LONDON The commodity DRAM market fell be nearly 25 percent in the second quarter according to market tracker DRAMeXchange who blamed the huge decline on a massive 40 percent cut in the average selling prices of DDR 512Mbit parts.
The market researchers said virtually all memory makers saw sales fall by between 11 percent to 47 percent, and that Samsung managed to strengthen its lead during the quarter.
It added in a statement Friday (July 27) that despite the revenue decreases, the vast majority of manufacturers are still following their capital expenditure plans and migration to 300mm wafer production.
The total market in the second quarter was $7.3 billion, down from $9.7 billion in Q1 2007, a drop of 24.4 percent.
Sales breakdown by region shows that Korean chipmakers maintained their substantial lead, and even managed to grow their share by 2 percent to 48.2 percent.
Germany (in the guise of Qimonda) managed to close the gap between itself and Taiwanese DRAM suppliers, taking 13.6 per cent share, the same as in the previous quarter, but now only 0.1 percent behind Taiwan, whose share was 16.4 per cent in Q1. The share by U.S. suppliers increased from 11.6 percent to 12.2 percent, while that of Japanese DRAM makers was up from 12.2 percent to 12.4 percent.
Due to its efforts to boost wafer starts and increasing use of sub-80-nm manufacturing technology, Samsung managed to keep its DRAM revenues only 12.8 percent below the Q1 2007 figure of $2.3 billion, and took a 27.2 percent market share. Hynix was perhaps the biggest loser in the quarter, with a 30.1 percent decline to $1.5 billion and, having come very close to Samsung in Q1, now trails its main competitor by 6.3 percent with a 20.9 percent share.
Qimonda took third spot with sales of $992 million, down 24.8 percent and a 13.6 percent market share.
The others in the top ten are Elpida ($905 million, down 23 percent); Micron Technology ($828 million, down 22.1 percent); Nanya ($308 million, down 37 percent); Powerchip, which saw the biggest fall of 47.6 percent to sales of $249 million; ProMOS ($232 million, down 41.9 percent); Etron, which was the only one in the top ten increasing quarter-on-quarter sales, by 11.5 percent to $97 million; and in tenth slot Winbond, with sales of $72 million, down on Q1 by 20 percent.