關(guān)鍵字：爾必達(dá) DRAM 蘋果訂單
另有消息人士則表示，蘋果約30%的移動(dòng)DRAM訂單分配給了爾必達(dá)。臺(tái)灣DigiTimes網(wǎng)站則報(bào)道稱，蘋果近期向爾必達(dá)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(jià)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(gè)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(dá)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(dá)傳出破產(chǎn)傳聞，美光接近成功收購(gòu)。如果收購(gòu)一旦成功，本來就陷入寡頭市場(chǎng)的內(nèi)存市場(chǎng)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(qiáng)大訂單資源的蘋果，當(dāng)然不希望上游廠商成為壟斷市場(chǎng)。分析師認(rèn)為，蘋果為了在內(nèi)存采購(gòu)議價(jià)方面占據(jù)主動(dòng)，就有必要保證爾必達(dá)的持續(xù)運(yùn)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(chǎng)由三星和海力士掌控的現(xiàn)象。蘋果希望讓爾必達(dá)能夠繼續(xù)生存下去，以保持它的議價(jià)能力。”
爾必達(dá)已經(jīng)因?yàn)槭袌?chǎng)行情惡劣和全球競(jìng)爭(zhēng)壓力太大而提出破產(chǎn)保護(hù)，目前正打算進(jìn)行重組。美國(guó)芯片廠商美光科技打算收購(gòu)爾必達(dá)的部分業(yè)務(wù)，現(xiàn)在正在進(jìn)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(dá)的結(jié)合可能會(huì)對(duì)韓國(guó)芯片廠商構(gòu)成威脅，爾必達(dá)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(duì)此未予置評(píng)。海力士發(fā)言人稱：“我們將從客戶那里接到更多移動(dòng)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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