Samsung Electronics will have a 47% Share in the Global DRAM Markett

Samsung Electronics  ‘solitude system’ will be announced again in the global memory semiconductor market.

According to the industry on the 19th, IHS Markit predicted that Samsung Electronics will have a 47% share in the global DRAM market in the third quarter of this year.

Earlier, Samsung Electronics seemed to be closely chased by SK Hynix (32%), the fourth-quarter market share of 40% in 18 quarters.

However, Samsung’s DRAM market share climbed to 41% in the first quarter of this year and 43% in the second quarter.

On the other hand, SK Hynix’s market share is expected to drop to 30% in 1Q and 28% in 2Q, and only 27% in 3Q.

Micron, which had been expected to grow steeply until last year, also dropped its share forecast to 22% in the third quarter of this year.

Samsung’s 3Q DRAM sales were estimated at $ 76.45 billion (approximately 9.91 trillion won), down to 60% of the same period last year ($ 12.41 billion).

Nevertheless, sales, which had only declined since 3Q11, have been on the rise again since 3Q10, raising expectations for earnings improvement.

Kiwoom Securities [039490] Park Yu-ak said in a recent report that Samsung’s 3Q operating profit is expected to improve significantly by 13% QoQ to KRW 7.4 trillion. Will be seen. ”

In addition, Samsung Electronics will continue to lead the industry in the global NAND flash market with a 33% share in the first quarter, 38% in the second quarter, and 39% in the third quarter.

Japan’s Toshiba, the No. 2 NAND flash market, had a 18% share in the second quarter due to the blackout last June, and is expected to be around 19% in 3Q.

SK Hynix is ​​expected to drop slightly from the previous quarter (11%) with a 10% share in the third quarter of this year.

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Samsung Electronics will have a 47% Share in the global DRAM Markett - /10

Summary

Samsung Electronics [005930] 's' solitude system' will be announced again in the global memory semiconductor market.

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