Historically, Samsung held roughly 21% in 2019 while Micron held 45%; Samsung’s share has nearly doubled over six years.

Samsung Electronics has become the No. 1 global automotive memory semiconductor supplier, overtaking Micron with a 40% market share in 2025, up from 35% in 2024, driven by stronger demand for high-capacity, high-performance memory in autonomous driving and in-vehicle infotainment.

Growth was fueled by strong demand for low-power memory products, notably LPDDR and Universal Flash Storage, with expanding presence in China and other high-growth markets.

Samsung also solidified its DRAM leadership with about 38% share in DRAM revenue in the first quarter, widening the gap over SK hynix to roughly 9 percentage points.

CXMT is expanding into the HBM market and pursuing large-scale funding for a future IPO as it absorbs smartphone and server demand in China, contributing to rising unit prices and revenue growth.

CXMT (Changxin Memory Technologies) emerged as a notable challenger, rising to about 8% market share in DRAM in Q1, up from 3% year over year, signaling intensified competition.

The DRAM market posted a record first quarter with total global DRAM revenue near $97 billion, up about 80% quarter-on-quarter, propelled by demand for high-performance products like HBM and LPDDR5 amid AI data-center expansion.

Samsung led in key memory categories, capturing around 44% of DRAM and 33% of NAND flash memory, with non-volatile memory excluded from the tally.

Industry context notes high entry barriers due to long replacement cycles and emphasis on durability, factors Samsung has leveraged to gain market share, particularly as automotive semiconductors are seen as high-barrier, low-value-added with long cycles.

Analysts describe Samsung’s memory leadership as an ultra-gap position, reflecting rapid market-share gains, especially in China, reinforcing its dominance in automotive memory.

Samsung’s strategic products and partnerships—LPDDR, UFS, and collaborations with Qualcomm, Bosch, and Tesla—underscore its lead in automotive memory.