm process this year, while SK Hynix and Micron will both focus on 17nm and 18nm process, increasing the portion of high-density server modules in their production In terms of competition strategies, Samsung’s major plan for DRAM production in 1Q18 is to expand its wafer input in 18nm process, which will account for over 50% of the company’s total capacity, allowing Samsung to take the lead among its peers Meanwhile, SK Hynix and Micron will focus on raising the yield rates and planning the production more efficiently For both SK Hynix and Micron, the 1xnm process will account for around 30% of their production capacity respectively Furthermore, most server makers have been testing the sample products of advanced process sent by DRAM suppliers DRAMeXchange forecasts the production of 17/18nm process to increase in 2Q18 Efforts from these major suppliers will accelerate the market penetration of high-density server DRAM modules like 32GB DDR4 2666Mhz RDIMM, and the penetration of products of 17/18nm process will probably come to 40% by the end of this year

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