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三星DRAM,大跌!
半导体芯闻·2025-08-14 10:41

Group 1 - Samsung Electronics' DRAM market share has significantly declined to 32.7% in the first half of this year, down from 41.5% last year, a decrease of 8.8 percentage points, primarily due to competition in the high bandwidth memory (HBM) market driven by AI semiconductor demand [2] - In the smartphone market, Samsung's share increased to 19.9%, up from 18.3% last year, while its TV market share slightly rose to 28.9% from 28.3% [2] - The Americas represented the highest regional sales at 33.4759 trillion KRW, while sales in China decreased to 28.7918 trillion KRW, down approximately 11% from 32.3452 trillion KRW in the same period last year [2] Group 2 - In the device experience (DX) division, the average price of mobile application processors (AP) rose by 12% compared to last year's average, while camera module prices increased by 8% [3] - The average selling price of televisions decreased by 4% year-on-year, while smartphone prices increased by 1% [3] - The average selling price of memory decreased by 3%, and OLED panel prices for smartphones dropped by 12% compared to last year's average [3]