14 May '12, 1pm

Koreans take 85% of mobile DRAM market

Koreans take 85% of mobile DRAM market David Manners Monday 14 May 2012 14:51 Mobile DRAM ASP fell by 10-15% in Q1 while thecontract price dropped 10%, says DRAMeXchange but, as shipment bit growth was around 20%, total mobile DRAM revenue increased by approximately 37% QoQ. Samsung took 70% of the mobile DRAM market in 1Q12. The contribution from Samsung’s Galaxy series was significant, accounting for 30% of Samsung’s total mobile DRAM output. Samsung and Hynix combined took over 80% of the mobile DRAM market in Q1. Hynix’s Q1 mobile DRAM revenue was flat. As the 38nm process yield rate gradually improves, manufacturing cost will decrease and production will increase. Although Elpida continues to guarantee shipment delivery, many clients have adjusted their inventory plans to avoid the risk of a supply shortage if Elpida suddenly cuts or stops production. Therefore, Elpid...

Full article: http://www.electronicsweekly.com/Articles/14/05/2012/5364...

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