Tuesday, August 3, 2004
Worldwide revenue for dynamic random-access memory (DRAM) reached US$6.7 billion in the second quarter of 2004, for a 19.8% increase from the first quarter of this year, according to Gartner, Inc.
The first half of 2004 saw DRAM revenue growing 65.9% over the same period of 2003, said Gartner.
Hynix Semiconductor moved into the No. 2 position in the second quarter of 2004 with revenue totaling US$1.1 billion (see Table 1). The last time Hynix held the No. 2 position was in 1999, the year Hyundai Electronics and LG Semicon merged to form Hynix Semiconductor.
"Hynix Semiconductor was one of the leading performers in the second quarter," said Andrew Norwood, principal analyst for Gartner's semiconductor research group. "Hynix's strong presence in the legacy and graphics DRAM segments, which had strong pricing, enabled it to outgrow its rivals Micron and Infineon."
In the second quarter of 2004, the DRAM industry reached its highest revenue total in four years.
"However, we are entering the height of the DRAM boom, and the industry will be heading into a recession during 2005," Norwood said.
"While the DRAM vendors are gaining profits, they are increasing their capital expenditures on new production facilities. These will come online in late 2005 and through 2006, triggering an oversupply-driven downturn."
"Micron Technologies' attempts to diversify its product line away from DRAM and into other areas cost it the No. 2 position. Elpida Memory enjoyed strong revenue growth, thanks to a large rise in bit shipments, allowing the company to take fifth place and pushing Nanya Technology out of the top ranks," Norwood said.
Table 1: 2Q 2004 Top 5 DRAM Vendor Market Share Preliminary data released by Gartner, Inc
Millions of U.S. Dollars
| Company |
2Q04
Revenue |
2Q04
Market Share |
1Q04
Revenue |
1Q04
Market Share |
1Q04-2Q04
Growth (%) |
| Samsung Electronics |
1980 |
29.7 |
1,585 |
28.4 |
24.9 |
| Hynix Semiconductor |
1,139 |
17.1 |
921 |
16.5 |
23.7 |
| Micron Technologies |
1,021 |
15.3 |
1,002 |
18.0 |
1.9 |
| Infineon Technologies |
941 |
14.1 |
798 |
14.3 |
17.9 |
| Elpida Memory |
360 |
5.4 |
240 |
4.3 |
50.0 |
| Others |
1,235 |
18.4 |
1,026 |
18.5 |
20.4 |
| Total |
6,676 |
100.0% |
5,5720 |
100.0% |
19.8 |
Notes: Licensing, embedded memory and flash revenues have been excluded from Infineon Technologies' revenue. Similar adjustments have been made for other vendors.
Source: Gartner Dataquest (July 2004)
By: DocMemory
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