Bankruptcy procedures, issued a correlation analysis.
ISuppli said Qimonda branded products in the third quarter of 2008, shipments in the global DRAM share was 9.7%. However, some of Qimonda DRAM technology from Taiwan, China and Asia (InoteraMemories) and Winbond Electronics (WinbondElectronics), etc. Cooperation Production, therefore, Qimonda's DRAM production ratio of its own only about 5% of the overall market.
ISuppli believes that the main reason for bankruptcy Qimonda is the world's economic downturn and the DRAM market conditions deteriorate. Since after 07 years, DRAM makers despite declining demand, still have invested heavily to expand production capacity. A result, DRAM industry by oversupply and price decline of a strong blow, leading to worsening market conditions. The global DRAM market, the unit price of capacity, down 51% in 2007, down 53% in 2008. iSuppli estimated that in 2008 global sales of DRAM to 19.8% less than last year's 25.2 billion U.S. dollars. The decrease of 7% in 2007, has decreased for two consecutive years. Estimated in 2009 that trend will continue, the projected 2009 global sales of DRAM less than 4.3% over the previous year.
Second, the main reason cited for the iSuppli, Qimonda's production technology and production scale. Over the past few years, Qimonda failed to sustain the scale of production and process technologies Command, and this is especially important to remain competitive. Production process technology, early in 2008 plans from the trench technology to "embedded gate word line link (BuriedWordline)" technology transition, but the embedded link gate word line technology is not yet established, has been the first to start with competitors . Production scale, the comparison with major competitors, Qimonda is only the smaller plants, thus leading to a very high cost structure.
In addition, the cash burn rate (Cash-burnRates) high is one of the main bankruptcy. Qimonda at the end of June 2008 held 600 million 30 million euros in cash, far more than Taiwan's DRAM makers, iSuppli believes that this gives Hynix Semiconductor (HynixSemiconductor) and Elpida Memory, etc. pose a threat. However, iSuppli said Qimonda higher cost structure, so the standards of other competitors, compared to the past 6 months, its cash burn rate is very high.
Qimonda insolvency short term oversupply situation will not change the basic
ISuppli said the short-term Qimonda insolvency will not affect the basic DRAM oversupply situation on the market. For Qimonda in the global share of overall production is small. However, since Qimonda bankruptcy, is expected by the year 2009 conversion of the DRAM bit shipments will be less than the growth rate of 30%, lower than iSuppli had forecast 35%. Slow growth in shipments to stabilize prices, reduce excess supply created by the market conditions "of the role.
-Use point of view, the most affected is for graphics and server products. 2008 third quarter, Qimonda for the computer and consumer electronic equipment shipments worldwide graphics DRAM market share was 26%. In the DRAM market for servers and 15 ~ 20%. In the main memory for personal computers on the market less than 10%, so the impact on the two larger areas. I am an expert from China Print Net, usually analyzes all kind of industries situation, such as helical coil heat exchanger , titanium price per pound.
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