Top Ten (less 2) DRAM Companies

Thanks to DRAMeXchange for this one – the top ten DRAM companies in Q4 2011.

 

              Rev $bn        % Share

 

Samsung    2.9                44.3

 

Hynix         1.5                23.3

 

Micron       0.778            12.1

 

Elpida         0.774            12

 

Nan ya        0.232             3.6

 

Winbond      0.117            1.8

 

ProMOS       0.04             0.6

 

Powerchip     0.006           0.1


Comments

3 comments

  1. ProMOS and Powerchip have both sold off fabs recently as well. Quite why they are even in DRAMs with those market shares is beyond my understanding. I wouldn’t be surprised to see Winbond do the same.

  2. Only Samsung is profitable I believe, Nick, and although in bankruptcy protection, Elpida is still producing. The calculation is that ff there is no reduction in Elpida’s output DRAM ASPs will rise 8.5% this year; if more than 25% of Elpida’s capacity is taken offline then DRAM ASP will rise 15% this year; if all production at Elpida ceases, then the DRAM industry’s supply could balance demand. But who knows, the DRAM-makers have an infinite capacity for building over-capacity.

  3. Any of them making a profit?
    And will be interesting to see what happens after the Elpida bankruptcy.

Leave a Reply

Your email address will not be published. Required fields are marked *

*