Offering some uncommon perception into the size of HBM reminiscence gross sales – and on its development within the face of unprecedented demand from AI accelerator distributors – the corporate not too long ago disclosed that it expects HBM gross sales to make up “a double-digit percentage of its DRAM chip sales” this 12 months. Which if it involves cross, would signify a big bounce in gross sales for the high-bandwidth, high-priced reminiscence.
As first reported by Reuters, SK hynix CEO Kwak Noh-Jung has commented that he expects HBM gross sales will represent a double-digit share of its DRAM chip gross sales in 2024. This prediction corroborate with estimates from TrendForce, who consider that, industry-wide, HBM will account for 20.1% of DRAM income in 2024, greater than doubling HBM’s 8.4% income share in 2023.
And whereas SK hynix doesn’t break down its DRAM income by reminiscence sort regularly, a little bit of extrapolation signifies that they are on observe to soak up billions in HBM income for 2024 – having seemingly already crossed the billion greenback mark itself in 2023. Last 12 months, SK hynix’s DRAM income $15.941 billion, in keeping with Statista and TrendForce. So SK hynix solely wants 12.5% of its 2024 revenues to return from HBM (assuming flat or optimistic income general) to be able to cross 2 billion in HBM gross sales. And even it is a low-ball estimate.
Overall, SK hynix at present instructions about 50% of HBM market, having largely break up the market with Samsung during the last couple of years. Given that share, and that DRAM {industry} income is anticipated to extend to $84.150 billion in 2024, SK hynix might earn as a lot as $8.45 billion on HBM in 2024 if TrendForce’s estimates show correct.
It ought to be famous that with demand for AI servers at document ranges, all three main makers of DRAM are poised to extend their HBM manufacturing capability this 12 months. Most notable here’s a nearly-absent Micron, who was the primary vendor to begin delivery HBM3E reminiscence to NVIDIA earlier this 12 months. So SK hynix’s near-majority of the HBM market could falter some this 12 months, although with a rising pie they’re going to have little motive to complain. Ultimately, if gross sales of HBM attain $16.9 billion as projected, then all reminiscence makers will likely be having fun with vital HBM income development within the coming months.
Sources: Reuters, TrendForce
