DRAM

TrendForce:爾必達正式併入美光體系,三大DRAM陣營儼然成形

根據TrendForce旗下研究部門DRAMeXchange的調查,5月8日爾必達正式宣佈第二輪競標結果由美光勝出,正式成為爾必達的策略夥伴,除了據計總注資金額可望達到3,000億日圓(約台幣1,100億),後續更可望將現有DRAM產能做進一步的整併,預計產業版圖與供應鍊關係將會在未來產生重大變革!

TrendForce:尔必达正式并入美光体系,三大DRAM阵营俨然成形

根据TrendForce旗下研究部门DRAMeXchange的调查,5月8日尔必达正式宣布第二轮竞标结果由美光胜出,正式成为尔必达的策略伙伴,除了据计总注资金额可望达到3,000亿日圆(约台币1,100亿),后续更可望将现有DRAM产能做进一步的整并,预计产业版图与供应炼关系将会在未来产生重大变革!

TrendForce: Elpida Joins Micron Camp, Three Major DRAM Players Emerge

According to DRAMeXchange, a research division of TrendForce, on May 8 Elpida revealed Micron as the winner of the second round of bidding for the right to negotiate exclusively to buy the Japanese DRAM maker.

TrendForce: 1Q12 Global DRAM Makers Revenue Ranking – Samsung Secure on Throne due to Product Mix Optimization

According to DRAMeXchange, a research division of TrendForce, benefitting from the stabilization of commodity DRAM price, less ASP decline than last quarter, and increased bit growth due to capacity utilization rate recovery and technology migration, the DRAM industry saw healthier revenue figures in 1Q12 than in

TrendForce:2012年第一季全球DRAM厂营收排名 三星受惠产品组合稳居龙头宝座

根据TrendForce旗下研究部门DRAMeXchange表示,受惠于标准型内存价格止跌回稳,各供货商平均销售单价跌幅较为收敛,再配合产能利用率的恢复以及制程转进所贡献的位元成长(bit growth),今年首季内存营收与往年表现相对稳健,整体内存营收与上季相较仅微幅衰退2.8%。全球DRAM厂自有品牌内存营收排名方面,除了韩系厂商三星与海力士的营收市占仍然稳坐全球近70%外,日商尔必达与美商美光半导体市占排名再次交错,尔必达回到营收第三大的位置,美光暂居第四;而台系厂商的总营收比仅占全球的8.4%,随着台系DRAM厂转进代工业务及生产非DRAM产品,预估比重持续下降的趋势不变。

TrendForce:2012年第一季全球DRAM廠營收排名 三星受惠產品組合穩居龍頭寶座

根據TrendForce旗下研究部門DRAMeXchange表示,受惠於標準型記憶體價格止跌回穩,各供應商平均銷售單價跌幅較為收斂,再配合產能利用率的恢復以及製程轉進所貢獻的位元成長(bit growth),今年首季記憶體營收與往年表現相對穩健,整體記憶體營收與上季相較僅微幅衰退2.8%。全球DRAM廠自有品牌記憶體營收排名方面,除了韓系廠商三星與海力士的營收市占仍然穩坐全球近70%外,日商爾必達與美商美光半導體市占排名再次交錯,爾必達回到營收第三大的位置,美光暫居第四;而台系廠商的總營收比僅占全球的8.4%,隨著台系DRAM廠轉進代工業務及生產非DRAM產品,預估比重持續下降的趨勢不變。

TrendForce: Competition Heats Up, Mobile DRAM Headed Towards Era of Low Profits

According to DRAMeXchange, a research division of TrendForce, with the rising popularity of smartphones and tablet PCs, DRAM makers are eagerly expanding mobile DRAM capacity, which not only improves profitability but lowers risk from commodity DRAM production as well.

TrendForce:市场竞争加剧 行动式内存终将走向低毛利时代

根据TrendForce旗下研究部门DRAMeXchange的调查,随着智能型手机的热卖及平板计算机的兴起,各DRAM厂无不积极开发或是提升行动式内存产能,除了可以提升毛利率,亦可降低标准型DRAM生产减少亏损幅度,加上智能型手机的出货较去年同期成长48%,预估本季出货将来到1.48亿支,尤其在硬件规格上,今年更主打高效能的四核心芯片、Android 4.0(ICS)及LTE的推出,将有助于智能型手机市占率进一步提升,同时推升行动式内存需求。

TrendForce:市場競爭加劇,行動式記憶體終將走向低毛利時代

根據TrendForce旗下研究部門DRAMeXchange的調查,隨著智慧型手機的熱賣及平板電腦的興起,各DRAM廠無不積極開發或是提升行動式記憶體產能,除了可以提升毛利率,亦可降低標準型DRAM生產減少虧損幅度,加上智慧型手機的出貨較去年同期成長48%,預估本季出貨將來到1.48億支,尤其在硬體規格上,今年更主打高效能的四核心晶片、Android 4.0(ICS)及LTE的推出,將有助於智慧型手機市占率進一步提升,同時推升行動式記憶體需求。

TrendForce: High Price Quotes from Korean Makers and Market Uncertainties Result in 6.58% Increase for Average DRAM Contract Price in 1HApr.

According to DRAMeXchange, a research division of TrendForce, as buyers and vendors have been in disagreement over price this month, 1HApr. contract price figures were not available until the third week of April.

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