Mobile DRAM revenue amounted to US$2.915 billion in the first quarter of 2014, accounting for 29.3% of the global DRAM industry but representing a 34.3% QoQ drop. The decline in mobile DRAM average selling price has slowed, only falling 5% in the first quarter. Mobile DRAM industry value shrank in the first quarter as the recovery of production capacity at SK Hynix’s Wuxi fab mainly benefitted commodity DRAM...
Since the formation of the DRAM industry oligopoly last year, the memory market has profited across the board. Even SK Hynix, with production at its Wuxi fabrication plant recovering gradually in the first quarter, has not experienced a decrease in profitability...
In review of the NAND flash market in the first quarter, although output only increased by 6.1% QoQ, weak demand due to seasonality resulted in market oversupply. Average NAND flash contract price fell by 18-20% QoQ, while NAND flash suppliers’ revenue and operating margins also decreased compared to the fourth quarter of 2013...