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According to DRAMeXchange, a division of TrendForce, the worldwide mobile DRAM revenue reached US$3.576 billion in the first quarter, a decline of less than 1% QoQ. Mobile memory sales accounted for 29.8% of total DRAM industry revenue in the first quarter and is expected to keep growing. According to DRAMeXchange’s Assistant Vice President Avril Wu, the additional 23nm production from Samsung boosted the first quarter’s mobile DRAM shipments by 8.2% QoQ.
The supply of Apple Watch have not kept up with the strong demand since its preorder sale earlier this year. According to the latest projection by Topology, a division of TrendForce, the 2015 shipments of Apple Watch are expected to reach 15 million sets. On the other hand, going above this shipment figure will depend on the performance of the entire supply chain in the second half of 2015. “Apple is widely recognized for its success in selling its smartwatches as hardware,” said Jason Tsai, TrendForce’s wearable device analyst.
The beginning of 2015 was excellent for Apple as the sales of iPhone 6 and iPhone 5S remained strong. The total shipment of iPhones in the first quarter was over 60 million units, exceeding the market expectations. As the second quarter is drawing to a close, the smartphone market shifts its attention to the next-generation iPhone (iPhone 6S or iPhone 7). Interests on the next iPhone's future sales results are growing as more information about its specs have been leaked to the public.