DRAMeXchange issues its 2010 WW memory industry results, where revenue is up by 54% (reaching $9.3Bn) from 2009, thanks to strong demand and rising memory prices.
The analyst says the industry is recovering, thanks to DRAM prices' rebound in 2009 (following 2008's financial crisis).
Kingston is current leader in the WW memory industry, taking over 51% market share (up from 2009's 39%) and 95% Y-o-Y revenue growth. Following are A-DATA and Ramaxel, who basically nearly all remaining market share-- a case of big market players eliminating any regional (and thus smaller) module makers.
Kingston is also increasing its revenue through its entering the PC-OEM DRAM supply chain-- a move that also helps increase its market share.
The 4GB specification's becoming a PC market standard is, however, making it more difficult for module houses to generate revenue through consumer upgrade demand, according to DRAMeXchange.
As for the NAND flash industry, the SSD and MCP segments are becoming more important-- marking a point where OEMs can differentiate beyond memory cards and UFD.