Taipei, Thursday, October 23, 2014 07:13 (GMT+8)
mostly cloudy
Taipei
22°C
Digitimes Insight: Limited wafer availability good for DRAM industry
Nobunaga Chai, DIGITIMES Research, Taipei [Monday 21 March 2011]

With major silicon wafer plants remaining closed following the recent earthquake and tsunami that struck Japan, there is growing concern in the memory industry whether chip companies are preparing for any possible disruption to production.

Potential wafer supply disruptions may actually push the memory industry, especially the DRAM sector, to reach a balance between supply and demand. There has been a substantial rise in DRAM supplies since the second half of 2010.

Digitimes Research previously forecast that the DRAM industry would be dogged by oversupply as chipmakers ramp up output through conversions to new technology nodes. Worldwide DRAM supply would exceed demand by 28% in 2011, according to estimates made in January 2011.

Major DRAM producers plan to grow their capacity for 2011 between 40% and 70%, with any of their output growth expected to outpace the rise in overall demand.

As for NAND flash, a short supply of silicon wafers would just soften chipmakers' efforts to increase their capacity in 2011. Major NAND-chip producers including Samsung Electronics, Toshiba and Hynix are all gearing up to enter the 20nm-class technology era in 2011. Samsung, Toshiba and Micron Technology are also looking to implement their new fab plans.

Despite concerns about wafer supply disruptions caused by the earthquake, the NAND flash industry is still expected to see its overall bit growth reach 78% in 2011 to 9.33 billion GB.

Shin-Etsu Handotai's (SEH) main silicon wafer plant in Fukushima Prefecture remains closed with no time-frame for when it will re-open, according to parent company Shin-Etsu's latest statement about SEH's business status following the earthquake. Monthly capacity at the facility accounts for more than 60% of SEH's overall production capacity.

Sumco has been less affected due to its main factory sites being located away from quake-hit areas. Production at its damaged plant in Yamagata Prefecture has been shifted to other plants in the Kyushu region, according to Sumco's most recent status update.

Digitimes Research: Major DRAM firms' supply growth estimate, 2011

Source: Digitimes Research, March 2011

Topics: Page 2

Realtime news
  • LED driver IC vendor Silergy set for brisk sales in 4Q14

    Bits + chips | 8h 53min ago

  • Sony Mobile to amend strategy for releasing flagship models

    Mobile + telecom | 9h 1min ago

  • eMemory NeoEE IP advances into automotive electronics applications

    Before Going to Press | 9h 51min ago

  • Digitimes Research: Apple turns to focus on price management to save tablet business

    Before Going to Press | 10h 4min ago

  • KYEC posts EPS NT$1.71 for January-September period

    Before Going to Press | 10h 5min ago

  • Digitimes Research: China smartphone AP shipments to enjoy growth in 4Q14 driven by LTE-based solutions

    Before Going to Press | 10h 15min ago

  • Rising IoT applications to boost demand for new memory IC parts

    Before Going to Press | 10h 17min ago

  • Winbond appoints new senior vice president for product development

    Before Going to Press | 10h 37min ago

  • LG Display announces 3Q14 performance

    Before Going to Press | 11h 10min ago

  • Huawei expressing more interest in embedded touch panel solutions

    Before Going to Press | 11h 31min ago

  • LCD TV sales in China reached 6.02 million from the Mid-Autumn period throughout the October 1 period

    Before Going to Press | 11h 37min ago

  • AUO reduces working hours for factory workers

    Before Going to Press | 11h 55min ago

  • Taiwan shipments of LCD TVs expected to reach 19.69 million in 2H14

    Before Going to Press | 11h 57min ago

  • Taiwan panel industry output value to increase 1.6-3.1% in 2015. says IEK

    Before Going to Press | 11h 57min ago

  • Everlight Electronics likely to net NT$500-600 million for 3Q14

    Before Going to Press | Oct 22, 18:53

  • Taiwan September unemployment rate down, says DGBAS

    Before Going to Press | Oct 22, 18:52

Pause
 | 
View more

Trends and forecasts for the China FPD industry, 2014-2017

CHINA FPD | Oct 6, 12:29

With China being the world's IT production center and a country with some of the strongest consumer demand, along with benefits on custom tax, funding, loans, and subsidies provided by the government, China's FPD industry continues to show strong growth. Local...

Taiwan servers and the global server market, 2014

RESEARCH EXTRAS | Oct 3, 12:19

Taiwan makers have successfully entered the supply chain of the Internet data center (IDC) industry and may contribute over 90% of the global server shipments in 2014. Combined revenues from related product lines such as motherboards, back-end assembly, storage...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

ADVANTEST CORPORATION
The transition to 4k TV - UHD TV market forecast, 2014-2017
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.