Samsung Electronics has reported a decline in DRAM RAM sales in the first three months of this year - the trend has continued for the second consecutive quarter.
The reason was a number of negative factors.
Nevertheless, the manufacturer manages to maintain a leading position in the relevant market.Image source: Samsung According to analysts from Omdia, in January-March Samsung DRAM-memory sales revenue amounted to $10.34 billion, $ 9 million less than in the three months prior to that.
However, this is the second quarter in which the decline in sales - according to the magazine Business Korea, DRAM sales fell by 9% to $10.5 billion in the last quarter.At the same time, Samsung has maintained its leadership status in the global DRAM market, the company's share of 42.7%.
Samsung's revenue decline in the sector was held against a cyclical decline in DRAM-memory prices, a process exacerbated by events in Ukraine and the disruption of the supply of some products from China due to health restrictions related to outbreaks of COVID-19.DRAM prices are steadily decreasing since October last year.
SK hynix, which ranks second in this market, sold $6.56 billion worth of DRAM modules in the first quarter, down $871 from October through December.
At the end of the first quarter, the company's market share decreased from 30.1% to 27.1%.The third player - American Micron Technology - on the contrary, increases sales.
In the first quarter, its revenues from DRAM sales grew by $575 million to $6.03 billion, and its market share grew from 22.1% to 24.8%.Global DRAM sales in the first quarter of this year totaled $24.25 billion - industry revenues are falling for the second consecutive quarter after they reached a record $26.24 billion in July-September last year.
Meanwhile, industry experts draw a gloomy picture for the DRAM market in the second half of this year, predicting a 10% drop in prices amid rising inflation and the possibility of recession in the world's leading economies.
At the same time, back in January of this year, Samsung predicted a possible increase in DRAM prices - forecasts did not come true.
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