Server DRAM more evident in short supply situation
Due to the continuing strong demand from north American data center, in DRAM of supply-side capacity and process under the limited, unable to meet the market demand, overall Server memory 3rd quarter Server DRAM in short supply;Fourth quarter overall Server DRAM in short supply status will be more apparent, pushing contract prices will keep rising 6-10%, is expected to drive revenue and margin performance hit a record high.Legal person watch the Taiwan factory in South Asia division (2408 - TW), winbond electric (2344 - TW) is expected to benefit.
The Average retail Price (Average shot Price) padding, three big DRAM original 3 revenue growth of about 25.2%;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.Samsung in high capacity module and the layout is relatively positive, the 3rd quarter overall Server DRAM revenue of $2.549 billion, JiZeng 28.4%, about 45.9% of overall market.
Looking forward to the fourth quarter, demand from 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 still continues at the present stage for various OEM/ODM yield rate, adjust supply to meet the main customer demand and improve the target profit level.
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 season 1 in 2018 is expected to more than 5, gradually become mainstream products.In high capacity planning of the wafer, samsung will in its 18 nm import 16 gb mono die design, Intel has to send the samples to test, 2018 degrees in the second quarter is expected to import production line, is expected to greatly improve the cost structure of Server DRAM, conducive to the high volume module layout.
Benefit from north American data center stock demand, SK hynix third revenue of $1.792 billion, JiZeng 30.1%, larger business interest rates also improve many season 2.From the point of processing progress, SK hynix DRAM Server still is given priority to with 21 nm, 18 nm Server DRAM will end of season 1 small production in 2018, is expected in the second quarter after capacity 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 for more than 3, part of the production capacity will be slightly adjust with market demand, in order to maintain profit levels.
Facing the server order activity, in addition to the product line adjustment, hynix will also improve module, such as high capacity of 32 gb and 64 gb of delivery, high capacity module delivery next year is expected to improve to 6 into the water.
Prices continue to rise and process a miniature of cost-benefit, meguiar's third quarter Server DRAM bit grow shipments from the previous quarter, the average sale price also have local jump, incentive Server DRAM products revenues of $1.207 billion, 13% JiZeng.
According to the analysis of product surface meguiar's on Server DRAM proportion still remain at nearly 3 into water, sustained growth of present profit completely relies on memory average selling price of ascension.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 look 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, in 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 for the fourth season of 6-10%, is expected to drive revenue and margin performance hit a record high.
The Average retail Price (Average shot Price) padding, three big DRAM original 3 revenue growth of about 25.2%;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.Samsung in high capacity module and the layout is relatively positive, the 3rd quarter overall Server DRAM revenue of $2.549 billion, JiZeng 28.4%, about 45.9% of overall market.
Looking forward to the fourth quarter, demand from 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 still continues at the present stage for various OEM/ODM yield rate, adjust supply to meet the main customer demand and improve the target profit level.
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 season 1 in 2018 is expected to more than 5, gradually become mainstream products.In high capacity planning of the wafer, samsung will in its 18 nm import 16 gb mono die design, Intel has to send the samples to test, 2018 degrees in the second quarter is expected to import production line, is expected to greatly improve the cost structure of Server DRAM, conducive to the high volume module layout.
Benefit from north American data center stock demand, SK hynix third revenue of $1.792 billion, JiZeng 30.1%, larger business interest rates also improve many season 2.From the point of processing progress, SK hynix DRAM Server still is given priority to with 21 nm, 18 nm Server DRAM will end of season 1 small production in 2018, is expected in the second quarter after capacity 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 for more than 3, part of the production capacity will be slightly adjust with market demand, in order to maintain profit levels.
Facing the server order activity, in addition to the product line adjustment, hynix will also improve module, such as high capacity of 32 gb and 64 gb of delivery, high capacity module delivery next year is expected to improve to 6 into the water.
Prices continue to rise and process a miniature of cost-benefit, meguiar's third quarter Server DRAM bit grow shipments from the previous quarter, the average sale price also have local jump, incentive Server DRAM products revenues of $1.207 billion, 13% JiZeng.
According to the analysis of product surface meguiar's on Server DRAM proportion still remain at nearly 3 into water, sustained growth of present profit completely relies on memory average selling price of ascension.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 look 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, in 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 for the fourth season of 6-10%, is expected to drive revenue and margin performance hit a record high.