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Articles:

1. Samsung, Hynix gain share in shrinking DRAM market

2. Micron regains No. 3 spot in DRAM /EETimes

3. Micron unseats Hynix in NAND flash ranking in 1Q09, says DRAMeXchange / DIGITIMES

 

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1. Samsung, Hynix gain share in shrinking DRAM market

 

By Tarmo Virki, European Technology Correspondent / Reuter

Mon May 11, 2009 11:14am EDT

 

* DRAM market fell 22.3 pct q/q in Q1 vs 40 pct fall in Q4

* Samsung Q1 market share 26.5 pct vs 24.5 pct in Q4

* Hynix Q1 market share 22.3 pct vs 20.7 pct in Q4

 

HELSINKI, May 11 (Reuters) - The two biggest producers, Samsung Electronics (005930.KS) and Hynix Semiconductor Inc (000660.KS), won larger shares of the shrinking market in dynamic random access memory (DRAM) chips in the first quarter, industry research firm DRAMeXchange said on Monday.

The memory chip sector, which has undergone a brutal, two-year downturn, is showing the first signs of life this year after major players made steep production cuts. Separately, Samsung said on Monday it expects shipments of DRAM chips to grow 10-15 percent in 2009. [ID:nSEO46225]

The overall market for DRAM memory chips, widely used in personal computers, shrank 22.3 percent in the first quarter, compared with a 40.8 percent fall in the previous quarter, DRAMeXchange said.

Samsung's market share increased to 26.5 percent from 24.5 percent in the previous quarter, with Hynix raising its share to 22.3 percent from 20.7 percent.

The third and fourth biggest producers, Elpida (6665.T) and Micron (MU.N), lost some share in the quarter and held, respectively, 15.3 and 15.2 percent of the market, the research firm said.

Due to Qimonda's (QMNDQ.PK) bankruptcy filing and revenue declining 55 percent in the first quarter, Nanya Technology (2408.TW) jumped to fifth place in the market.

In January Germany's Qimonda became the first major chipmaker to file for insolvency as a result of huge industry price drops and the global financing squeeze.

 

 

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2. Micron regains No. 3 spot in DRAM



 
SAN FRANCISCO—For the first time in more than three years, U.S. memory chip vendor Micron Technology Inc. was among the top three in global DRAM market share for the first quarter, an analyst said in a report Friday (May 8).

Micron (Boise, Idaho) moved past Japan's Elpida Memory Inc. to regain the No. 3 position in the DRAM market during the first quarter, according to preliminary analysis from Nam Hyung Kim, director and chief analyst of memory ICs and storage systems at iSuppli Corp.

With first quarter DRAM sales of $484 million—down 28 percent year-to-year—Micron had 14.6 percent DRAM market share in the first quarter, up from 13.8 percent in the fourth quarter of 2008, according to the analysis, distributed by Kim Friday (May 8). It marks the first time since the fourth quarter of 2005 that Micron has been in the top three among global DRAM vendors, according to Kim.

South Korean chip vendors Samsung Electronics Co. Ltd. and Hynix Semiconductor Inc. retained the top two market positions in DRAM during the first quarter, according to Kim. Samsung, the perennial No. 1 DRAM vendor, achieved a record high 34.3 percent market share, up from 30 percent in the fourth quarter of 2008, while Hynix captured 21.6 percent of the market, up from 20.8 in the fourth quarter of 2008, according to Kim.

Elpida slipped to No. 4, according to Kim, with 14.2 percent market share, down from 15.5 percent in the fourth quarter of 2008.

The DRAM business has been engulfed in a brutal downturn that has forced one vendor, Qimonda AG, to file for bankruptcy while others have sought government aid. The government of Taiwan has explored various plans to merge the Taiwanese memory vendors, forming a government-backed venture, Taiwan Memory Corp. But thus far to no avail.

In the first quarter, the global DRAM market contracted 20.1 percent from the fourth quarter and 44.1 percent compared to the first quarter of 2008, according to iSuppli (El Segundo, Calif.).Average selling price per megabyte was down 8 percent and megabyte units declined 13 percent sequentially, according to the firm. Megabyte units grew 10 percent compared to the first quarter of 2008, iSuppli said.

Kim cautioned that Micron's comeback could trigger a market share war, especially with Elpida and Hynix, adversely affecting the overall market.

"ISuppli believes that, inevitably, Micron will gain market share with additional fab access in the future," Kim wrote.

But Micron's ability to control a bigger piece of the market will depend on how quickly the Inotera fab Micron acquired can convert to Micron's stacked technology from Qimonda technology, according to Kim. Micron acquired Qimonda's stake in Inotera last November.

Nanya Technology Corp., Micron's joint venture partner, was the only other DRAM vendor to gain market share sequentially in the first quarter, according to Kim. Nanya's market share during the first quarter rose to 5.2 percent from 4 percent in the fourth quarter of 2008, according to Kim.

Taiwan vendors ProMOS and Powerchip suffered substantial first quarter sales drops, Kim noted, with Powerchip's sales down 85 percent compared to the first quarter of 2008.

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3. Micron unseats Hynix in NAND flash ranking in 1Q09, says DRAMeXchange



Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Wednesday 13 May 2009]

Micron Technology of the US moved into the world's top-three NAND flash chipmakers in the first quarter of 2009, overtaking Korea's Hynix Semiconductor, according to a recent research by DRAMeXchange. Micron's market share grew to 9.6% in the first quarter, outpacing Hynix' 8.2%.

Samsung Electronics and Toshiba continued to lead the worldwide NAND flash market in the first quarter with a combined 71.5% share, said DRAMeXchange.

Global Top-6 NAND flash vendors: Revenues and market share (US$m)

1Q 2009

4Q 2008

Revenue growth Q/Q

Revenues

Market share

Revenues

Market share

Samsung

750

36.0%

745

34.9%

0.7%

Toshiba

740

35.5%

738

34.5%

0.3%

Micron

200

9.6%

214

10.0%

(6.5%)

Hynix

171

8.2%

220

10.3%

(22.3%)

Intel

155

7.4%

150

7.0%

3.3%

Numonyx

70

3.4%

70

3.3%

0

Total

2,088

100%

2,137

100%

(2.4%)

Source: DRAMeXchange, compiled by Digitimes, May 2009

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