Korean Media: Yangxin Memory's Market Share Surges — Can It Break the Monopoly of the Big Three in Memory?
On July 19, South Korean media outlet Etoday published an article stating that Yangxin Memory, China's largest DRAM manufacturer, is accelerating its capacity expansion and technological research and development. The company has rapidly increased its global DRAM market share and emerged as the world's fourth-largest DRAM supplier, following Samsung Electronics, SK Hynix, and Micron.
Yangxin Memory is a leading memory chip company. According to data from market research firm Counterpoint Research, as of the first quarter this year, Yangxin Memory’s global DRAM market share stood at approximately 8%, a significant increase from 3% last year. Data from global market research firm Omdia shows that Yangxin Memory ranks fourth worldwide in both production capacity and shipment volume, behind Samsung Electronics, SK Hynix, and Micron.
Industry insiders believe that the shift in the global memory market structure has provided the backdrop for Yangxin Memory’s growth. With the widespread adoption of AI, demand for High Bandwidth Memory (HBM) has surged. As a result, companies like Samsung Electronics, SK Hynix, and Micron have concentrated their production capacity on high-value products such as HBM and high-performance server DRAM, while Yangxin Memory has expanded its presence in the general-purpose DRAM market.
The company is also steadily enhancing its technological competitiveness. Yangxin Memory currently produces DDR4 and DDR5 products and is expanding its supply of LPDDR series offerings.
However, according to assessments, there remains a technological gap between South Korean and Chinese enterprises in advanced memory technologies. Dr. Choe Gi-young, President of the Korean Society of Semiconductor Engineers, stated: “Currently, the technological gap between South Korea and China in the memory sector is estimated to be about three years. Although Yangxin Memory’s progress in HBM technology has exceeded expectations, we still need to observe whether it can catch up with South Korean firms.”
He added: “While it may relatively quickly reach the HBM3 level, achieving HBM4 capabilities will likely take two to three more years. Given that Samsung Electronics and SK Hynix will continue developing next-generation products during this period, this competition is likely to evolve into an endless race.”
Original Article: toutiao.com/article/1871141222953996/
Disclaimer: This article represents the personal views of the author.