© designersart dreamstime.com Analysis | November 24, 2016
Global mobile DRAM revenue rose 16.8% sequentially in Q3
Sales of mobile DRAM surged in the third quarter as the smartphone industry was in its traditional inventory buildup season and the global DRAM market enjoyed an across-the-broad price increase, reports DRAMeXchange, a division of TrendForce.
Consequently, the mobile DRAM revenue for the quarter rose by about 16.8% sequentially to around USD 4.59 billion. “The market releases of Apple’s iPhone 7 and Samsung’s Galaxy Note 7 generated a large wave of stock-up demand in the global mobile DRAM market during the third quarter,” said Avril Wu, research director of DRAMeXchange. “Even though Samsung later had to discontinue the production of Note 7 in the fourth quarter, the launch of the flagship device already contributed significantly to the third-quarter mobile DRAM sales.” The conversion of suppliers’ third-quarter mobile DRAM revenues into market shares reveals that Samsung grew its market share to 64.5%, while SK Hynix and Micron respectively held on to 22.8% and 10.6%. Collectively, the top three DRAM suppliers represented about 97.9% of mobile DRAM market worldwide. The fourth-largest mobile DRAM supplier in the third quarter was Nanya and its global market share was only 1.3%. “Mobile DRAM also accounted for 43.5% of the total DRAM revenue worldwide in the third quarter,” Wu pointed out. “Going forward, Samsung’s competitors in the smartphone market will try expand their device production and shipments to capture the market share that Samsung lost due to the Note 7 incident. At the same time, prices of mobile DRAM will still be going up. Thus, sales of mobile DRAM are expected to make up a greater share of industry’s revenue in the fourth quarter.” Samsung remains the technology leader and has the most profitability among the top three suppliers Among the top three DRAM suppliers, Samsung is still the leader in the mobile DRAM market. In addition to achieving a high level of maturity for the 20nm production, Samsung are sending its LPDDR4 16Gb mono-die chips to clients for sampling this fourth quarter. For this particular product, Samsung is technologically ahead of its competitors. If the verification process goes smoothly, the smartphone market will likely see high-end devices with 8GB of memory next year. Also, Samsung’s 18nm process is expected to become available for mass production in 2017. Having this technology would further improve the profitability of the company’s semiconductor business. SK Hynix has steadily raised the yield rate on its 21nm process. To take advantage of the busy season for the smartphone market, the supplier also expanded the mobile DRAM wafer capacity for the 21nm process in the third quarter. SK Hynix plans to increase its competitiveness by improving its 21nm yield rate and preparing for the trial production of its 18nm technology that is scheduled for the second half of 2017. To improve its financial situation, Micron has used both its 20nm and 25nm technologies to produce mobile DRAM. Micron has also assigned its subsidiary Inotera to focus on fulfilling Apple’s orders because Inotera has been the quickest in transitioning to the 20nm manufacturing. As for orders from other smartphone brands, Micron has directed them to its fab in Hiroshima and its other subsidiary Micron Memory Taiwan. The Hiroshima fab and Micron Memory Taiwan produce mobile DRAM mainly on the 25 process. On the technology migration front, Micron expects the adoption of the 18nm process to begin next year. Regarding Taiwanese mobile DRAM suppliers, Nanya managed to grow its global market share to 1.3% in the third quarter, up from 1.1% in the second quarter. As prices of mobile DRAM kept climbing, Nanya expanded the share of this product in its overall output. Also, Nanya is currently working on its 20nm process that will become part of its mobile DRAM capacity next year. Winbond’s mobile DRAM market share remained constant at 0.8% in the third quarter. Winbond’s overall DRAM revenue however increased during the same period on the back of slight price increases for its ASIC and other customized products. Winbond may begin small-scale production on its 38nm process this year, with priority products being specialty and mobile DRAM.
The lovechild of ACE Production and InterSelect Carlos Bouras of Nordson Select gave us the rundown of the result of the integration and combination of ACE Production and InterSelect GmbH - the new Integra.
American Battery Metals, U.S. lawmakers convene American Battery Metals Corporation has completed a series of meetings with lawmakers and personnel in the Department of Energy and Department of the Interior in Washington, D.C., to discuss issues critical to the domestic battery production and storage industry.
Cogiscan, Critical Mfg. form strategic partnership Quebec, Canada-based Cogiscan and Critical Manufacturing, headquartered in Portugal, have forged a strategic partnership to deliver smart factory solutions for electronics manufacturers.
Collins Aerospace expanding in North Africa Collins Aerospace Systems, a unit of United Technologies Corp., has taken the first step toward the expansion of its existing site in Casablanca, Morocco.
Sponsored content by EsemdaContract manufacturer Esemda opens new facility in Vilnius and expands EMS The new facility has been built with reserved space for future expansions. As Esemda constantly grows, it is of great importance to be able to rapidly increase production capacity in large volumes.
The advantage of Vantage - Garrett Wong tells the tale Nordson Asymtek's Garrett Wong gives us a rundown of the business year and also details the Vantage Advantage
Saki’s Eddie Ichiyama details a very successful business year Eddie ichiyama from Saki gave us an update on how 2019 has been for the company and also shared some details on the recent expansion in the Czech Republic.
The ripple effect of Enrico Krog Iversen while being an active part in creating one of the fastest growing robotics companies in modern time might have been enough for most people, that does not seem to have slowed down a certain Danish entrepreneur.
Yamaha's Ichiro Arimoto on the business year and the company's new ventures Evertiq had the opportunity to talk to Ichiro Arimoto, General Manager of Yamaha Motor Europe, about the business year and the company's new ventures.
Mycronic, Indium forge strategic partnership Indium Corporation has announced a strategic partnership with Sweden-based Mycronic, to develop no-clean and water soluble solder pastes for jetting applications.
SCHMID delivers PlasmaLine to Hofstetter PCB SCHMID announced it has installed the company’s first PlasmaLine comprising ICP etch & sputter deposition of its Korean JV SCHMID AVACO at Hofstetter PCB AG in Switzerland.
Cobot market to reach USD 9+ billion by 2025 A new report from Tractica is forecasting continued rapid growth for the global collaborative robot (cobot) market over the next few years, reaching revenue of USD 9.7 billion by 2025.
MixComm scores USD 8+ million in series B round New Jersey-based fabless semiconductor company MixComm has secured USD 8.6 million in series B funding led by existing investor, Kairos Ventures.
Sponsored content by SourcengineComponent Aggregators vs E-Commerce Marketplaces What is the difference between electronic component aggregators and a marketplace?
67% of a buyer’s journey is now done digitally. Learn how marketplaces emerged as full-cycle procurement platforms and challenged the traditional component aggregators.
SIA elects 2020 leadership The Semiconductor Industry Association (SIA) Board of Directors has elected ON Semiconductor CEO Keith Jackson as its 2020 Chair and Qorvo CEO Robert Bruggeworth as its 2020 Vice Chair.
Si wafer shipments recede for fourth straight quarter Worldwide silicon wafer area shipments slid for the fourth consecutive quarter of 2019, according to the SEMI Silicon Manufacturers Group (SMG) in its most recent quarterly analysis of the industry.
Decline in Q4 DRAM contract prices lessens as buying momentum recovers According to the latest analysis from the DRAMeXchange research division of TrendForce, Q4 DRAM ASP is as of yet undergoing a slight QoQ decline, but this decline has shrunk down to 5%.
Technica forms growth-focused equity fund San Jose-based Technica USA has reached an agreement on an equity investment centered on future growth for the global PCB fab and assembly supplier.
Sponsored content by Nordson ASYMTEKStart-to-finish conformal coating with reliability and efficiency Nordson ASYMTEK’s flexible, modular, Panorama™ S-Line delivers conformal coating process control in a space-saving footprint with overlapping line processes that minimize manufacturing floor space. This innovative, patent-pending line layout trims 50% of the line’s length by using the lower compartment in each piece of equipment for functional use. Combined with Nordson ASYMTEK’s global support, this complete conformal coating line delivers quality, product reliability, efficiency, and safety for all your conformal coating applications.
IHS Markit: 5G economy in the trillions by 2035 The IHS Markit 5G Economy Study, commissioned by Qualcomm Technologies Inc., is forecasting that 5G will generate USD 13.2 trillion in sales enablement by 2035.
ZEUS Battery partnering with Kruvand Associates ZEUS Battery Products and Texas-based Kruvand Associates Inc. have come to a formal agreement on a collaboration that began in January and covers Texas, Arkansas, Oklahoma, Louisiana, New Mexico, Arizona and Mexico.
EPP with a new owner The company announces that is has found itself an ideal buyer – Photonics Systems Group – a manufacturer of micro-materials processing machines. With this takeover, PSG is strengthening is operations in the electronics industry and also laying the foundation for further growth.
Volkswagen starts pre-production e-mobility plant in China The new plant of the SAIC VOLKSWAGEN joint venture has been completed. It is purely built for the production of all electric vehicles on Volkswagen’s Modular Electric Drive Matrix (MEB).
Sponsored content by NCAB Group Benelux B.V.Failure is not an option for a PCB More than 30% of the Gerbers NCAB Group Benelux B.V. reviews, have problems. However, the PCB are integrated in key end-user product with more and more High Tech PCB. We are here to support you on the new technologies growth to maintain a high reliability and quality. Contact us to review it together.
Kongsberg Maritime divests KM Contros GmbH Following a strategic review, Kongsberg Maritime AS (KM) has decided to divest KM Contros GmbH (Contros) to AML Oceanographic Ltd. (AML).
SUSS MicroTec adjusts outlook for fiscal year 2019 Based on the preliminary figures for the first nine months and the updated budget figures, SUSS MicroTec is substantiating its expectations for incoming orders, sales and earnings for the current fiscal year ending December 31, 2019.
GPV's revenues soars 130% Danish EMS provider, GPV Group, announces that the company generated revenues of DKK 2.2 billion in the first nine months of 2019, a 130% year-on-year improvement driven by the acquisition of Swiss company CCS at the end of 2018.Load more news