First-Quarter DRAM Market Share at 38.6%
Gap With SK hynix Nears 10 Percentage Points

Samsung Electronics further solidified its leading position in the global DRAM market in the first quarter of this year, backed by its overwhelming production capacity (CAPA).

Photo of Samsung Electronics HBM4 product. Samsung Electronics

Photo of Samsung Electronics HBM4 product. Samsung Electronics

View original image

According to the market research firm Omdia on June 9, Samsung Electronics recorded a DRAM market share of 38.6% in the first quarter, up 2.1 percentage points from the previous quarter’s 36.5%. Among the global top three memory companies (Samsung Electronics, SK hynix, and Micron), Samsung Electronics was the only one to increase its market share. SK hynix’s share dropped from 32.9% to 28.8% over the same period, a decline of 4.1 percentage points, widening the gap with Samsung Electronics to nearly 10 percentage points. Micron’s share also fell slightly from 22.8% to 22.4%.


Another market research agency, TrendForce, also reported that Samsung Electronics maintained the top spot with a market share of 38.5%. TrendForce analyzed that Samsung Electronics enjoyed the highest increase in average selling price (ASP) among the three memory companies and had the largest proportion of server DRAM sales.


The global DRAM market in the first quarter of this year directly benefited from the semiconductor supercycle (boom period). The total industry sales amounted to $97.1 billion (approximately 148 trillion won), up 85.3% from the previous quarter.



Among these, Samsung Electronics’ growth stood out the most. The company’s first-quarter DRAM sales reached $37.4 billion, a 95.4% increase compared to the previous quarter. SK hynix recorded $28.0 billion, and Micron reported $21.7 billion, increases of 62.6% and 81.6%, respectively, over the previous quarter.


This content was produced with the assistance of AI translation services.

© The Asia Business Daily(www.asiae.co.kr). All rights reserved.

Today’s Briefing