Samsung Electronics reclaimed its No. 1 place in world DRAM market gross sales within the third quarter of this 12 months. This was pushed by record-high gross sales ensuing from elevated excessive bandwidth reminiscence (HBM) shipments mixed with rising costs of general-purpose merchandise.
Based on market analysis agency ChinaFlashMarket (CFM) on Nov. 19, Samsung Electronics’ third-quarter DRAM gross sales elevated 29.6% from the earlier quarter to $13.942 billion (roughly 20.4 trillion received). The corporate recorded a market share of 34.8%, returning to the highest place. Samsung Electronics had relinquished its No. 1 place because of non permanent struggles within the HBM market through the first half of this 12 months. The corporate entered a standard trajectory, displaying enterprise restoration within the second half.
SK Hynix recorded gross sales of $13.79 billion (roughly 20.2 trillion received) throughout the identical interval, capturing second place with a market share of 34.4%. The market share hole between Samsung Electronics and SK Hynix was solely 0.4 proportion factors, indicating intense competitors for the lead place continues. Third-place Micron confirmed gross sales of $8.984 billion (roughly 13.16 trillion received) with a market share of twenty-two.4%.
CFM cited Samsung Electronics’ expanded HBM provide and robust general-purpose DRAM costs as components behind the efficiency rebound. The corporate’s third-quarter HBM bit unit shipments surged 85% in comparison with the earlier quarter. That is attributed to the graduation of fifth-generation HBM3E deliveries to NVIDIA. The surge in reminiscence demand from AI knowledge facilities precipitated provide shortages for D-RAM generally client IT units corresponding to PCs and smartphones, driving up costs.
The general reminiscence market dimension additionally broke information since knowledge compilation started. Third-quarter world DRAM market whole gross sales reached $40.037 billion (roughly 58.6 trillion received), rising 24.7% from the earlier quarter. In comparison with the identical interval final 12 months, this represents a 54% enhance. The NAND flash market additionally recorded $18.422 billion (roughly 26.9 trillion received), a rise of 16.8% from the earlier quarter.
Samsung Electronics additionally solidified its dominant place within the NAND market. It maintained first place with NAND gross sales of $5.366 billion (roughly 7.8 trillion received), capturing a market share of 29.1%. This was adopted by SK Hynix at 19.2%, Kioxia at 16.5%, Western Digital at 12.5%, and Micron at 12.2%.
The reminiscence market increase is predicted to proceed within the fourth quarter. CFM predicted that worth energy will likely be maintained as reminiscence provide shortages persist throughout all software areas and provider stock ranges stay low. The reminiscence market dimension is predicted to set one other report excessive within the fourth quarter.
