The
global smartphone memory market registered a total chip revenue of $9.4 billion
in Q1 2020, according to the Strategy Analytics Handset Component Technologies
service report, “Smartphone Memory Market Share Q1 2020: Revenue Sees
Modest Decline as Samsung Memory Dominates.”
This Strategy Analytics
research finds that Samsung Memory, SK Hynix and Micron captured
almost 84 percent revenue share in the global smartphone memory market in Q1
2020. Samsung Memory maintained its lead in the smartphone memory market with
50 percent revenue share in Q1 2020, followed by SK Hynix and Micron.
NAND Market
The smartphone NAND flash chip revenue observed 4
percent year-over-year growth driven by price stabilization and higher capacity
flash demand in Q1 2020. The market was led by Samsung Memory with
a revenue share of 44 percent followed by Kioxia with 21
percent and SK Hynix with 16 percent.
DRAM Market
The total DRAM market revenue for smartphones
registered a decline of 4 percent year-over-year due to the seasonality and
demand shift to other categories. In terms of market share, Samsung
Memory registered a revenue share of 55 percent followed by SK
Hynix and Micron each having a share of 25 percent
and 19 percent respectively in the smartphone DRAM market in Q1 2020.
Jeffrey Mathews, Analyst at Strategy Analytics commented, “The
smartphone memory market experienced only a modest decline in revenue as the
memory chip market rebounded from previous levels of decline owing to the
correction of inventory and early chip orders from customers in order to manage
future COVID-19 disruptions. Samsung Memory continued to
witness traction for its UFS 3.0 Flash and LPDDR5 DRAM memory chips and managed
design wins with leading smartphone OEMs in Q1 2020.”
Stuart Robinson, Executive Director of the Strategy Analytics Handset Component
Technologies service at Strategy Analytics noted, “The smartphone
memory market will continue to be challenged by the fall in smartphone memory
demand on the back of COVID-19 pandemic disruptions on global smartphone
production and also causing demand for smartphones to drop significantly.
However, the demand for high density memory chips featuring UFS 3.0 and LPDDR5
remains upbeat among smartphone OEMs.”
Source:
Strategy Analytics, Inc.
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