Storage giant, giving up DDR4
With the development of science and technology and the change of market demand, DDR4 memory is gradually being abandoned by storage giants. Storage giants Samsung and SK Hynix both stressed that they will shift their focus to high-end products with high profits, and may reduce the production of DRAM and NAND flash memory, especially traditional products.
Among them, SK Hynix plans to gradually reduce the proportion of DDR4 production. In the third quarter of this year (2024), the proportion of DDR4 production has been reduced from 40% in the second quarter to 30%, and it is planned to further reduce it to 20% in the fourth quarter.
Samsung is also expected to reduce the production capacity mainly based on DDR4 and transfer part of DDR4 production capacity to the production of advanced products such as DDR5 and LPDDR5.
Due to the sharp increase in production by China's competitors, prices have fallen. Samsung Electronics and SK Hynix, two major memory manufacturers in South Korea, are drastically reducing the production of traditional memory chips, especially DRAM. The latter plans to have only 20% of its DDR4 DRAM production capacity by the end of this year.
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