Asia Memory-Bad memories fading

More documents

Recommendations

Info

TMT <strong>Memory</strong> Devices Technology 8 October 2010 abc Global DRAM supply by vendor, units (512Mb equ., m) Units 2009 2010e 2011e 2012e 1Q10 2Q10 3Q10e 4Q10e 1Q11e 2Q11e 3Q11e 4Q11e Samsung 6,581 11,207 17,040 24,735 2,196 2,525 3,029 3,457 3,685 3,980 4,490 4,885 y-o-y (%) 43% 70% 52% 45% 15% 15% 20% 14% 7% 8% 13% 9% % of total 32% 36% 37% 37% 33% 35% 38% 37% 37% 37% 37% 37% Hynix 4,382 6,237 9,389 13,564 1,362 1,460 1,567 1,848 2,022 2,174 2,478 2,715 y-o-y (%) 20% 42% 51% 44% 6% 7% 7% 18% 9% 8% 14% 10% % of total 21% 20% 20% 21% 20% 21% 20% 20% 20% 20% 21% 21% Qimonda 223 y-o-y (%) -88% % of total 1% Elpida 4,114 5,640 7,800 10,489 1,250 1,350 1,415 1,625 1,720 1,899 1,999 2,182 y-o-y (%) 57% 37% 38% 34% -7% 8% 5% 15% 6% 10% 5% 9% % of total 20% 18% 17% 16% 19% 19% 18% 17% 17% 18% 17% 16% Micron 2,244 3,568 5,407 8,559 852 859 868 989 1,147 1,272 1,416 1,572 y-o-y (%) 90% 59% 52% 58% 11% 1% 1% 14% 16% 11% 11% 11% % of total 11% 12% 12% 13% 13% 12% 11% 11% 11% 12% 12% 12% Others 4,186 4,323 6,507 8,632 1,017 919 993 1,394 1,436 1,522 1,664 1,884 y-o-y (%) -7% 3% 51% 33% -26% -10% 8% 40% 3% 6% 9% 13% % of total 20% 14% 14% 13% 15% 13% 13% 15% 14% 14% 14% 14% Total 20,826 30,975 46,142 65,979 6,676 7,114 7,872 9,313 10,010 10,846 12,048 13,238 y-o-y (%) 22% 49% 49% 43% 5% 7% 11% 18% 7% 8% 11% 10% % of total 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% Bit market share (%) 2009 2010e 2011e 2012e 1Q10 2Q10 3Q10e 4Q10e 1Q11e 2Q11e 3Q11e 4Q11e Samsung 32% 36% 37% 37% 33% 35% 38% 37% 37% 37% 37% 37% Hynix 21% 20% 20% 21% 20% 21% 20% 20% 20% 20% 21% 21% Qimonda 1% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Elpida 20% 18% 17% 16% 19% 19% 18% 17% 17% 18% 17% 16% Micron 11% 12% 12% 13% 13% 12% 11% 11% 11% 12% 12% 12% Others 20% 14% 14% 13% 15% 13% 13% 15% 14% 14% 14% 14% Bit growth (y-o-y) 2009 2010e 2011e 2012e 1Q10 2Q10 3Q10e 4Q10e 1Q11e 2Q11e 3Q11e 4Q11e Samsung 43% 70% 52% 45% 15% 15% 20% 14% 7% 8% 13% 9% Hynix 20% 42% 51% 44% 6% 7% 7% 18% 9% 8% 14% 10% Qimonda -88% na na na na na na na na na na na Elpida 57% 37% 38% 34% -7% 8% 5% 15% 6% 10% 5% 9% Micron 90% 59% 52% 58% 11% 1% 1% 14% 16% 11% 11% 11% Others -7% 3% 51% 33% -26% -10% 8% 40% 3% 6% 9% 13% Total 22% 49% 49% 43% 5% 7% 11% 18% 7% 8% 11% 10% Total Shipment, MB bn 2009 2010e 2011e 2012e 1Q10 2Q10 3Q10e 4Q10e 1Q11e 2Q11e 3Q11e 4Q11e MB (bn) 1,333 1,489 1,638 1,795 427 455 504 596 641 694 771 847 Units (512Mb Eq., m) 20,826 30,975 46,142 65,979 6,676 7,114 7,872 9,313 10,010 10,846 12,048 13,238 Source: IDC, HSBC estimates 45
TMT <strong>Memory</strong> Devices Technology 8 October 2010 abc Global DRAM capacity Capacity kwpy, kwpm 2009 2010e 2011e 2012e 1Q10 2Q10 3Q10e 4Q10e 1Q11e 2Q11e 3Q11e 4Q11e Samsung 4,500 4,650 5,040 5,850 370 370 390 420 420 420 420 420 Hynix 3,210 3,600 3,600 4,020 300 300 300 300 300 300 300 300 Micron 1,508 2,027 2,027 2,027 169 169 169 169 169 169 169 169 Qimonda 915 – – - - - - - - - - - Elpida 2,535 3,195 3,480 3,735 260 260 265 290 290 290 290 290 Other 4,318 4,735 4,735 4,735 390 390 390 390 390 390 390 390 Total 16,985 18,206 18,881 20,366 1,489 1,489 1,514 1,569 1,569 1,569 1,569 1,569 Capacity change (%) Samsung 3% 3% 8% 16% 0% 0% 5% 8% 0% 0% 0% 0% Hynix -4% 12% 0% 12% 9% 0% 0% 0% 0% 0% 0% 0% Micron 12% 34% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Qimonda -16% 0% 0% 0% Elpida 0% 26% 9% 7% 18% 0% 2% 9% 0% 0% 0% 0% Other -2% 10% 0% 0% 1% 0% 0% 0% 0% 0% 0% 0% Total -1% 7% 4% 8% 0% 0% 2% 4% 0% 0% 0% 0% % of total Samsung 26% 26% 27% 29% 25% 25% 26% 27% 27% 27% 27% 27% Hynix 19% 20% 19% 20% 20% 20% 20% 19% 19% 19% 19% 19% Micron 9% 11% 11% 10% 11% 11% 11% 11% 11% 11% 11% 11% Qimonda 5% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Elpida 15% 18% 18% 18% 17% 17% 18% 18% 18% 18% 18% 18% Other 25% 26% 25% 23% 26% 26% 26% 25% 25% 25% 25% 25% Source: IDC, HSBC estimates 46
Page 1 and 2: TMT Memory Devices Technology Octob
Page 3 and 4: TMT Memory Devices Technology 8 Oct
Page 45: TMT Memory Devices Technology 8 Oct
Page 97 and 98:
TMT Memory Devices Technology 8 Oct
Page 99 and 100:
Page 101 and 102:
Page 103 and 104:
show all

Asia Memory-Bad memories fading

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?