Shulou(Shulou.com)11/24 Report--

CTOnews.com March 2 news, TrendForce Group Consulting has now released the latest DRAM industry research report.

According to reports, DRAM's global revenue in the fourth quarter of 2022 was 12.28 billion US dollars, down 32.5 percent from the previous quarter, even exceeding the 28.9 percent decline in the third quarter, approaching the 36 percent decline in the single quarter at the end of the financial tsunami at the end of 2008. the decline is mainly due to the decline in the average price of DRAM products (ASP).

Analysts pointed out that Q3 began to pull fewer goods last year, and DRAM manufacturers' inventories piled up rapidly, so they had to cut prices in order to grab the share of shipments in the fourth quarter, with the server DRAM falling the most, with DDR4 prices falling 23 percent 28% month-on-month in the fourth quarter of 2022.

Manufacturer's revenue (millions of US dollars) month-on-month increase market share Samsung 5540-25.1%45.1%SK Hynix 3398-35.2% 27.7% Micron 2829-41.2% 23.0% South Asia Technology 254-30.0% 2.0% Huabang 104-30.3% 0.8% LSMC 23-39.5% 0.2% other 133-28.5%1.0%CTOnews.com converted to text form revenue Samsung, SK Hynix, Meguiar's revenue has declined significantly. Samsung cut prices most aggressively in the Q4 price war, so shipments increased rather than decreased at a time of declining demand. Although revenue reached $5.54 billion, down 25.1% from the previous month, Samsung actually experienced the lowest decline of the three major manufacturers.

SK Hynix has revenue of $3.4 billion, down 35.2% from the previous month, and revenue is facing a recession; Micron's revenue is $2.83 billion, down 41.2% from the previous month, and the revenue decline is also the biggest of the three factories.

Analysts believe that due to the sharp drop in revenue, the operating profit ratio of factories fell rapidly in the fourth quarter of last year and is expected to change from positive to negative in the first quarter of 2023.

In terms of capacity planning, Samsung Line15 has declined slightly due to the optimization of the old process production line, and the focus of capacity expansion is focused on the newly completed P3L, which has begun a small trial production in the first quarter of this year, which is the main force to support the expansion of the total production volume this year. SK Hynix announced a reduction in production in the fourth quarter of last year, with a yield rate of 92% in the first quarter of this year. It is expected that it will further decline to 82% in the second quarter. The M16 production line in South Korea is an advanced process, so it maintains the original plan to increase production slightly. Meguiar has simultaneously reduced production in Japan and Taiwan, with a production capacity rate of 84%. In 2023, the same water level will be maintained throughout the year. The new 1 β process has been mass-produced in Meguiar's Japanese plant, and the Taiwan factory will start production in the middle of this year and mass production in the second half of the year.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.