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SEOUL: South Korean chipmaker SK Hynix<\/a> Inc said on Wednesday the memory chip market is facing an \"unprecedented deterioration\", as its third-quarter profit tumbled 60% amid a surge in inflation, missing expectations.
\"Supply will continue to exceed demand for the time being,\" the world's second-biggest memory chip maker said in a statement, pointing to a fall in notebook and smartphone shipments.
The company said it plans reduce its investment next year by more than 50% on-year.
The profit fall came as red-hot inflation hurt demand for electronic devices<\/a> and the memory chips that go in them.
SK Hynix's operating profit fell to 1.66 trillion won ($1.16 billion) in the July-September quarter, from 4.2 trillion won a year earlier. The result was below analysts' expectations of a 1.87 trillion won profit, according to Refinitiv SmartEstimate.
Prices of DRAM chips, used in devices and servers, fell around 20% in the third quarter from the second, SK Hynix said. Prices of NAND Flash chips that serve the data storage market fell more than 20%.
The lacklustre results echo bigger rival Samsung Electronics<\/a>' third-quarter earnings slump and U.S. peer Micron Technology Inc's warnings of a sharp decline in PCs and smartphones sales.
CHIPMAKERS BRACE FOR IMPACT
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Chipmakers had enjoyed a strong post-pandemic demand surge until early this year that created a shortage of certain chips and disrupted production of vehicles and various electronic devices.
But chip demand has turned sharply weaker in recent months, as soaring inflation, rising interest rates and gloomy economic outlook have led consumers and businesses to tighten their spending.
The global smartphone market contracted 9% on-year in July-September, marking the worst third-quarter since 2014, according to analysis provider Canalys<\/a>.
DRAM chip prices are expected to fall further in the current quarter as memory chip companies have lost their bargaining power with customers who have stockpiled chips and now struggle to clear them due to weak demand, said Wi Min-bok, analyst at Daishin Securities.
With the memory chip glut seen lasting until the first half of next year, SK Hynix joins chipmakers that have begun curtailing supply and investment. Micron plans to cut investments by more than 30% next year; TSMC<\/a> has also cut its 2022 investment plan.
SK Hynix said its 2022 investment is expected to be at the \"upper range of 10-20 trillion won\".
Despite the current drop in demand for server memory chips, SK Hynix forecast more appetite in the longer term as hyperscale data centres continue their investment to meet growth in industries such as artificial intelligence (AI), big data and the metaverse.
Third-quarter revenue fell 7% on-year to 10.98 trillion won.
SK Hynix shares were flat in early morning trade, versus a 0.3% rise in the wider market.
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SK海力士芯片行业困境“空前的”说,削减投资
SK海力士的营业利润降至7 - 9月当季1.66万亿韩元(合11.6亿美元),较上年同期的4.2万亿韩圆。结果低于分析师预期的1.87万亿韩元的利润,根据Refinitiv SmartEstimate。
韩国:韩国芯片制造商SK海力士. n:行情)周三表示,内存芯片市场正面临着“空前恶化”,其第三季度利润下跌60%,通胀激增,失踪的期望。
“供应将继续超过需求,“全球第二大内存芯片制造商在一份声明中说,指着笔记本和智能手机出货量下降。
该公司说,它计划明年减少其投资同比超过50%。
利润下降之际,炽热的通货膨胀伤害电子需求设备和内存芯片。
SK海力士的营业利润降至7 - 9月当季1.66万亿韩元(合11.6亿美元),较上年同期的4.2万亿韩圆。结果低于分析师预期的1.87万亿韩元的利润,根据Refinitiv SmartEstimate。
DRAM芯片的价格,用于设备和服务器,从第二第三季度下降了20%左右,SK海力士说。NAND闪存芯片的价格,服务于数据存储市场下跌超过20%。
低迷的结果呼应更大的竞争对手三星电子第三季度业绩下滑和美国同行美光科技公司的警告的个人电脑和智能手机销量的大幅下滑。
芯片制造商面临的影响
芯片制造商曾流行后的强劲需求激增,直到今年年初,创建了一个缺乏某些芯片和中断生产车辆和各种电子设备。
但芯片需求急剧转弱在最近几个月,通货膨胀,利率上升和经济前景黯淡了消费者和企业加强他们的支出。
全球智能手机市场在7 - 9月同比萎缩了9%,标志着自2014年以来最糟糕的第三季度,根据分析提供者Canalys。
DRAM芯片价格预计将进一步下跌在当前季度内存芯片公司失去了讨价还价的能力与客户现在有储存芯片和难以明确他们由于需求疲软,Wi Min-bok大信证券的分析师说。
与内存芯片过剩延续到明年上半年,SK海力士连接芯片制造商已经开始限制供应和投资。微米计划明年削减投资30%以上;台积电还下调了2022投资计划。
SK海力士表示,其2022年投资预计将在“上10 - 20万亿韩元”。
尽管目前服务器内存芯片的需求下降,SK海力士预测更长期食欲超大型数据中心继续投资以满足增长的行业如人工智能(AI)、大数据和metaverse。
第三季度收入同比下降7%,至10.98万亿韩元。
SK海力士股价在清晨贸易持平,与更广泛的市场增长了0.3%。
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