动态随机存取记忆体 (DRAM) 市场、机会、成长动力、产业趋势分析与预测，2024-2032 年

Dynamic Random Access Memory (DRAM) Market, Opportunity, Growth Drivers, Industry Trend Analysis and Forecast, 2024-2032

出版日期: 2024年08月27日 | 出版商:

Global Market Insights Inc. | 英文 210 Pages | 商品交期: 2-3个工作天内

价格

简介目录

2023 年，全球动态随机存取记忆体 (DRAM) 市场价值为 846 亿美元。

资料密集型应用，包括人工智慧 (AI)、机器学习和巨量资料分析，需要庞大的记忆体容量和快速的资料处理速度。 DRAM 的快速资料存取能力与半导体技术的进步相结合，增强了记忆体效能并推动其在先进运算系统中的采用。

智慧型手机、平板电脑和游戏机等消费性电子市场的扩张，显着推动了 DRAM 需求。随着消费者寻求高解析度显示器、扩增实境 (AR) 和虚拟实境 (VR) 等功能，这些装置越来越依赖大量记忆体来实现最佳效能。 5G 连线的推出进一步增强了装置功能，并管理互连设备不断增长的资料流量，凸显了 DRAM 等强大记忆体解决方案的必要性。

整个 DRAM 行业根据类型、最终用途和地区进行分类。

预计到 2032 年，图形 DRAM (GDDR) 领域的复合年增长率将超过 20%。图形密集型任务需要更快的记忆体和更高的频宽，而 GDDR 可以提供这一点。随着高级游戏机、高阶 PC 和复杂图形工作站的普及，对卓越图形效能的需求不断升级。 GDDR 记忆体以其快速的资料传输速率和效率而闻名，对于满足这些技术需求至关重要。

到 2032 年，汽车产业将引领全球市场，预计收入将超过 1,000 亿美元。自适应巡航控制、车道维持辅助和自动停车等先进 ADAS 技术的整合使现代车辆变得越来越复杂。这些技术严重依赖 DRAM 进行即时资料处理，推动了对高效能记忆体的需求。此外，现今的车辆配备了先进的资讯娱乐系统，提供导航、娱乐和连接功能。这些系统需要大量 DRAM 来支援复杂的应用程式和流畅的使用者体验，从而进一步促进汽车领域的成长。

2023年，北美主导全球DRAM市场，占超过35%的份额。该地区强大的技术基础设施和对先进运算解决方案不断增长的需求推动了这一主导地位。资料中心、云端运算和人工智慧应用的激增增加了对高效能记忆体的需求。《晶片和科学法案》等政府措施支持国内半导体製造，减少对进口的依赖并增强供应链安全。透过注重创新和大量研发投资，北美正在巩固其作为全球 DRAM 市场主要参与者的地位。

产业生态系统分析
供应商矩阵
利润率分析
技术与创新格局
专利分析
重要新闻和倡议
监管环境
衝击力
- 成长动力
  - 高效能运算的需求不断增长
  - 消费性电子产品的扩展，包括智慧型手机、平板电脑和游戏机
  - 5G 连接的进步增强了设备功能
  - 云端运算和资料中心需求的成长
  - DRAM技术创新
- 产业陷阱与挑战
  - 供应链中断，特别是在关键生产地区
  - 先进製造设施的资本投资要求高
成长潜力分析
波特的分析
PESTEL分析

第 4 章：竞争格局

介绍
公司市占率分析
竞争定位矩阵
战略展望矩阵

第 5 章：市场估计与预测：按类型，2021 - 2032

主要趋势
同步动态随机存取记忆体 (SDRAM)
- DDR2记忆体
- DDR3记忆体
- DDR4记忆体
- 其他的
图形 DRAM (GDDR)
- GDDR3
- GDDR5
- GDDR6
行动记忆体
- LPDDR（低功耗DDR）
- LPDDR2
- LPDDR3
- LPDDR4
- LPDDR5
其他的

第 6 章：市场估计与预测：按最终用途产业，2021 - 2032 年

主要趋势
汽车
消费性电子产品
资讯科技和电信
卫生保健
航太和国防
其他的

第 7 章：市场估计与预测：按地区，2021 - 2032

主要趋势
北美洲
- 我们
- 加拿大
欧洲
- 英国
- 德国
- 法国
- 义大利
- 西班牙
- 欧洲其他地区
亚太地区
- 中国
- 印度
- 日本
- 韩国
- 澳新银行
- 亚太地区其他地区
拉丁美洲
- 巴西
- 墨西哥
- 拉丁美洲其他地区
MEA
- 阿联酋
- 南非
- 沙乌地阿拉伯
- MEA 的其余部分

第 8 章：公司简介

Alliance Memory
Apacer Technology
ChangXin Memory Technologies
Etron Technology Inc.
Fujitsu Semiconductor
Infineon Technologies
Integrated Silicon Solution, Inc.
Intel Corporation
Kingston Technology
Micron Technology Inc.
Nanya Technology Corporation
Powerchip Semiconductor Manufacturing Corp.
Rambus Inc.
Renesas Electronics Corporation
Samsung Electronics Co. Ltd
SK Hynix Inc.
SMART Modular Technologies
Transcend Information Inc.
Western Digital
Winbond Electronics Corporation

简介目录

Product Code: 11028

The Global Dynamic Random Access Memory (DRAM) market was valued at USD 84.6 billion in 2023. It is projected to grow at a CAGR of over 20% from 2024 to 2032, driven by the increasing demand for high-performance computing across various sectors.

Data-intensive applications, including artificial intelligence (AI), machine learning, and big data analytics, require vast memory capacities and rapid data processing speeds. DRAM's swift data access capabilities, combined with advancements in semiconductor technology, enhance memory performance and drive its adoption in advanced computing systems.

The expansion of the consumer electronics market, including smartphones, tablets, and gaming consoles, significantly boosts DRAM demand. As consumers seek features like high-resolution displays, augmented reality (AR), and virtual reality (VR), these devices increasingly rely on substantial memory for optimal performance. The rollout of 5G connectivity further enhances device capabilities and manages the growing data traffic from interconnected devices, underscoring the necessity of robust memory solutions like DRAM.

The overall DRAM industry is classified based on type, end-use, and region.

The graphics DRAM (GDDR) segment is expected to witness a CAGR exceeding 20% by 2032. The demand for high-performance graphics in gaming, virtual reality (VR), augmented reality (AR), and professional graphics applications drives GDDR's popularity. Graphics-intensive tasks require faster memory with elevated bandwidth, which GDDR provides. As advanced gaming consoles, high-end PCs, and intricate graphics workstations gain traction, the need for superior graphics performance escalates. GDDR memory, known for its swift data transfer rates and efficiency, is crucial in meeting these technological demands.

By 2032, the automotive segment is poised to lead the global market, projecting revenues surpassing USD 100 billion. The integration of advanced ADAS technologies, such as adaptive cruise control, lane-keeping assistance, and automated parking, makes modern vehicles increasingly sophisticated. These technologies rely heavily on DRAM for real-time data processing, driving demand for high-performance memory. Additionally, today's vehicles feature advanced infotainment systems offering navigation, entertainment, and connectivity. These systems require substantial DRAM for complex applications and smooth user experiences, further bolstering the automotive segment's growth.

In 2023, North America dominated the global DRAM market, capturing over 35% of the share. The region's strong technological infrastructure and growing demand for advanced computing solutions fuel this dominance. The proliferation of data centers, cloud computing, and AI applications has heightened the need for high-performance memory. Government initiatives, such as the CHIPS and Science Act, support domestic semiconductor manufacturing, reducing import reliance and bolstering supply chain security. With a focus on innovation and significant R&D investments, North America is solidifying its position as a key player in the global DRAM market.

Chapter 1 Methodology and Scope

1.1 Market scope and definition
1.2 Base estimates and calculations
1.3 Forecast calculation
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid sources
  - 1.4.2.2 Public sources

Chapter 2 Executive Summary

2.1 Industry 360º synopsis, 2021 - 2032

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Vendor matrix
3.3 Profit margin analysis
3.4 Technology and innovation landscape
3.5 Patent analysis
3.6 Key news and initiatives
3.7 Regulatory landscape
3.8 Impact forces
- 3.8.1 Growth drivers
  - 3.8.1.1 Increasing demand for high-performance computing
  - 3.8.1.2 Expansion of consumer electronics, including smartphones, tablets, and gaming consoles
  - 3.8.1.3 Advancements in 5G connectivity boosting device capabilities
  - 3.8.1.4 Growth in cloud computing and data center requirements
  - 3.8.1.5 Technological innovations in DRAM
- 3.8.2 Industry pitfalls and challenges
  - 3.8.2.1 Supply chain disruptions, particularly in key production regions
  - 3.8.2.2 High capital investment requirements for advanced manufacturing facilities
3.9 Growth potential analysis
3.10 Porter's analysis
- 3.10.1 Supplier power
- 3.10.2 Buyer power
- 3.10.3 Threat of new entrants
- 3.10.4 Threat of substitutes
- 3.10.5 Industry rivalry
3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

4.1 Introduction
4.2 Company market share analysis
4.3 Competitive positioning matrix
4.4 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Type, 2021 - 2032 (USD Million)

5.1 Key trends
5.2 Synchronous DRAM (SDRAM)
- 5.2.1 DDR2 SDRAM
- 5.2.2 DDR3 SDRAM
- 5.2.3 DDR4 SDRAM
- 5.2.4 Others
5.3 Graphics DRAM (GDDR)
- 5.3.1 GDDR3
- 5.3.2 GDDR5
- 5.3.3 GDDR6
5.4 Mobile DRAM
- 5.4.1 LPDDR (Low Power DDR)
- 5.4.2 LPDDR2
- 5.4.3 LPDDR3
- 5.4.4 LPDDR4
- 5.4.5 LPDDR5
5.5 Others

Chapter 6 Market Estimates and Forecast, By End-Use Industry, 2021 - 2032 (USD Million)

6.1 Key trends
6.2 Automotive
6.3 Consumer electronics
6.4 IT and telecommunications
6.5 Healthcare
6.6 Aerospace and defense
6.7 Others

Chapter 7 Market Estimates and Forecast, By Region, 2021 - 2032 (USD Million)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
7.3 Europe
- 7.3.1 UK
- 7.3.2 Germany
- 7.3.3 France
- 7.3.4 Italy
- 7.3.5 Spain
- 7.3.6 Rest of Europe
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 India
- 7.4.3 Japan
- 7.4.4 South Korea
- 7.4.5 ANZ
- 7.4.6 Rest of Asia Pacific
7.5 Latin America
- 7.5.1 Brazil
- 7.5.2 Mexico
- 7.5.3 Rest of Latin America
7.6 MEA
- 7.6.1 UAE
- 7.6.2 South Africa
- 7.6.3 Saudi Arabia
- 7.6.4 Rest of MEA