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[Alpha Biz=(Chicago) Reporter Kim Jisun] As the semiconductor recession continued for a long time, there was also a upheaval in the global DRAM market share ranking. SK Hynix fell to third place in the first quarter of this year, giving up its second-largest global market share to Micron in the United States. It is the first time in nine years that SK Hynix has lagged behind Micron in terms of DRAM sales.
According to Taiwan market researcher TrendForce on the 25th, Micron's DRAM sales in the first quarter of this year recorded $ 2.72 billion. It decreased by 3.8% from the previous quarter ($ 2.829 billion). During the same period, SK Hynix's sales reached $2.312 billion, down 31.7 percent from the previous quarter, which recorded $3.386 billion. Trend Force explained, "SK Hynix's memory semiconductor DRAM shipments and average unit price (ASP) declines were the biggest among the top three memory semiconductor companies in the world." Micron's shipments, on the other hand, increased compared to the previous quarter.
Micron and SK Hynix ranked second and third with 28.2% and 23.9%, respectively. Last quarter, SK Hynix was 27.6%, higher than Micron (23.1%), but the ranking was reversed. The turnaround is the first time in nine years since the fourth quarter of 2013.
No. 1 Samsung Electronics recorded sales of $ 4.17 billion, accounting for 43.2% of the market share. Market share also fell 2 percentage points during the same period as sales fell 24.7 percent QoQ.
The total sales of the DRAM industry in the first quarter of this year was $ 9.663 billion, down 21.2% from $ 12.269 billion in the fourth quarter of last year.
AlphaBIZ 김지선(stockmk2020@alphabiz.co.kr)
