Samsung Electronics wafer foundry's annual sales volume may surpass DRAM for the first time

According to reports, according to forecasts from market research companies such as Trend, Force, and OMdia, Samsung Electronics is likely to exceed DRAM in wafer OEM sales this year. Samsung Electronics has not independently released sales of DRAMM, NAND flash memory, and wafer OEM units. According to various analyses, Samsung Electronics OEM's traditional sales are expected to be between $20 billion and $25 billion, while DRAM is expected to halve by about $18 billion compared to last year.

According to market research firm TrendForce, Samsung Electronics had wafer OEM sales of $21.89 billion last year. DRAM's sales during the same period were $34.52 billion.

This year, the wafer OEM market has been affected by the decline in capacity utilization. However, despite the overall economic downturn, OEM sales of top companies such as Samsung Electronics and TSMC are expected to increase slightly this year. If Samsung Electronics' wafer OEM sales increase by 5% compared to last year, it is expected to reach $23 billion. If it increases by 10%, it is expected to reach $24 billion.

According to various analyses, Samsung Electronics OEM's traditional sales are expected to be between $20 billion and $25 billion.

At the storage level, the outlook for DRAM is lower than expected. Omdia recently reduced its expected DRAM market size for this year from $59.5 billion to $41.6 billion. Taking Samsung Electronics as an example, DRAM has been ranked first for more than 20 years, generally maintaining a 40-45% share. According to Omdia's forecast, Samsung Electronics' DRAM sales this year are expected to be between $17 billion and $20 billion.

According to various stock market analysis reports, Samsung Electronics' DRAM sales this year are expected to be between $17 billion and $18 billion.

Therefore, even according to traditional estimates, Samsung Electronics' wafer OEM sales this year are expected to exceed $20 billion, while DRAM's wafer OEM sales are expected to be less than $18 billion.

Due to Samsung's characteristics, companies have not officially announced sales based on projects or units.

An industry insider said, "The business significance of Samsung Electronics DRAM is so great that the formula 'Samsung Electronics'=DRAM' is used." If wafer OEMs exceed DRAM, this year will be recorded as a very meaningful year for Samsung Electronics' semiconductor history. ".

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