Mobile DRAM revenues slip 5% in 1Q13, says DRAMeXchange
Jessie Shen, DIGITIMES, Taipei [Thursday 16 May 2013]
Global mobile DRAM revenues slipped 5.2% sequentially to US$2.60 billion in the first quarter of 2013, due to seasonal factors, with Korea-based companies continuing to dominate the market, according to DRAMeXchange.
Samsung Electronics and SK Hynix took a combined 77.5% share of the mobile DRAM market in the first quarter of 2013, said DRAMeXchange. Samsung accounted for 55.8%, or US$1.45 billion, of the global mobile DRAM market in the first quarter, while SK Hynix' mobile DRAM revenues declined 13.8% on quarter to US$560 million, or 21.7% of the market.
Samsung's mobile DRAM chips are found mainly in its Galaxy-brand smartphones. Though a drop in sales, Samsung saw its mobile DRAM market share rise 1.1pp sequentially in the first quarter, DRAMeXchange indicated.
SK Hynix' mobile DRAM sales were negatively affected by weaker-than-expected demand for the iPhone 5 in the first quarter, DRAMeXchange noted. Along with falling sales, SK Hynix' market share slid 2.1pp on quarter.
Elpida Memory, another mobile DRAM supplier for the iPhone 5, saw its mobile DRAM revenues decrease 7.7% sequentially to US$480 million in the first quarter, DRAMeXchange disclosed. Elpida grabbed an 18.5% share of the global mobile DRAM market in the first quarter, down 0.5pp on quarter.
Micron Technology's mobile DRAM business generated revenues of US$71 million in the first quarter, jumping 98% sequentially, although its worldwide market share remained low at 2.7%, DRAMeXchange noted.
DRAMeXchange revealed that Micron has begun volume production of high-density LPDDR2 chips using 30nm process technology. The US firm is expected to significantly expand its presence in the global mobile DRAM market after the company completes its Elpida acquisition, DRAMeXchange pointed out.
Following its merger with Elpida, Micron is set to place an emphasis on the China handset market with the launch of high-density eMCP modules, DRAMeXchange said. Such a development will help the US firm further boost its memory business, DRAMeXchange indicated.
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