Research Report

Global DRAM Industry Analysis and Outlook-4Q11
Ken Kuo, Avril Wu, Ernest Tseng / QD111111G / 2011/11/11 下午 05:48:56 (GMT+8) / DRAM [ 980 , pdf ] BUY NOW

The global DRAM industry’s total revenue for 3Q was approximately US$6.566 billion. Due to weak economies worldwide and a severe oversupply situation, DDR3 4GB average contract price fell from US$31 to US$19.5, a decrease of nearly 37%. DRAM makers’ total revenue decreased significantly, by 19.4% QoQ. Besides Samsung Semiconductors, all other DRAM manufacturers reported losses for 3Q. Additionally, DRAM makers actively transitioned to the 30nm-node process and the production of DDR3 4Gb chips. The sufficiency ratio for 1H12 will still be over 15%, which will stimulate capacity cuts or even mergers in the DRAM industry.

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