Samsung Mass Produces 20-Nano Mobile DRAM - Should Micron Be Worried?
- Yonhap is reporting that Samsung has started mass producing 20-nano mobile DRAM.
- Samsung recently started supplying mobile DRAM to Apple. Additional DRAM supply will allow Apple to play DRAM suppliers against one another.
- Apple's unit volume in mobile devices is explosive. It is expecting iPhone 6 unit sales of 70 - 80 million alone.
- Micron's top line revenue should grow due to its relationship with Apple, yet margins may remain compressed as Apple wields its industry power.