Recently, TrendForce’s semiconductor research center (DRAMeXchange) announced the latest ranking of global DRAM manufacturers’ own-brand memory revenue.
Samsung is firmly in the first place, but it is most affected by the general environment. Both average price and shipment volume have declined, resulting in a 5% decline in revenue, from $7.11 billion to $6.76 billion.
SK hynix’s sales bits grew by about 8%, and despite the drop in quotations, revenue in the fourth quarter came to US$4.54 billion, an increase of 2.9% from the previous quarter. Micron’s bit shipments grew nearly 10 percent, with revenue of $3.47 billion, up 2.1 percent from the previous quarter.
The ones saved are not so lucky. It can be seen that in the Q4 quarter of 2019, except for SK Hynix and Micron, the revenue of other memory factories has declined to varying degrees.
However, according to the existing trend, due to various reasons, the price increase of memory chips has almost become an inevitable trend. Some analysts even believe that the “bull market” will reach Q4 in 2021, so the revenue of these manufacturers in the list will also be Gradual “recovery”.
Author: Guan Yingjie
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