Koreans take 85% of mobile DRAM market
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, Elpida’s Q1 mobile DRAM market share and revenue were impacted significantly.
Micron has migrated to the 30nm process and yield rate is improving – samples are currently being sent to clients.
As Micron has NAND flash and NOR flash product combinations, it has a diverse mobile DRAM product mix, especially its MCP (4Gb + 4GB).
Micron’s products are widely used in entry to mid-level smartphone models and feature phones, and provide significant benefit to revenue.
If Micron cooperates with Elpida on high density mobile DRAM, vertical product integration will increase Micron’s mobile market share.
Using Micron’s technology, Nanya of Taiwan produced and sent 30nm mobile DRAM product samples to clients in 2Q and is expected to begin mass production in 2H12, breaking into the market with discrete LPDDR2 products.
Winbond will develop 46nm LPDDR1 256/512 Mb mobile DRAM this year, combining it with pseudo SRAM to expand its feature phone market share, gradually increasing the maker’s mobile DRAM revenue portion.
Mobile DRAM Top Five
Q1 $m %
Samsung 1,558 71
Hynix 330 15
Elpida 194 9
Micron 87 4
Winbond 29 1.3