SK Hynix's DRAM market share reaches a record high, with a share of 35%

According to news from this site on November 26, as the importance of HBM memory continues to increase in the era of artificial intelligence, the DRAM industry has begun to gradually shift towards a quality-centered winner-take-all pattern.

According to the latest analysis by market research company Omdia, SK Hynix’s DRAM market share in the third quarter of this year has reached 35%

Omdia senior analyst Jung Sung-kong said that due to the impact of generative artificial intelligence, the proportion of AI servers is increasing and demand for AI is expected to continue to grow in the medium to long term. The growing role of DRAM in artificial intelligence learning has also led to a corresponding increase in demand. He highlighted the significant growth in HBM shipments, which is currently a key focus for AI memory.

According to his forecast, the annual growth rate of DRAM market revenue will reach 21%, while the growth rate of the HBM market is expected to reach 52%. HBM's share of DRAM market revenue is expected to exceed 10% this year and approach 20% in 2027

He also mentioned: "Major IT companies around the world are queuing up for HBM." "Although HBM manufactures The manufacturer plans to more than double its production capacity next year, but the 52-week order backlog does not seem to be enough to meet everyone's needs."

HBM's transaction price is already 5-7 times higher than standard products, and the replacement cycle Even shorter, only 1-2 years. SK Hynix's share of the DRAM market has also increased due to the HBM effect

According to Omdia's survey results, he said: "SK Hynix's market share reached 35% in the third quarter, which is the company's The highest record since its establishment."

He predicts that HBM's supply shortage situation will remain for a long time. Additionally, starting next year, DRAM companies may increasingly focus on high-end products like HBM, placing mainstream products at a lower priority. This shift is likely to enhance DRAM companies' bargaining power over mainstream product prices due to supply constraints.

“Not everyone can enter the HBM market; in the subsequent up cycle, only a few companies with technological capabilities will be able to dominate. This will lead to a shift where technologically advanced companies continue to monopolize And generate profits."

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