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As mobile DRAM was more resistant to price decline than other memory products and bit supply continues to rise, mobile memory accounted for 40% of total DRAM revenue in the third quarter, up from 33.7% the previous quarter...
As the result of unusually weak demand in the peak sales season, NAND flash market oversupply continued in the third quarter. SSD and eMMC prices fell by 10% QoQ, while average chip contract price decreased by 6-7% QoQ, a larger decline than in the second quarter...
As mobile DRAM is less affected by price decline than other types of memory, total revenue reached US$3.851 billion in the second quarter, a 7.7% QoQ increase. Mobile DRAM revenue accounted for 33.7% of total DRAM sales, up from 30% in the first quarter. Bit supply in the second quarter came mostly from Korean manufacturer Samsung, whose Galaxy S6 and S6 Edge hit shelves in the second quarter...
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