Samsung will continue to concentrate on value-added products such as server and mobile DRAM.
Samsung's 2GB LPDDR3 Mobile DRAM Chip is an extremely fast performing memory solution for high-end smartphones, tablets, and other mobile applications.
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Micron develops different types of DRAM including mobile DRAM products that are specialty DRAM memory devices designed for applications demanding minimal power consumption such as smartphones and tablets.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
By providing an early extensive global supply of LPDDR3 DRAM to smartphone and tablet manufacturers, Samsung expects to see a significant increase in the adoption of 2GB mobile DRAM.
On the components business side, demand for PC DRAM remained weak but growth of high value-added products such as server and mobile DRAM was constant due to increased sales of mobile devices.
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While the PC market remains weak, we think an increase in demand for mobile DRAM products and a reduction in excess capacity in the market would stabilize selling prices in the future.
Samsung started mass production of the industry's most advanced mobile DRAM (dynamic random access memory) chip, only 10 months after it began producing the industry's first 30nm-class based 2GB LPDDR2 memory in October, 2011.
It also develops mobile DRAM products that are specialty DRAM memory devices designed for applications that require minimal power consumption such as smart phones, GPS devices, tablets, as personal digital assistants and digital still cameras.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
Weak global demand for PC DRAM chips still weighed on Samsung's push for a recovery, although it responded to increased orders for server and mobile DRAM and hastened migration to the 30-nanometer and below process.
Weaker-than-expected off-peak season demand and a global supply crunch of HDDs coupled with low demand for PC DRAM chips and the oversupply of mobile DRAM impacted profit margins, in which the memory portion saw its revenue slip to 4.89 trillion won.
Considering the growing popularity of smartphones and tablets, we expect mobile devices to account for a higher proportion of DRAM sales in the future and estimate the rapid growth in mobile devices to accelerate DRAM shipments despite a slowdown in the PC market.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
Profitability in DRAM remained weak despite growth in global PC shipments in the high-single digit percentage quarter-on-quarter and a push in sales of mobile and server DRAM.
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However, for the remainder of 2013, high value-added DRAM for mobile devices and servers will sustain profitability.
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In the fourth quarter, demand for PC memory will remain weak but DRAM for mobile devices and servers is projected to keep growing with the introduction of new products and a boom in the smartphone business.
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The rapid growth of mobile devices combined with increasing DRAM usage will drive overall DRAM shipments from 29.3 billion in 2012 to 334 billion by 2019.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
Looking ahead, the global HDD supply shortage is expected to be alleviated in the second quarter and demand for specialty DRAM products including mobile and server DRAMs will be strong.
While PCs continue to account for the majority of global DRAM sales, rising contribution of alternate markets including mobile, tablets, servers, automation and networking contribute to higher DRAM shipments both via rising volumes as well as increasing content in these devices.
We believe that the rapid increase in mobile devices will help fuel growth in DRAM shipments in the future.
FORBES: Why Growth In Mobile Devices Will Fuel Micron's DRAM Shipments
The bets that Samsung Electronics placed on DRAM chips, liquid-crystal display screens and mobile telephones paid off handsomely.
Looking into the second quarter, Samsung expects to improve profitability in the chip business with a recovery in PC DRAM price and by expanding its new product category with mobile application processors based on 32 nanometer-class process technology.
Power-hungry parts see even more of a boost: they can carry Iris Pro graphics with embedded DRAM, which should double the 3D speed on H-series mobile chips (47-55W of typical power) and triple it for the R-series (around 65-84W) on the desktop.
Over 8 times as many gigabytes of NAND flash memory has shipped than DRAM, making flash memory the largest solid state memory device on the market and enabling many mobile devices such as smart phones and tablet computers.
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