Mobile DRAM shipments grew 7% in Q2 on Q1, says DRAMeXchange, as smartphone shipments also grew 7% in the quarter to reach 222.7 million units.

In revenue terms, mobile DRAM grew 11% in Q2 to nearly $3 billion representing 34% of total DRAM revenue.

Hynix grew its mobile DRAM revenue 31.6% Q2 on Q1 as a result of strong mobile phone shipment demand in China and steady orders from top-tier makers, growing its market share from 4% in Q1 to 25.7% in Q2.

Samsung’s mobile DRAM market share declined – Samsung has been buying mobile DRAM from Hynix and Elpida

Helped by mobile DRAM supply from Rexchip, Elpida’s mobile memory revenue increased by 15.9% QoQ, with market share increasing slightly to 19.3%.

Half of Rexchip’s 80k wafer starts per month is already producing mobile memory, so Elpida’s mobile DRAM revenue is expected to continue increasing.

Micron’s mobile DRAM market share was 3.4% in Q2. Its 30nm LPDDR2 products are still in the client testing phase, making little contribution to revenue.

With the acquisition of Elpida, Micron is expected to release high-density eMCP products in the second half of the year.

With a more complete memory product portfolio, mobile DRAM will account for more than 20% of the new Micron’s total revenue.

Winbond’s mobile memory revenue increased by 5.6% quarter on quarter, accounting for 13% of the manufacturer’s total revenue. Global market share reached 1%.

Currently, Winbond’s mobile memory strategy is still focused on developing low to medium-density 4G/LTE baseband chips. Volume production is under way for LPDDR1 chips, while LPDDR2 is being tested by clients and is expected to enter volume production in the second half of the year, improving Winbond’s profitability.

Nanya’s mobile DRAM revenue increased significantly. The supplier’s global market share increased slightly, to 0.3%.

Since Nanya will no longer receive 30nm wafers from Inotera beginning in October, the manufacturer is ramping 30nm mobile DRAM production. Nanya is co-operating with module makers on eMCP products, while also targeting the discrete chip market alone, securing China’s market to meet demand changes.

By: DcoMamory
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