According to a report released by the market research agency Omdia, in the first quarter of 2023, in the global DRAM market, although Samsung’s sales fell by 61.2%, its market share was 42.8%, the same as the previous quarter, and continued to maintain leading position.
According to Omdia, Samsung’s DRAM revenue in the first quarter was US$4.01 billion, down 61.2% from US$10.35 billion in the same period of the previous year, a quarter-on-quarter decrease up 25.2%.
In the first quarter of this year, SK Hynix’s DRAM market share fell from 27.0% in the previous quarter to 24.7%, a decrease of 2.3 percentage points from the previous quarter, and the industry ranking slipped from second to third. Micron is currently in second place with a 27.2% market share.
Total NAND sales fell by half in the first quarter of 2023, but Samsung’s market share still increased by 0.4 percentage points to 34.3%. The NAND industry is expected to continue to shrink. SK Hynix’s share of the NAND flash memory market was 16.8 percent, falling to No. 4 from No. 3 in the previous quarter.
The opinion of an industry insider: “Although the demand for high-capacity high-performance products such as DDR5 and HBM is recovering due to the demand for AI development, NAND lacks the momentum for demand recovery and customer inventory levels remain low. It is necessary to pass production cuts to protect against lower prices and losses.”
