Global and China Memory Industry Report, 2013
- Hard Copy
- Single User License
- Enterprise-wide License
(PDF Printable & Editable)
- Hard Copy + Single User License
Global and China Memory Industry Report, 2013 consists of the following contents:
Brief introduction to global semiconductor industry
Market analysis of DRAM and NAND
Major memory vendors
Major memory packaging and test vendors
No digital electronics can do without memory. Memory can be basically classified into RAM and FLASH. The former is Processor Unit, offering Cache and falling into Commodity DRAM, Mobile DRAM and Embedded RAM.
FLASH consists of NOR and NAND, used for storage of Data or Code. Presently, NOR is mostly applied to Embedded field, and seldom used independently.
Memory industry is highly concentrated. In NAND field, five vendors dominate the whole global market. From perspective of sales by brand, in 2013Q1, SAMSUNG occupied 37.1% market share, Toshiba 28.9%, Micron 13.7%, SK Hynix 12.7% and Intel 8.6%. Seen from revenue by company, in 2012, global NAND vendors achieved revenue of USD28,995 million, of which, SAMSUNG held 36.8%, Toshiba and Sandisk (joint venture in NAND field) 35.0% and Micron (IMTF) 17.8%.
Mobile DRAM mainly includes LPDDR2 and LPDDR3. In terms of sales by brand, in 2013Q1, top three companies were SAMSUNG, Elpida (Micron) and SK Hynix, respectively accounting for 55.8%, 18.5% and 21.7% of the market size, totally 96%.
When it comes to Commodity DRAM, top four players together shared 91% of the market.
Since memory industry entered the stable phase in 2012, market competition has been eased considerably. Yet technical barriers and capital requirement have significantly risen. So there is no possibility of new player’s appearing. Investment in capacity expansion has been reduced to a large extent. Balance of supply and demand is achieved and there even occurs short supply during peak season. Profit of memory companies embarks on a steep rising trend. Memory industry will get rid of the stage of fierce competition and consistent deficit, and usher in a new period for rich and stable profit.
2Gb DDR3 DRAM was priced only USD0.83 in Dec. 2012, but USD1.5 at the end of Apr. 2013, a jump of 80%. The price reached even up to USD1.96 in May, but dropped slightly in July, the slack season, yet still remained around USD1.8. 2Gb DDR3 DRAM is primarily used for PC. In 2013Q1, global PC demand fell by 14%, and PC DRAM output was down 25%. Monthly PC DRAM Wafer Capacity got just 270,000. That is to say, although PC DRAM price got increased, output didn’t stop declining.
The short supply of PC DRAM was led by two reasons.
First, the jump in smart phone and tablet PC shipment caused the sharp increase of demand for Mobile DRAM. To deal with that, a large amount of capacity, previously targeting at PC DRAM, was shifted to Mobile DRAM, especially that of SAMSUNG. It would take at least half a year for producers to shift capacity back if they want to. But obviously they don’t, for the prospect of Mobile DRAM is widely regarded much brighter than that of PC DRAM.
In addition, second-tier Taiwan-based vendors have dropped out of DRAM field because of years of loss. For instance, Powerchip Technology even sold the plant. Companies are so pessimistic about PC DRAM that even through the profit would double, there won’t be many vendors switch to it. Mobile DRAM is extremely tempting, the prospect is highly rated and the present profit is generous as well.
In 2014, in the wake of upgrading of the processor, memory system of smart phones and tablet PCs will be further upgraded. By then, 2Gb LPDDR3 will be mainstream product. Bedsides, in addition to smart phones and tablet PCs, Ultrabook also will be the huge market of Mobile DRAM. For example, the latest Macbook Air of Apple has already abandoned traditional PC DRAM, and turn to lower-power-consumption Mobile DRAM.
As for NAND, since hit bottom in the middle of 2012, the price has started rebounding, yet at rate of only 40-50%, far slower than DRAM. Market driving force of NAND cover smart phones, tablet PCs, Ultrabooks and SSDs. But smart phone has lost its strong growth impetus, with growth rate getting lower and lower. The same is true for tablet PCs. Because of high price, Ultrabook also progresses slowly. Despite that SSD is developing vigorously, it is not strong enough to shore up the entire NAND market. NAND began dropping in price after May.
In memory module field, Kingston assumes the top role, exerting much pressure on its opponents. In the short supply period, without die, small plants won’t be able to operate. As a result, independent memory module plants become increasingly few. The largest Chinese player Ramaxel is an affiliated company of Lenovo; Crucial was acquired by Micron lately, so did Smart Modular Storage and PQI, taken over by Sandisk and Foxlink, respectively. For memory module vendors, the key assets are retail outlets. But e-commerce is emerging, traditional retail outlets cost too much in operation, which generates big pressure on memory plants, and put them to be confronted with two choices, namely, transforming to electronics distribution or turning to DRAM Die plants.
In regard to packaging and test, SAMSUNG and SK Hynix do it mostly by themselves, and outsource a small part to STS and HANA, while Japanese and American companies outsource the majority of the work. Taiwan-based PTI, the top memory packaging and test provider, and Walton Advanced Engineering serve as the OEM of Elpida’s Mobile DRAM and standard model DRAM production lines. Elpida conducts the advanced packaging, like Multi Chip Package (MCP) and Package on Package (PoP), in Japan by itself.
With regard to back-end packaging and test of Micron, there is huge difference between it and that of PTI. And its DRAM products are mainly packaged in ChipMOS, and tested in its Xi’an Testing Plant in Chinese Mainland. Packaging and test of NAND Flash is conducted by ChipMOS, iNETest and PTI.
Large NAND Flash vendor Toshiba has its memory products packaging and test done by PTI and Amkor.
1 Global Semiconductor Industry
1.1 Overview of Global Semiconductor Industry
1.2 Chinese IC Market
2 Memory Market
2.1 Recent DRAM Price Trend
2.2 Market Demand for Mobile DRAM
2.3 DRAM Supply and Demand, 2006-2014
2.4 Downstream Applications of DRAM
2.5 Downstream Applications of NAND
2.6 NAND Supply and Demand
2.8 Mobile Phone Memory and Tablet PC Memory
3 Memory Industry
3.1 Brief Introduction
3.2 Market Share of NAND Vendors
3.3 Capacity Forecast of NAND Industry
3.4 Overview of DRAM Industry
3.5 Market Share of Mobile DRAM Vendors
3.6 Market Share of Commodity DRAM Vendors
4 Memory Vendors
4.2 SK Hynix
4.5 Ramaxel Technology
4.9 Nanya Technology
4.10 Samsung Electronics
5 Memory Packaging and Test Vendors
5.4 Walton Advanced Engineering
5.5 STS Semiconductor
5.6 Hana Micron
Global IC Market Size, 1989-2016
Global Semiconductor ASP, 1990Q4-2013Q2
Semiconductor Book-to-Bill Ratio, Jan. 2011-Mar. 2013
Worldwide IC Wafer Capacity Change (200mm Equivalent), 1994-2012
Worldwide Top 25 Semiconductor Sales Ranking, 2011
Worldwide Top 25 Semiconductor Sales Ranking, 2012
DDR3 2/3Gb Price, Jan. 2011-Jan. 2014
Global Smartphone Shipments and Mobile DRAM Content，2009-2015F
Global Mobile DRAM Demand and % of Total DRAM Demand，2009-2015F
Annual DRAM Demand and Supply Bit Growth, 2006-2014
DRAM Supply and Demand, 2006-2013
Mobile DRAM Supply and Demand, 2009-2013
Global DRAM Market Downstream Applications, 2011-2014
NAND Shipment by Downstream Application, 2020-2017
Shipment of NAND for Notebook Computers, 2009-2015
NAND Demand from Notebook Computers, 2009-2015
SSD-use NAND Shipment, 2009-2015
Global NAND Capacity and Growth, 2006-2014
Samsung Annual NAND Bit Growth and ASP, 2006-2014
NAND 64Gb MLC Price, 2011-2014
Shipment of Enterprise-use SSD by Type, 2012-2016
SSD Adoption Rate by Notebook Computers, 2012-2016
SSD Market Size, 2016
SSD Price Trend, 2012-2016
Market Share of Major SSD Vendors, 2012
Market Share of Major SSD Vendors, 2013
Market Size of Mobile Phone Memory and Tablet PC Memory, 2012-2015
Mobile Phone Memory and Tablet PC Memory Roadmap
Sales of Major Global NAND Brands, 2011Q4-2013Q1
Market Share of Major Global NAND Brands, 2011Q4-2013Q1
Revenue of Global NAND Vendors, 2011-2013
Shipment Growth Rate of Global NAND Vendors, 2011-2013
Supply Growth Rate of NAND Industry, 2008-2014
Growth Rate of NAND Wafer Capacity, 2005-2014
DRAM Industry CAPEX, 2000-2013
Mobile DRAM Market Share, 2009-2011
Mobile DRAM Sales by Brand, 2012Q1-2013Q1
Market Share of Mobile DRAM Brands by Sales, 2012Q1-2013Q1
Revenue of Mobile DRAM Vendors, 2011-2013
Shipment Growth Rate of Mobile DRAM Vendors, 2011-2013
Sales of Global Commodity DRAM Vendors, 2011Q4-2012Q4
Market Share of Global Commodity DRAM Vendors by Sales, 2011Q4-2012Q4
Sales and Gross Margin of Micron, FY2006-FY2013
Revenue Breakdown of Micron by Product, FY2007, FY2013Q2
Revenue Breakdown of Micron by Downstream Application, FY2007, FY2013Q2
Revenue Breakdown of Micron by Division, 2010-2013
Three Expense Ratios of Micron, FY2012Q1-FY2013Q3
Global Distribution of Production Bases of Micron
Process of Micron’s Acquisition of Elpida
Sales and Gross Margin of SK Hynix, 2008-2014
Revenue Breakdown of SK Hynix by Product, 2002-2012
Net Profit Margin and Operating Margin of SK Hynix, 2011Q1-2013Q1
Operating Income and Operating Margin of SK Hynix, 2006-2014
Operating Margin of SK Hynix by Division, 2006-2013
DRAM Bit Growth and ASP Growth of SK Hynix, 2010-2014
NAND Bit Growth and ASP Growth of SK Hynix, 2010-2014
Revenue Breakdown of SK Hynix by Product, 2012Q1-2013Q4
Shipment of SK Hynix, 2012Q1-2013Q4
ASP of SK Hynix, 2012Q1-2013Q4
Revenue Breakdown of SK Hynix DRAM by Downstream Application, 2011Q1-2013Q1
Revenue Breakdown of SK Hynix NAND by Downstream Application, 2011Q1-2013Q1
SK Hynix DRAM Shipment by Node, 2011Q1-2012Q4
SK Hynix NAND Shipment by Node, 2011Q1-2012Q4
Revenue and Gross Margin of ADATA Technology, 2005-2013
Monthly Revenue of ADATA Technology, Jun. 2011–Jun. 2013
Revenue and Gross Margin of Transcend, 2005-2013
Monthly Revenue of Transcend, Jun. 2011-Jun. 2013
Revenue Breakdown of Transcend by Downstream Application, 2012
Revenue Breakdown of Transcend by Region, 2012
Revenue Breakdown of Toshiba by Division, FY2008-FY2012
Operating Income of Toshiba by Division, FY2008-FY2012
Revenue Breakdown of Toshiba by Region, FY2012
Revenue and Gross Margin of Sandisk, 2005-2013
Revenue of Sandisk by Business, 2013Q1
R&D Costs of Sandisk by Technology, 2011-2012
Revenue Breakdown of Sandisk by Region, 2012
Products Employing Sandisk’s EMMC
Technology Roadmap of Sandisk
Shipment of Sandisk, 2008-2012
Revenue and Gross Margin of Nanya Technology, 2007-2013
Monthly Revenue of Nanya Technology, Jun. 2011-Jun. 2013
Quarterly Revenue of Nanya Technology, 2009Q1-2013Q1
Revenue Breakdown of Nanya Technology by Downstream Application, 2013Q1
CAPEX of Nanya Technology, 2008-2013
Annual Bit Growth of Nanya Technology, 2008-2013
Operating Income of SEC, 2000-2015
Operating Income of SEC by Division, 2000-2015
Quarterly Operating Income of SEC by Division, 2008Q1-2013Q4
DRAM Revenue and Operating Margin of SEC, 2012Q1-2013Q4
DRAM Shipment and Operating Margin of SEC, 2012Q1-2013Q4
NAND Revenue and Operating Margin of SEC, 2012Q1-2013Q4
NAND Shipment and Operating Margin of SEC, 2012Q1-2013Q4
Revenue and Gross Margin of Winbond, 2011Q2-2013Q1
Memory Revenue and Gross Margin of Winbond, 2011Q2-2013Q1
CAPEX of Memory Business of Winbond, 2008-2013
Memory Revenue Breakdown of Winbond by Product, 2011Q2-2013Q1
Monthly Revenue of Apacer, Jun. 2011-Jun. 2013
Revenue and Gross Margin of Macronix, 2007-2013
Revenue Breakdown of Macronix by Product, 2013Q1
Capacity Utilization of Macronix, 2007Q1-2013Q1
ROM Shipment of Macronix, 2008Q1-2013Q1
NOR Shipment of Macronix, 2008Q1-2013Q1
Revenue of Macronix by Node, 2012-2013
Revenue Breakdown of Macronix by Downstream Application, 2013Q1
Revenue and Gross Margin of Spansion, 2008-2013
Revenue Breakdown of Spansion by Region, 2012
Revenue Breakdown of Spansion by Downstream Application, 2013Q1
Revenue and Operating Margin of PTI, 2006-2013
Monthly Revenue and Growth Rate of PTI, Mar. 2011-Mar. 2013
PTI Packaging and Test Solution
TSV Solution of PTI
Revenue Breakdown of PTI by Business, 2012Q4
Revenue Breakdown of PTI by Product, 2012Q4
Revenue and Gross Margin of ChipMOS, 2003-2013
Revenue Breakdown of ChipMOS by Business, 2010-2012
Revenue Breakdown of ChipMOS by Product, 2010-2012
Utilization Rate and EBITDA Margin of ChipMOS, 2009-2012
Cash Flow and CAPEX of ChipMOS, 2009-2012
Revenue Breakdown of ChipMOS by Client, 2011
Revenue of ChipMOS by Region, 2006-2011
FORMOSA Plastics Group Organization
Revenue and Operating Margin of FATC, 2006-2013
Monthly Revenue of FATC, Mar. 2011-Mar. 2012
Revenue and Operating Margin of WALTON, 2007-2013
Monthly Revenue and Growth Rate of WALTON, Mar. 2011-Mar. 2013
Revenue and Operating Margin of STS Semiconductor, 2006-2013
Revenue Breakdown of STS Semiconductor by Product, 2012Q1-2013Q4
Revenue and Operating Margin of Hana Micron, 2006-2013
Revenue Breakdown of Hana Micron by Client, 2011
Revenue Breakdown of Hana Micron by Market, 2012Q1-2013Q4
Global and China Semiconductor Equipment Industry Report, 2013-2014
After two years of recession, the semiconductor equipment market is projected to achieve growth in 2014. In 2011, the semiconductor equipment market size hit a record high of USD43.532 billion, but it...
China Digital TV Transmitter Industry Report, 2013
According to the planning of the State Administration of Radio, Film and Television (SARFT), China in 2015 will shut down analog TV and complete the integral transition of cable TV from analog to digi...
Global and China Memory Industry Report, 2013
Global and China Memory Industry Report, 2013 consists of the following contents: Brief introduction to global semiconductor industry Market analysis of DRAM and NAND Major memory vendors Majo...
Global and China Passive Component Industry Report, 2012-2013
The report highlights the followings: 1. Brief Introduction to Passive Components; 2. Passive Component Industry & Market Segments-Capacitor, Inductor and Resistor; 3. Main Downst...
Global and China GaAs Industry Report, 2012-2013
Global and China GaAs Industry Report, 2012-2013 covers the followings: 1 Brief introduction to GaAs2 Industry overview of GaAs3 Downstream market of GaAs4 Analysis on mobile phone RF system 5 Study o...
Global and China Advanced Packaging Industry Report, 2012-2013
Global and China Advanced Packaging Industry Report, 2012-2013 covers the followings: 1. Global Semiconductor Industry Overview;2. IC Manufacturing Industry Overv...
Global and China Touch Screen (Panel) Industry Report, 2012-2013
Global and China Touch Screen (Panel) Industry Report, 2012-2013 covers the followings:
Touch Screen Market Size Trends of Small, Medium and Large-sized Touch Screens Touch Screen Downstream Market...
Global and China Mobile PC Casing (Enclosure) Industry Report, 2012-2013
The report covers the followings: 1. Global and Chinese PC markets 2. Global and China Mobile PC industry 3. Notebook and tablet PC casing industr...
Global and China PC Cable Assembly Industry Report, 2012-2013
Global and China PC Cable Assembly Industry Report, 2012-2013 covers the followings: 1. Global and China PC Market; 2. Global and China Mobile PC Market;3. PC Cable Assembly Industry;4. 15 Major PC Ca...
Global and China Flexible Printed Circuit Board (FPCB) Industry Report, 2012
Global and China Flexible Printed Circuit Board (FPCB) Industry Report, 2012 includes the following contents:
1. Profile of FPCB2. Overview of FPCB Market and Industry3. Analysis of 22 Major FPCB Ma...
Global and China OLED Industry Report, 2012
Promoted by the display giants headed by Samsung and LG, OLED industry is still in the stage of steady development. In 2011, the OLED output value worldwide approximated USD3.3 billion, with year-on-y...
China Navigation Equipment Industry Report, 2012-2014
After forty years of development, the global satellite navigation system has developed into a “one plus three” pattern. And the “one” refers to GPS made in the USA, and the three refer to Chinese, Rus...
Global and China Power Device Industry Report, 2011-2012
Global and China Power Device Industry Report, 2011-2012underlines: 1. power device; 2. global and China power device market; 3. power device industry; 4. IGBT, SiC and GaN market and industry outlook...
China Digital TV Transmitter Market Report, 2012
The analog-to-digital TV signal conversion in different countries around the world reached its peak after 2009, so did the digital television network construction. The United States plans to complete ...
Global and China LCD Backlight Unit (BLU) Industry Report, 2011-2012
Global and China LCD Backlight Unit (BLU) Industry Report, 2011-2012 covers the followings: Introduction to LCD Backlight Unit LCD Backlight Unit Market LCD Panel Market 11 Major LCD Panel Players 12 ...
Global and China Display Driver IC Industry Report, 2011-2012
The report highlights the followings:
Brief introduction to display driver IC;Display driver IC market;Small-and medium-sized panel market of display driver IC; Research of 9 leading display driver ...
China IC Card/Smart Card Industry Report, 2011-2012
In 2011, the sales of IC card grew 11.1% over 2010 to around RMB9 billion, and its sales volume rose 13.6% over 2010 to 2.43 billion, hitting a record high. The IC card industry is expected to increas...
Global and China Touch Panel (Including Small- and Medium-sized Display) Industry Report, 2011-2012
Global and China Touch Panel (Including Small- and Medium-sized Display) Industry Report, 2011-2012 conducts studies on the followings: Downstream market of touch panel; Touch panel & small- and mediu...