DRAM market trends in 2014 by TrendForce

TrendForce has reported it expects the DRAM industry to show the following five trends in 2014: 1. 2014 DRAM Revenues to Rise by 12%, Show Growth for Second Consecutive Year since Financial Crisis Due to the transformation of the DRAM industry into an oligopoly, the exit of Taiwanese DRAM manufacturers, and the effects of SK Hynix's fire accident in 2H13, DRAM revenue is estimated to grow by 32.5% YoY to US$35.2 billion in 2013. Looking at 2014, as the difficulties associated with the 20nm migration process increases, the industry bit supply growth is expected to slow down. ASP, meanwhile, is anticipated to decline on a gradual basis as manufacturing costs improve. With DRAM manufacturers not actively seeking to migrate to new manufacturing technologies and the focal point of their strategies shifting to making product mixes more adjustable, TrendForce believes next year's DRAM market value will rise by 12% YoY to US$ 39.5 billion. This is expected to be the year during which DRAM manufacturers show the most disciplined behavior on the production end since the financial turmoil in 2009. 2. Industry to Become More Profitability Stable in 2014 following Micron's Official Acquisition of Elpida and Market’s Transformation into Oligopoly After officially acquiring Elpida in August 2013, the scale of the new Micron group's revenue has reached close to that of SK Hynix. ...