Ic Insight: This Year Ic Grows 15% Dram Goes Up 36%

Micro-message news, DRAM, NAND-type flash memory recently quoted super-excellent trend, IC Insights decided to increase this year's global IC market growth estimates nearly doubled, from the original 8% breath relief to 15%.

IC Insights released a research report on the 14th, pointing out that the average DRAM price this year is far better than expected, and is expected to jump 36% from the previous year, continuing the upward trend of 81% last year, while the average price jumped 45% last year. It is also expected to increase by 10%. In comparison, the growth rate of DRAM and NAND shipments this year will only reach 1% and 6% respectively.

Based on the above forecast, IC Insights believes that the global market size of DRAM this year is expected to grow 37%, far better than the previous estimate of 13%, while NAND will grow 17%, also higher than the previous estimate of 10%.

According to the report, the overall size of the DRAM market in 2018 is expected to reach 99.6 billion U.S. dollars, which is more than 37.5 billion U.S. dollars higher than NAND's 62.1 billion U.S. dollars, making it the largest product category in the IC industry. From the charts produced by the agency, it can be seen that DRAM has become a key factor in the growth of global ICs over the past five years.

Nomura Instinet analyst Romit Shah published a research report on March 12 stating that since the beginning of the year, memory quotes have only fallen by 3%, and the decline rate is far lower than the average decline of Q1 (10~20%) in the past three years. It is expected that the quotation will be expected in the next six months. Up 10%. Research shows that suppliers should start to increase their prices in Q2 and Q3, which is totally different from what the market originally forecasted: “Quotations in the next four seasons will fall by 5-6% per quarter.”

Shah believes that Micron's share price has successfully broken through the 3-4 months of consolidation, and is currently at the initial stage of another big rally. He proposed several factors that are beneficial to Micron, including DRAM quotation is expected to resume the upward trend from the second quarter, the company will announce the first time in May to distribute dividends and stocks and stocks plan, NAND’s gross profit margin continues to expand, and related Increased discussion of consolidation and more.