South Korean media: China's Longsys Memory is expected to break the "DRAM three giants" structure!
On September 3, South Korean media "Global Economy" published an article stating that analysts believe the market share of China's memory semiconductor company Longsys Memory will exceed double digits within two years. This means that the "three giants system" of SK Hynix, Samsung Electronics and U.S. Micron, which has been fixed for over 10 years since Japan's Elpida went bankrupt in 2012, is gradually showing cracks. Currently, the market shares of the above three companies exceed 90%.
South Korea has already lost the leading position in advanced markets such as displays and batteries to emerging Chinese companies. Although the technical barriers in the semiconductor industry are higher, in the near future, China may completely take South Korea's place in the memory market.
According to the latest report released by market research company Counterpoint Research, the global DRAM market share of China's Longsys Memory is expected to increase from 7% this year to 10% in 2027, based on shipment volume. Counterpoint Research analyzed that "China's Longsys Memory is aggressively seizing the general DRAM market, and competition in HBM (High Bandwidth Memory) is also becoming increasingly fierce."
With the formal mass production of the next-generation DRAM product DDR5 memory, Longsys Memory is expected to increase its market share starting from the second half of this year. Analysts believe that Longsys Memory is expected to officially start mass production of DDR5 memory around the end of this year.
The estimated capacity is about 280,000 wafers per month, equivalent to 15% of the global DRAM capacity.
The global DRAM market is dominated by two major players, SK Hynix and Samsung Electronics, who account for more than half of the market share. According to data from market research company TrendForce, in the first quarter of this year, SK Hynix ranked first with a market share of 36.0%, followed by Samsung Electronics with a market share of 33.7%, and U.S. Micron with a market share of 24.3%. The combined market share of the three companies was approximately 95%.
It is expected that SK Hynix and Samsung Electronics will also accelerate the transition to the next generation process to compete with Chinese enterprises. At the second-quarter earnings conference, SK Hynix stated, "We have fully expanded the sales of DRAM HBM3E (fifth-generation HBM) 12 layers."
Samsung Electronics is committed to increasing the output of its next-generation DRAM process.
Counterpoint Research said: "In the memory industry, prices fluctuate according to competitive conditions, so quantity is absolutely important. It requires bold investment to prepare for the future and minimize risks as much as possible."
Original: www.toutiao.com/article/1842244137240587/
Statement: The article represents the views of the author himself.