According to a survey by DRAMeXchange, the overall server DRAM supply is tight in the second quarter. Even if the original product line adjustment is still unable to effectively alleviate market demand, Samsung and SK Hai will be driven by the increase in average retail price. The overall revenue of the three major DRAM manufacturers of Lux and Micron increased by approximately 30.1% in the second quarter.
DRAMeXchange analyst Liu Jiahao pointed out that due to the increase in the average capacity of Server DRAM, the demand for the overall high-capacity server modules such as 32GB RDIMM and 64GB LRDIMM has emerged in the first half of the year, which has greatly increased the profitability of Server DRAM; With the introduction of the Intel Purley platform product line for half a year, the DDR4 2666Mhz module will penetrate the market more effectively. It is expected that the overall Server DRAM market will continue to maintain a tight supply and demand this year.
On the vendor side, Samsung benefited from the overall high DRAM market share and process lead, and the performance on Server DRAM was particularly eye-catching. The overall product planning and layout was also very successful. In the second quarter, Server DRAM revenue accounted for the overall market share. 44.8%, reaching 1.985 billion US dollars, a 36.5% increase.
Looking forward to the second half of the year, due to the limited expansion of DRAM capacity this year and the continued increase in demand for data from the data center, Samsung will continue to adjust the supply compliance rate for each OEM/ODM in the second half of the year, thereby maintaining high profitability. Meet the needs of major customers.
SK hynix performed well in the second quarter of Server DRAM revenue, with a 28.2% increase to $1.377 billion. In terms of product configuration, SK Hynix DRAM has some capacity transferred from Low-Power DRAM to Server DRAM. Meeting the needs of the overall market is also the main reason for the second quarter’s revenue growth.
From the perspective of capacity planning, Server DRAM will account for about 32% of SK hynix DRAM products, and some production capacity will be slightly adjusted with demand to maintain profitability. In the second half of the year, SK hynix will provide a solution with 21nm as the mainstream. In addition to the increase in the proportion, the output for the 32GB module is also the main force in the second half of the year.
Benefiting from the overall DRAM out-of-stock, coupled with the adjustment of product configuration, led to the growth of Micron revenue, Micron’s second-quarter server DRAM shipments increased compared with the previous quarter, the average sales unit price also jumped, and the 20nm yield increased significantly. Server DRAM product revenue increased 22% to $1.068 billion.
Micron has gradually increased the proportion of its Server DRAM to achieve the best profitability of the overall product portfolio. In the first quarter, the overall Server DRAM output accounted for nearly 30%. It is expected that the proportion of Server DRAM will increase gradually at the end of the year, thus meeting the growth demand in the second half of the year. .