Samsung Electronics sharply raised its share in the global high bandwidth memory (HBM) market in the second quarter of this year. SK hynix kept the top spot with a 50% share.
According to market research firm Counterpoint Research on the 3rd, Samsung Electronics' revenue-based share in the global HBM market in the second quarter of this year was 33%. It rose 12 percentage points in a single quarter from 21% in the first quarter.
During the same period, SK hynix ranked No. 1 with a 50% share. Compared with 58% in the first quarter, it fell 8 percentage points. As a result, the gap in market share between SK hynix and Samsung Electronics narrowed from 37 percentage points in the first quarter to 17 percentage points in the second quarter.
Micron placed third with an 18% share in the second quarter. It was down 3 percentage points from 21% in the previous quarter.
Most of the current global HBM market revenue is coming from HBM3E, a fifth-generation product. Counterpoint Research projected that shipments of HBM4, the next-generation product, will ramp up in the second half of this year.
Samsung Electronics' HBM market share is also expected to increase further as HBM4 shipments expand. Samsung Electronics is ramping up HBM4 supply this year and moving to target the next-generation HBM market.