SUPPLY

글로벌 DRAM 공급

업체별 bit 출하량을 EB로 통일해 점유율 변화를 추적합니다.

Wu Zihao · 2026.07

2026

39.85 EB

2027

45.12 EB

연간 bit 성장

+13.2%

업체	2025	2026E	2027E	2028E	점유율 2027
삼성전자	12.1 EB	13.1 EB	14.9 EB	17.1 EB	33%
SK하이닉스	10.1 EB	12.5 EB	14.25 EB	16.35 EB	31.6%
마이크론	6.8 EB	8.05 EB	9.4 EB	11.4 EB	20.8%
CXMT	2.75 EB	3.65 EB	3.9 EB	5.4 EB	8.6%
푸젠진화 / SwaySure	0.65 EB	0.7 EB	0.75 EB	1.3 EB	1.7%
대만 및 기타	1.4 EB	1.85 EB	1.92 EB	2.1 EB	4.3%

SUPPLY / DEMAND

다른 측면: 공급이 수요를 따라잡을까

2025

글로벌 DRAM 공급33.8 EB

수요 센터33.4 EB

Gap-0.40 EB

2026E

글로벌 DRAM 공급39.85 EB

수요 센터39.85 EB

Gap0.00 EB

2027E

글로벌 DRAM 공급45.12 EB

수요 센터47.41 EB

Gap2.29 EB

2028E

글로벌 DRAM 공급53.65 EB

수요 센터53.1 EB

Gap-0.55 EB