Memory industry is faced with shuffle: PC market is fatigued and weak bring about beg for be more than

Memory chip price is reduced ceaselessly, netizen play is called " Chinese cabbage price "

Guide language: Forei t mobile prepaid cards gn media is written last week civil point out, because PC market demand is fatigued and weak, DRAM memory chip alleviates for be more than the situation that beg to be couldn't get tardy, together with cost rises, market competition miserable intense, front of whole DRAM industry is faced new round shuffle.

It is article full text below:

Be faced with shuffle

From 20 centuries since 60 time, memory chip is regarded to be information age " crude oil " -- they are very important to computer and other equipment, as a result goes all lengths at manufacturer improve memory chip performance, reduce manufacturing cost. However, the message says last week, tycoon Er amounts to Japanese memory chip to be being sought surely win capital support from its client, this shows the competition that puts chip industry is medium inside, more and more enterprises are close to a bureau.

SamSung (small gain) two big companies are holding the Korea such as electron and Hailishi at present the dominant position of memory chip industry, the market share that optical science and technology of beauty of American chip manufacturer and Er amount to surely is paratactic the 3rd, but lag behind at SamSung electron and Hailishi far. Memory chip is used extensively at waiting for equipment of of all kinds electron to the television from watch, computer. However, the market demand of DRAM chip already tended stable, it is so important before that they already resembled no longer to semiconductor industry.

Even if is the market gets bellwether to also seeking implementation diversification to develop at present, th free memory card digital cameras e reason is PC market slow down in demand and violent wind of cost of construction of new chip plant rise. PC is the equipment that uses up maximum memory chip. In the past, the user often buys in order to of many DRAM chip to promote PC property, but the necessity that they already cannot see such doing nowadays. Computer function depends on now other component, for instance one kind the name shows the chip that put for NAND. NAND Shan Cunzheng is producing the part that acts for a long time with cause hard disk increasingly.

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Competitive miserable intense

Competition is very intense since DRAM industry is long-term. 20 centuries 80 time, because Japanese manufacturer controlled the DRAM market share of more than 70% , intel (small gain) by force of but announce to quit this professional work. Heart state apparatus (small gain) also quited DRAM professional work in 90 time metaphase. 3 years ago, qimonda of branch of chip of the memory below Ying Feiling banner also closes down, ying Feiling is from German Xi Menzi (small gain) a business of group fractionation.

Although the DRAM business of beautiful optical science canon ef 15mm and technology appeared deficit, but the evidence that has not quited this professional work at present. Beautiful optical science and technology is dedicated all the time at demand taller market territory, still building NAND to shine at the same time put business. A Puer of · of husband of history the base of a fruit of CEO of beautiful optical science and technology pauses (Steve Appleton) says: "I think the competition ability of a lot of DRAM manufacturers to be able to be weakened ceaselessly. I think this will drive industry conformity further. I think this will drive industry conformity further..

The rise of Asian manufacturer let whole DRAM industry be experienced shuffle. Manufacturer of Asian part DRAM supports energetically in what the government got at the beginning of starting, a lot of policy privilege are won when build new plant, make manufacturing cost drop. Once be after this compet the most popular scooby costume ition decline, DRAM manufacturer is faced with price advantage to decrease likely reach by the risk of share of competitor nibble market. Its are as a result, DRAM manufacturer is ceaseless build new plant, even if is to be when market of or so DRAM is fatigued and weak 2005.

memory laptop toshibaDemand is fatigued and weak

But nobody anticipation can control market demand to PC industry transition, bring about the situation that begs for be more than to cannot end tardy. Wheat overcomes analyst of industry of chip of memory of IHS ISuppli of market research organization · Howard (Mike Howard) says: "They produce the integral requirement that can exceed entire today industry even in what accumulate 5 years ago. "They produce the integral requirement that can exceed entire today industry even in what accumulate 5 years ago..

Last year, because the product is supplied,exceeded market demand far, DRAM industry battalion closes glide extent exceeds 30% . Occupy Howard to estimate, the inventory of DRAM manufacturer is 13 weeks about at present, far outclass is normal below the circumstance 9 weeks level. Many analyst expresses, NAND shows the battalion that puts an industry to receive a likelihood to exceeded DRAM trade first 2012.

In the meantime, DRAM factory makes cost however violent wind rises to come to 5 billion dollar between 10 billion dollar, this lets the biggest DRAM firm also bear hard even. Current, only the camp of DRAM business year of two companies receives SamSung electron and Hailishi more than 5 billion dollar.

· of Jim of chief analyst of Objective Analysis of firm of American market research writings brush enlighten (Jim Handy) says: "Because the market grows the rate that place of manufacturer of short of DRAM needs, make its faint bear the cost of build factory, they must each other launch attack, mutual between contention market share. " data shows, up to September 2011, the market share of electron of SamSung of DRAM industry leading sheep is added to 45% , the corresponding period was last year 41% .

Diversification strategy

However, even if also casts off even SamSung electron whole DRAM market hard low confuse brought negative effect. 5 issuance outstanding achievement anticipate SamSung electron last week make clear, business profit will achieve the fourth quarter of this company the history is new tall, this is attributed to the driving expression of its smartphone business greatly. But because the analyst predicts profit of chip of SamSung electron memory,may drop, this company share price still dropped that day 1.4% .

SamSung electron still pushs diversification strategy in effort, business of sortie logic chip. Logistic chip makes cost taller, difficulty is greater, but redound is bigger, anticipate income is higher also. SamSung electron hopeful is announced later on this month capital invested a plan 2012, the investment dimensions that should plan to will make clear SamSung electron to go up in logistic chip first exceeds memory chip.

Meanwhile, hailishi had new host -- a member includes this country company of the greatest energy inside Korea financial group, acceptance of this financial group will throw billions of dollar to develop new product. But handkerchief of · of favour of Lai of analyst cloth of Tongyang Securities of business of certificate of Korea head Er overcomes (Brian Park) does not value this kind of acceptance: "Korea enterprise continues impossibly to invest to DRAM indus the most popular memory laptop toshiba try your writing it seems that. "Korea enterprise continues impossibly to invest to DRAM industry your writing it seems that..

Yen appreciates

Er most popular selling brooch pins of another DRAM manufacturer amounts to predicament of same body defect surely. Besides facing the challenge that entire industry depression brings, yen appreciates to also go against the market competition ability that Er amounts to surely, weakened the price advantage of this company, compare with Korea industry posture especially, because dollar of Han Yuan add is mixed,the exchange rate of the world main currency such as euro appeared to drop.

Japanese media coverage says last week, er is amounted to surely seek win support of capital of 500 million dollar to 10 clients, flow in order to enlarge company cash. Er amounts to pair of this responses to say surely, this company has not make any decisions, still studying other financing plan at the same time. In the past, memory chip buys the home to ever also had had pair of Er to amount to the case that waits for a supplier to have investment surely, and as redound, they can acquire more favorable DRAM price article.

But on the other hand, financial get into troubl the most popular t mobile prepaid cards e may bring about partial client to be amounted t memory laptop toshiba o surely to Er lose confidence, fear its satisfy the requirement of long-term contract feebly. Writing enlighten say: "This is a problem that should be solved finally by oneself. Otherwise, the circumstance can become only cake of form smoke into smother. " (Xuan Chen)