06/20/2025, 05:22 AM UTC
中国竞争加剧推动内存市场格局变化China competition intensifies memory market
➀ 2024年全球内存市场规模达1700亿美元，其中DRAM占970亿，NAND占680亿，HBM预计2025年增长至340亿美元，年复合增长率33%；
➁ 中国厂商长鑫存储（CXMT）和长江存储（YMTC）以低价DDR3/DDR4和294层3D NAND技术打破市场格局，推动国际巨头加快转向DDR5和HBM；
➂ SK海力士凭借与英伟达的合作占据HBM市场54%份额，三星和美光加速HBM3E验证与生产，布局AI推理及终端设备需求增长。
➀ The global memory market reached $170 billion in 2024, with DRAM sales at $97 billion and NAND sales at $68 billion, while HBM is projected to grow rapidly, doubling to $34 billion in 2025;
➁ Chinese companies CXMT and YMTC intensified competition by launching cost-effective DDR3/DDR4 and advanced 3D NAND chips, prompting global players to accelerate DDR5 and HBM development;
➂ SK Hynix leads the HBM market (54% share) through partnerships like NVIDIA, while Samsung and Micron ramp up HBM3E production to secure AI-driven growth.
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