While the Mobile share of DRAM revenue has been declining for some quarters as a result of increasing memory pricing, the NAND share has continued to increase. There are two likely factors behind this discrepancy. The first one is that the pricing of DRAM has increased more than NAND pricing encouraging smartphone manufacturers to change the memory mix of their phones towards flash. The other factor is that the high-end phones (like iPhones) have a higher content of NAND and with better margins, the phone manufacturers will accept higher pricing. The Q4 drop in the Mobile share of the NAND market shows that mobile consumption has reached an inflexion point. Most likely the Smartphone market is now in the early stages of significant decline.
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