mannerisms

Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.

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

Tags: dram, elpida, hynix, samsung, winbond

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3 Comments

  1. Mike Bryant
    March 14, 2012 23:11

    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. David Manners
    March 14, 2012 14:04

    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. March 14, 2012 13:51

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