DRAMeXchange analyst Liu Jiahao pointed out that entering the fourth quarter, server shipments in the case of unabated, the overall situation of Server DRAM supply shortage will be more obvious, Server DRAM fourth quarter contract price will continue to rise 6% to 10%, Hope to drive manufacturers revenue and profitability performance hit another record high.
Samsung
In the current market size, Samsung benefited from the overall DRAM market share and process technology leader, Server DRAM performance in the market particularly briskly.It is worth mentioning that Samsung in the high-capacity modules and layout is also relatively positive, the first Total Server DRAM revenue in the third quarter came to 2.549 billion U.S. dollars, up 28.4% quarter on quarter, accounting for about 45.9% of the overall market.
Looking forward to the fourth quarter, demand from servers will reach its peak this year, and the demand for high-capacity modules will also increase as new platforms are introduced and then reach the annual highs, and Server DRAM will still be in short supply. However, Samsung will continue to focus on each Home OEM / ODM adjust supply compliance rate, in order to meet the major customer needs and improve the profitability of the water target.
Process, Samsung DRAM Server this year is still mainly 20nm output, 18nm weight in the fourth quarter will be increased to 40%, is expected by the end of the first quarter of 2018 will be more than 50%, has gradually become mainstream products in high-capacity chips Samsung will introduce a 16Gb mono die at its 18nm design. Samples have been sent to Intel for testing. It is expected to be introduced into the production line in the second quarter of 2018, which is expected to drastically improve the cost structure of Server DRAM and facilitate high-capacity Module layout.
SK Hynix
Benefit from the North American data center stocking demand driven, SK hynix third quarter revenue up 30.1% from the second quarter to 1.792 billion US dollars, operating profit margin improved much more than the second quarter.If from the process point of view, SK Hynix Server DRAM still 21nm-based, and 18nm Server DRAM will be in the first quarter of 2018 a small amount of production is expected to gradually release capacity after the second quarter, and with the ODM certification progress and yield improvement, 18nm The proportion of output will be further improved.
From the production planning point of view, SK hynix will gradually increase production capacity of M14 Phase 1 and Wuxi factory 18nm process conversion, including Server DRAM DRAM will account for more than 30% of the proportion of some of the production capacity will be slightly adjusted with market demand to Maintain the profitability of the face of the server order hot, in addition to product line adjustments, SK hynix will also increase the high-capacity modules such as 32G and 64G shipments accounted for next year high-capacity module shipments will be Upgrade to Liu Cheng water level.
Micron
Driven by rising prices and the cost-effectiveness brought by the miniaturization of the manufacturing process, Micron's third-quarter Server DRAM shipments increased from the previous quarter while the average selling price also jumped partially, motivating Server DRAM revenue growth by 13% 1.207 billion US dollars.
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