#Dynamic Random Access Memory (DRAM) Market Share

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[thetechempire]

How Apple Relies on Samsung for iPhone Production

Apple and Samsung are two big rivals in the technology industry, and are often portrayed as rivals in the smartphone market. Behind the scenes, however, Apple relies on Samsung for key components used in its flagship product, the iPhone. This relationship may seem odd, but it illustrates the complex nature of global supply chains in the technology sector. In this blog we will examine how Apple trusts Samsung and why this relationship is so important to the creation of the iPhone.

1. The OLED Displays: Samsung’s Technological Edge

One of the most critical components in modern iPhones is the OLED (Organic Light-Emitting Diode) display. These displays are known for their vibrant colors, deep blacks, and energy efficiency, significantly enhancing the user experience compared to older LCD technology. Samsung Display, a subsidiary of Samsung Electronics, is the world’s leading manufacturer of OLED screens.

When Apple transitioned to OLED screens with the iPhone X in 2017, it turned to Samsung due to the company’s unparalleled expertise and production capacity in OLED technology. While Apple has since diversified its suppliers, with LG Display and others entering the fray, Samsung remains the largest provider of OLED screens for iPhones. Samsung’s dominance in this sector gives Apple little choice but to collaborate with its competitor.

2. Chips and Semiconductors: More Than Just Displays

Apple designs its own A-series chips, but the actual production of these chips relies on external manufacturing. While companies like TSMC (Taiwan Semiconductor Manufacturing Company) handle most of Apple’s chip production, Samsung has also played a role in this arena. Samsung is one of the few companies with the technological prowess and manufacturing capabilities to produce advanced semiconductor components.

In previous iPhone generations, Samsung produced the A-series chips that powered these devices. Although TSMC has since become Apple’s primary chip manufacturer, Samsung’s semiconductor division remains a key player in the global chip market, offering Apple an alternative supplier when needed.

3. Memory and Storage: Another Piece of the Puzzle

In addition to displays and semiconductors, Samsung provides memory components such as DRAM (Dynamic Random-Access Memory) and NAND flash storage for the iPhone. These memory components are essential for the smooth operation and storage capacity of iPhones. With its dominance in the memory market, Samsung is one of Apple’s main suppliers, providing the high-quality memory needed to meet the iPhone’s performance standards.

Apple has worked to reduce its reliance on Samsung for memory, but the reality is that Samsung’s market share in the memory and storage sectors is so substantial that avoiding them entirely is nearly impossible. Furthermore, Samsung’s advanced manufacturing techniques ensure that its memory components meet the rigorous standards required for the iPhone.

4. Why Apple Sticks with Samsung Despite the Rivalry

Given their rivalry in the smartphone market, one might wonder why Apple doesn’t completely break away from Samsung. The answer lies in the intricate balance between quality, capacity, and supply chain stability.

Quality: Samsung’s components, particularly OLED displays and memory, are some of the best in the industry. Apple has always prioritized quality in its products, and Samsung’s technological capabilities align with Apple’s high standards.

Capacity: Samsung has the production capacity to meet Apple’s enormous demand. With millions of iPhones sold each year, Apple needs suppliers that can manufacture components at scale without compromising quality. Samsung’s factories are among the few capable of handling such volume.

Supply Chain Risk: Diversifying suppliers is a strategy Apple uses to reduce risk. However, removing Samsung from the supply chain entirely would expose Apple to greater risk if another supplier fails to meet production needs or quality standards. By maintaining Samsung as a key supplier, Apple can ensure a more stable and reliable supply chain.

5. Apple’s Efforts to Reduce Dependency

While Apple remains dependent on Samsung in several areas, the company has made moves to reduce this reliance over the years. For instance, Apple has invested in alternative display suppliers such as LG Display and BOE Technology, as well as expanded its collaboration with TSMC for chip production. Additionally, Apple has explored developing its own in-house components, such as its rumored efforts to create proprietary display technology.

Despite these efforts, it’s unlikely that Apple will be able to completely eliminate Samsung from its supply chain in the near future. Samsung’s technological leadership in key areas, especially OLED displays and memory, ensures that Apple will continue to rely on its competitor for critical components.

Conclusion: A Symbiotic Rivalry

The relationship between Apple and Samsung is a fascinating example of how competition and collaboration can coexist in the tech industry. While they are fierce competitors in the smartphone market, Apple depends on Samsung’s advanced manufacturing capabilities to produce the iPhone, one of the most iconic devices in the world. This interdependence shows that even the most successful companies cannot operate in isolation, and collaboration between rivals is often necessary to bring cutting-edge products to market.

For Apple, the challenge lies in maintaining this balance — relying on Samsung for essential components while exploring new avenues to reduce dependency. For now, however, Samsung remains a crucial partner in the making of the iPhone, demonstrating how complex and interconnected the global tech supply chain has become.

[ravinderimarc]

The global dynamic random access memory (DRAM) market size reached USD 135.4 Billion in 2024. Looking forward, IMARC Group expects the market to reach USD 359.0 Billion by 2033, exhibiting a growth rate (CAGR) of 11.4% during 2025-2033. The rising consumer electronics industry, along with the widespread adoption of tablets, laptops, smartphones, etc., is primarily driving the market. The integration of AI into DRAM systems is a significant market trend. At present, Asia Pacific holds the largest market share, driven by rapid development in consumer electronics.

[globalgrowthinsights]

Fluorine Aromatic Pi Film Market Developments, Trends & Opportunities till 2032

Fluorine Aromatic Pi Film Market provides in-depth analysis of the market state of Fluorine Aromatic Pi Film manufacturers, including best facts and figures, overview, definition, SWOT analysis, expert opinions, and the most current global developments. The research also calculates market size, price, revenue, cost structure, gross margin, sales, and market share, as well as forecasts and growth rates. The report assists in determining the revenue earned by the selling of this report and technology across different application areas.

Geographically, this report is segmented into several key regions, with sales, revenue, market share and growth Rate of Fluorine Aromatic Pi Film in these regions till the forecast period

North America

Middle East and Africa

Asia-Pacific

South America

Europe

Key Attentions of Fluorine Aromatic Pi Film Market Report:

The report offers a comprehensive and broad perspective on the global Fluorine Aromatic Pi Film Market.

The market statistics represented in different Fluorine Aromatic Pi Film segments offers complete industry picture.

Market growth drivers, challenges affecting the development of Fluorine Aromatic Pi Film are analyzed in detail.

The report will help in the analysis of major competitive market scenario, market dynamics of Fluorine Aromatic Pi Film.

Major stakeholders, key companies Fluorine Aromatic Pi Film, investment feasibility and new market entrants study is offered.

Development scope of Fluorine Aromatic Pi Film in each market segment is covered in this report. The macro and micro-economic factors affecting the Fluorine Aromatic Pi Film Market

Advancement is elaborated in this report. The upstream and downstream components of Fluorine Aromatic Pi Film and a comprehensive value chain are explained.

Browse More Details On This Report at @https://www.globalgrowthinsights.com/market-reports/fluorine-aromatic-pi-film-market-100576

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Web: https://www.globalgrowthinsights.com

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[spookysaladchaos]

Global Top 5 Companies Accounted for 85% of total Dynamic Random Access Memory (DRAM) market (QYResearch, 2021)

Dynamic random access memory (DRAM) is a type of semiconductor memory that is typically used for the data or program code needed by a computer processor to function.

Dynamic random access memory, or DRAM, is a specific type of random access memory that allows for higher densities at a lower cost.

According to the new market research report “Global Dynamic Random Access Memory (DRAM)  Market Report 2023-2029”, published by QYResearch, the global Dynamic Random Access Memory (DRAM)  market size is projected to reach USD 146.64 billion by 2029, at a CAGR of 10.0% during the forecast period.

Figure.   Global Dynamic Random Access Memory (DRAM)  Market Size (US$ Million), 2018-2029

Figure.   Global Dynamic Random Access Memory (DRAM)  Top 5 Players Ranking and Market Share（Based on data of 2021, Continually updated）

The global key manufacturers of Dynamic Random Access Memory (DRAM)  include Samsung Electronics Co. Ltd., SK Hynix Inc., Micron Technology Inc., Nanya Technology Corporation, Winbond Electronics Corporation, Company 6, Company 7, Company 8, Company 9, Company 10, etc. In 2021, the global top five players had a share approximately 85.0% in terms of revenue.

About QYResearch

QYResearch founded in California, USA in 2007.It is a leading global market research and consulting company. With over 16 years’ experience and professional research team in various cities over the world QY Research focuses on management consulting, database and seminar services, IPO consulting, industry chain research and customized research to help our clients in providing non-linear revenue model and make them successful. We are globally recognized for our expansive portfolio of services, good corporate citizenship, and our strong commitment to sustainability. Up to now, we have cooperated with more than 60,000 clients across five continents. Let’s work closely with you and build a bold and better future.

QYResearch is a world-renowned large-scale consulting company. The industry covers various high-tech industry chain market segments, spanning the semiconductor industry chain (semiconductor equipment and parts, semiconductor materials, ICs, Foundry, packaging and testing, discrete devices, sensors, optoelectronic devices), photovoltaic industry chain (equipment, cells, modules, auxiliary material brackets, inverters, power station terminals), new energy automobile industry chain (batteries and materials, auto parts, batteries, motors, electronic control, automotive semiconductors, etc.), communication industry chain (communication system equipment, terminal equipment, electronic components, RF front-end, optical modules, 4G/5G/6G, broadband, IoT, digital economy, AI), advanced materials industry Chain (metal materials, polymer materials, ceramic materials, nano materials, etc.), machinery manufacturing industry chain (CNC machine tools, construction machinery, electrical machinery, 3C automation, industrial robots, lasers, industrial control, drones), food, beverages and pharmaceuticals, medical equipment, agriculture, etc.

For more information, please contact the following e-mail address:

Email: global@qyresearch.com

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[enterprisewired]

Samsung Electronics Projects 35% Drop in Q4 Operating Profit

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Samsung Electronics recently announced an anticipated 35% decrease in operating profit for the fourth quarter of 2023, a considerable shortfall from expectations. This forecasted decline comes as a surprise, considering the expected recovery in semiconductor prices, which typically forms the crux of the South Korean conglomerate’s profits.

Expected Operating Profit and Revenue

For the period spanning October to December 2023, Samsung Electronics estimates its operating profit to be approximately 2.8 trillion South Korean won ($2.13 billion). This is a significant decrease from the 4.31 trillion won reported during the same period the previous year and slightly lower than the 2.43 trillion won in the preceding quarter.

However, this projection falls notably short of the LSEG’s SmartEstimate, which anticipated a figure closer to 3.7 trillion won. Additionally, the firm estimates a 4.9% decrease in revenue, amounting to 67 trillion won for the fourth quarter compared to the previous year.

Impact on Semiconductor Segment

As the largest manufacturer of dynamic random-access memory (DRAM) chips globally, Samsung’s profitability heavily relies on this segment, commonly found in devices like smartphones and computers. Despite their prowess in semiconductor manufacturing, concerns have arisen regarding the company’s yields compared to competitors like TSMC.

Cory Johnson, Chief Market Strategist at The Futurum Group, highlighted Samsung’s strength in chip production but pointed out concerns about their yields impacting earnings significantly.

Memory Price Fluctuations and Outlook

Last year witnessed a drastic decline in memory chip prices due to excess inventories post-Covid and subdued demand for tech products. Analysts project a rebound in memory prices, starting from the fourth quarter of 2023, attributed to production cuts by suppliers and recovering demand for mobile and PC devices.

This downturn in memory prices heavily impacted Samsung Electronics’ previous earnings, with the third-quarter operating profit plummeting by 77.6% year-on-year. However, signs from Samsung and SK Hynix indicate a potential bottoming out of weak demand following production adjustments.

Optimistic Market Expectations

Analysts like SK Kim from Daiwa Capital Markets anticipate further price hikes in the first half of 2024, leading to a significant earnings rebound for memory manufacturers in the latter half of 2024 and 2025. The expected turnaround in memory chip prices has led to optimism regarding near-term stock performance.

Galen Zeng, Senior Research Manager of Semiconductor Research at IDC, supports this sentiment, citing the strict control of supply and output by memory manufacturers as the reason behind the price increase since November.

Prospects for Semiconductor Market Recovery

Zeng predicts an upturn in the semiconductor market, driven by increased demand for AI applications across various sectors. The turnaround is anticipated to signify the end of the downturn in the semiconductor supply chain, including design, manufacturing, packaging, and testing, by 2023.

As Samsung Electronics gears up to announce its detailed earnings on January 31, the market remains watchful of the semiconductor giant’s performance amidst these fluctuations in memory chip prices and anticipated market recoveries in 2024 and beyond.

[ailtrahq]

Micron Technology (MU) stock has been in an uptrend since the beginning of 2023, forming higher lows and rising from the low of $49.55. The year-to-date return of MU stock is 39.44%, and the annual high is $74.77.  Recently, the stock price formed support at $62 and commenced a bullish rally, hoping to shatter the annual high, but the price got stuck near the resistance level of $72.  Micron Technology stock has been printing bearish candles amidst demand uncertainty for the last two days. If MU stock can break below the minor support of $69.40, the stock price might fall toward the bullish trendline for a retest and form a support at $66.20.  On the other hand, if Micron Technology can form a support at $70, it might retest $72 and potentially rise to shatter the annual high.  Deutsche Bank Upgrades Micron Technology To Buy  On the last trading day (15 September), MU stock price rallied 0.89% after a Deutsche Bank analyst upgraded the stock to “buy” from “hold” as DRAM chip prices are rising faster than expected.  Deutsche Bank analysts also increased the price target from $65 to $85, implying an increase of roughly 20.50% from its closing price on September 18, 2023.  There has been recent strength in DRAM, or dynamic random access memory prices, which are sustainable and should accelerate in the next two quarters. Analyst Sydney Ho believes that Micron will guide first-quarter revenue and earnings above the current Wall Street estimates. After the closing bell, Micron will report its quarter 4 earnings on September 27, 2023. The consensus has estimated the earnings per share to be -$1.149 and the revenue to be $3.932 Billion. Since the past three quarters, the semiconductor company’s net income has been negative. Will MU Stock Form a Support at $70? The stock price has surged above 20, 50, 100, and 200-day exponential moving averages, indicating strong bullish momentum. The Chaikin money flow (CMF) score is 0.06, implying a slight strength in the market.  The relative strength index trades above the 50 neutral mark and currently stands at 58.64, indicating a strong confluence of bears over the price. The Bollinger bands have expanded, suggesting a rise in volatility.  Conclusion Micron is gaining confidence in the competitiveness of its 1-beta DRAM technology. MU stock’s market structure and price action are overall bullish but it is facing a hurdle near $72 and needs to cross it to continue rising further.  Technical Levels Major support: $69.40 and $62 Major resistance: $72 and $74.80 Source

[wemarketresearch22]

Dynamic Random Access Memory (DRAM) Market 2022 by Manufacturers, Regions, Type, and Application, Forecast to 2030

The global dynamic random access memory (DRAM) market was worth USD 66.8 billion in 2021 and is poised to amplify at a CAGR of 7% over 2022-2030, thereby amassing USD 100 billion by end of the stipulated timeline.

The measure is a sort of semiconductor memory that is fundamentally used in a program or information code expected by a PC processor for smooth working. It is widely utilized in servers, workstations, and PCs.

It empowers the PC processor to straightforwardly get sufficiently close to any piece of the memory as opposed to moving successively from a particular spot. It assists in putting away immense measures of information in memory cells containing semiconductors and capacitors.

It gives different advantages, for example, higher thickness levels, moderateness, and a straightforward plan. Memory put away in DRAM can likewise be erased or revived while a program is as yet working.

In the United States, DRAM chip dependence is essentially put on South Korea, which keeps up with generally around 50% of the creation limit with regards to DRAM chips around the world. Further, China and Taiwan represent almost 50% of worldwide assembling.

The nation needs more productive handling frameworks with quickly changing advances and high information age across businesses. With the approach of versatile and low-power gadgets, top-of-the-line server farms, and huge on-chip stores, another high-need request has arisen: non-unstable, thick, and low-energy-consuming recollections.

In 2022, as per Cloudscene, there will be around 2,751 server farms in the United States. The server farm has turned into a new unit of processing. DPUs (Data Processing Unit) is a fundamental component of current and secure sped-up server farms in which CPUs, GPUs, and DPUs can join into a solitary figuring unit that is completely programmable. Further, Nvidia gauges that information the board channels up to 30% of server farm focal handling centers.

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Global Dynamic Random Access Memory (DRAM) Market- Segmental Analysis

By Architecture:

• DDR3

• DDR4

• DDRS

• DDR2

By Application:

• Smartphones/Tablets

• PC/Laptop

• Datacentre

• Graphics

• Consumer Products

• Automotive

• Others

Global Dynamic Random Access Memory (DRAM) Market: Competitive Hierarchy

The prominent companies operating in this business vertical are Micron Technology Inc., Samsung Electronics Co. Ltd., Nanya Technology Corp., Kingston Technology, Intel, Elpida Memory Inc., Etron Technology Inc., Advanced Micro Device (AMD), and Texas Instruments (TI).

Notably, in October 2019, Intelligent Memory amplified its DRAM line with a new series of LPDDR4 (X) devices equipped with integrated ECC (error correction code) capabilities. The LPDDR4 and LPDDR4X memories thus, run at very high speeds with low operating voltages and power consumption.

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Frequently Asked Questions

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[palesoultaco]

Emerging Memory Technologies Market Size, Share, Industry Growth, Trend, Business Opportunities, Challenges, Drivers and Restraint Research Report by 2028

The Global Emerging Memory Technologies Market Research Report provides a brief overview inclusive of the competitive landscape and key developments, policies, manufacturing costs, and processes. The report also provides the analysis of import/export, production and consumption ratio, supply and demand, cost, price, estimated revenue, and gross margins. The report further discusses in detail the driving factors influencing the growth of the market currently and in the coming years. 

The global emerging memory technologies market size reached USD 4.17 Billion in 2020 and is expected to register a revenue CAGR of 30.7% during the forecast period, according to latest analysis by Emergen Research. Increasing demand for high-end devices and increasing need for time saving in data transferring are factors projected to support market revenue growth between 2021 and 2028. In addition, increasing demand for universal memory devices will boost revenue growth of the market in future. Data overwriting is a major problem in old storage devices, and better memory technologies are needed to resolve this challenge.

If excess data is stored by a user, it can be problematic because it could result in erasing or overwriting older data. Universal memory device provides a smart solution to this problem. Universal memory devices store data as fast as Static Random-Access Memory (SRAM), while reducing power consumption as compared to that consumed by SRAM. The use of universal memory devices in data centers has become increasingly popular due to the cost-effectiveness and durability of Dynamic Random Access Memory (DRAM) as well as flash memory that is non-volatile, which makes the devices more durable in the long term. These are some major factors driving revenue growth of the global emerging memory technologies market.

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Unfolding the prime factors prompting global Emerging Memory Technologies market growth:

The study offers an in-depth analysis of the product outlook, which depicts the latest production growth trends and profit valuation. It further fragments the global Emerging Memory Technologies market into a broad product spectrum.

The study covers essential data related to these products’ application landscape, the demand for and market share held by each application type, and their growth rate analysis over the estimated period.

A detailed description of the distribution channels, including distributors, producers, and buyers, is one of the report’s key market highlights.

Global Emerging Memory Technologies Market Geographical Landscape - Synopsis:

The report closely studies the growth trajectory of the global Emerging Memory Technologies It brings to light the global dominance of the leading regional segments, including North America, Asia Pacific, Europe, Latin America, and the Middle East & Africa.

The study elaborates on the crucial information pertaining to the regional market share. It simultaneously focuses on the significant details about the growth patterns of each regional market.

Moreover, the report encases an exhaustive geographical study of the market, emphasizing the business growth prospects and market barriers for each of the key market regions.

Market Scope:

One of the report’s central components is the broad Emerging Memory Technologies market segmentation that includes the product type gamut, application spectrum, end-user industry landscape, significant geographical regions, and the top market contenders. The report contains unbiased industry expert opinions on the current market scenario, past market performance, production & consumption rates, demand & supply ratio, and revenue generation forecasts over the estimated period. The key players’ financial positions, along with their gross profits, sales volumes, sales revenue, manufacturing costs, and other financial ratios, have been accurately gauged in the report. Furthermore, several analytical tools like investment assessment, SWOT analysis, and Porter’s Five Forces Analysis have been implemented by our analysts’ team to evaluate the production and distribution capacities of the Emerging Memory Technologies market players.

Major companies in the market report include Samsung Electronics Co. Ltd., Intel Corporation, International Business Machines (IBM) Corporation, SK Hynix Inc., Toshiba Corporation, Fujitsu Ltd., NEC Corporation, Micron Technology Inc., Powerchip Technology Corporation, and Macronix International Co. Ltd.

Emergen Research has segmented global emerging memory technologies on the basis of technology, application, and region:

Technology Outlook (Revenue, USD Billion; 2018–2028)

Volatile Memory

Non-Volatile Memory

NOR Flash Memory

NAND Flash Memory

Zero Capacitor Ram (ZRAM)

Dynamic Random-Access Memory (DRAM)

Static Random-Access Memory (SRAM)

Hybrid Memory Cube (HMC)

High-bandwidth Memory (HBM)

Magnetic Ram (MRAM)

Phase Change Memory (PRAM)

Ferroelectric Ram (FRAM)

Resistive Random-Access Memory (RRAM)

Spin-Transfer Torque Random-Access Memory (STT-RAM)

3D XPoint

Flash Memory or Electronically Erasable Programmable Read-Only Memory (EEPROM)

Application Outlook (Revenue, USD Billion; 2018–2028)

Computers

Consumer Electronics

Communication

Automotive

Industrial

Key Points of Emerging Memory Technologies Market:

Non-volatile memory segment is expected to register a substantially rapid revenue CAGR during the forecast period due to increased need for high-speed data transfer and ability of non-volatile memory to store data and operate without power or electricity.

North America market is expected to register a considerably large revenue share in the global emerging memory technologies market over the forecast period due to rapidly growing IT industry in the countries in the region.

In August 2019, Samsung Electronics Co. Ltd. announced the release its 6th generation V-NAND memory, which has 100 active layers and is enabled by revolutionary circuit design technology. Samsung\'s new V-NAND has lower latencies and consumes less power than previous-generation V-NAND products. This V-NAND is also more energy-efficient than its predecessors.

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[ravinderimarc]

The global DRAM market is poised for significant growth, having reached US$ 121.1 Billion in 2023. With a CAGR of 11.79% projected through 2032, the market is expected to expand to US$ 339.8 Billion. This growth is largely driven by the increasing demand for consumer electronics, including tablets, laptops, and smartphones.