Division of DRAM factory South Asia (2408) general manager Li Peiying anticipates this year the 2nd, the market demand stability of 3 season grows, market of whole of the 2nd season still demands exceeds supply, product unit price is expected to last small on raise, and the 2nd Ji Weiyuan season of company is added lead organic meeting to exceed 15% , DDR4 shipment volume increases continuously, advantageous pull carry wool interest rate, business profitability is climbed continuously tall.

South Asia division announces money of the 1st season to declare now, in pairs of interest rate of odd season wool, business profitability achieves the history new tall, amount to respectively 51.8% , 44.3% , but exchange loss makes an appointment with new station money 1.178 billion yuan, the net after odd season duty 7.227 billion yuan, every profit is odd season new station money 2.39 yuan.

Look into market of the 2nd season, li Peiying of general manager of South Asia branch expresses, market of the 2nd season demands exceeds supply as before, product unit price is expected to last small on raise, go up an appraise about low a digit, among them DDR4 shipment volume increases continuously, wool interest rate is expected to promote continuously. Will look from this, battalion of the 2nd season receives South Asia division to grow continuously, wool interest rate, business profitability has an opportunity again synchronous climb tall.

Li Peiying expresses, sale of product of 20 accept rice takes South Asia science and technology total battalion closes than even more 6 into, and 8Gb DDR4 product already measured 20 accept rice produce shipment, beforehand appraise the 2nd Ji Weiyuan sale season grows will exceed 15% , annual yuan of sale the year’s harvest is long can amount to 48% , excel is former beforehand 45% of appraise.

Additional, the class of 10 accept rice of research and development of proper motion of South Asia division makes Cheng technology undertake according to the plan, hope 3 years (2020) hind grain yields.

Division of South Asia of the first season because position of the dollar on the hand is exorbitant, cause the amount that collect damage big, li Peiying is mentioned, at present the cash on the hand, dollar and stage money half and half, the dollar water level on the hand has fallen the water level of money of many yuan of 200 stage, extend in order to prepare cash dividend; The 2nd season assembles South Asia section caustic amount can be reduced greatly.

In light of side of DRAM supply side, south Asia division anticipates, each factory is cast first half of the year this year piece keep balance, the market demands exceeds supply continuously, the 3rd season is traditional busy season, bottom of the 4th season should observe Han fastens a manufacturer to increase produce can place can have how old; If supply increases growing extent of extent and market to comparative, DRAM is not sent appear to glide considerably, although the price rises situation hasten delay, DRAM market will still appear stable situation.

From the point of demand, li Peiying expresses, growing kinetic energy is the strongest and visibility is highest still is in server industry, demand of large data center lasts Purley of driving, Intel is driven change operation of machine tide and storage of data of embarking quantity and artificial intelligence, big data, high in the clouds, brim to wait drive, long-term growing kinetic energy but period. South Asia division predicts the 2nd season is expected to begin shipment server to recall form, grab with all one’s strength study server market.

Additional, after Spanish world news report is exhibited greatly, brand of each old mobile phone rolls out admiral new machine to plant, increase artificial intelligence and take a picture function, will drive demand of whole of second half of the year dovish up. Personal computer is planted in electric contest machine demand is moderate grow, consumptive engine is planted a warm climate appears in North America market. Consume the share of product of sexual electron terminal, the case on machine is average and average embarking quantity grows by 0.5 GB 0.9GB, the 4K permeability of IPTV is crossed 50% . In light of whole, the 2nd, the integral demand stability of 3 season grows. DRAM demand the year’s harvest grows appraise to make an appointment with 21~23% this year.