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Memory module revenues growth in March

Taiwan-based memory module houses have reported sequential growth in revenues for March 2011

Taiwan-based memory module houses Transcend Information, Power Quotient International (PQI) and Apacer Technology have reported sequential growth in revenues for March 2011 of 54.1%, 43.2% and 33.9%, respectively, joining fellow company Adata Technology that also enjoyed a substantial rebound in March sales compared to the prior month’s levels.

Higher chip prices boosted Adata’s revenues in March, the company was quoted in previous reports. Adata’s March revenues rose 52.6% sequentially to NT$3.14 billion (US$108 million).

Transcend announced NT$2.9 billion in March revenues, up 2.4% from the same period of 2010. Revenues for the first quarter, however, slid 6.7% from a year earlier to NT$7.56 billion. Transcend revealed that sales of memory cards and other flash devices came to NT$1.83 billion in March, while those of DRAM modules were NT$578 million. Meanwhile, the company’s non-memory products generated sales of NT$494 million in sales. Transcend’s sales ratio between NAND flash-based products, DRAM modules and others was 63:20:17 in March 2011, compared to 50:31:12 a year ago. Transcend expressed optimism about its business outlook in the second quarter, citing bullish prices for DRAM and NAND flash memory. Constrained supplies of silicon wafers and other raw materials, which are mainly produced in Japan, may lead to chip shortages and bolster pricing, the company said. Shipments of the new Intel chipsets are also expected to stimulate demand in the second quarter, encouraging downstream clients to fill up their inventory, Transcend indicated.

PQI generated NT$739 million in March revenues, up 43.2% on month but down significantly from the NT$2.66 billion registered in March 2010. Its cumulative 2011 revenues through March totaled NT$1.98 billion.

Apacer’s revenues for March 2011 grew 33.9% sequentially to NT$817 million, but the results were 42.2% less than the NT$1.41 billion posted a year ago. Revenues for the first three months of 2011 amounted to NT$2.28 billion, down 40.4% on year.

Source: DigiTimes

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