Kingston’s grip on the DRAM module business tightened again last year, with the brand taking 62 percent of an industry that TrendForce sizes at $21.2B.
Revenue across the module market rose 59 percent from a year earlier. The prior year managed a gain of 7 percent, so the shortage did more for sales than any design win did.
Concentration defines the rest of the table. Five companies collected 77 percent of the money and nine took 81 percent. Kingston’s own growth came to 48 percent.
Behind it, ADATA expanded 82 percent, Ramaxel 153 percent on contracts with PC makers and cloud providers, Kimtigo 20 percent, with Team Group rounding out the top five.
Further down, Patriot Memory rose 89 percent, industrial specialist Innodisk 132 percent, Apacer 96 percent and AGI 26 percent.
TrendForce reads the surge as a crowding-out effect rather than a plain shortage. Wafers and advanced processes get steered toward HBM and server DRAM because they pay better, which leaves consumer modules scarcer and dearer.
Anyone treating the result as a price forecast should pause. Rising revenue also means smaller vendors must fund more costly inventory while competing for allocation against buyers on longer contracts.
