The second quarter this year has stopped many months of decline in prices for memory chips DDR3 and DDR4 memory modules and PC. This happened for several reasons. Firstly, manufacturers have reduced production volumes DDR3 and DDR4 chips and increased the volume of "telephone" LPDDR chips (x). To date, the share of memory production for smartphones is more than 40% in the flow of the entire new memory, and the proportion of chips for PCs has fallen below 20%. Second, the chips DDR3 and DDR4 module manufacturers began direct production of high-density boards for servers, preventing the supply to collectors and notebook PCs.
Other factors that cause memory supply shortage to the PC in the third quarter, began to unexpectedly high demand for laptops in the quarter, earlier than usual, as it usually happens on Christmas Day in the fourth quarter, and the ensuing excitement among the major PC OEM-manufacturers, who suddenly realized that all existing stockpiles of memory is not enough. As a result, from August to September, average contract memory prices increased by 7.4%,.
Micron's company, for example, the report for the fourth quarter the financial year (ended 31 August) reported having received better revenue than analysts had expected . A key factor in increasing the income of the company has recognized the memory becomes more expensive for PC. Total for the reporting quarter, the company raised $ 3.2 billion, or 10.6% less than the year ago period. Analysts had expected the company's revenue will not exceed $ 3.15 billion. Net loss for the quarter totaled $ 170 million. A year ago, the company reported net income of $ 471 million.
In addition to the memory price increases to improve the performance played a modest role of business optimization and reduction of personnel. In the current quarter, Micron expects to gain from the $ 3.55 billion- $ 3.85 billion analysts believe that the company will earn less .