机构:今年第二季度三星HBM市场份额大涨 与SK海力士差距缩小

智通财经
Sep 03
【机构:今年第二季度三星HBM市场份额大涨 与SK海力士差距缩小】行业数据周四显示,第二季度,三星电子缩小了与市场龙头SK海力士在全球高带宽内存芯片市场的差距。 市场调研机构Counterpoint Research整理的数据显示,4‑6月,SK海力士依旧占据榜首位置,按营收口径计算占有50%的市场份额,但该份额较上一季度的58%下滑8个百分点。 与之形成对比,三星电子的市场份额大幅提升,从一季度的21%攀升至二季度的33%。 第三名美光科技的市场份额小幅回落,从上一季度21%降至18%。 Counterpoint表示,当前HBM营收绝大部分来自第五代产品HBM3E;第六代HBM4的出货规模预计将在今年下半年明显提升。

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