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2025Q3各原厂DRAM营收排名
2025Q3各原厂DRAM营收排名
行业数据
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图片尺寸:1099*869
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所属报告:
【万联证券】AI产业系列深度报告:AI技术创新与供需格局变化,共同驱动存储景气周期-251208(24页).pdf
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图3、2025Q4/2026Q1NAND和DRAM合约价预测(202602预测)
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行业数据
2026-05-11
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图11、AI驱动下的全球DRAM需求测算
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行业数据
2026-05-11
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图7、全球核心存储原厂扩产规划
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行业数据
2026-05-11
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2025-2026年全球NAND与DRAM产能情况
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2026-05-09
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全球全年龄段奶粉市场规模(亿美元)
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全球酸奶及发酵乳制品市场规模(亿美元)
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全球益生菌膳食补充剂市场规模及增速
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全球拥有AKK专利菌株的核心企业
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凭借HBM出货量环比大增85%,叠加传统DRAM受益于涨价效应,整体DRAM业务收入创下历史新高,并重夺全球DRAM市场份额第一。具体来看,三星第三季度DRAM销售收入达139.42亿美元,环比增长29.6%,市场份额34.8%;SK 海力士以137.9亿美元的销售收入、12.4%的环比增速及34.4%的市场份额位列第二;美光(2025年6月-8月季度)DRAM销售收入89.84亿美元,环比增长27.1%,市场份额22.4%,排名第三;南亚科技三季度DRAM销售收入6.3亿美元,环比大幅增长83.7%,市场份额1.6%;华邦电子同期销售收入2.22亿美元,环比增长21.5%,市场份额0.6%。2)NAND Flash市场方面,2025年Q3,三星以53.66亿美元的销售收入、20.7%的环比增速及29.1%的市场份额位居第一;SK海力士紧随其后,三季度销售收入35.36亿美元,环比增长5.8%,市场份额19.2%,排名第二;铠侠三季度销售收入达30.46亿美元,环比增长28.1%,以16.5%的市场份额位列第三;西部数据实现23.08亿美元销售收入,环比增长21.4%,市场份额12.5%,排名第四;美光在2025年6月-8月的三季度内,NAND Flash销售收入为22.52亿美元,环比增长4.5%,市场份额12.2%,排名第五。
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【万联证券】AI产业系列深度报告:AI技术创新与供需格局变化,共同驱动存储景气周期-251208
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