Global revenue from mobile memory chips reached $2.07 billion in the first quarter amid surging demand for smartphones and tablet computers, according to market researcher IHS iSuppli.

First-quarter revenue from mobile dynamic random access memory jumped 153% from a year earlier and rose 9.9% from the previous quarter's $1.88 billion, the research firm said. The roughly $190 million sequential increase almost surpassed the entire mobile DRAM market in the first quarter of 2009, a sign of how quickly the mobile business has exploded.

The booming market for such chips contrasts with weakening demand for the DRAM used in personal computers, which are beginning to require less robust memory as leaner operating systems cut down on hardware requirements. The overall PC market is also slowing as consumers instead opt for mobile devices.

The average annual increase in DRAM for each new PC is expected to reach a high growth point of 35% in 2012, but will slow down after that, iSuppli projected.

Meanwhile, the proliferation of 8-gigabyte and 16-gigabyte mobile memory chips in tablet computers is expected to boost mobile DRAM densities by a factor of almost 14 over the next few years, iSuppli said. The accelerating growth trajectory of tablet shipments will also lead to surging DRAM unit shipments.

Samsung Electronics Co. (SSNHY, 005930.SE) was the top mobile DRAM manufacturer in the first quarter with revenue of $1.13 billion, followed by Elpida Memory Inc. (6665.TO) with $434 million and Hynix Semiconductor Inc.'s (000660.SE) $191 million.

 
   -By Drew FitzGerald, Dow Jones Newswires; 212-416-2909; Andrew.FitzGerald@dowjones.com 
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