South Asia Branch announced that its consolidated revenue in July was 8.162 billion yuan, an increase of 89.96%. Although it was down from the previous month's single-month high, it still maintained a high level of performance of 8 billion yuan in a single month. The legal person pointed out that South Asia Branch is 20% this year. The production capacity of rice has continued to open, and the monthly production capacity has reached 35,000. It is expected that the proportion of 20nm revenue in the third quarter will reach 70%.
Observing the sales product portfolio, South Asia Branch is now focusing on DDR 4, DDR 3 and other products, and it is shipping in standard 8Gb capacity. The legal person pointed out that since the first-line memory manufacturers have transferred production capacity to server DRAM, standard DRAM Relatively reduced output, this season's standard DRAM prices maintain a strong pattern, South Asia Branch also benefited.
Due to the continuous production capacity of South Asia Branch 20nm, South Asia Branch 1x/ 1y nano is expected to be mass-produced at the end of the year, and will attack the server 8Gb DDR 4 and LPDDR4/ 4X markets in the second half of the year, while the DRAM price remains stable, the legal person Optimistic, South Asia's revenue in the second half of this year will be expected to grow quarter by quarter, due to the second quarter revenue of 24.492 billion yuan, has rewritten a record high, which means that the second half of the revenue has the opportunity to create a quarterly high. South Asia Branch does not comment on legal persons Estimated financial figures.
According to the research conducted by the research institute TrendForce Memory Storage Research (DRAMeXchange), thanks to the buyer's eagerness to increase the inventory level and the demand for the traditional season in the third quarter, even if the supply growth is increasing quarter by quarter, the average sales unit price can still be Hope to rise slightly, driving the third quarter DRAM total output value continued to record high.
South Asia Branch also plans to invest 19.71 billion yuan to expand production, and the monthly production capacity of 20 nanometers will increase from 35,000 to 73,000 in the next year. It is expected that the annual output rate will increase by 15% next year. DRAMeXchange expectation In the future, with the popularity of data center construction and the implementation of 5G after 2020, the micro server application for edge computing (Micro Server) will grow significantly in the next 3 to 5 years, driving the use of related components and memory. obviously increase.