Wednesday, February 14, 2018
Output value for the global DRAM memory industry will increase more than 30% to US$96 billion in 2018, following a robust 76% surge, according to DRAMeXchange.
The industry output value for the fourth quarter of 2017 climbed 14.2% sequentially to nearly US$21.9 billion, driven by a seasonal pickup in demand for smartphones and rising mobile DRAM prices, said DRAMeXchange.
DRAM contract quotes for the first quarter of 2018 will continue their upward trend, DRAMeXchange indicated. Mobile DRAM prices will increase around 3% on quarter, though smartphone sales have started to slow down. Meanwhile, PC DRAM prices are expected to rise about 5% sequentially while prices of server-use memory will see a 3-5% rally.
Major DRAM vendors including Samsung Electronics, SK Hynix and Micron Technology will continue to benefit from continued growth in the memory prices, as well as lower manufacturing costs through process technology advancements, in the first quarter of 2018, according to DRAMeXchange.
Industry leader Samsung saw its DRAM revenues grow 14.5% sequentially to US$10.1 billion in the fourth quarter of 2017, while second-ranked SK Hynix' DRAM revenues climbed 14.1% on quarter to US$6.3 billion. Samsung and SK Hynix took a combined 74.7% share of the global DRAM market in the fourth quarter.
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