Samsung Electronics pushed out Micron Expertise and reclaimed second place within the excessive bandwidth reminiscence (HBM) market within the third quarter of this yr. After falling to 3rd place behind Micron within the first and second quarters, the corporate confirmed a restoration development because it expanded provide of HBM3E (fifth era) merchandise. Within the DRAM market as nicely, Samsung carefully pursued main SK Hynix.
In accordance with market analysis agency Counterpoint Analysis on Dec. 19, Samsung Electronics’ international HBM market share (based mostly on income) within the third quarter was recorded at 22%. This represents a pointy 7 proportion level surge in comparison with 15% within the earlier quarter. Throughout the identical interval, Micron recorded 21%, surrendering second place to Samsung Electronics.
SK Hynix defended its first-place place with a 57% market share. Whereas it nonetheless dominates greater than half the market, its dominance has considerably weakened in comparison with 64% within the earlier quarter. Samsung Electronics is evaluated as having laid the muse for a rebound by overcoming the opposed issue of lowered exports to China and starting full-scale provide of HBM3E merchandise from the third quarter.
Samsung Electronics’ pursuit can be fierce within the general DRAM market. In third quarter revenue-based DRAM market share, SK Hynix maintained first place at 34%, whereas Samsung Electronics carefully adopted at 33%. The hole between the 2 firms is simply 1 proportion level. SK Hynix achieved the exceptional feat of overtaking Samsung Electronics for the primary time in historical past to succeed in first place in DRAM income within the first quarter of this yr. Samsung Electronics falling to second place after defending its semiconductor emperor place for 33 years since 1992 was an unprecedented occasion in semiconductor historical past. Samsung Electronics raised its market share from 32% within the second quarter to 33% within the third quarter, bringing the reclaim of first place inside attain. Micron recorded third place with a 26% market share.
The DRAM market this quarter grew 26% in comparison with the earlier quarter resulting from document worth will increase and elevated provide quantity. Because the three reminiscence firms lowered manufacturing of legacy DRAM, provide shortages occurred, main to cost will increase.
Business analysts anticipate competitors for preempting the HBM4 market subsequent yr to speed up additional. Samsung Electronics is increasing HBM3E manufacturing capability within the second half and accelerating growth of next-generation merchandise. SK Hynix is anticipated to focus all efforts on sustaining its HBM management.
