Due to the gradual recovery of downstream consumer electronics inventory to a healthy level,and the fact that HBM(high bandwidth memory)and server DDR5 products occupy a large amount of original DRAM production capacity,the supply of standard DRAM is tight,which has pushed the price of DRAM into an upward channel since the fourth quarter of 2023.In this context,DRAM module manufacturers actively replenish their stocks and increase their purchasing efforts,which led to the global DRAM module market reaching US$13.3 billion in 2024,with an annual growth rate of 7%,successfully reversing the sharp decline of 28%in 2023.
However,in the second half of 2024,as the price of DRAM modules continues to rise,the terminal purchasing will be weak.Because it is difficult for module factory to completely transfer the high particle cost to the downstream channels,the sales scale has shrunk.In order to maintain cost competitiveness,some manufacturers turned to increase the number of server disassembly particles with lower procurement cost to optimize product structure.
Although the market generally benefited from the industry recovery throughout the year,the revenue of each module factory achieved year-on-year growth,but due to the differences in market segments and business strategies,the growth rate of each module factory was different.
From the perspective of market concentration,in 2024,the top five memory module factories will account for 81%of the total global revenue,and the share of the top eight manufacturers will further increase to 83%.Kingston,a leading manufacturer,continues to lead with a market share of 66%,but its revenue growth rate is slightly lower than the industry average,mainly due to the weakening demand in the consumer market in the second half of 2024.Kingston still insists on high-end brand positioning and puts profit quality above scale growth to maintain sustainable profitability.
Keywords: DRAM
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Shenzhen Ramsun Microelectronics Co.,Ltd（Ramsun International） is a vendor of the seimicondutor componets and the memory IC’s solution with clear market advantage. We still focus on the promotion for some famous semicondutor brand ,and specially take the RAM(Random Access Memory) as our core products.
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