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GLOBAL mobile DRAM prices have bottomed out, according to TrendForce.
DRAMeXchange, a division of TrendForce, found the worldwide mobile DRAM revenue reached US$3.576 billion in the first quarter of 2015, a decline of less than 1% Quarter-on-Quarter.
Mobile memory sales accounted for 29.8 percent of total DRAM industry revenue in the first quarter and is expected to keep growing. Samsung’s 23nm production boosted the first quarter’s mobile DRAM shipments by 8.2. percent Quarter-on-Quarter, and the average selling prices for mobile DRAM have been relatively steady. These factors contribute to the ongoing growth of the global mobile DRAM revenues.
According to TrendForce, mobile DRAM prices will remain stable with a slight decline in the first half of 2015. The impending arrival of LPDDR4 will bring with its new opportunities, as new generations of smartphone devices increasingly adopt the new RAM standards.
Currently, mobile DRAM accounts for almost 40 percent of the total DRAM supply. Both the speed of technology migration and the speed of LPDDR4 transition will determine whether global DRAM suppliers will maintain profit growths in the peak season during the traditional peak season in the second half of 2015.