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Samsung Q1 2025 DRAM Revenue Plummets 19%, Temporarily Ceding Market Share Crown to SK Hynix

By AI Insights

2026-01-29

Trend analysis based on the updated indicator. View the Indicator→

According to the latest data, Samsung's own-brand DRAM revenue for the first quarter of 2025 (Q1 2025) was $9.1 billion, a sharp contraction of 19.1% compared to the previous quarter's (Q4 2024) $11.25 billion. This marks not only the first quarterly decline in nearly five quarters but also a significant revenue correction, indicating that the memory market faces severe short-term volatility after experiencing a strong recovery in 2024.

Observing detailed performance, the main reason for this revenue decline lies in competitive disadvantages in the High Bandwidth Memory (HBM) sector. Market data shows that competitor SK Hynix reached $9.72 billion in revenue for the quarter, successfully overtaking Samsung to claim the global DRAM revenue top spot. Furthermore, Samsung encountered bottlenecks in the design and shipment of high-end HBM3e products, leading to an inability to fully capture the explosive demand from AI servers. Coupled with the effects of the traditional off-season, this resulted in overall bit shipment volume and Average Selling Price (ASP) performance falling short of expectations.

Institutional analysis points out that the key to Samsung's revenue slide lies in the transitional pains caused by the "HBM3e product redesign," as well as the inability to sell high-end products to specific Chinese customers due to geopolitical restrictions. TrendForce analysis indicates that compared to competitors' mass production advantages in HBM3e, Samsung's supply chain adjustments forced downstream customers to prioritize inventory depletion, further suppressing price momentum.

Looking ahead, in the short term (1-2 months), as inventory corrections come to an end and stockpiling demand kicks in ahead of US tariff exemptions, Q2 procurement momentum is expected to recover, driving a rebound in shipments. In the medium to long term (3-6 months), the key remains whether Samsung can successfully pass the 12-layer HBM3e verification by major manufacturers such as NVIDIA, and the development progress of the next-generation HBM4; successfully returning to the high-end supply chain will be the sole catalyst for reclaiming its market share leadership position.

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