关键字：尔必达 DRAM 苹果订单
另有消息人士则表示，苹果约30%的移动DRAM订单分配给了尔必达。台湾DigiTimes网站则报道称，苹果近期向尔必达的广岛12英寸工厂下了大笔订单。这一消息导致三星和SK海力士的股价周三出现下跌。
其中海力士的股票因受到了这一消息的冲击而暴跌9%，创下最近9个月来的最大单日跌幅纪录。三星电子股票更是大跌6.2%，达到该股近9周以来的最低水平。三星电子股票的跌幅创下该股最近4年来的最大单日跌幅纪录，公司市值当即缩水100亿美元。
苹果只为制约三星？
早前尔必达传出破产传闻，美光接近成功收购。如果收购一旦成功，本来就陷入寡头市场的内存市场将更加集中，基本上只有三星、海力士等聊聊几家。
作为拥有强大订单资源的苹果，当然不希望上游厂商成为垄断市场。分析师认为，苹果为了在内存采购议价方面占据主动，就有必要保证尔必达的持续运行。
LIG投资证券的分析师Choi Do-yeon称：“苹果似乎不想看到芯片市场由三星和海力士掌控的现象。苹果希望让尔必达能够继续生存下去，以保持它的议价能力。”
尔必达已经因为市场行情恶劣和全球竞争压力太大而提出破产保护，目前正打算进行重组。美国芯片厂商美光科技打算收购尔必达的部分业务，现在正在进行谈判。
所罗门投资证券的分析师Lim Dol-yi称：“美光科技与尔必达的结合可能会对韩国芯片厂商构成威胁，尔必达从苹果获得巨量订单就是激发这些担忧的导火索。”
三星对此未予置评。海力士发言人称：“我们将从客户那里接到更多移动DRAM芯片订单。”但她拒绝透露苹果是否减少了订单。
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.