News
 

Bookmark and Share

(6) 

It is not a secret that South Korea-based makers of dynamic random access memory (DRAM) have been gradually increasing market share for the past decade to ~65% - 70% in the recent year or two. In a bid to stay competitive against SK Hynix Semiconductor and Samsung Electronics, other manufacturers will have to form strong alliance in order to stop money hemorrhaging.

Analysts from DRAMeXchange, a division of TrendForce, DRAM manufacturers from Japan (if one remain after Elpida's restructuring), Taiwan and the U.S. are unable to efficiently compete against Hynix and Samsung in terms of economies of scale, technology migration speed, and product mix, which in the long term may result in control of the memory market by two companies from South Korea. Looking at the DRAM industry competition, DRAMeXchange believes a Taiwan-U.S.-Japan alliance is the only way the makers would be able to go up against the Korean manufacturers.

If Taiwanese makers are able to maintain timely mass production and economies of scale for wafer starts, in addition to good yield rates and technology migration support, they could bear the heavy burden of reducing cost.

As for U.S. makers, not only are they on good terms with PC OEMs, their server DRAM market share is satisfactory, and they could combine their flash products with mobile DRAM to make headway on the smartphone and tablet PC markets.

Japanese makers are not far behind their Korean counterparts in terms of commodity and mobile DRAM yield rate and technology migration. If they move more production to Taiwanese manufacturers and cooperate with U.S. makers on MCP production to target the mobile device market, cost management and profitability will improve.

If the tri-national alliance is successful, their total capacity would be around 410 thousand wafers per month, 34% of global DRAM capacity, and the DRAM industry would be comprised of three equally strong contenders.

Tags: Elpida, Micron, Toshiba, Samsung, Nanya, Kingston, Hynix, DRAM, Business

Discussion

Comments currently: 6
Discussion started: 03/28/12 12:50:53 PM
Latest comment: 03/29/12 12:40:11 PM
Expand all threads | Collapse all threads

[1-5]

1. 
This sounds a lot like "geek speak" for a RAM Cabal... History has shown that price fixing can cost companies a lot of money be it for RAM or pixel screens.
0 0 [Posted by: beenthere  | Date: 03/28/12 12:50:53 PM]
Reply

2. 
why u dont see an aliance against Intel ?????

Samsung at least gives cheap memories. Intel instead because of monopoly keep high price for CPU'sa
0 1 [Posted by: tbaracu  | Date: 03/28/12 01:30:27 PM]
Reply
- collapse thread

 
erm...no? U can buy very cheap and powerful cpus from intel as well.
I can buy a 150€ Core i5, wich. I would pay more for an AMD FX CPU nowadays - although they are slower....
So Intel=expensive isn't a legit argument and if u only look at the +200$ Market its your fault, because then it is obvious that a cpu is more expensive there...
0 0 [Posted by: Rollora  | Date: 03/29/12 01:15:29 AM]
Reply

3. 
CPU's will be cheaper if Intel manufacturing tech will be equaled by the others
0 0 [Posted by: tbaracu  | Date: 03/29/12 12:38:35 PM]
Reply

4. 
especially on servers
0 0 [Posted by: tbaracu  | Date: 03/29/12 12:38:59 PM]
Reply

5. 
is ok the situation in the RAM market now. is good for consumer, because is cheap. We dont have to cry for the companies.
0 0 [Posted by: tbaracu  | Date: 03/29/12 12:40:11 PM]
Reply

[1-5]

Add your Comment




Related news

Latest News

Monday, April 14, 2014

8:23 am | Microsoft Vows to Release Xbox 360 Emulator for Xbox One. Microsoft Xbox One May Gain Compatibility with Xbox 360 Games

Tuesday, April 1, 2014

10:39 am | Microsoft Reveals Kinect for Windows v2 Hardware. Launch of New Kinect for Windows Approaches

Tuesday, March 25, 2014

1:57 pm | Facebook to Acquire Virtual Reality Pioneer, Oculus VR. Facebook Considers Virtual Reality as Next-Gen Social Platform

1:35 pm | Intel Acquires Maker of Wearable Computing Devices. Basis Science Becomes Fully-Owned Subsidiary of Intel

Monday, March 24, 2014

10:53 pm | Global UHD TV Shipments Total 1.6 Million Units in 2013 – Analysts. China Ahead of the Whole World with 4K TV Adoption

10:40 pm | Crytek to Adopt AMD Mantle Mantle API for CryEngine. Leading Game Developer Adopts AMD Mantle

9:08 pm | Microsoft Unleashes DirectX 12: One API for PCs, Mobile Gadgets and Xbox One. Microsoft Promises Increased Performance, New Features with DirectX 12

3:33 pm | PowerVR Wizard: Imagination Reveals World’s First Ray-Tracing GPU IP for Mobile Devices. Imagination Technologies Brings Ray-Tracing, Hybrid Rendering Modes to Smartphones and Tablets

2:00 pm | Nokia Now Expects to Close Deal with Microsoft in Q2. Sale of Nokia’s Division to Close Next Month