關(guān)鍵字：爾必達 DRAM 蘋果訂單
另有消息人士則表示，蘋果約30%的移動DRAM訂單分配給了爾必達。臺灣DigiTimes網(wǎng)站則報道稱，蘋果近期向爾必達的廣島12英寸工廠下了大筆訂單。這一消息導(dǎo)致三星和SK海力士的股價周三出現(xiàn)下跌。
其中海力士的股票因受到了這一消息的沖擊而暴跌9%，創(chuàng)下最近9個月來的最大單日跌幅紀(jì)錄。三星電子股票更是大跌6.2%，達到該股近9周以來的最低水平。三星電子股票的跌幅創(chuàng)下該股最近4年來的最大單日跌幅紀(jì)錄，公司市值當(dāng)即縮水100億美元。
蘋果只為制約三星？
早前爾必達傳出破產(chǎn)傳聞，美光接近成功收購。如果收購一旦成功，本來就陷入寡頭市場的內(nèi)存市場將更加集中，基本上只有三星、海力士等聊聊幾家。
作為擁有強大訂單資源的蘋果，當(dāng)然不希望上游廠商成為壟斷市場。分析師認(rèn)為，蘋果為了在內(nèi)存采購議價方面占據(jù)主動，就有必要保證爾必達的持續(xù)運行。
LIG投資證券的分析師Choi Do-yeon稱：“蘋果似乎不想看到芯片市場由三星和海力士掌控的現(xiàn)象。蘋果希望讓爾必達能夠繼續(xù)生存下去，以保持它的議價能力。”
爾必達已經(jīng)因為市場行情惡劣和全球競爭壓力太大而提出破產(chǎn)保護，目前正打算進行重組。美國芯片廠商美光科技打算收購爾必達的部分業(yè)務(wù)，現(xiàn)在正在進行談判。
所羅門投資證券的分析師Lim Dol-yi稱：“美光科技與爾必達的結(jié)合可能會對韓國芯片廠商構(gòu)成威脅，爾必達從蘋果獲得巨量訂單就是激發(fā)這些擔(dān)憂的導(dǎo)火索。”
三星對此未予置評。海力士發(fā)言人稱：“我們將從客戶那里接到更多移動DRAM芯片訂單。”但她拒絕透露蘋果是否減少了訂單。
Elpida selling over 50 percent of mobile chips to Apple: source
Miyoung Kim
SEOUL (Reuters) - Japan's Elpida Memory Inc has been supplying more than 50 percent of its production of dynamic random access memory (DRAM) chip for mobile devices to Apple Inc since late last year, a source with direct knowledge of Elpida's sales breakdown said on Thursday.
"Elpida resorts to one single customer for its mobile DRAM supplies and it's been selling over 50 percent of output from its 30 nanometer class design to Apple," said the source.
The source declined to be named as he was not authorized to speak to the media.
"Apple has been diversifying its suppliers and the deal with Elpida had no major impact on other major suppliers as Elpida's share of the global mobile DRAM market is quite small."
Another source familiar with the matter said Apple was sourcing around 30 percent of its mobile DRAM requirements from Elpida.
Taiwan's DigiTimes, an online trade news site, reported that Apple recently placed large mobile DRAM orders with Elpida's 12-inch plant in Hiroshima, Japan, sending shares of Samsung and SK hynix tumbling on Wednesday.
Samsung shares extended losses to over 2 percent in early trade on Thursday, after opening down slightly and losing more than 6 percent in the prior session.
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