According to TrendForce's DRAMeXchange Q1 2013 sees a rebound in commodity DRAM prices-- mainstream DDR3 4GB module contract prices grow by 36.2% Q-o-Q (from $17.25 on Q4 2012 to $23.50), a rare occurrence in a traditionally weak 1st quarter.
The analyst expects growing DRAM prices will support revenue growth until at least until Q2 2013.
When it comes to vendors, Korea's Samsung and SK Hynix control 64.3% of the market, a -3% drop from Q4 2012. Samsung fails to benefit from the price rebound, with DRAM revenues dropping by -10% Q-o-Q due to commodity DRAM production reduced to less than 20% of total supply. However, thanks mobile DRAM output exceeding 40% (mobile DRAM remains the most profitable of memory products) Samsung still sees strong Q1 2013 margins despite revenue reductions.