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研报 | 2Q25 DRAM营收季增17.1%,SK海力士市占扩大

Sept. 2, 2025 产业洞察 TrendForce集邦咨询表示,2025年第二季DRAM产业因一般型DRAM (Conventional DRAM)合约价 上涨、出货量显著增长,加上HBM出货规模扩张, 整体营收为316.3亿美元,季增17.1% 。平均销售 单价(ASP)随着PC OEM、智能手机、CSP业者的采购动能增温,加速DRAM原厂库存去化,多数产 品的合约价也因此止跌翻涨。 | Ranking | Company | | Revenue (US$M) | | Market Share | | | --- | --- | --- | --- | --- | --- | --- | | | | 2Q25 | 1025 | QoQ | 2025 | 1025 | | 1 | SK hynix | 12,229 | 9,718 | 25.8% | 38.7% | 36.0% | | 2 | Samsung | 10,350 | 9,100 | 13.7% | 32.7% | 33.7% | | 3 | Micron | 6,950 | 6,575 | 5.7% | 22.0% | 24.3% | ...