Global sales of mobile DRAM increased 17.2% sequentially to US$3.93 billion in the second quarter of 2016, according to DRAMeXchange. Rising smartphone shipments from China-based vendors including Huawei, Oppo and Vivo, as well as the overall bit supply, led to the revenue increase.

"Going into the third quarter, Apple and Samsung will increase their stock up activities as the former prepares the release of its next iPhone and the latter steps up shipments of its latest flagship Galaxy Note 7," said Avril Wu, research director of DRAMeXchange. "At the same time, smartphone shipments from Chinese brands are expected to keep growing."

Industry leader Samsung Electronics' DRAM revenues increased 19.4% sequentially in the second quarter. The vendor grabbed a 61.5% share of the global mobile DRAM market in the quarter compared with 60.4% in the prior quarter.

Second-ranked SK Hynix saw its DRAM revenues grow a smaller 9.3% on quarter and held a 25.1% market share, while third-ranked Micron Technology's DRAM revenues rose a larger 28.6%% sequentially in the second quarter. Micron's share of the global mobile DRAM market climbed to 11.4% from 10.4% in the first quarter.

"With Apple stocking up components for the next iPhone release, Micron has also stepped up its LPDDR4 production, whether through its wafer fab in Hiroshima or its supplier partner Inotera," Wu said. "As a result, mobile DRAM will account for a larger share of Micron's DRAM revenue in the near future and help improve the supplier's revenue as a whole."

By: DocMemory
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