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Winbond ranks fifth in DRAM revenue ranking in the fourth quarter of 2020, and memory prices continue to rise in 2021



In the fourth quarter of 2020, the original DRAM revenue rankings were released. Samsung's DRAM revenue increased by 4.8% from the previous quarter to US$7.58 billion, and its market share was 42.4%, ranking first; SK Hynix's DRAM revenue increased by 6.6% from the previous quarter to US$5.38 billion , With a market share of 29.5%, ranking second; Micron’s DRAM revenue decreased by 3.8% from the previous month to US$4.1 billion, with a market share of 22.9%, ranking third; Nanya Technology’s DRAM revenue was US$520 million, a decrease of 0.9% from the previous month; Winbond Electronics ranked fifth, with DRAM revenue in the fourth quarter of 160 million U.S. dollars, an increase of 3.3% from the previous quarter.


It is reported that Winbond and Macronix are planning to raise prices for the second time on February 26. NOR Flash has been in short supply since the second half of last year. Winbond and Macronix have already raised their prices in the first quarter of this year. However, the supply chain revealed that due to the intensified market demand for NOR Flash, Winbond and Macronix will raise prices for the second time, and are discussing the second quarter quotations with customers. The increase is about 20%, which is much higher than the market forecast of 3%-7. %.


Foreign investors pointed out that due to the snowstorm in the United States, the power outage in Texas and the shutdown of the local Cypress plant under the IDM manufacturer Infineon will have a certain impact on the expected Nor Flash supply. This will be beneficial to the increase in Nor Flash's quotation, and even the second quarter of this year. And SLC Flash have stronger quotations, and the upside is estimated to be as high as 10%.

Winbond previously released optimistic news in France, saying that due to strong market demand and capacity to maintain full capacity, the price increase effect is reflected in January revenue, and the second quarter will be more obvious. It is expected that the tight supply of NOR and SLC NAND will continue until The second half of the year.

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