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Strategy Analytics: Samsung becomes the biggest winner in the mobile phone memory chip market

According to the latest research report of Strategy Analytics, in Q1 of 2021, the total revenue of the global smartphone memory chip market reached 11.4 billion U.S. dollars, of which Samsung took nearly half of the market share.

According to the data, in Q1 of 2021, Samsung Memory will lead the smartphone memory chip market with 49% (DRAM and NAND). SK Hynix and Micron follow closely. Samsung Memory, SK Hynix and Micron are in the global smartphone memory chip market. The market occupies more than 80% of the revenue share.

NAND market

In Q1 of 2021, the smartphone NAND flash memory chip market revenue increased by 18% year-on-year, which was driven by the adoption of UFS NAND flash memory chips, especially in mid-to-high-end devices. In the smartphone NAND market, Samsung Memory ranked first with 42% revenue share, SK Hynix followed closely with 20% share, and Kioxia ranked third with 19% share.

DRAM market

Due to the increase in new 5G devices released by smartphone customers, the revenue of smartphone DRAM memory chips increased 21% year-on-year in the quarter. Samsung Memory leads the smartphone DRAM market with 54% revenue share, followed by SK Hynix (25%) and Micron (20%).

Jeffrey Mathews, a senior analyst at Strategy Analytics, said: "The recovery of the smartphone terminal market has driven early customer orders from memory chip suppliers who provide high-density memory chips for some key smartphone models. Samsung Memory, SK Hynix Both Micron and Micron have benefited from the shipment of storage solutions based on high-capacity multi-chip packages (MCP). We have noticed that driven by 128GB NAND and 6GB DRAM configurations, UFS multi-chip packages (uMCP) have reached nearly 30%."

Stephen Entwistle, Vice President of Strategic Technology Practice at Strategy Analytics, said: "The strong demand for 5G smartphones has created favorable conditions for the growth of the smartphone memory chip market. Memory chip manufacturers are expected to launch high-capacity UFS 3.1 and LPDDR5 multi-chip package storage solutions. , To meet 5G demand. However, the continued shortage of non-storage components may affect the prospects of the memory chip market."