Memory chip whether do 3 tycoons conspire to operate the market?
On May 31, chinese antitrust orgnaization expedites many working party, be opposite respectively 3 companies are located in SamSung, Hailishi, beautiful light of Beijing, Shanghai, ShenzhenThe officeSpread out ” assaultInvestigation” obtain evidence with the spot, indicating Chinese antitrust orgnaization is formal launch put on record to 3 enterprisesInvestigation. Current, samSung has made public a response to say ” assisting investigation ” .
SamSung, Hailishi, beautiful light is the whole world tycoon of chip of 3 old memory, in DRAM (dynamic memory) , NAND (shine put) two bigProductGlobal great majority is held on the lineThe marketPortion. 2016, because of replacement of product line of industry technology alternate, company, global memory chipThe marketAppear to demand exceeds supply infrequently in recent years situation, and 2016 the 3rd quarter begins to appear to rise in price in the round agitation. Rise in price ever since bringCostPressure is delivered wait for consumptive level to hard disk of mobile phone, solid state, memory barProductIn. According to studying the data that company TrendForce provides, china used up the whole world the DRAM memory chip of 1/5 and the NAND of 1/4 shine put chip.
December 2017, in get home overall after the enterprise is complained continuously, national hair changes appoint attention arrives ” DRAM industryThe priceunusual violent wind rises ” , national hair changes appoint concerned branch talks about SamSung about, express will more attention by the industry “The priceOperate ” the forestall problem that behavior causes. 2018 the whole nation after two meetings, national hair changes appoint, Department of Commerce, industrial and commercial the antitrust branch of total bureau incorporates new the market that establish supervises total bureau antitrust bureau. May, antitrust branch rises in price continuously the problem talked about optical company of another tycoon beauty about again.
According to customs data, china imported memory 2017 eighty-eight billion nine hundred and twenty-one million dollar, grew 39.56% than the sixty-three billion seven hundred and forteen million dollar 2016. The abidance of memory product rises in price China is overall the industry was brought continuously tallCostPressure.
2017, market of global DRAM, NAND rises respectively 74% with 46% , dimensions reachs 72.2 billion dollar, 53.8 billion dollar respectively, this 3 big tycoons make SamSung, Hailishi, beautiful light the biggest person that be benefited.
According to the data that market survey orgnaization releases, in DRAM market, the market share of SamSung, Hailishi, beautiful light is respectively 44.5% , 27.9% , 22.9% , 3 aggregate occupy than 95.3% , almost forestall whole market; In NAND market, the market share of SamSung, Hailishi, beautiful light is respectively 39% , 10.5% , 11.3% , 3 aggregate also be as high as 60.8% .
Because of memory chip spurt in prices, global semiconductor rank produces bigger change. 2017, income of SamSung semiconductor business jumps 50% , surmount Intel in order to exceed the income of 60 billion dollar to ascend global first throne first. Meanwhile, hailishi, beautiful light also when the river rises the boat goes up too, respectively from the 4th, the 6th is jumped reside the 3rd, the 4th. According to Gartner data, the income 2017 grew Hailishi, beautiful light respectively 79% , 78% .
Come first quarter from 2016 2018 first quarter, inside two years of time, income of business of SamSung memory chip from 79.4 trillion Han Yuanzeng comes 173.3 trillion Han Yuan, grow 118% ; Hailishi income from 3.65 trillion Han Yuanzeng comes 8.72 trillion Han Yuan, grow 139% ; And beautiful smooth income is added from 2.93 billion dollar to 7.35 billion dollar, grow 151% .
Memory chip insanity rises in price the attention that caused a few orgnaizations. Office of an attorney of American begins to launch investigation with respect to this one phenomenon. Talk about in Chinese antitrust branch, during investigating 3 tycoons, hagens Berman of American attorney office was in American California on April 27, 2018 smooth to the United States, SamSung, Hailishi starts upper regional court antitrust collective lawsuit. This attorney office says, investigation shows, DRAM manufacturer negotiates the price that agrees to raise DRAM through restricting the supply of DRAM. 2017, DRAM every bit rises in price 47% , be come 30 years the biggest go up, among them 4GB DRAM product rose in price 130% . DRAM chip rises in price to push the price that raised a smartphone directly. 2017, mobile phone of domestic all admiral rises in price generally 200~300 yuan, and memory bar rose in price 2017 extent is to be as high as 300%~400% more.
Because China is the consumptive electron market with the biggest whole world, yuan parts of an apparatus rises in price considerably, brought billow source of revenue to 3 big tycoons. Money newspaper shows, 2017 money year, beautiful light is in China income 10.3 billion dollar, 51% what hold its gross earnings. Hailishi was in China 2017 10 trillion Han of income yuan, 33.5% what hold its gross earnings. In the meantime, samSung is in China income 31.6 trillion Han Yuan, 23.3% what hold its gross earnings. Among them, samSung China semiconductor, Shanghai SamSung semiconductor two companies 2017 income amount 28.7 trillion Han Yuan, add up to 25.39 billion dollar about. 2017, benefit from benefit from stores chip rises in price, korea exports Electromechanical to Chinese inland kind product total reachs 73.8 billion dollar, grew 24.7% compared to the same period. 2016, 2017, 3 companies are related China and semiconductor the income amount of business reachs 32.1 billion dollar, 44.68 billion dollar respectively.
Do 3 tycoons conspire to undertake market value operate after all? This need superintends a branch to make make conclusions after investigation. But according to China ” antitrust law ” ” turn over price forestall to set ” , operator is put in price forestall behavior, according to ” antitrust law ” the 46th, the 47th, undertake the 49th times condemnatory, place above the amerce of 1%~10% of one year sale, and the duration that need considers to violate act. With this computative, if superintend an orgnaization to hold action of forestall of price of existence of 3 big tycoons finally, so amerce forehead is as high as the likelihood several to come billions of dollar.
Memory chip 3 tycoons are investigated this by Chinese antitrust orgnaization, final result after all how, people wait and see what happens.