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DRAMeXchange: Cost-and-pricing environment benefits chipmakers
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Market Intelligence, DRAMeXchange; Jack Lu, DigiTimes.com [Wednesday 27 October 2004]
With the traditional strong season approaching, DRAM chipmakers and PC OEMs are optimistic about the fourth quarter. DRAMeXchange expects the current DRAM cost-and-pricing environment to benefit the chipmakers.
Memory-chip manufacturers can now produce DRAM at an average cost per die of US$3.02, compared to US$3.33 last quarter, thanks to improving 12-inch fab efficiency and rising yields at the 0.11-micron process node. DRAMeXchange forecasts that chipmakers will lower cost to US$2.77 per die in the fourth quarter and will enjoy good profits in the current pricing environment.
DRAMeXchange also believes that rising motherboard and notebook shipments will continue to drive demand for DRAM in the fourth quarter. Motherboard shipments for the quarter are forecast to increase by 5.6% sequentially and notebook shipments by 14.7%.
While short-term DRAM pricing will remain on an uptrend, DRAMeXchange notes that rising oil prices, which may reduce consumers’ willingness to consume other products, may slow price increases in the long term.
Source: DRAMeXchange, compiled by DigiTimes, October 2004.
Source: DRAMeXchange, compiled by DigiTimes, October 2004.
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