According to DRAMeXchange, a research division of TrendForce, the mobile DRAM price reductions have eased due to the increased number of Q3 smartphone shipments and SK Hynix's Wuxi plant fire accident.

Looking at the market, the Q3 mobile DRAM revenues have jumped by an estimated 14 percent QoQ to $ 3.3 billion, representing more than 30 percent of the entire market's DRAM revenue. The revenue number has a chance of increasing further should future shipments continue to rise.

Observing the mobile DRAM companies' rankings, TrendForce's assistant vice president Avril Wu notes that the two main Korean manufacturers' market shares are continuing to grow and currently add up to a total of 76.3 percent.

Given that Samsung's market share alone is already more than 50 percent, both its pricing and product strategies are expected to affect the future productions of mobile DRAM considerably.

In the periods ahead, further impacts on the mobile DRAM industry are likely to arise from the changes experienced by Micron's supply chain following its official merger with Elpida. With the potential changes affecting the structure of market demand, the shipment of mobile DRAM is likely to officially surpass that of PC DRAM in 2014.

By: DocMemory
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