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Ze świata  Nanya szacuje wzrost sprzedaży DRAM w ujęciu pojemnościowym na 48% 


Nanya Technology spodziewa się, że dostawy jej układów DRAM wzrosną w 2018 r. o 48%, licząc dostarczaną pojemność, co jest korektą w górę wzrostu szacowanego wcześniej na 45%. W pierwszym kwartale 2018 r. Nanya odnotowała najwyższą marżę brutto na poziomie 51,8%. Wskaźnik ten ma nadal rosnąć.

Firma ujawniła, że średnie ceny (ASP) jej pamięci DRAM wzrosły w pierwszym kwartale o 6,1%, podczas gdy dostawy liczone w bitach wzrosły w ujęciu kwartalnym o 8,4%. Nanya odnotowała w pierwszym kwartale przychody w wysokości około 18,8 mld NT (640,3 mln USD), co stanowi wzrost o 53,7% w porównaniu do tego samego okresu w roku 2017.

Marża brutto firmy w pierwszym kwartale wzrosła o 2,1 punktu procentowego, w ujęciu kwartalnym, a zyski z działalności operacyjnej wzrosły o 5,4 pp. do 44,3%. Firma wygenerowała w pierwszym kwartale 2018 roku zyski operacyjne w wysokości 8,32 miliarda NT, co stanowi wzrost o 115,9% w skali roku.

Zyski netto za pierwszy kwartał spadły o 67,1% w stosunku do kwartału poprzedniego, do 7,23 mld NT, głównie z powodu strat z tytułu transakcji walutowych w wysokości 1,18 mld NT. Jednocześnie zyski netto za ten kwartał stanowiły solidny wzrost o 120,6% w porównaniu z tym samym okresem w 2017 roku.

Nanya spodziewa się, że w drugim kwartale średnie ceny jej pamięci wzrosną o kolejne 5%, podczas gdy dostarczana pojemność wzrośnie prawdopodobnie o ponad 15%.

Firma opracowuje własną 10-nanometrową technologię produkcji, która do 2020 roku ma być gotowa do zastosowania przy produkcji na małą skalę.

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