Server DRAM revenue growth of about 13.9% in the fourth quarter of 2017

According to a survey conducted by the Semiconductor Research Center of the State Semiconductor Corporation, the demand for data centers in North America continued to be strong in the fourth quarter of 2017. Even though the original factory adjusted through the product line, it still can not effectively alleviate the tight supply of the market Server DRAM benefited from the average selling price (Average Selling Price) rose, the three major DRAM factory Server DRAM revenue quarter growth of about 13.9%.

Liu Jiahao, a senior analyst at DRAMeXchange, pointed out that in the first quarter of 2018, despite the unabated server shipping, the overall market demand for Server DRAM is still in short supply while the quotation of Server DRAM modules will remain at a high level.

Samsung

Benefiting from the data center construction and the demand for high-capacity modules, the fourth quarter of 2017 Samsung Server DRAM revenue performance is particularly dazzling, not only the bit shipments increased by 8% in the third quarter, the average retail price also Up from the previous quarter, revenue rose 14.5% from the third quarter to 2.92 billion USD, accounting for about 46.2% of the overall market. Samsung will still continue to adjust the supply compliance rate for each OEM / ODM at this stage in the hope of meeting the major customers The demand then increases the profitability.

SK Hynix

Due to the demand from North American data centers, SK hynix is ​​more active in configuring Server DRAM products, accounting for more than 30% of total Server DRAM output in the fourth quarter.Secondly, the demand for high-capacity modules driven by new platform conversions , But also for SK hynix Q4 revenue growth of 10.9% more than the third quarter to 1,988,000,000 US dollars, operating profit margin improved over the third quarter of 2018 due to server memory demand will remain high, SK hynix will Will increase the proportion of Server DRAM output quarter by quarter, and focus on the new process of 18nm products into the penetration and penetration.

Micron

In addition to the sustained price increases and the cost-effectiveness brought by the miniaturization of the process, in addition to the fourth quarter of Server DRAM bit-bit shipments growth over the previous quarter, the average selling price has also jumped significantly, its Server DRAM revenue growth of 17.2% Reaching 14.14 billion US dollars, the city accounted for 22.4% of the level.On the product side, Micron's proportion in Server DRAM remained at nearly 30% of the water level, the continued growth of profits at this stage entirely depends on the memory average sales price increase.