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Worldwide mobile DRAM revenue amounted to US$3.607 billion in the fourth quarter of 2014, representing 27.8% of DRAM industry value and a 4.2% QoQ increase. In 2014, mobile DRAM shipments accounted for nearly 40% of all DRAM shipments, more than ever before. Although mobile memory average selling price fell by 5% in the fourth quarter, benefitting from sustained smartphone demand growth – from the iPhone 6 and 6 Plus in particular – bit shipment volume is increasing, and global mobile DRAM revenue continues to rise...
Looking at in the fourth quarter of 2014, OEM mobile device shipments peaked due to seasonality – the iPhone 6 and 6 Plus in particular – contributing to balanced supply and demand for the NAND Flash market. NAND Flash suppliers experienced steady revenue growth, and operating margins were on par with third quarter figures...
Chinese smartphone makers broke records in 2014, with yearly shipment volume
amounting to 453 million units, a 54.8% YoY increase...
Reviewing the NAND flash market in the third quarter, strong demand from Apple's iPhone 6 and iPhone 6 Plus helped balance out excess NAND flash supply and resulted in a 5-6% QoQ increase in average NAND flash contract price. NAND flash suppliers' operating margins were generally better than in the second quarter...
Worldwide mobile DRAM revenue increased by 6.0% QoQ to US$3.46 billion in the third quarter, representing 29% of DRAM industry value. As global DRAM supply remains tight, despite a slight decline in mobile memory prices, due to increased bit output, industry value still rose in the third quarter...
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