Shulou(Shulou.com)11/24 Report--

CTOnews.com, April 10, according to the TechInsights research report, due to the decline in end-market demand, customer inventory levels continue to rise, resulting in oversupply, the smartphone memory market has encountered a serious headwind, and the global smartphone memory market has fallen sharply in 2022 compared with the same period last year. 23% DRAM and NAND product prices have also dropped sharply.

In terms of market share, Samsung's market share is 48%, 16% of Hynix and 14% of Meguiar, followed by the top three with a total market share of 84% in 2022. The top three vendors accelerate the transition to leading edge nodes and advanced mobile storage products to drive demand from leading smartphone customers. Despite the decline in chip shipments, the use of higher specifications of high-density products in customer equipment continues to maintain a strong momentum.

Smart phone NAND market

Total revenue in the smartphone NAND flash market fell 20 per cent year-on-year as the market began to oversupply.

Samsung won nearly 40 per cent of revenue in the smartphone NAND market in 2022, followed by Armour (21.5 per cent) and SK Hynix (20.6 per cent).

In terms of NAND shipments, the share of UFS 2.2 and UFS 3.1 increased, while the adoption of UFS 4.0 NAND products was relatively late. Shipments of MCP products fell due to weak demand in the smartphone volume market. However, the seasonal momentum of high-end and flagship customer products is driving demand for high-density discrete NAND products.

The growth of NAND bit shipments is very low. However, 128GB and 256GB account for more than 60 per cent of total NAND shipments.

Smart phone DRAM market

Revenue from the smartphone DRAM market fell 26%, due to falling customer demand for DRAM and a weaker pricing environment.

In terms of market share, Samsung's revenue share of the smartphone DRAM market in 2022 was 55%, followed by SK Hynix (23%) and Micron (21%).

The adoption of uMCP5 memory products and the competitive price of discrete LPDDR5 memory products enable LP5 DRAM products to penetrate more than 15% of DRAM unit shipments.

DRAM bit shipments fell more than 10 per cent year-on-year. However, 8GB DRAM accounts for more than 30 per cent of shipments.

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