Although memory prices are not so crazy nowadays, they are still at a high level. If you look forward to returning to the price of cabbage, you can basically wash and sleep.
According to the estimates of South Asia Technology, The demand for memory capacity in the global market continues to rise. It is expected that this year will see a significant increase of 22%. In the same period, the market supply growth will be only 21%. The situation of supply shortage still cannot see when it will be lifted.
For DRAM memory chip makers, this is certainly a good thing. South Asia Technology achieved a record net profit of NT$40.29 billion in 2017, and its earnings per share was also a record high of NT$14.36. It is expected that it will climb another new high this year.
Currently, The demand for DRAM memory chips from smartphones is the strongest. In the first quarter of this year, the total revenue of the global mobile DRAM market increased by 5.3% month-on-month, reaching a record high of 8.435 billion U.S. dollars. The second quarter is expected to reach a record high.
However, the increase in the demand for servers in the data center market has exceeded that of smartphones, and it should not be underestimated.
DRAM makers are also happy to maintain the status quo. Although they are all working hard to increase production capacity, they mainly rely on technological innovation rather than building more new factories.
For domestic DRAM manufacturers, Taiwan and foreign counterparts are also keeping a high degree of concern, including Jinhua in Fujian, Hefei Core IC (Hefei Changxin), all planning to put into mass production in 2019, will it bring a significant impact on the global DRAM market? Still to be seen.
Currently, in the global mobile DRAM memory market, Samsung Electronics takes up as much as 56.5% of the share. SK Hynix and Micron each take up 25.2% and 16.7%.
