DRAM, a Japanese wafer maker, focuses on consumer electronics

At present, only Japan DRAM Fab erbida (Elpida) 21 released during the first quarter of 2005 (4~6; Q1) financial statements, a loss of about 3 billion 300 million yen in the expected range, the reason is that DRAM quarter average selling price (ASP) fell about 15%, however, Elpida in communication and the season consumer electronic products with DRAM, but revenue growth occurred, and a record high record, and to continue to expand market share, with DRAM capacity quickly pulled consumer electronic products, Elpida will speed up the 12 inch plant expansion speed, and make its 90 nanometer process to the end of 2005, the proportion of up to 50%.

Elpida 21 officially announced the financial statements, when a quarter of the overall performance in line with expectations, but revenue figures are beyond the market forecast, due to the fact that the season Elpida average selling price decline of 15%, but because of its output growth rate than the original estimate of single digit growth for many, reached about 12% therefore, only more than 1 quarter revenue decline 2 billion 700 million yen.

Matsunomiya Hiroji, chief financial officer, said that due to the increase in shipments of DRAM for communications and consumer electronics, the company lost a lot of losses. At present, communications and consumer electronics products DRAM has accounted for about 42% of overall revenue, as compared with 2004 Q1, there has been a significant increase in the estimated Q2 will continue to expand.

In contrast, in the standard DRAM, but the proportion of revenues declined quarter by quarter, by 2004 Q1 accounted for about 48% overall, the season has been reduced to less than 30%, the proportion of consumer products and communications products in the future, should have the opportunity to break through 50%.

Elpida to further stabilize and expand market share, and let the consumer electronics and communications successfully pulled high output with DRAM therefore has completely revised the original 12 inch plant plant expansion schedule, as well as 90 nanometer process by the end of 2011. At present, the company has officially launched the 12 inch factory integrated into a plan, is expected to be the integration of the 2 inches of the factory to a single seat E300 of the 12 inch factory. By the end of 2005, it is estimated that by the end of second, the company will have a 3000~5000 of 12 pieces of film production capacity in March 2006 will be pulled up to 15 thousand, the first to reach a total capacity of 45 thousand. However, the new expansion plans in addition to two in one, the more important is to accelerate the production capacity to 2005 by the end of 47 thousand, by 2006 Q1 production capacity to be pulled up to 54 thousand.

In addition to expanding production capacity, maintain market share, process technology is also playing a very important role in micro. Elpida Q1 in 2005 when the 90 nanometer process only a total capacity of less than 5%, Q2 is pulled up to 10%, Q3 to 30 to 40% by the end of 2005, is expected to break through 50%, reaching 60 ~ 70%. The purpose is to aid 90 nanometer process produced in a large amount, make consumer electronic products and communication with the DRAM output volume increased.

As for the standard DRAM, now will be gradually expanded to the PSC (5346) purchases in 2005, Q1 began to adopt a large number of crystal erbida 0.1 micron process technology for foundry, as SMIC semiconductor is originally planned to start in April for Elpida foundry, delayed until July, but after all the packaging and testing were You Li (6239) the Commission contract.