Global Sources
EE Times-Asia
Stay in touch with EE Times Asia
EE Times-Asia > Memory/Storage

Samsung claims 54% of mobile DRAM pie

Posted: 16 Feb 2012 ?? ?Print Version ?Bookmark and Share

Keywords:mobile DRAM? market share? NAND flash?

Samsung Electronics Co. Ltd has been consistently feeling the love from the mobile DRAM market as reflected by the success of its Galaxy S2 and Note products. In fact, it is the only gainer in 4Q11 that saw its share reach nearly 54 percent of the total DRAM market. This is according to DRAMeXchange, a research arm of TrendForce Corp.

In the final quarter of last year, mobile DRAM price saw a 10 percent QoQ decrease, with LPDDR2 8Gb ASP at about $17.4. As 1Q12 happens to coincide with the traditional weak shipment season, mobile DRAM price will continue on a downtrend, with a forecasted decrease of nearly 15-20 percent, stated DRAMeXchange.

mobile DRAM maker

4Q11 revenue ranking for mobile DRAM makers

Looking at the global branded mobile DRAM revenue ranking, Samsung took the lead again in 4Q11, the company's revenue showing slight growth for the quarter and far exceeding runner-up Hynix's figures. Samsung 's victory can be attributed not only to the fact that their mobile DRAM production exceeds that of their competitors, but the maker also produces NAND flash products and targets the mobile device market with multichip package (MCP).

As for technology migration, Samsung's products will mainly be manufactured on 35nm-node processes this year. Add to that the success of their smartphone and tablet products, and it is clear why Samsung's sales figures are far higher than those of other makers. As for Hynix, currently the maker is manufacturing mainly on 44nm-node processes but will transition to 38nm-node processes gradually. In the future, the manufacturer will continue to increase the proportion of mobile DRAM production and speed up technology migration to increase profitability.

mobile DRAM market share

Mobile DRAM market share by region

Elpida's 4Q11 market share was less than 20 percent, whose lack of support from NAND flash product lines only allows it to able to produce discrete shipments, limiting its negotiating power. Whether the maker will adjust their mobile DRAM strategy in the future will be important to keep an eye on. Looking at Taiwan makers, Winbond's main process technology is still at the 65nm-node, a significant lag behind Japanese and Korean manufacturers, noted DRAMeXchange. However, 46nm-node process products are expected to enter mass production in 2H12, and Winbond will transfer its focus from low-end feature phones to mid and high-end products. Furthermore, the company's product lines, currently focused on current pseudo DRAM, will gradually see more LPDDR production in the future.

Article Comments - Samsung claims 54% of mobile DRAM pi...
*? You can enter [0] more charecters.
*Verify code:


Visit Asia Webinars to learn about the latest in technology and get practical design tips.

Back to Top