Data centers need hot, SK hynix third-quarter revenue jumped by 30.1%
Continued strong demand data centre in North America, as well as DRAM supply-side capacity and process under the restricted, cannot meet the overall Server memory market demand, the Server DRAM in short supply situation in the third quarter.By the Average retail Price (Average shot Price) padding, three big DRAM original third-quarter revenue growth of about 25.2%.
Into the fourth quarter, the Server delivery kinetic energy under the circumstance that does not decrease, the overall Server DRAM in short supply situation will be more obvious, Server DRAM contract prices will continue to rise 6% to 10% in the fourth quarter, is expected to drive revenue and margin performance hit a record high.
Samsung
At the current size of the market, samsung overall benefit from DRAM market share and leading manufacturing technology, Server DRAM performance exceptionally bright eye in the market.It is worth mentioning that samsung in high capacity module and layout are also relatively positive, in the third quarter of the overall Server DRAM revenue to $2.549 billion, quarter increased 28.4%, the total market by about 45.9%.
Looking in the fourth quarter, demand from the Server will achieve this year's peak, high capacity module demand is also with the new annual import and then climbed to a high platform, Server DRAM are still in short supply.Samsung at this stage, however, still will continue to adjust the success rate of supply various OEM/ODM, to achieve to meet customer demand and improve the profit level of the main goal.
Process, samsung Server DRAM still is given priority to with 20 nm output this year, 18 nm proportion will rise to 40% in the fourth quarter, to the end of the first quarter of 2018 is expected to more than fifty percent, and gradually become the mainstream products.In the planning of the high-capacity chip, samsung will in its 18 nm import 16 gb mono die design, Intel has to send the samples to test, is expected to import production line in the second quarter of 2018 degrees, is expected to significantly improve Server DRAM cost structure, and is conducive to high capacity module layout.
SK Hynix
Benefit from north American data center stock demand, SK hynix third-quarter revenue from the second quarter growth 30.1% to $1.792 billion, interest rate from the second quarter also improve many business.If from the point of processing progress, SK hynix DRAM Server still is given priority to with 21 nm, and 18 nm Server DRAM will at the end of the first quarter of 2018 small production, production capacity is expected in the second quarter after gradually released, and with the ODM certification progress and the yield improvement, 18 nm production proportion will be further improved.
From the point of capacity planning, SK hynix will gradually improve the M14 Phase 1 of 18 nm process capacity and wuxi factory conversion, including Server DRAM will account for the proportion of DRAM products more than thirty percent, part of the production capacity will be slightly adjusted, with market demand in order to maintain profit levels.In front of the hot server order, in addition to product line adjustment, SK hynix will also improve module, such as high capacity of 32 gb and 64 gb delivery ratio, high capacity module delivery next year is expected to rise to sixty percent level.
Micron
According to the analysis of product surface Micron on Server DRAM still remain at nearly thirty percent of the proportion of water level, at present the continuing growth of profit completely relies on memory average selling price.Looking forward to next year, 17 nm meguiar will as its progress and improve for production;So far, its yield improved further and has landed, but on the Server DRAM product line planning, will see after the second quarter of next year, whether the yield can reach the economic scale will increase the cast slice, still existing 20 nm as the main product at present stage.
Into the fourth quarter, the Server delivery kinetic energy under the circumstance that does not decrease, the overall Server DRAM in short supply situation will be more obvious, Server DRAM contract prices will continue to rise 6% to 10% in the fourth quarter, is expected to drive revenue and margin performance hit a record high.
Samsung
At the current size of the market, samsung overall benefit from DRAM market share and leading manufacturing technology, Server DRAM performance exceptionally bright eye in the market.It is worth mentioning that samsung in high capacity module and layout are also relatively positive, in the third quarter of the overall Server DRAM revenue to $2.549 billion, quarter increased 28.4%, the total market by about 45.9%.
Looking in the fourth quarter, demand from the Server will achieve this year's peak, high capacity module demand is also with the new annual import and then climbed to a high platform, Server DRAM are still in short supply.Samsung at this stage, however, still will continue to adjust the success rate of supply various OEM/ODM, to achieve to meet customer demand and improve the profit level of the main goal.
Process, samsung Server DRAM still is given priority to with 20 nm output this year, 18 nm proportion will rise to 40% in the fourth quarter, to the end of the first quarter of 2018 is expected to more than fifty percent, and gradually become the mainstream products.In the planning of the high-capacity chip, samsung will in its 18 nm import 16 gb mono die design, Intel has to send the samples to test, is expected to import production line in the second quarter of 2018 degrees, is expected to significantly improve Server DRAM cost structure, and is conducive to high capacity module layout.
SK Hynix
Benefit from north American data center stock demand, SK hynix third-quarter revenue from the second quarter growth 30.1% to $1.792 billion, interest rate from the second quarter also improve many business.If from the point of processing progress, SK hynix DRAM Server still is given priority to with 21 nm, and 18 nm Server DRAM will at the end of the first quarter of 2018 small production, production capacity is expected in the second quarter after gradually released, and with the ODM certification progress and the yield improvement, 18 nm production proportion will be further improved.
From the point of capacity planning, SK hynix will gradually improve the M14 Phase 1 of 18 nm process capacity and wuxi factory conversion, including Server DRAM will account for the proportion of DRAM products more than thirty percent, part of the production capacity will be slightly adjusted, with market demand in order to maintain profit levels.In front of the hot server order, in addition to product line adjustment, SK hynix will also improve module, such as high capacity of 32 gb and 64 gb delivery ratio, high capacity module delivery next year is expected to rise to sixty percent level.
Micron
Prices keep rising and process a miniature of cost-benefit, Micron 's third quarter Server DRAM shipments grow up from the previous quarter, the average sale price also have local jump, motivating Server DRAM products camp crops up 13% to $1.207 billion.
According to the analysis of product surface Micron on Server DRAM still remain at nearly thirty percent of the proportion of water level, at present the continuing growth of profit completely relies on memory average selling price.Looking forward to next year, 17 nm meguiar will as its progress and improve for production;So far, its yield improved further and has landed, but on the Server DRAM product line planning, will see after the second quarter of next year, whether the yield can reach the economic scale will increase the cast slice, still existing 20 nm as the main product at present stage.