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Global mobile DRAM revenue in Q2 grows 11 per cent QoQ

Posted: 15 Aug 2013 ?? ?Print Version ?Bookmark and Share

Keywords:DRAM? smartphone? LPDDR1? LPDDR2?

According to the latest report from DRAMeXchange, a research arm of TrendForce, smartphone shipments hit 222.7 million units in Q2, a seven per cent QoQ increase. Along with inventory stocking for the coming sales season, mobile DRAM revenue reached $3 billion in Q2, an 11 per cent QoQ increase and 34 per cent of total DRAM revenue, added the market research firm.

Looking at the mobile DRAM revenue ranking, second-place SK Hynix saw the largest revenue growth with a 30 per cent QoQ increase as a result of strong mobile phone shipment demand in China and steady orders from top-tier makers. The Korean supplier's market share rose from four per cent the previous quarter to 25.7 per cent. The biggest changes on the mobile memory market, however, have yet to take place. As the supply chain evolves after Micron and Elpida merge and leave three major DRAM manufacturers dominating the market, prices will stabilise and suppliers will have to focus on process technology to maintain a competitive edge.

Although Samsung's mobile DRAM market share declined slightly, the supplier remains in the lead with over 50 per cent of the market. Previously, Samsung's mobile division was supplied with its own mobile memory, but the manufacturer has begun purchasing mobile DRAM from SK Hynix and Elpida to ensure steady supply. While such a move may affect Samsung's market share in the short term, as the supplier already has such a strong hold on the market, freeing up a portion of mobile DRAM capacity to allow for more flexibility in terms of product line adjustments is more of a priority.

As China's smartphone shipments account for more of the worldwide total, SK Hynix has benefitted, with its mobile DRAM revenue climbing 31.6 per cent QoQ, pushing its market share to 25.7 per cent. While Samsung still has nearly twice as much of the market, the gap will close a bit in the future as the industry leader purchases mobile memory from its fellow Korean supplier.


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