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According to Ji Bang Consulting, the global DRAM of 2023Q3 is US $13.48 billion, an increase of 18% over the previous month.

2024-04-13 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >


Shulou( Report-- news on December 5, according to the latest report released by Jibang Consulting, a market research firm, the global DRAM industry totaled US $13.48 billion in revenue in the third quarter of 2023, an increase of 18.0% from the previous quarter.

Jibang Consulting said that due to the slow pick-up of demand in the second half of the year, the buyer restarted the momentum of stock preparation, resulting in an increase in revenue from all the original factories.

Looking forward to the fourth quarter of this year, on the supply side, the original factory has a clear attitude towards price increases, and it is estimated that the DRAM contract price in the fourth quarter will rise by about 130.18%; the recovery in demand is not as good as in the previous peak season. On the whole, the growth rate of DRAM industry shipments is limited.

The situation of the three mainstream manufacturers is subdivided into brands, and the revenue of the three major original manufacturers has grown. Due to the continued popularity of the AI topic, the demand for high-capacity products has remained stable, and the volume and price have risen after 1alpha nm DDR5 mass production, which led to an increase of about 15.9%, or about $5.25 billion, in Samsung's DRAM revenue in the third quarter.

SK Hynix (SK hynix) benefits from the relatively stable quality of HBM and DDR5 products, and shipments have grown for three consecutive quarters. In addition, the average unit price of sales has increased by about 10%, and revenue has increased by about US $4.626 billion, with a quarterly increase of 34.4% and a market share of less than 5%.

Micron's average unit price fell slightly, but shipments increased as demand picked up, supporting revenue by about 4.2% to $3.075 billion.

In terms of capacity planning, at the end of the third quarter, Samsung expanded production cuts in order to effectively ease inventory pressure, mainly for DDR4 products with high inventories. In the fourth quarter, the production reduction will be expanded to 30%, and the total film production will decline. Samsung believes that demand will pick up in the second half of 2024, so the production will begin to improve in the second quarter of next year.

SK Hynix benefited from the increase in shipments of HBM and DDR5, and its production capacity rebounded slightly, and the film volume will increase slightly by the end of this year, coupled with the increase in terminal penetration of DDR5 next year, and the total film volume is expected to increase quarter by quarter.

Due to the early production reduction and relatively healthy inventory water level, Meguiar's production has begun to pick up in the fourth quarter of this year, mainly in the advanced 1beta nm process. It is estimated that the production volume will still increase slightly in 2024, and the focus of capacity expansion will fall on the production process.

Image source: the original address of the report is attached to, which can be read deeply by interested users.

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