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June 24, 2017

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Winbond replaces Nanya as 4th-largest mobile DRAM supplier

TAIPEI, Taiwan -- Taiwan-based Winbond Electronics Corp. replaced its Taiwanese rival, Nanya Technology Corp. to rank as the 4th-largest mobile DRAM supplier in the second quarter of this year, according to a research report.

In the research report, DRAMeXchange, a research unit of Taipei-based market information advisory firm FrendForce Corp., said that on the back of rising shipments of low- and mid-capacity memory chips, Winbond posted US$34 million in sales in mobile DRAM shares for the April-June period, up 19.7 percent from a quarter earlier.

Bucking Winbond's sequential sales growth, Nanya Technology registered a 19.0 percent decline in its second-quarter mobile DRAM sales, which totaled US$31 million, representing a one-notch drop in the global rankings, DRAMeXchange said.

DRAMeXchange said Nanya Technology suffered declines in both production and pricing in its mobile DRAMs in the second quarter.

In the past quarter, Winbond and Nanya Technology each won an approximately 1 percent share of the global mobile DRAM business, putting them far behind their competitors from South Korea and the United States, the DRAMeXchange statistics show.

In the April-June period, Samsung Electronics Co. of South Korea retained the title as the world's largest mobile DRAM maker after it posted US$1.48 billion in sales, up 10.6 percent from a quarter earlier, but its market share fell to 45.4 percent from the first quarter's 46 percent.

DRAMeXchange said that as Samsung will unveil a new Galaxy Note mobile phone in September and will supply chips to Apple Inc., its mobile DRAM shipments are expected to continue to grow in the second half of this year.

SK Hynix Inc., also from South Korea, posted US$981 million in mobile DRAM sales in the second quarter, up 34.8 percent from the first quarter. Its market share grew to 30 percent in the second quarter, up from 25 percent from a quarter earlier, to replace U.S.- based Micron Technology Inc. as the global second-largest supplier.

DRAMeXchange said the growth enjoyed by Hynix resulted from an increase of its shipments to Apple and Samsung in the quarter.

The research report said Micron posted US$737 million in mobile DRAM sales in the second quarter, down 5.5 percent from a quarter earlier, to cut its market share to 22.6 percent from 26.7 percent.

In the second quarter, global mobile DRAM sales totaled US$3.27 billion, up 12 percent from the first quarter, DRAMeXchange said.

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