In the fourth quarter of 2021, the total output value of global DRAM was US $25.03 billion, with a quarterly decrease of 5.8% From TrendForce

The following is the In the fourth quarter of 2021, the total output value of global DRAM was US $25.03 billion, with a quarterly decrease of 5.8% From TrendForce recommended by recordtrend.com. And this article belongs to the classification: TrendForce, Intelligent hardware.

According to trendforce Jibang consulting research, the epidemic has hindered the supply of many terminal devices, such as smart phones, servers, PC to niche consumer electronic products, and indirectly led to a decline in the willingness of buyers to pull goods for relatively long-term memory, especially the attitude of PC OEMs with DRAM inventory of more than 10 weeks. Therefore, the shipment volume of most DRAM original factories declined in the fourth quarter of 2021, and the decline of cargo pulling momentum also led to the reversal of DRAM quotation. In the fourth quarter of 2021, the total output value of DRAM decreased by 5.8% to US $25.03 billion, and the revenue of only a few suppliers such as SK Hynix bucked the trend.

Looking forward to the first quarter of 2022, the shortage of some parts and components can be alleviated. However, the first quarter is the off-season of demand, and the buyer’s inventory is still high, so that most buyers will focus on de inventory, and the overall momentum of pulling goods is low. Therefore, the DRAM price in the first quarter of this year will face greater pressure than that in the fourth quarter of last year, and the overall DRAM output value may fall further.

In the fourth quarter of 2021, the price fell, which reduced the profit of DRAM original factory

In terms of revenue performance, the original quotations of the three drams fell, while the trend of the shipping end was slightly different. Samsung (Samsung) and micron (micron) both fell in shipments due to poor terminal demand, with revenue falling 9% and 8% respectively; In terms of market share, Samsung fell slightly to 42.3%, still ranking first; Sk Hynix ranked second, rising to nearly 30%; Meguiar declined slightly to 22.3%. However, due to the relatively high base period of SK Hynix’s shipment in the fourth quarter of last year, the company expects the decline of shipment to be slightly higher than the industrial average, which will slightly reduce its market share in the first quarter.

In terms of profit performance, due to the increase in the proportion of advanced processes, the subsequent cost optimization is still insufficient to make up for the decline in quotation. The operating profit margins of Samsung, SK Hynix and micron (financial report range from September to November) fell to 50%, 45% and 41% respectively. Trendforce Jibang consulting believes that the decline is likely to intensify in the first quarter of this year, and DRAM suppliers will face a greater profit decline. The original factory can only reduce the impact of quotation pressure by increasing the proportion of advanced processes and optimizing the product portfolio.

In the fourth quarter of 2021, the market condition of special DRAM was also weak, and the revenue of Taiwan factory also fell

As the demand for special DRAM terminal applications such as TV and consumer electronic products also decreased significantly in the fourth quarter, coupled with the impact of supply chain shortage, the client’s ability to pull goods from DRAM also decreased significantly. In the fourth quarter, the price decline of special DRAM was also similar to that of mainstream products, which also impacted the revenue performance of Taiwan factories dominated by consumer markets. From the perspective of Nanya tech, the combined attack of falling volume and price reduced its revenue by about 10% in the fourth quarter, while the operating profit margin decreased to 37.5% due to the decline of quotation. Winbond was also impacted by the problem of long and short materials in the market dominated by small capacity (1 / 2GB), but the impact was relatively small, and its revenue fell slightly by nearly 4% in the fourth quarter. PSMC (revenue calculation is mainly based on its own standard DRAM products, excluding DRAM OEM business), the revenue fell slightly by about 1%. If the OEM revenue is added, it will grow by 6% against the trend, indicating that its early locking is a good strategy.

Facing the reversal of DRAM market conditions, according to trendforce Jibang consulting, the solutions of the three major manufacturers are as follows: South Asia technology can turn its 20 nm capacity to produce DDR3 with better gross profit when DDR4 market conditions are poor, and invest more resources in the research and development of 1x nm new process. If the yield increases rapidly, it can bring bit contribution before the completion of the new plant in 2024; Huabang not only continues to focus on niche small capacity products, because the company has a leading position in this field, but also strengthens the research and development of 25 nm and the next generation of 20 nm, hoping to be directly introduced when the mass production of Kaohsiung road bamboo factory is started; As for Li Jidian, by binding with customers for a long time, it will deploy this year’s chips in advance, continue to give full play to its greatest advantages, and make capacity allocation between logic IC and memory products in line with market conditions and gross profit.

More reading: trendforce: in the third quarter of 2020, the global DRAM output value reached US $17.46 billion, with a quarterly increase of only 2%. Trendforce: in the second quarter of 2020, the global DRAM output value reached US $17.1 billion, with a quarterly increase of 15.4%. Trendforce: in the third quarter of 2021, the global DRAM output value reached US $26.6 billion, with a year-on-year increase of 10.2%. Trendforce: 4.844 billion mobile camera modules were shipped in 2021, with an annual increase of 3% next year : ranking of the top ten SSD module manufacturers in the world in 2019 trendforce: TV panel prices rose strongly, In August, 55 inch and 32 inch increased by 10%. Trendforce: in 2019, the shipment volume of E-sports LCD monitors was 8.5 million. Trendforce: in the third quarter of 2020, the revenue of the world’s top ten packaging and testing companies exceeded US $6.7 billion. Trendforce: in February 2020, the global TV panel shipment reached 2007.3 million. Trendforce: it is estimated that the revenue scale of major wafer foundry manufacturers in Asia in 2015 will exceed US $36 billion. Trendforce: it is estimated that in 2020 Global VR market scale rushes to US $70 billion trendforce: it is estimated that the global sales of virtual reality devices will reach 14 million in 2016 trendforce: it is estimated that the global TV shipment will reach 252.1 million units in 2020, with an annual decline of 5.8% trendforce: the global TV shipment will reach 252.1 million units in 2020, with an annual decline of 5.8% trendforce: it is estimated that the global smartphone shipment will be 1.34 billion units in 2016, with an annual growth of only 5.8%

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