根據(jù)市調(diào)公司IHS表示，動(dòng)態(tài)隨機(jī)存取存儲(chǔ)器(DRAM)市場(chǎng)近來(lái)歷經(jīng)快速成長(zhǎng)，寫(xiě)下近三年來(lái)的利潤(rùn)率新高記錄。全球DRAM的營(yíng)運(yùn)利潤(rùn)率從今年第一季的11%大幅成長(zhǎng)，最近在第二季已經(jīng)達(dá)到27%了──這也是自2010年以來(lái)的最高水準(zhǔn)。事實(shí)上，IHS強(qiáng)調(diào)營(yíng)業(yè)利潤(rùn)率已經(jīng)持續(xù)六個(gè)月的穩(wěn)步成長(zhǎng)了。 IHS指出，多年來(lái)PC一直是DRAM的主要應(yīng)用，隨著近來(lái)PC市場(chǎng)下滑，2012年時(shí)首度出現(xiàn)PC在DRAM應(yīng)用的比重不到50%的窘境。在后PC時(shí)代，許多裝置──特別是移動(dòng)設(shè)備──每單位用量更少，使得整個(gè)DRAM市場(chǎng)成長(zhǎng)趨緩。

歷經(jīng)三年的市場(chǎng)低迷后，DRAM平均銷(xiāo)售價(jià)(ASP)終于達(dá)到相當(dāng)于三年前的水準(zhǔn)，營(yíng)運(yùn)利潤(rùn)連續(xù)六個(gè)月穩(wěn)定成長(zhǎng)。
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IHS儲(chǔ)存分析師Dee Robinson指出：“以營(yíng)收與容量來(lái)看，DRAM市場(chǎng)仍持續(xù)擴(kuò)展，但由于DRAM著眼的新市場(chǎng)(如移動(dòng)市場(chǎng))密度仍較低，容量的成長(zhǎng)較PC時(shí)代慢，從而使整體市場(chǎng)成長(zhǎng)放緩。行動(dòng)市場(chǎng)的成長(zhǎng)正彌補(bǔ)了PC市場(chǎng)的萎縮，但仍難以達(dá)到像以往50-90%的成長(zhǎng)。未來(lái)，我們可預(yù)期 DRAM市場(chǎng)將持平成長(zhǎng)，大約在20-30%左右。” IHS表示，由于供應(yīng)商實(shí)施嚴(yán)格的產(chǎn)能管理與平抑市場(chǎng)供需，以避免過(guò)度供貨的問(wèn)題，從而改善了DRAM市場(chǎng)與價(jià)格。如今，2013年第一季的ASP已成長(zhǎng)了4%，2013年第二季的成長(zhǎng)更高達(dá)12%。 “隨著業(yè)界廠商整并為二家主要的供應(yīng)商──三星(Samsung)、海力士(SK Hynix)與美光(Micron)，他們也更有能力得以協(xié)調(diào)產(chǎn)能，從而使歷經(jīng)PC導(dǎo)致重大轉(zhuǎn)型的市場(chǎng)邁向穩(wěn)定?！?營(yíng)運(yùn)利潤(rùn)也由于ASP的提高而持續(xù)改善。IHS iSuppli的資料顯示，第二季利潤(rùn)率最高的供應(yīng)商是海力士(33%)，其次依序?yàn)镋lpida Memory(32%)、三星(28%)、Inotera(27%)與美光(12%)。 編譯：Susan Hong 參考原文： DRAMs Back in Black ，by R. Colin Johnson {pagination} The dynamic random access memory (DRAM) market is back in the black and rising fast, recording its highest profits in nearly three years, according to IHS. DRAM operating margins rose 27 percent in the most recently reported period (April to June 2013) up from 11 percent in the first quarter -- the highest level since 2010 (see figure below). In fact, IHS notes that operating margins have been steadily climbing for six quarters. After years of PCs dominating DRAM sales, they consumed less than 50 percent of manufactured DRAMs in 2012 for the first time in 30 years, according to IHS. In this post-PC era, many devices -- especially mobile -- are using less DRAM per unit, which is slowing the overall growth of the market. After a three-year slump the DRAM business is finally posting rising average selling prices equal to those of three years ago, adding to operating margins rises for six successive periods. (Source: IHS iSuppli) Dee Robinson, IHS senior analyst, memory and storage, told EE Times: In terms of both revenue and gigabyte, the DRAM market is still expanding, but the growth is slowing because for the new market segments that DRAM is falling into, particularly mobile, the densities are lower so gigabyte growth is going to be lower than during the PC era. The growth in mobile is making up for the shrinking of the PC market, but nothing like the 50-to-90 percent growth rates of the past. Going forward, what we're expecting is that growth rates will be pretty moderate for DRAM -- in the 20-to-30 percent range. To keep margins healthy in this post-PC era, suppliers have had to tighten their belts and refrain from the over-production woes that depressed average selling prices (ASPs) in 2011 and 2012 when they sometimes dropped by nearly one-third in a single quarter. That effort is now paying off, as ASPs rose 4 percent in the first quarter of 2013 and a whopping 12 percent in the second quarter of 2013, according to IHS. "Due to industry consolidation behind three major players -- Samsung, SK Hynix, and Micron, which owns Elipida -- they are better able to coordinate production, bringing stability to a market going through a major transition away from PCs," says Robinson. Operating margins, which were boosted by the rising ASPs, were highest for SK Hynix (33 percent) followed by Elpida Memory (32 percent), Samsung (28 percent), Inotera (27 percent), and Micron (12 percent), according to IHS.

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