As the release of the smartphone with the 64bit application processor (AP) is delayed, the DRAM market suffered a direct blow.
At first, it was expected that the 64bit AP would be widely used in premium smartphones starting with the Galaxy S5 and lead the demands for the mobile DRAM. However, it appears that the 64bit AP smartphone will be released in the second half of this year or early next year. The semiconductor industry seems concerned that the sagging demands for the mobile DRAM would spread to the entire memory semiconductor market.
According to industry insiders on March 19, most Android smartphone makers like Samsung Electronics (SEC) are putting off their schedule for commercializing the 64bit AP.