Samsung tops DRAM supplier ranking in Q3

Samsung Electronics Co. Ltd. is the only supplier among the top five ranked DRAM companies to achieve revenue growth in the third quarter of 2010, according to iSuppli, now part of IHS Inc., El Segundo, Calif. Samsung sold $4.4 billion of DRAMs in the third quarter, up 14.3 percent from $3.8 billion in the second quarter, despite the overall DRAM market revenue decline of 0.6 percent to $10.72 billion, according to the market research firm.

iSuppli’s report, “DRAM: Samsung’s Market Share Balloons in Q3,” reveals that the next four largest suppliers — Hynix, Elpida, Micron and Nanya — all experienced sequential declines in revenue. As DRAM prices continue to fall, some manufacturers could find their production costs rising above their average selling prices (ASPs), resulting in lower output and lost market share, according to iSuppli. The DRAM industry also could be heading into consolidation with some competitors being acquired or forced out of the market, said iSuppli.