Samsung (Seoul, South Korea), the No. 1 supplier of DRAM for some time, expanded its market share by 3.5 percent compared to the second quarter, handily outperforming the industry as a whole in the third quarter, according to IHS.
"Samsung perennially has the DRAM industry's largest capital expenditure budget, allowing it to reduce costs and offer advanced products more quickly than the competition," said Mike Howard, principal analyst for DRAM and memory at IHS, in a statement. "Because of this, the company was better able to absorb the decline in average selling prices (ASP) in the third quarter, which fell 26 percent for the DRAM industry as a whole."
According to Howard, Samsung's DRAM ASP fell by just 17 percent in the third quarter, while its shipments increased by 9 percent. "With these advantages, the South Korean electronics giant was able to expand its DRAM market leadership to the highest margin in company history," Howard said.
Samsung's share of DRAM market revenue has been rising steadily in recent years, growing from 28 percent in 2007 to 30 percent in 2008, to 34 percent in 2009 and 37 percent in 2010, according to IHS.
The 26 percent ASP decrease for the overall DRAM market in the third quarter compares to an average quarterly decline of 2 percent since the beginning of 2009. The extraordinarily weak pricing caused DRAM industry revenue in the third quarter to decline by 15.8 percent to $6.8 billion, down from $8.1 billion in the second quarter, IHS said.
"DRAM demand in the third quarter was undercut by anemic sales of PCs—which represent the primary market for the memory type," Howard noted. "The consumer appetite for PCs has been dampened by weak economic conditions combined with competition from media tablet devices."
IHS: Samsung grabbed record DRAM share in Q3
No comments:
Post a Comment