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According to DRAMeXchange, a division of TrendForce, the worldwide mobile DRAM revenue reached US$3.576 billion in the first quarter, a decline of less than 1% QoQ. Mobile memory sales accounted for 29.8% of total DRAM industry revenue in the first quarter and is expected to keep growing. According to DRAMeXchange’s Assistant Vice President Avril Wu, the additional 23nm production from Samsung boosted the first quarter’s mobile DRAM shipments by 8.2% QoQ.
The beginning of 2015 was excellent for Apple as the sales of iPhone 6 and iPhone 5S remained strong. The total shipment of iPhones in the first quarter was over 60 million units, exceeding the market expectations. As the second quarter is drawing to a close, the smartphone market shifts its attention to the next-generation iPhone (iPhone 6S or iPhone 7). Interests on the next iPhone's future sales results are growing as more information about its specs have been leaked to the public.
The global DRAM revenue fell by 7.5% QoQ in 1Q15, with revenue totaling $12 billion, according to DRAMeXchange, a division of TrendForce. The decline in the industry’s revenue is the result of the 11% quarterly decrease of the average DRAM contract price and the seasonality effects in the notebook and smartphone markets.
The NAND flash market is picking up thanks to the launching of new models in the smartphone market and the stock-up demand for upcoming iPhone, according to the latest report from DRAMeXchange, a division of TrendForce. The global research institution also estimates that the excess supply of NAND flash will be corrected in the third quarter.
According to DRAMeXchange, a division of TrendForce, smartphone shipments have been weak since the beginning of 2015. The decline in Q1 shipments was up to 9.2% QoQ. Although heavyweights Apple and Samsung are showing relatively strong shipments figures in Q2, significant smartphone growth is not expected for the quarter as channel inventory in China remains high.
