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Mobile DRAM revenues hit record again


Tuesday, August 21, 2018

Mobile DRAM revenues amounted to about US$8.87 billion in the second quarter, up 5.1% sequentially and hitting a record high, according to DRAMeXchange.

Mobile DRAM bit shipments and ASPs both registered sequential growth in the second quarter, said DRAMeXchange.

Smartphone unit production increased nearly 3% sequentially in the second quarter, thanks to the launch of new flagship Android models, DRAMeXchange indicated. Besides, 6GB has become the mainstream storage spec for high-end smartphones, while there are more models featuring 8GB of RAM.

Meanwhile, the global supply of mobile DRAM chips remained tight driving up the memory contract prices in the second quarter, DRAMeXchange said.

Despite the availability of new iPhones, the overall smartphone market for the third quarter will grow only modestly, DRAMeXchange noted. Meanwhile, with DRAM suppliers improving their advanced node production yield rates, mobile DRAM contract prices are expected to register flat sequential growth in the third quarter, DRAMeXchange said.

Also judging from sluggish demand in the spot market, DRAMeXchange expects the global mobile DRAM sales to "slacken" in the third quarter.

Industry leader Samsung saw its mobile DRAM revenues increase 5.8% sequentially to US$5.04 billion in the second quarter, according to DRAMeXchange. The company continued to hold a more than 50% share of the global DRAM market in the quarter.

By: DocMemory
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