SemiMedia SemiMedia
  • Breaking News
  • MarketWatch
  • Distribution
  • Manufacturer
  • Video
  • About us
Home › MarketWatch › DRAM revenue increased by 30% year-on-year in Q1 2021
  • 0

DRAM revenue increased by 30% year-on-year in Q1 2021

SemiMediaEdit
July 1, 2021

According to a recent report by Counterpoint Research, global DRAM revenues rose to $19 billion in Q1 2021, increasing by a solid 30% YoY and 9% QoQ. Distance education and work from home (WFH) continued propelling a substantial demand for smartphone and laptop DRAM, resulting in a 6% growth in bit shipment and a 3% rise in ASP over the previous quarter.

DRAM revenue increased by 30% year-on-year in Q1 2021-SemiMedia

Brady Wang, associate director of Counterpoint, said that the Chinese handset makers stepped up their smartphone shipments in the first quarter, intending to gain shares from the beleaguered Huawei. In addition, the high-density LPDDR4x memory prices softened in H2 2020, increasing smartphone DRAM content and making 6GB the minimum standard for mid- to high-end smartphones since 2021. As a result, the average DRAM capacity in smartphones clocked at 5.3GB in Q1 2021, rising impressively by around 21% YoY and 7% QoQ. Similarly, servers experienced recovery in demand, and the adoption of a new data-center CPU bumped up server content per box. Therefore, the server segment’s DRAM demand rose as well. 

According to Wang, DRAM is already an oligopolistic market with an Herfindahl-Hirschman Index (HHI) of 3,138. A significant capacity expansion by any player will soon turn around market status and reduce the overall profitability. Therefore, this year, all three major players will spend most of their resources in migrating to advanced nodes, a process that is bound to reduce production capacity. In addition, transportation and component shortage concerns will force device vendors to place orders earlier than usual. When coupled with the growing demand for personal computers, games and servers, these factors signal the possibility of the DRAM market turning to a shortage this year. The smartphone market is recovering at present, but its cost sensitivity means that a DRAM price spike may put the brakes on smartphone DRAM content growth.

Counterpoint issued the latest global market share of the DRAM industry showing that the DRAM industry is dominated by three major players: Samsung, Micron and Hynix, which together account for about 95% of the market's shipments and revenue.

DRAM revenue increased by 30% year-on-year in Q1 2021-SemiMedia

Related

DRAM market DRAM price DRAM sales electronic components news
BusinessKorea: DB HiTek in dilemma over foundry expansion
Previous
Renesas launches new 700V buck regulators, providing unmatched feature set for home appliances, smart homes, sensing systems, power meters, and industrial controls
Next

All Comments (0)

Back
No Comment.

Top Post

Fire broke out at AKM factory in Japan
Qualcomm ranked first in the world's top ten IC design companies
Mouser Electronics expands to the Philippines with local customer service center
Analyze the key factors and prospects of electronic components shortage from the perspective of wafer industry
What is the root cause of the decline of the Japanese semiconductor industry?
ST releases price increase notice

Subscribe SemiMedia

Please check your E-mail to confirm the subscribtion.

Related posts

DDR4 spot prices surge over 20% in three trading days

DDR4 spot prices surge over 20% in three trading days

June 19, 2025
0
Intel to cut up to 20% of foundry staff amid manufacturing restructuring

Intel to cut up to 20% of foundry staff amid manufacturing restructuring

June 19, 2025
0
TDK launches compact PoC inductor to streamline ADAS and automotive electronics

TDK launches compact PoC inductor to streamline ADAS and automotive electronics

June 19, 2025
0
Infineon debuts GaN power FET with integrated Schottky diode to boost efficiency in hard-switching systems

Infineon debuts GaN power FET with integrated Schottky diode to boost efficiency in hard-switching systems

June 18, 2025
0
Copyright © 2017-2025 SemiMedia. Designed by nicetheme.
  • Please set up your first menu at [Admin -> Appearance -> Menus]
  • electronic components news
  • Electronic components supplier
  • Electronic parts supplier
  • Infineon
  • Electronic component news
  • Renesas
  • Vishay
  • STMicroelectronics
  • NXP
  • TDK

SemiMediaEdit

Administrator