Samsung’s DRAM revenue decreased by 2% from the previous quarter to US$7.2 billion, with a market share of 42.1%, ranking first;
SK Hynix’s DRAM revenue decreased by 4% from the previous quarter to US$4.9 billion, with market share 28.8%, ranking second;
Micron’s DRAM revenue rose for two consecutive quarters, and its market share further increased to 24.1% in the third quarter;
Nanya's DRAM revenue in the third quarter was US$520 million, a decrease of 6% from the previous quarter;
Winbond ranks fifth with DRAM revenue in the second quarter of 160 million U.S. dollars, up 12% from the previous quarter.
Note: Due to the different time and latitude of Micron’s financial statistics, the average calculation is done here.
In the peak season of the consumer market, DRAM Bit shipments in the next three quarters will increase overall, but the average price will fall due to the weakening of server demand.
Samsung: In the third quarter, DRAM bit shipments grew higher than expected, increasing by 5% from the previous quarter, but the average price fell by 9%. Looking ahead to the DRAM market in the fourth quarter, with the launch of new 5G smartphones, demand in the mobile market is expected to increase; however, server inventory continues to adjust, and demand will appear to be weak; for the PC market, demand for mid- and low-end notebook computers may remain Stable; At the same time, the introduction of new GPUs and game consoles also promoted the growth of market demand.
SK Hynix: Despite the decrease in server DRAM demand, SK Hynix actively responded to the increase in Mobile DRAM and Graphics DRAM demand, and due to the expansion of consumer electronics demand for DRAM in the peak season, DRAM bit shipments in the third quarter still increased by 4% from the previous quarter. Due to the decline in server DRAM and other DRAM product prices, the average sales price fell by 7% from the previous month.
Micron: Benefited from the strong demand for DRAM from cloud storage and personal computers, DRAM Bit shipments increased by more than 20% in the June to August fiscal quarter of 2020, and DRAM ASP fell in low single digits from the previous month. However, in the next quarter, revenue is expected to be adversely affected.
Nanya Technology: DRAM Bit shipments and average selling prices decreased by 1% to 3% respectively. Nanya Technology expects that market conditions will remain stable in the fourth quarter of this year as demand for personal computers and smart phones increases. At present, the inventory level of DRAM suppliers is at a relatively low point, and the growth of DRAM supply in the first half of next year will be relatively limited. It is expected that product prices will be relatively stable next year.
Winbond Electronics: Due to Huawei’s strong pull momentum in the third quarter and the impact of mergers and acquisitions, revenue in the third quarter increased by 11% year-on-year, and it is expected to be flat in the fourth quarter.
Looking forward to the fourth quarter, major mobile phone manufacturers launch new 5G phones to compete for market share, increasing the demand for DRAM terminals; the gradual recovery of consumer purchasing power has also led to the growth of demand for TV, game consoles and other applications; the demand for low-end notebooks continues to be superimposed Although the demand for servers has cooled down, the overall market conditions in the fourth quarter are expected to remain stable from the previous quarter, and prices are still increasing.
