With DRAM revenue of $3.8bn – a 24% increase from Q1 – achieved 35.4% market share in the DRAM market, according to iSuppli.
“The company’s aggressive push into 40nm semiconductor lithography for DRAM manufacturing boosted the volume of its bit production dramatically,” said Mike Howard, senior analyst for DRAM technology at iSuppli
Samsung shipped 1.2bn 1Gbit-density-equivalent DRAM units, up 13% from 1.1bn in the first. The company’s DRAM ASP was $3.13 in the second quarter, compared to the industry’s DRAM price average of $3.03.
Q2 DRAM industry revenue was $10.8bn, up 14.4% from Q1’s $9.4bn.
Growth was driven by a nearly 5% increase in bit shipments and a 9% rise in ASP.
Q2 unit shipments were 3.56bn 1Gbit-equivalent units, while the $3.03 ASP is unequalled since Q308.
Elpida grew 17.7% in Q2 to $1.9bn and was the second fastest growing company.
Micron had the weakest growth among the top five with 4.1% growth to $1.43bn. That was, said iSuppli, probably due to manufacturing challenges at its Inotera facility.
”Inotera has had the daunting task over the past few quarters of not only transitioning to the 50nm process node but also of migrating from Qimonda’s trench technology to Micron’s stack technology,” Howard said, “once it is past this challenge—which appears to be the case—Inotera should be able to achieve outstanding bit growth for the duration of 2010.”
Micron’s market share slipped to 13.3%. Micron also had the highest ASPs in the industry ‘by a sizeable margin,’ says iSuppli.