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1. South Korea's two major DRAM makers to determine the first quarter of 2018 price increases, DRAM gains difficult to cool short-term;
DRAM memory market in the recent serious shortage of supply, resulting in the world's leading memory Samsung will be the first quarter of 2018 price increases by 3% to 5% while another memory maker SK hynix will also be up about 5% addition, Some supply chains revealed that the price in the second quarter of 2018 will not be optimistic and the price will continue to rise by more than 5%. Therefore, in the case of too strong demand, the DRAM price of this wave will increase from the second half of 2016 to the end of each quarter Are showing a rising trend.If coupled with the first quarter of 2018 continued price increases, the price has been rising for seven consecutive quarters, called the longest DRAM long history of the market.
In fact, the current quarter 4 is the traditional DRAM market during the peak season, in the case of supply shortages, the price rise is normal. Among them, the standard DRAM module, the contract price rose 7% over the previous quarter while the 4GB DDR4 module The price is to the price of 30.5 US dollars, setting a record high. In this regard, the industry interpretation, Samsung, SK Hynix in the first quarter of 2018 relative to the off-season price rise firm, equal to the global declaration, Decided to maintain the stability of the DRAM price determination to eliminate the rumors that the two major Korean companies intend to adjust the sale price to prevent the Chinese DRAM competitors sprang up.
In response, the industry said that rumor Samsung to expand memory capacity, in order to strangle the memory industry in China is a bit too much to Chinese manufacturers .Although, China's memory industry began to trial production phase in 2018. However, with the Samsung , SK hynix and other current leader in the fight against the Chinese memory vendors at least 3-5 years, but the overall rise of China's memory industry, it takes at least 5 to 10 years, the current can still be said to be still Tuition stage.
It is understood that the relevant DRAM supply chain, said Samsung, SK hynix one after another to inform the first quarter of 2018 to raise DRAM prices.Because the two Korean plant global DRAM market share of nearly Bacheng, in the oligopoly situation, the downstream manufacturers only Accept the price.Generally expected this wave of price increases, but also to establish the long wave DRAM market, making DRAM become the most profitable electronic components in 2018.
In addition, the industry also pointed out that this wave of DRAM in short supply due to the reasons, in addition to artificial intelligence, automotive, cloud servers, Internet of Things, notebook computers and mobile devices and other needs instantly surge, but the main memory plant has focused more on the development of 3D NAND Flash memory, compression DRAM production capacity, the surge in demand, supply limited increase in the case of a serious imbalance between supply and demand in the market.
Today, when Samsung and SK hynix confirmed the price hikes in the first quarter of 2018 and may be the same in the second quarter, the wave of short supply lasts at least six months or more, leaving DRAM makers to win Lee can be expected in the short term.
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2. Fourth quarter DRAM sales forecast an annual increase of 65%, write the highest record in history;
This year, tight memory supply, pushing up prices continued to go up, research institutes IC Insights expects Q4 DRAM sales will hit a record high.
According to IC Insights estimates, fourth quarter DRAM sales will come to 21.1 billion US dollars, representing a 65% increase over the same period last year, and is the best ever recorded.
For the full year, the DRAM market is forecast to grow 74%, a 61% increase from the 1993- 2017 average and the strongest growth momentum since 78% growth in 1994.
There are many factors that have led to a major memory headache this year. These include deliberately restraining expansion of major memory factories in recent years and data centers in the meantime, and the demand for high-performance memory for mobile devices and gaming devices has risen sharply. As a result, the market is in short supply, Soared.
However, there are plenty of banquets in the world. Historical experience shows that with the significant expansion of memory industry, prices have begun to lose support as production capacity increases. In the near future, the memory industry may go downhill and do not rule out drastic pullback.
IC Insights pointed out that from Samsung, SK hynix capital spending plan in the second half shows that next year, DRAM will determine the new capacity will be opened, under the circumstances, another major memory factory Micron is unlikely to have no corresponding action.
3. Next year is still Apple VCSEL protagonist, steady Mao tackled
Finisar, though the No. 1 supplier of VCSELs to Finisar, wants to build its own 6-inch fab while corporate-owned firm Optimus Mao (3105) is still in the spotlight It is expected that the main foundry of VCSEL will be the handheld product of Apple. Under the support of foreign investors and investment trusts, the steady price of the stock rose sharply today.
Affected by market misconduct Apple will invest in Finisar news, steady prices have plunged recently, but with the news clear, the market resumed rational, as Finisar new factory will be opened in the second half of next year, corporate estimates, steady next year is still expected Is the main foundry for VCSEL, an Apple hand-held product. Finisar has a limited impact on Winfield's performance next year.
In the heavy volume of OEM orders, November consolidated revenue was 1.87 billion yuan, up 7.58% over the previous year with an annual growth of 73.33%. It even hit a one-month high in eight months. The cumulative consolidated revenue in the first 11 months was 151.22 Billion, an increase of 20.71%.
Evergrande Chief Financial Officer Tsang Chau said that compared with the smart phones in the fourth quarter of last year gradually into the off-season, the demand for the fourth quarter of this year stronger than in previous years, and VCSEL photovoltaic components continued to grow, is expected in the fourth quarter of this year, combined revenue is expected to be more Q3 growth of 11% to 13%, a new record high season, gross margin is also expected to maintain the third quarter.
Wen Mao announced on the 8th for the private placement of 20 million shares, by Avago Technologies General IP (Singapore) Pte. Ltd. NTD 277 yuan per share, a total investment of up to 5.549 billion yuan subscription, a stable strategic partner of Mao, Chairman Chen Jincai said the strategic alliance with Avago, mainly focusing on the upcoming era of the 5G, the future of Avago's heterojunction bipolar transistor (HBT) production line products will be all manufactured by the steady Mao, from Avago's Foundry performance will multiply from now, the two companies will also work together to grab the huge global 5G business opportunities, the long-term development of stable Mao will be even more powerful.