The soaring of memory prices in the past two years has made people feel deeply entangled, and in the fourth quarter of 2017, memory prices began to stabilize and declined, and the industry price of DRAM memory chips also fell by 5%.
According to the latest forecast, the growth rate of the DRAM memory industry in 2018 will be reduced to 30% - yes, a 30% increase will not satisfy investors. They want 60%.
It is necessary to know that in 2017, with the large price imbalance between supply and demand, the entire DRAM memory industry has rocketed and surpassed 70 billion U.S. dollars a year!
This concern is also immediately reflected in the stock price, and January 6 seems to be a turning point. Among the two giants, Samsung Electronics' stock price plunged 7.5% within a week, SK Hynix also fell 6.2%.
Of course, strong demand for DRAM memory is there, especially for smart phones. Compared to the second quarter of 2016, the memory capacity of mobile phones has increased by 38% (flash memory capacity has increased by 84%), so the DRAM memory industry It is unlikely that there will be a crash. In 2018, the overall situation is still relatively stable. It is only that there is a change in the level of increase.
Analysts estimate that Samsung’s chip unit’s operating profit in 2016 could reach 47%, which is a gratifying increase from the 26.5% growth in the previous year. In 2018, it can further reach 55.5%.
Another data shows that in 2017 Samsung's memory chip revenue, more than 50% came from the Chinese mainland market.
The DRAM industry is also working hard to expand its production capacity. The total investment in 2018 will reach 10 billion U.S. dollars in 2017, so by 2019, the price of DRAM memory chips is expected to drop by at most 18%.
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