<紀要論文>
DRAM市場における三星電子のキャッチアップに関する一考察 : DRAM需要特性の変化の視点から

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概要 The purpose of this paper is to consider the catching-up of Samsung Electronics in the DRAM market from the aspect of change in the demand for DRAM. I focus attention on the shift of the main DRAM cus...tomer from mainframe makers to PC makers and the change in procurement strategies of DRAM customers since the latter half of the 1980s. This influenced the competition of Samsung and Japanese firms in the DRAM market. From the 1970's to the beginning of the 1980's, when mainframes occupied the majority of DRAM demand, DRAM customers selected some suppliers based on the quality and development capability of products. Since the latter half of the 1980's, however, PCs became the main consumer of DRAM as the PC market expanded. As a result, the position of quality in procurement strategies of DRAM customers has changed. PC makers dealt with a lot of suppliers and selected the main supplier based on the price and supply capacity of products, causing a price competition between DRAM suppliers. Moreover, PC makers carried out their procurement strategies of repeating a review of the procurement price for DRAM at a short cycle. Thus, the focus of competition in the DRAM market has changed from the quality and development capability of products to price and supply capacity as the main consumer of DRAM shifts from mainframes to PCs. In this process, the disadvantage of latecomers in the DRAM market has become small. Based on price and supply capacity, Samsung, that just appeared in the DRAM market in the middle of the 1980's, has increased its market share rapidly.続きを見る
目次 1. 問題提起
2. DRAM市場における三星電子のキャッチアップ
3. DRAM需要の牽引役の交代
4. DRAM需要者の調達行動からみたDRAMの需要特性の変化
4. DRAM市場での競争に与えた影響
5. 総括と課題
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登録日 2021.12.01
更新日 2022.03.17

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