Although DRAM exports to Samsung and SK Hynix ‘Huawei Special’ increased, sales decreased.

Entry 2020.11.20 09:38 | Revision 2020.11.20 09:43

Q3 shipments increased, but prices fell … Server DRAM 17%, PC DRAM 5% each drop
“In Q4, server DRAM demand appears to be weak, similar sales are expected in Q3”

In the third quarter of this year, Samsung Electronics and SK Hynix’s DRAM sales were reported to have declined slightly from the previous quarter. China’s Huawei, which faced sanctions from the US During this period, significantly increased DRAM orders and overall shipments increased, but an analysis says it was not enough to reverse the price decline.

According to Trend Force, a market research organization on the 20th, the third quarter Samsung Electronics (005930)DRAM sales generated of $ 7.214 billion (about 8 trillion won). Compared to the second quarter, it was down 3.1%. SK hynix (000660)Furthermore, it was up 4.4% from the previous quarter to $ 4.928 billion (about 4.9 trillion won).

Trend Force said: “Huawei aggressively accumulated parts inventory, including DRAM during this period, but DRAM prices have also declined again.” He led the general fall in prices, ”he explained.

During this period, server DRAM (32GB module) fell 17% and PC DRAM (DDR4 8Gb) fell more than 5%.

However, Micron, the third-largest DRAM maker after Samsung Electronics and SK Hynix, posted sales of $ 4.371 million, showing a 22% increase over the previous quarter. As a result, the total sales of global DRAM manufacturers in the third quarter were $ 1.76 billion, an increase of 2% compared to the second quarter.

Micron’s earnings are temporary and based on the number of stocks based on accounting, and trendforce analyzed that starting next quarter, given that quarterly stocks will return in 14 to 13 weeks, results will slow down.

In the fourth quarter, the industry expects overall demand for DRAM, excluding server DRAM, to be healthy. Trend Force predicted that “weak demand for server DRAM will act as a drop in the average selling price (ASP) of DRAM products overall.”