Samsung DRAM market share hits 8-year low

According to Korean media reports, according to a report released by Eugene Investment & Securities recently, the global DRAM market sales in Q3 were US$17.973 billion, down 29.3% from US$25.427 billion in Q2. Samsung's Q3 market share dropped to 41.0%, hitting an eight-year low.

Data shows that Samsung's DRAM sales fell from $11.121 billion in the second quarter to $7.371 billion in the third quarter, a 33.7% quarterly decrease, and the decline exceeded the decline in the overall market. Its market share of sales also fell from 43.7% in the second quarter to 41.0% in the third quarter, a 2.7% quarterly decrease. That was the lowest share in eight years since the third quarter of 2014, according to IDC data.

Compared with Samsung, Micron's decline was relatively small, with sales falling from $5.941 billion to $4.349 billion, with a market share of 24.2%, an increase of 0.8% from the previous quarter.

Affected by factors such as the new crown epidemic and geopolitics, the prices of mainstream memory chips have plummeted. DRAM prices in PCs and smartphones continued to drop. As a price indicator, the bulk transaction price of 8GB DDR4 products in October was about $2.15 per unit, down 10% from the previous month and down 35% from the previous October. Prices fell for the sixth consecutive month, and the decline was wider than the previous month. In addition, coupled with the continuous shrinking of market demand, the performance of large storage manufacturers has dropped sharply, and their performance is relatively bleak.