行业新闻 (News) 芯片封装主页/ 行业新闻 / SK Hynix对季度利润下降后的内存芯片恢复充满信心
< 返回列表

SK Hynix对季度利润下降后的内存芯片恢复充满信心

首尔(路透社) - SK海力士周四表示,由于数据中心需求不断增长,韩国芯片制造商公布其两年多以来的最小季度利润,因此对今年晚些时候内存芯片的复苏充满信心。

文件照片:SK海力士的标志于2016年4月25日在韩国城南的总部出现.REUTERS / Kim Hong-Ji

众所周知,周期性的存储芯片产业在经历了两年的繁荣之后处于低迷期,因为对智能手机等小工具的需求放缓会降低芯片价格。

执行副总裁Cha Jin-Seok在财报简报中表示,“现在有更强有力的证据使我们对DRAM芯片的预测更加坚定。”

例如,Cha表示,使用DRAM芯片服务器的互联网数据中心可能会从2019年第三季度“大幅度”增加投资。此外,智能手机制造商正在采用高密度芯片,以应对市场低迷。

该公司讨论其前景后,SK海力士的股价上涨2.8%,而格林威治时间为0144,市场下跌0.3%。

“我认为数据中心客户投资的上升周期确实会出现,正如公司所解释的那样,”eBest Securities的分析师Eo Kyu-jin表示。 他表示,SK海力士约24%的收入来自DRAM服务器芯片,主要用于数据中心。

按销售额计算,全球第二大内存芯片制造商第一季度营业利润下降69%,达到1.4万亿韩元(12.1亿美元),这与分析师的预期相符,并指责内存芯片价格疲软。 收入下降了22%。

本月早些时候,市场领导者三星电子有限公司预测其两年内的季度利润最低,其中内存芯片供应过剩是主要原因。 三星还预计今年晚些时候需求将有所改善。

价格下跌

行业跟踪器DRAMeXchange的数据显示,第一季度DRAM设备执行多项任务的DRAM芯片价格比第三季度下降了20%以上,第二季度可能下降20%。

DRAMeXchange表示,提供长期数据存储的NAND存储芯片的价格在第一季度下降了20%。

SK海力士在财报发布会上表示,这种价格下跌可能会缓解到今年下半年。 SK Hynix的Cha表示,随着第五代(5G)电信网络和新数据中心投资的推出,内存芯片市场将迎来“大热潮”。

“我们将专注于降低原材料成本,确保在市场需求不确定和需求恢复共存的市场中保持竞争力,”SK海力士说。

Ju-min Park和Heekyong Yang的报道; 由Neil Fullick和Christopher Cushing编辑

原文:

SEOUL (Reuters) - SK Hynix Inc said on Thursday it was confident of a recovery in memory chips later this year due to rising demand from data centers, after the South Korean chipmaker posted its smallest quarterly profit in more than two years.

FILE PHOTO: The logo of SK Hynix is seen at its headquarters in Seongnam, South Korea, April 25, 2016. REUTERS/Kim Hong-Ji

The notoriously cyclical memory chip industry is in the midst of a downturn after a two-year boom, as slowing demand for gadgets such as smartphones pulls down chip prices.

“There is now stronger evidence which led us to a stronger conviction regarding our forecast” for DRAM chips, Executive Vice President Cha Jin-Seok said during an earnings briefing.

For instance, Cha said, internet data centers using DRAM chips for servers are likely to raise investment “significantly” from the third quarter of 2019. Also, smartphone makers are adopting high-density chips, he said, to counter a market slump.

Shares of SK Hynix were 2.8 percent higher after the firm discussed its outlook, versus the wider market's 0.3 percent decline as of 0144 GMT.

“I think the upward cycle of data center customers' investment is indeed coming, as the company explained,” said analyst Eo Kyu-jin at eBest Securities. He said about 24 percent of SK Hynix's revenue comes from DRAM server chips, used mainly in data centers.

The world's second-biggest memory chip maker by sales reported a 69 percent drop in first-quarter operating profit to 1.4 trillion won ($1.21 billion), matching analyst estimates, and blaming weak memory chip prices. Revenue fell 22 percent.

Earlier this month, market leader Samsung Electronics Co Ltd forecast its lowest quarterly profit in over two years, with a glut in memory chips being a primary cause. Samsung also expects demand to improve later in the year.

PRICE FALLS

Prices for DRAM chips, which help devices perform multiple tasks, declined more than 20 percent in the first quarter from three months earlier, and are likely to fall as much as 20 percent in the second quarter, showed data from industry tracker DRAMeXchange.

Prices of NAND memory chips, which provide long-term data storage, lost 20 percent in the first quarter, DRAMeXchange said.

Such price declines are likely to ease into the second half of this year, SK Hynix said during the earnings briefing. And next year, the memory chip market should experience a “big boom” with the launch of fifth-generation (5G) telecommunication networks and fresh data center investment, said SK Hynix's Cha.

“We will focus on reducing raw material costs and securing competitiveness in the market where memory demand uncertainty and hope for demand recovery co-exist,” SK Hynix said.

Reporting by Ju-min Park and Heekyong Yang; Editing by Neil Fullick and Christopher Cushing

· 2019-04-28 11:43  本新闻来源自:路透社,版权归原创方所有

阅读:995
  • 联系长芯

    重庆总部:重庆市长寿区新市街道新富大道5号佳禾工业园8栋2层
    电话:023 40819981 (前台)

    深圳办事处:深圳市南山区留仙大道 1213 号众冠红花岭工业南区 2 区 1 栋 1 楼
    电话:0755-26975877 (前台)

    电子邮件:sales@longcore.com

    网址:http://www.longcore.com