According to a survey by DRAMeXchange, the demand for data centers in North America continues to be strong, and the capacity and process of the DRAM supply side are limited. This does not satisfy the overall server memory market demand. The demand for ServerDRAM is in short supply in the third quarter. More significant. Driven by the average retail price (Average Selling Price), the three major DRAM makers reported revenue growth of approximately 25.2% in the third quarter.
Liu Jiahao, an analyst at DRAMeXchange, pointed out that in the fourth quarter, the overall server DRAM shortage situation will become even more apparent in the case of server shipments unabated. The fourth-quarter contract price of ServerDRAM will continue to increase by 6% to 10%. The company’s revenue and profitability have reached new heights.
Samsung
In terms of the current market size, Samsung has benefited from the overall DRAM market share and process technology leadership. Server DRAM performance in the market is particularly bright. It is worth mentioning that Samsung is also relatively active in high-capacity modules and layout. In the third quarter, the overall ServerDRAM revenue reached US$2.549 billion, up 28.4% quarter-to-quarter, accounting for approximately 45.9% of the overall market.
Looking into the fourth quarter, demand from servers will reach the peak of this year, and the demand for high-capacity modules will climb to an annual high with the introduction of new platforms. Server DRAM is still in short supply. However, at this stage, Samsung will continue to adjust the supply compliance rate for each OEM/ODM in order to reach the goal of meeting the needs of major customers and increasing profit levels.
In terms of process, Samsung is still relying on 20nm output this year, and the 18nm proportion will increase to 40% in the fourth quarter. It is expected that by the end of the first quarter of 2018, it will exceed 50% and gradually become the mainstream product. In the planning of high-capacity chips, Samsung will introduce 16Gb monodie design at its 18nm. Currently, samples have been sent to Intel for testing. It is expected to be introduced into the production line in the second quarter of 2018. It is expected that the cost structure of ServerDRAM will be greatly improved, and it will be beneficial to high levels. Capacity module layout.
SK Hynix
Thanks to the North American data center's stocking demand, SK Hynix's third-quarter revenue increased by 30.1% from the second quarter to US$1.792 billion. The operating profit rate also improved significantly compared to the second quarter. If we look at the progress of the manufacturing process, SK Hynn Server DRAM is still dominated by 21nm, while 18nm ServerDRAM will be produced in small quantities by the end of the first quarter of 2018. It is expected that the production capacity will gradually be released after the second quarter, and with the ODM certification progress and good With the improved rate, the proportion of 18nm output will further increase.
From the perspective of capacity planning, SK hynix will gradually increase the production capacity of M14Phase1 and 18nm process conversion at Wuxi. Among them, ServerDRAM will account for over 30% of its DRAM products, and some of the production capacity will be slightly adjusted according to market demand to maintain profitability. Level. In the face of server orders, in addition to product line adjustments, SK hynix will also increase the proportion of high-capacity modules such as 32G and 64G. It is expected that the shipment of high-capacity modules will increase to 60% by next year. .
Micron
Due to the continuous rise in prices and the cost-effectiveness of process miniaturization, Micron's Server DRAM shipments in the third quarter grew compared to the previous quarter, and the average sales unit price also showed a partial jump. This stimulated Server DRAM product revenue growth by 13% to 1.207 billion. Dollars.
Analyzed from the product side, the proportion of Micron's in ServerDRAM is still maintained at nearly 30%. The continuous growth of profits at this stage depends entirely on the increase in the unit price of average memory sales. Looking forward to next year, Micron will increase production with its 17nm progress and improvement; as of now, its yield has been further improved and has been sampled, but in the planning of the ServerDRAM product line will still be regarded as the second quarter of next year Whether or not the yield rate can reach the scale of the economy will only increase the investment. At this stage, the existing 20nm product is still the main product.
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