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Samsung and SK Hynix Set to Launch New DRAM Plants
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Wednesday, July 22nd, 2015
KOREA IT TIMES (INFO@KOREAITTIMES.COM)
Pyeongtaek-Korea
Samsung Electronics and SK Hynix, which have a combined share of 70 percent in the global DRAM market, have already opened new plant or plans to do so within the third quarter of this year.
The two Korean chip makers plan to churn out state-of-the-art DRAMs, including those used for data storage server, at the new plants. Some analysts said that the world’s No. 3 player Micron Technology is having difficulty in developing advanced memory chips, providing an opportunity for Samsung and SK Hynix to expand their leadership further.
According to industry sources on July 20, Samsung launched the production of DRAMs at one of the 17 lines in its Hwaseong plant. Samsung invested about 14 trillion won to complete this plant by the end of last year.
SK Hynix is also set to launch the operation of its new plant M14 in Icheon in the east of Gyeonggi Province within the third quarter of this year. The M14 plant is built to replace the existing old DRAM production line (M10).
Samsung’s annual DRAM output will likely to expand up to 30 billion units next year from 24 billion this year, while that of SK Hynix will rise to 20 billion units from 17 billion during the same period.
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《科技》研調：DRAM合約價續降，全球Q2產值季減4.8%
2015/08/11 08:39 時報資訊
【時報記者沈培華台北報導】TrendForce旗下記憶體儲存事業處DRAMeXchange表示，DRAM市場第二季受到合約均價大幅衰退約10%的影響，雖然位元產出量持續增長，總產值仍呈現4.8%的季衰退，來到114億美元。
在淡季影響下，各DRAM廠營收都呈現衰退，然而由於製程持續轉進，毛利並未大幅縮減，三星、SK海力士與美光的DRAM產品營業獲利比例分別為48%、37%與21%，因此DRAM產業真正的考驗將會落在未來的幾個季度。在需求端如筆電與智慧型手機領域持續疲弱，但供給端來自20奈米/21奈米的比例將持續提升，DRAMeXchange預期未來DRAM價格的跌幅恐怕持續。
DRAMeXchange研究協理吳雅婷表示，三星與SK海力士在全球第二季DRAM廠自有品牌記憶體市占比率各為45.1%以及27.7%，穩定盤據全球超過七成的供給比例。美光半導體約為20.6%，主要衰退除了來自於跌價損失外，位元供給未現增長也是原因之一。
從技術面觀察，三星的最新製程20奈米導入順利、良率穩定，時程更是大幅領先其競爭對手約半年到一年，持續展現其領導廠商的製程優勢。目前三星的20奈米較大幅度集中在標準型記憶體以及伺服器記憶體，但很快就會普及到所有的產品類別，在現今跌價的市場中持續帶來成本優化的優勢。SK海力士最新製程21奈米尚處於最初期的試產階段，已經遞延到第三季底才送交驗證的樣品，真正大量生產的時序會跟美光的20奈米相當接近，落在明年的第一季。美光集團方面，製程微縮與上季相較未顯突破，仍維持在30奈米，使得成本壓力相較於兩家韓商高出許多。
台系廠商部分，南亞科 (2408) 目前在30nm微縮製程轉進速度順利，預計產出年末將來到60%，營收小幅下滑5.1%，20奈米製程預計明年下半年新工廠完工後導入量產行列。華亞科 (3474) 由於產品組合多以近期下跌幅度最劇烈的標準型記憶體與伺服器用記憶體為主，加上30奈米製程落後於韓系廠商，毛利率從上季的47.2%大幅下修至第二季的34.9%。力晶 (5346) 由於標準型記憶體生產多屬代工性質，營收較第一季維持衰退，25奈米製程方面現已進入試產階段，如順利最快明年初可以導入量產。華邦電 (2344) 雖無標準型記憶體產品產出，但大容量利基型記憶體市場也陷入殺價競爭的困境，營收衰退8.5%左右，獲利也小幅下滑11.2%。
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