In a report released by IHS/iSuppli yesterday, Ryan Chien revealed that the mobile DRAM market has exceeded the $2billion level for the first time on a quarterly basis. This tracks well with what was revealed to me earlier this month while I was writing the report on Tablet and smartphone demand drives new trends in mobile memory.
Here's a clip:
"Global revenue for mobile DRAM hit an astonishing $2.07 billion during the first three months of this year, up 10 percent from an already hefty $1.88 billion in the fourth quarter of 2010. Showing how far the industry’s revenue levels have progressed, the increase between the two quarters of about $190 million was equivalent to almost the entire mobile DRAM market in the first quarter of 2009, when revenue amounted to just $205 million. Revenue in the first quarter this year is also up an impressive 150 percent from the same time last year."
Chien attributes the success of DRAM last quarter to mobile applications including the fast-growing tablet market as well as handheld gaming. Despite the interest from newcomers, IHS reports that the top manufacturers in this sector continue to be Samsung, Elpida, and Hynix. Micron Technology comes in fourth, and Winbond fifth.
What do you think? Do you think that the growth of mobile DRAM can offset the decline in general DRAM predicted for PC usage?