Dram Market Hot Last Year, Reagan Revenue Increased 38.8% In Nearly 4-year High

Memory module maker Wei yesterday (8) announced last December consolidated revenue of 2.552 billion yuan (NT, the same below), a decrease of 13.3%, an increase of 12.65%, the fourth quarter consolidated revenue of 8.228 billion yuan quarter, quarter Up by 0.84%, the year-on-year single-season high. The cumulative total revenue for the full year last year was 32.225 billion yuan, up 38.8% year-on-year and reaching a new high in 4 years.

Weigang revenue dazzling, mainly due to last year's DRAM and NAND Flash prices maintain steady gains, just DRAM product revenue nearly double the growth of the previous year.

In the fourth quarter of last year, Weigang pointed out that the revenue contribution from DRAM revenue in the fourth quarter of last year was 55.28%. The revenue contribution from non-DRAM products such as memory cards, flash drives, solid state drives (SSDs) and external hard drives was 44.72% The product price increased, the proportion of revenue contribution from 37.84% in 2016 to 53.99%, the annual revenue of DRAM products nearly doubled in the amount of annual growth.

According to AIG, last year's NAND Flash price led to a 49.33% increase in the total revenue of memory cards and flash drives over the previous year, and an increase of revenue contribution to 19.85%.

Weigang December last year, revenue fell 13.3%, mainly due to customer and channel closure at the end of the year; outlook this year, A-DATA stressed that in the gaming, cloud and data center applications are still growing rapidly, continued optimistic about the DRAM market this year is still optimistic about this year Will have a good performance; NAND Flash although the face of off-season pressure, but the price is expected to fall after the first steady, and help to drive demand for the terminal market temperature.

Weigang pointed out that in addition to the steady development in the field of memory, E-sports, industrial control, automotive electronics and AI robots are expected to be fermented in the second half of this year and the products such as memory, SSDs and mobile power will grow substantially .

The International Consumer Electronics Show (CES) will debut. AIG will showcase its future technology applications including gaming memory and peripherals, high-speed PCIe SSD and NV-DIMM server storage, wireless mobile charging and storage products, including data for data NV DIMMs designed for key applications at the center will make their debut at CES. In addition, the parent-child robot introduced last year will also be available at the show.