That’s according to market intelligence company DRAM Exchange, which observed that mobile DRAM now accounts for 40 percent of all shipments of this memory type.
Increased shipments of smartphones account for the lion’s share of mobile memory sales, and DRAM Exchange said in its report that sales look strong in the first quarter of this year – traditionally one of the weaker quarters in the memory market.
The report said that the industry is waiting for the release of the next generation LPDDR4 – right now only Qualcomm supports this memory type. It is expecting some high end smartphones to ship in the second quarter of this year.
As far as manufacturers are concerned, Samsung remains the leader, followed by SK Hynix and Micron. These last two are the main suppliers for Apple iPhone 6s.
Samsung say a small drop in revenues of 5.2 percent, but Micron says its revenues soar by 27.8 percent in the fourth quarter.