三大DRAM廠全面斷供華為 記憶體市況恐雪 - 工程師
By Cara
at 2020-09-10T08:45
at 2020-09-10T08:45
Table of Contents
三大DRAM廠全面斷供華為 記憶體市況恐雪上加霜
繼美光之後,全球前兩大DRAM廠南韓三星與SK海力士傳跟進不再與華為有業務往來,估計
華為明年智慧手機銷量將銳減74%。時值記憶體旺季不旺、價格走弱,主要記憶體廠無法
再供應華為,大量庫存面臨去化,恐使得市況雪上加霜,牽動南亞科、華邦、旺宏等業者
後市。
美國科技媒體The Verge報導,在美國大力封殺華為下,全球前兩大DRAM廠南韓三星與SK
海力士將停止供貨華為;朝鮮日報更明白點出,三星與SK海力士將於9月15日不再與華為
交易。
在此之前,全球第三大DRAM廠美商美光已宣布,配合美方禁令,不再供應華為。
隨著全球前三大DRAM廠都不再與華為有業務往來,華為面臨記憶體斷料危機,市場人士估
計,明年華為全年手機出貨量可能急縮至僅約5,000萬支,較今年銳減74%。
近期華為趕在美方禁令生效前擴大備貨,帶動DRAM現貨價格意外反彈,不過,市調機構集
邦科技認為,下半年DRAM合約價格下跌壓力仍重,其中尤其稍早價格領漲的伺服器用DRAM
,也成為這波跌勢的導火線,預估本季報價將下跌逾一成,第4季跌幅擴大至15%。
業界人士憂心,近期DRAM市況旺季不旺,價格跌價壓力大,華為過往智慧手機每年銷量可
達2億支左右甚至更高,消耗龐大的記憶體晶片,若華為礙於零組件斷供而使得出貨量銳
減,意味市場也將少了龐大的出海口,恐讓記憶體市場更進一步雪上加霜。
集邦科技認為,目前DRAM市場當中,消費性電子用DRAM僅占整體DRAM市場消耗量約8%,即
便消費性電子DRAM價格波動,整體DRAM合約市場漲跌關鍵仍在取決供需雙方的庫存水位。
美國對華為的禁令期限將在9月15日實施,晶片製造商必須獲得美國批准,才能將使用美
國技術和軟件製造的產品出售給華為。
除了南韓企業,華為此前證實,台積電也將於9月15日停止供貨,華為旗下海思設計的「
麒麟 9000」晶片將絕版。
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