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Samsung will stop accepting orders for DDR3 DRAM from 2023

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According to the latest report, the South Korean semiconductor companies would stop accepting orders for DDR3 DRAM from 2023. Samsung Electronics will receive orders for DDR3 DRAM from customers by the end of 2022 and will deliver them by the end of next year.

Currently, Samsung DDR4 DRAM is being used for general purposes, but companies are accelerating the introduction of DDR5 DRAM. Intel and AMD said they will release new PC CPUs that support DDR5 technology later this year. Accordingly, Samsung and SK Hynix plan to develop DDR5 products in line with the release of new server processors that support DDR5.

“Demand for DDR3 DRAM has now exceeded supply as Korean DRAM manufacturers reduce the production of DDR3 DRAM and focus on high-performance and low-power DRAM,” said one industry insider. As production shifts from DDR3 to DDR5, the supply of DDR3 decreases, prompting DDR3 price increases.

Market research firm TrendForce expects DDR3 DRAM prices to rise by up to 5 percent in the second quarter of this year due to a sharp drop in supply. DDR3 prices, which are downside until 2021, are expected to rebound in the first quarter and continue to rise in the second quarter of 2022.

However, while the Korean DRAM manufacturers are accelerating the reduction in DDR3 DRAM production, industry insiders feel that other companies are unlikely to make up the shortfall.

Taiwanese DRAM makers Nanya and Winbond are expanding their DDR3 DRAM production facilities, although their new production lines will begin in 2023 or 2024. Chinese companies such as CXMT and Giga Devices are still showing poor product yields.

Although Samsung declined to confirm reports from Taiwanese media outlets, some experts predicted that the release of the Samsung DDR3 DRAM would not stop immediately.

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Samsung leads Q3 smartphone market, Huawei’s entry haunts Apple

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Samsung Galaxy S23 Ultra Z Fold 4 Beige

Samsung ranked first in market share in the global smartphone market in Q3, 2023. TrendForce report says that Samsung led the global Q3 smartphone market, recording a market share of 19.5%.

Overall production in the third quarter increased by 11.5% compared to the previous quarter to 60.1 million units. During the same period, Apple’s production increased by 17.9% to 49.5 million, thanks to iPhone 15.

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Third place was taken by Xiaomi (13.9%), followed by Oppo (12.6%) and Transion (8.6%). 6th place is Vivo (8%). Meanwhile, global smartphone production reached 308 million units, a 13% increase compared to the previous quarter and a 6.4% increase from the previous year.

Huawei’s re-entry into the flagship smartphone market targeting Apple has had a significant impact in China. Huawei is aiming to expand its high-end flagship series, focusing on the Chinese domestic market next year, so Apple “We plan to attack directly”.

Samsung Q3 2023 Smartphone Market TrendForce

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Underdog phone brand jumped 50%, Samsung and Apple lost ground

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Samsung 55th shareholders meeting

In Q3 2023, Samsung and Apple’s market share slightly declined, while an underdog Chinese phone brand appeared on the top 5 chart. In a recent development, Canalys published market research data for the third quarter, revealing Tanssion as the fifth best-seller globally.

According to the info, Samsung and Apple lead total sales with 20% and 17% market share, yet both have fallen from their 22% and 18% levels in 2022. However, Tanssion, the maker of Tecno, Itel, and Infinix phones, climbed from 6% global market share last year to 9% in 2023, a 50% jump.

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Apart from this, Xiaomi matched last year’s share only by “recovering” from a terrible first half of 2023. At the same time, OPPO has fallen steadily over the past two years, while fellow BBK brand vivo lost the top-5 slot it’s owned for years.

Overall, the global smartphone market underwent a slight drop of 1% in Q3 2023. Bolstered by regional recoveries and new product upgrade demand, the smartphone market recorded a double-digit sequential growth in Q3, ahead of the sales seasons.

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Samsung enjoyed 2023’s last victory over Apple?

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Samsung smartphone

Recently, research agency Counterpoint Research published their latest analysis. The report reveals that Samsung continued its leadership in the third quarter of 2023, while Apple remained in the second spot. However, both OEMs faced a decline of 1 percent year over year.

According to CR, slower consumer demand is the main factor in the dwindling sales. The market did see a slight 2 percent growth in Q3 compared to Q2, likely driven by last month’s iPhone 15 series launch. Samsung secured 20 percent market share, while Apple grabbed 16 percent sales.

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The Galaxy A-series was the key driver for the South Korean smartphone maker. Apple came in second with 16 percent of the market while Xiaomi rounded out the top three with its 12 percent share. Oppo (10 percent) and vivo (8 percent) were the remaining brands in the top five charts.

The newly released iPhone 15 series will help Apple score a lead over Samsung in the fourth quarter of the year. The results will arrive by early next year, and it’s expected that the US phone maker could surpass Samsung. Major camera upgrades and USB-C helped Apple register strong sales.

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