Nanya Technology has entered the supply chain of a brand ultrabook vendor with its mobile RAM memory, and has also secured orders for tablet applications, according to the Taiwan-based chipmaker. Nanya expects sales of its mobile RAM products to account for at least 10% of company revenues by the end of 2012.
Speaking during an April 18 investors meeting, Nanya spokesperson Pei-Lin Pai disclosed that non-standard DRAM products' share of revenues had reached 50% by the end of 2011. Products for consumer electronics applications have become the largest contributor to company revenues with a 30-40% share, followed by server DRAMs. The sales ratio for mobile RAMs - currently at a single digit - is set to reach double digits by end-2012, Pai indicated.
Nanya's server DRAM product line will be another growth driver for the company in 2012, Pai noted. The firm currently is sampling 2Gb and 4Gb chips for servers, built using 42nm process technology, Pai added.
In addition, Nanya's specialty 2Gb DDR3 memory has entered the supply chain of a leading car infotainment system OEM, with shipments expected to soon kick off, Pai revealed. The firm also developed auto-grade specialty DRAM memory and gained qualification from a German car infotainment system supplier with shipments scheduled for the second half of 2012, Pai said.
Inotera Memory has said that the shipment ratio for server DRAMs topped 20% in the first quarter of 2012, up from only 8% in fourth-quarter 2011. The firm also noted that it plans to enter the mobile RAM field in second-half 2012, initially producing 42nm 2Gb and 30nm 4Gb chips.
Inotera expects that by the end of 2012, the company will become a dedicated producer of server DRAM and mobile RAM memory. Sales of the two product lines will each account for 50% of company revenues by the year-end.
Both Nanya and Inotera have reported another quarter of losses. Nanya posted net losses of NT$10.39 billion (US$353 million) in the first quarter of 2012 while Inotera's were NT$4.45 billion - the ninth straight quarterly loss for both companies.