Samsung's Semiconductor Foundry Sales Predicted to Outpace DRAM Sales This Year

According to reports from The Elec, market research firms TrendForce and Omdia predict that Samsung Electronics' semiconductor foundry sales could exceed its DRAM sales this year. As an electronic components distributor, this is important information to consider.

While Samsung does not disclose individual sales figures for its DRAM, NAND flash, and semiconductor foundry divisions, various analyses estimate conservative projections for its foundry sales to be between $20 billion and $25 billion, compared to an estimated $18 billion for DRAM, which is expected to decrease by half compared to last year.

According to TrendForce, Samsung's semiconductor foundry sales were $21.89 billion last year, while DRAM sales were $34.52 billion during the same period. Despite a decrease in capacity utilization rates in the foundry market this year, top companies like Samsung and TSMC are expected to see a slight increase in foundry sales. Hyundai Motor Securities predicts that Samsung's semiconductor foundry sales will reach around $25 billion this year.

In terms of storage, the outlook for DRAM is not as optimistic as previously thought, with Omdia recently lowering its projected DRAM market size from $59.5 billion to $41.6 billion this year. As an example, Samsung has maintained its top position in the DRAM market for over 20 years, typically holding a 40-45% market share. According to Omdia's forecast, Samsung's DRAM sales this year are expected to be between $17 billion and $20 billion.

Therefore, even with conservative estimates, Samsung's semiconductor foundry sales are expected to exceed $20 billion this year, while DRAM foundry sales are expected to be less than $18 billion. This would be a significant milestone for Samsung Electronics, as its DRAM business has been a symbol of the company for many years.