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Analyst: 4Q12 mobile DRAM revenue grew 21%

Posted: 22 Feb 2013 ?? ?Print Version ?Bookmark and Share

Keywords:mobile DRAM? iPhone? smartphone?

DRAMeXchange, a research unit of TrendForce, has revealed that mobile DRAM gained a remarkable boost from the peak shipping season of smartphones in 4Q12. Additionally, quarterly sales of Apple's iPhone 5 broke records and exceeded 40 million units, while alternative brands such as Nokia's Lumia920 surpassed expectations with better-than-anticipated results.

Benefiting from the positive sales performances and surging shipments of mid-to-low end smartphones, 4Q12 mobile DRAM revenue saw a growth of nearly 21.4 per cent QoQ and arrived at $2.444 billion, the highest for a single quarter last year, noted the market research firm.

Compared to others, Korea-based mobile DRAM manufacturers have been able to enjoy relatively stronger growth as more and more mid-to-low end smartphones adopt the MCP/eMCP solutions. Samsung and SK Hynix's 4Q revenue increased QoQ by about 26.9 per cent and 36.5 per cent, respectively, and both makers account for about 78.5 per cent of the market. The oligopolistic state in the mobile DRAM industry is currently even more noticeable than that in the PC DRAM industry.

Elpida, which ranks third behind Samsung and SK Hynix, benefited from the increased shipments of new Apple products and enjoyed a revenue growth of around 11.3 per cent, noted DRAMeXchange. As Qualcomm prefers to use the package on package (PoP) solutions to get better performance, the company continues to have an important place in the high-end smartphone market. Elpida's high density products are expected to become a major go-to choice as smartphone manufacturers become increasingly concerned about Samsung's status, the market research firm added.

For Micron, increases in the storage capacities of mid-to-low end smartphones and the market demand for high density DRAM have caused a product gap and led to both decreased revenues and market share. The U.S.-based company, as of now, is in fourth place and accounts for nearly 1.3 per cent of the market's revenue. Aside from Winbond, which still has a role in the feature phone market, Taiwan based DRAM manufacturers such as Nanya are attempting to increase the proportion of revenue earned from mobile DRAM.

Mobile DRAM market share by region

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