Samsung is hit and rocked bluely and downheartedly
How bad is the downward trend in making blue and industrial?
That so bad even potent market leader, Samsung electronics corporation Co., Ltd. is no longer immune, 08 miss to ship company that development instruct it totally in Q4, until one of drop and China fine by the 1st time one year in market share.
Compared with Q3, hit the blue unit to ships and obtains and has not almost increased in Q4 in the whole world. Average price (ASP) Get, 38% drop, far higher than 30% even annual average of history. With the flat price shipped and thrown away, the income total of global market is up to 4,200 million dollars in Q4, accord with 5,800 million of iSuppli predict very.
Since whole year of 2008, the income is 23,600 million dollars, come in under the budgetary estimate of iSuppli at 25 billion dollars.
Have hit the blue market and has already been got into a difficult position after it has been in short recovery in Q2 for almost 6 months, 2008 downgrade with iSuppli short-term state of estimation of it give supplier right in September ” Shoulder, ” From ” Neutrality ” In the past, because there was too many severe supply, weak demands and fierce prices dropped.
The order drops
It influences the whole world to make blue business to wear a kind of wider and wider fashion in downward trend. 5 orders in making blue income in the third quarter of the top 10 suppliers drop, including Samsung. In Q4, see their income compared with previous quarter drop in all the top 10.
” Because of its potent market share, enormous capital investment and trade leading expenses, Samsung can generally surpass total hitting blue industryn two and harmful good opportunity, ” King, Hyung of Vietnam, say, a chief analyst of iSuppli. ” No wonder the company still takes the best making blue profit range in industry. However, in the global economy recently become restless, Samsung is no longer immune now, its losses are expected to continue this quarter. ”
Polish suppliers
Meanwhile, no. 2 dozens of blue suppliers Hynix increases its stock in Q4 to 2,080, rises from 19.2% in the third quarter. Though Hynix is included 32.7% of the decline once in Q4, it tries to surpass 37.9% of the total industry to decline ingeniously.
No. 4 dozens of blue suppliers micron is performer of star in Q4, its income drops the minimum reduction while hitting the blue suppliers in the top 10 through only 16.4 percenthe. U.S.A. announces too the company on the largest market gives the blue manufacturer of prominent hitting increasing in Q4, to 13.8% because of the part of its industry income, rise from 10.2% in Q3.
” Though the growth of production output of micron is about 20%, the company ships and increases and is up to 36% continuously, cause its relatively remarkable performance, ” Gold is said. ” More important, micron has already reduced disparity of its market share with Elpida of Japan, lessen in Q4 to 1.7 percentage points, downward from 5.5 percentage points in Q3. ”
No. 3 supplier play blue income market share in Q4 1,550, downward from Q3 Elpida. However, with 12.2% 2008 annual market share of comparing 15.3% of the Elpida of 2007 of the whole year, in the greatest increase in the top 10 suppliers on a annual basis.
Taiwanese athletes
As a group, making the worst performance that the blue supplier announces industry of Taiwan, part,because of before 3 suppliersanya, the ProMos and PowerChipeeing they one income last 50.2%, 57.2% -74.5%. All suppliers in the country reduce gaufrettes and include their ability with lost cash. The supplier of Taiwan has already asked for the government once and parachuted, and the potential action is treated.
Qimonda of Germany, in order to file bankrupt in January, sees its Q4 income compared with Q3 drop by 39.9%. The company looks for investors now at its bankrupt stage.
Narrow the demand
Hitting the blue supplier has been selling their products at the price lower than their cash expenses all the time from Q4 07. This situation does not improve and narrow the demand and go still one step further to aggravate ASP to drop in Q4. The range of operating profit of industry drops to negative 65%, and iSuppli believes that it is Q4 at 2,600 million dollars and 7 billion dollars to operate the lost total number to reach value in 2008.
Q4 of lost industry that operates 2,600 million dollars exceeds and operates 2,100 million dollars of losses for the whole year of 2007.
Because disappointing Q4 sells and radical injury among manufacturers of supply, iSuppli has already been reduced to 20 billion dollars, from 15% 2009 dozens of blue incomes of it predicted downwards in 2008. A million byte ship, develop, add up to, reach 22% only year, from 66% being quite downward in 2007. ASP which hits a million byte blue and every will drop by 31% this years.
