Samsung Electronics has achieved the number one position in the global automotive memory semiconductor market for the first time.
According to a report released on May 31 by S&P Global Mobility, a specialized automotive industry analysis firm, Samsung's market share in automotive memory rose from 35% in 2024 to 40% last year, securing the top spot.
This marks the first time Samsung has surpassed Micron, which saw its market share decline from 40% to 36%, dropping to second place.
Analysts attribute this success to Samsung's expansion of its customer base, particularly in the Chinese market. The company significantly increased its market share in China, a high-growth area, beyond traditional automotive markets in Europe, South Korea, and Japan.
The demand for high-capacity and high-performance memory semiconductors has surged, driven by the growth of autonomous driving systems and advancements in in-vehicle infotainment (IVI) systems. Samsung's advanced products, including low-power DRAM and Universal Flash Storage (UFS), have received strong responses from customers.
Samsung is known to supply automotive memory to companies such as Qualcomm, Bosch, Tesla, and Denso.
Historically, the automotive memory market has been considered low-value due to its long replacement cycle of 7 to 8 years and a focus on stability over cutting-edge technology. Additionally, automakers prioritize durability and reliability, maintaining conservative supply chain management, which creates high barriers to entry for new players.
Since entering the automotive semiconductor market in 2015 with low-power memory solutions like LPDDR and UFS, Samsung has expanded into automotive solid-state drives (SSDs) and graphics DRAM (GDDR), targeting the premium automotive sector.
As a result, Samsung has reportedly achieved an average annual revenue growth of over 40% in the automotive memory market from 2020 to 2025.
* This article has been translated by AI.
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