元器件交易网讯 4月17日消息,据外媒报道,分析师周三说,韩国顶级芯片制造商预计2014年收入将有所提高,随着动态随机存取内存芯片的价格下跌,需求将不断上升以收回损失。
市场研究公司DRAMeXchange数据显示,DDR3 2 Gb 256Mx8 1333 MHz芯片价格固定,DRAM价格设定标准3月下旬达到1.81美元,比早前的1.97美元下跌了8.1%。
IBK投资证券分析师Lee Seung-woo称,“虽然价格呈下降的趋势,但它并不像预期的那样剧烈。”
Lee说,芯片制造商正通过降低生产成本来提高生产力。
他说,增加需求有助于弥补芯片价格下降带来的损失。
分析师预计,三星电子的半导体业务第一季度营业利润约2万亿韩元(18亿美元)接近上季度的1.9万亿韩元。三星7预计本月晚些时候公布其业务部门第一季度营收。
SK海力士预计第一季度营业利润达到1万亿韩元,上个季度为7847亿韩元。
三星和SK在全球DRAM市场各占据45%和30%的份额,2014年其收入将继续增加。
分析师们表示,中国LTE网络的引入将成为当地芯片制造商的一个机会,预计第二季度销量会有所改善。
然而,DRAM价格下降的趋势,要求市场的密切关注,因为它可以在很大程度上压低本地芯片制造商份额。
(元器件交易网董蕾 译)
外媒原文如下:
South Korea’s top chipmakers are expected to see their earnings improve in 2014, with rising demands recouping losses from the falling prices of dynamic random access memory chips, analysts said Wednesday.
Data from market researcher DRAMeXchange said that the fixed price of DDR3 2 Gb 256Mx8 1333 MHz chips, the standard in setting the price of DRAMs, came to $1.81 in the second half of March, down 8.1 percent from the $1.97 a year earlier.
“While the price is on a downward trend, it is not as steep as expected earlier,” said Lee Seung-woo, an analyst at IBK Investment & Securities.
Lee said while DRAM prices lost ground in recent months, chipmakers boosted their productivity by slashing production costs.
The increasing demands for chips will help recoup losses from the falling prices, he said.
Analysts have predicted that South Korea’s No. 1 tech giant,
Samsung is set to release its first-quarter earnings for each of its business divisions later this month.
SK Hynix is also expected to see its operating profit reach 1 trillion in the first quarter, compared with the 784.7 billion tallied three months earlier, although the heightened competition with Samsung is feared to weigh down on its market presence, analysts said.
The improved outlook for SK came as its production line in China was normalized in January after it was stalled from a fire in September 2013.
For the remaining 2014, Samsung and SK, which respectively take up around 45 percent and 30 percent of the global DRAM market, will continue to see their earnings gather ground, they added.
Analysts said China’s introduction of the Long Term Evolution network in the country will become an opportunity for local chipmakers, with improved sales expected to be reflected on their balance sheet starting in the second quarter.
Microsoft’s suspension of technical support, including security updates, for the Windows XP operating system since April 8 will also bolster more demand for PC DRAMs, they said.
The downward trend of DRAM prices, however, calls for close attention by the market as it can weigh down heavily on local chipmakers if it persists.
“The desirable fluctuation of DRAM prices is around 5 percent,” said Kim Ji-woong, an analyst at Etrade Korea Co. “If the decline observed in March continues, local chipmakers’ earnings will lose ground this year.”
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