A few days ago, Micron failed to pass the security review, I believe everyone is very clear.
And these days, from time to time out of the domestic enterprise, stop purchasing Meguiang products news. In fact, this kind of thing is certainly to be expected, without the network security review, then the infrastructure, is not able to use Micron products.
Cloud computing, government, state-owned enterprises, and sensitive enterprises will no longer use Micron products, or even non-Micron branded domestic products that use Micron chips.
Many people said that under the Micron market, to release, then Changjiang Storage, Changxin storage, as well as Samsung, SK Hynix, they can be happy, to eat.
People who can say this sentence indicate that Micron's position in the Chinese market is overestimated. To be honest, Micron's market share in China is not high, nor is it worth much money, and its share in the global market is very low. Please do the math.
In 2022, Micron's revenue from the Chinese market was about 22.8 billion yuan, accounting for 10.8 percent of Micron's total revenue.
In 2022, Micron will account for 19.2% of the global DRAM+NAND market, ranking third in the world.
That is to say, only about 10.8% of Micron's 19.2% market share is in China, which means that Micron's market share in China only accounts for 10.8%*19.2% of the global market, that is, 2.07%.
Even if Micron were to lose that market share, it would be leaving 2.07 percent of the market open, giving all of that to Cheung Kong, which would be only 2 percentage points higher than Cheung Kong's global share.
Not to mention that Micron hasn't taken its products off the shelves yet, and it can still sell to consumers. Institutions predict that Micron will only lose half and two-thirds of the market, not all of it.
And this market, as well as Samsung, SK Hynix, West number data, Kai Xia and other domestic and foreign manufacturers together to divide, a manufacturer can share, in fact, is poor.
Therefore, don't think Micron will release a lot of market, in fact, very little, Yangtze River Storage or Changxin Storage, completely because of this little increase in revenue and profit, can only be a small snack, not a big fat meat.
Next, Yangtze River Storage, Changxin storage, also need to grab the market from Samsung, SK Hynix, the share of these two manufacturers is really much, Micron this share, is not enough to eat it.