Avril Wu, Assistant Vice President of DRAMeXchange, said,“Since Apple is already a major player in the mobile DRAM market, PC DRAM manufacturers will switch to mobile DRAM to meet the company’s demands.”

“This has indirectly caused supply shortages in the PC DRAM and server DRAM sectors.”

After rejoining the Apple supply chain, Samsung is adjusting 2015 production expansion plans. Aside from speeding up the inclusion of the DRAM 20nm process, the South Korean electronics giant is also considering adding mobile DRAM production capacity in its new factory Line 17.

Meanwhile, DRAM manufacturer SK Hynix has expanded mobile DRAM production capacity as well to attract Apple orders. That strategy has borne fruit, as Apple has become its second largest mobile DRAM client.

SK Hynix’s M14 factory is still under construction, while its M10 will transform into a mobile DRAM Original Equipment Manufacturer (OEM). DRAMeXchange believes changes at the M10 factory are aimed at offering Apple more flexible mobile DRAM production capacity.

Micron Group, which is another major Apple supplier, has designated 70-80% of mobile DRAM production capacity at its factory in Hiroshima for Apple orders. With the introduction of 25 nm and even 20 nm processing into the manufacturer’s mobile DRAM mass production plan, production volume is expected to be scaled up to meet Apple’s demand in the second half of 2015.

Despite DRAM manufacturers’ continual production expansion, a balance between supply and demand can be achieved as long as manufacturers control production volume. By doing so, manufacturers can stabilize profits and maintain healthy growth in 2015.