TrendForce: Global DRAM Industry Q1 Revenue Drops 21.2% QoQ, Declining for Three Consecutive Quarters

IT House May 25 news, TrendForce research shows that in the first quarter of this year, the DRAM industry’s revenue was approximately US$9.66 billion, a 21.2% decrease from the previous quarter, and it has fallen for three consecutive quarters. In terms of shipments, only Micron has increased, while the rest have declined; the average selling price of the three major OEMs has all decreased.

In terms of revenue, the revenue of the three major OEMs all declined. Samsung’s shipments and average price (ASP) fell in tandem, and its revenue was approximately US$4.17 billion, a 24.7% decrease from the previous quarter.

Micron rose to second place in the first quarter, mainly because the financial report range was earlier than other original manufacturers. Therefore, it benefited from the shipment orders at the end of last year. It is the only manufacturer among all original manufacturers whose shipments are growing, but there is still a certain decline. Revenue was US$2.72 billion, a decrease of 3.8% from the previous month.

SK Hynix’s shipments and ASP both fell by more than 15% in the first quarter, and the revenue decline was the highest at 31.7%, approximately US$2.31 billion.

Analysts pointed out that due to the rapid decline in ASP, the Q1 operating profit margins of the three major OEMs turned from positive to negative. In terms of production capacity planning, the three major original manufacturers have already started to reduce production. The utilization rate of Samsung, Micron, and SK Hynix in the second quarter dropped to 77%, 74%, and 82%, respectively.

IT Home has noticed that not only large factories are suffering from cold weather, but small factories such as Nanya, Winbond and PSMC also experienced a certain degree of decline in performance, and their revenue in the first quarter decreased by 16.7% respectively. %, 8.8%, 12.3%.

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