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1 Market Intelligence & Consulting Institute Intelligencev3289/ Publisher Sample Phone: (US) or or (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm EST Fridays: 5:30am - 5:30pm EST

2 Industry Intelligence Program Semiconductor Mobile DRAM: Market Trends and Major Players' Deployment Strategy Abstract The earliest application of DRAM (Dynamic Random Access Memory) can be traced back to the PC age. As the PC market declines, new types of mobile devices have taken over to become the world's most popular electronics products thanks to their versatile characteristics, high levels of convenience, and the stylish design. The popularity of mobile devices has led to fast growth for mobile DRAMs, turning it into a mainstream hit. This report provides the overview of mobile DRAM market and examines its major applications, market prospects, and leading DRAM manufacturers' strategic planning. by Kevin Tu Document Code: Publication Date: March 2015 Check out MIC on the Internet!

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4 Mobile DRAM: Market Trends and Major Players' Deployment Strategy i Table of Contents Page 1 Mobile DRAM Application Trends Smartphone and Tablet as Focal Application Areas Mobile DRAM Becomes Mainstream with Growing Applications Gb LPDDR3 as the Mainstream Specs of Mobile DRAM Chips Development of the Mobile DRAM Market Mobile Device Proliferation as Key Growth Driver Smartphones to Become Major Engine of Growth for Mobile DRAM Samsung Still Secures 50% Market Share Development of Leading DRAM Brands Market Equally Shared by Three Tier-1 Brands Samsung's Capacity Expansion Causing Concern... 3 MIC Perspective Appendix Glossary of Terms List of Companies Market Intelligence & Consulting Institute March 2015

5 ii Industry Intelligence Program - Semiconductor List of Figures Page Figure 1 Comparison of Commodity, Specialty and Mobile DRAM and Applications... 1 Figure 2 Worldwide Market Share of Commodity, Mobile, and Specialty DRAM, Figure 3 Specialty, Mobile, and Commodity DRAM Market Scale, Figure 4 Worldwide Market Volume of Mobile DRAM for Use in Smartphones and Tablets, Figure 5 Worldwide Mobile DRAM Market Share by Application, Figure 6 Worldwide Mobile DRAM Market Share by Vendor, 1Q Q March Market Intelligence & Consulting Institute

6 Mobile DRAM: Market Trends and Major Players' Deployment Strategy iii List of Tables Page Table 1 Commodity DRAM and Mobile DRAM Specs Development Roadmap, 1H H Table 2 Worldwide Major DRAM Development and Operational Highlights Table 3 Worldwide Major DRAM Processing Technology and Mass Production Roadmap, 1Q Q Market Intelligence & Consulting Institute March 2015

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8 Mobile DRAM: Market Trends and Major Players' Deployment Strategy 1 1. Mobile DRAM Application Trends 1.1 Smartphone and Tablet as Focal Application Areas Figure 1 Comparison of Commodity, Specialty and Mobile DRAM and Applications Timeline Commodity DRAM Specialty DRAM Mobile DRAM Application PC Systems Server Notebook PC Application In-vehicle and Consumer Electronics Digital Camera Digital STB Smartphone Application Mobile Devices Desktop PC In-vehicle LCD TV Tablet Source: MIC, March Mobile DRAM Becomes Mainstream with Growing Applications Figure 2 Worldwide Market Share of Commodity, Mobile, and Specialty DRAM, Source: MIC, March Gb LPDDR3 as the Mainstream Specs of Mobile DRAM Chips Table 1 Commodity DRAM and Mobile DRAM Specs Development Roadmap, 1H H Market Intelligence & Consulting Institute March 2015

9 2 Industry Intelligence Program - Semiconductor Commodity DRAM 1H H H H H H H 2016 Mobile DRAM Source: MIC, March Development of the Mobile DRAM Market 2.1 Mobile Device Proliferation as Key Growth Driver Figure 3 Specialty, Mobile, and Commodity DRAM Market Scale, Source: MIC, March Smartphones to Become Major Engine of Growth for Mobile DRAM Figure 4 Worldwide Market Volume of Mobile DRAM for Use in Smartphones and Tablets, Source: MIC, March 2015 Figure 5 Worldwide Mobile DRAM Market Share by Application, Source: MIC, March Samsung Still Secures 50% Market Share Figure 6 Worldwide Mobile DRAM Market Share by Vendor, 1Q Q 2014 March Market Intelligence & Consulting Institute

10 Mobile DRAM: Market Trends and Major Players' Deployment Strategy 3 Source: MIC, March Development of Leading DRAM Brands 3.1 Market Equally Shared by Three Tie-one Brands 3.2 Samsung's Capacity Expansion Causing Concern 2015 Market Intelligence & Consulting Institute March 2015

11 4 Industry Intelligence Program - Semiconductor Table 2 Worldwide Major DRAM Development and Operational Highlights Vendor Annaul Global Capacity Share (wafers) New Plant Highlights Operational Highlights Samsung SK Hynix Micron Inotera Nanya Winbond Powerchip Source: Respective companies, compiled by MIC, March 2015 Worldwide Leading DRAM Processing Technology and Mass Table 3 Production Roadmap, 1Q Q Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q Samsung SK Hynix Micron (Elpida included) Inotera Nanya Winbond Source: Respective companies, compiled by MIC, March Q 2015 March Market Intelligence & Consulting Institute

12 Mobile DRAM: Market Trends and Major Players' Deployment Strategy 5 MIC Perspective Mobile DRAM Growth to Remain Generally Strong Samsung's Dominance Remains Unchallenged 2015 Market Intelligence & Consulting Institute March 2015

13 6 Industry Intelligence Program - Semiconductor Appendix Glossary of Terms CAGR Compound Annual Growth Rate DRAM Dynamic Random Access Memory DSC Digital Still Camera DVD Digital Video Disk LCD TV Liquid Crystal Display Television LPDDR2 Low Power Double Data Rate 2 LPDDR3 Low Power Double Data Rate 3 STB Set Top Box March Market Intelligence & Consulting Institute

14 Mobile DRAM: Market Trends and Major Players' Deployment Strategy 7 List of Companies Apple Elpida Inotera Micron Nanya Technology Powerchip Rexchip Samsung SK Hynix Winbond 2015 Market Intelligence & Consulting Institute March 2015

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