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半导体记忆体

市场调查报告书

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1404336

动态随机存取记忆体 (DRAM)：市场占有率分析、产业趋势、2024-2029 年成长预测

Dynamic Random Access Memory (DRAM) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029

出版日期: 2024年01月04日 | 出版商:

Mordor Intelligence | 英文 147 Pages | 商品交期: 2-3个工作天内

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简介目录

动态随机存取记忆体（DRAM）市场规模预计到 2024 年为 612.1 亿美元，到 2029 年达到 1700.8 亿美元，预测期内（2024-2029 年）复合年增长率为 22.68。%。

半导体记忆体通常称为动态随机存取记忆体（DRAM），用于储存和处理电脑处理器运作所需的资料和程式码。这种类型的 RAM 常见于个人电脑、智慧型手机、ADAS 系统、智慧型手錶、工作站和伺服器中。

主要亮点

生成式人工智慧的普及增加了对快速处理和高效 DRAM 解决方案的需求。例如，美光科技正在与高通科技公司合作，加速智慧型手机边缘的生成式人工智慧。 2023 年 10 月，该公司向高通出货了其低功耗双倍资料速率 5X (LPDDR5X) 记忆体的量产样品。 LPDDR5X 记忆体以世界领先的 9.6Gbps 速度等级运行，提供行动生态系统释放边缘 AI 力量所需的速度和效能。
美光的 LPDDR5X 透过创新的 1-ho 製程节点技术为行动用户提供先进的节能功能。此外，SK海力士在2023年9月于加州举行的AI硬体与边缘AI高峰会2023上宣布，将推出基于高速、低功耗、高密度的AI加速卡“AiMX1”内存解决方案GDDR6-AiM。”原型机宣布并发布。 AiMX1 预计将为高效能、资料集中人工智慧系统的开发做出重大贡献。
资料中心 DRAM 需求预计将大幅成长，每年都会推动 DRAM 整体需求。人工智慧、串流媒体、游戏和自动驾驶汽车等最尖端科技将继续推动对资料中心的强劲需求。随着资料中心营运商努力提供容量来支援高效能运算所需的更高功率密度，资料中心架构和技术创新将持续下去。人工智慧、物联网和 5G 的整合将为运算和 DRAM 需求提供巨大的推动力。
由于消费者支出减少、景气衰退和通膨上升，2023 财年全球智慧型手机出货较 2022 财年大幅下降。三星、苹果、小米和Oppo（包括一加）等主要智慧型手机厂商的智慧型手机销量均下滑。继智慧型手机、平板电脑和个人电脑/笔记型电脑之后，由于消费者支出疲软、利率下降以及持续的地缘政治紧张局势导致的不确定性增加，2023 财年的需求下降。这些因素限制了DRAM市场的成长。
COVID-19大流行对DRAM市场的需求和供应双方都产生了重大影响。世界各地的封锁和工厂关闭导致了供不应求，但预计其中许多影响都是暂时的。世界各国政府正在采取措施支持半导体产业，这可能会带来復苏。

动态随机存取记忆体 (DRAM) 市场趋势

资料中心应用领域预计将占据主要市场占有率

COVID-19大流行加速了数位平台和云端服务的使用，促进了资料中心的发展。 DRAM 是现代企业和资料中心应用程式正常运作的重要组成部分，资料中心的成长正在显着推动该市场的需求。根据Cloudscene统计，截至2023年9月，全球共有超过9,380个资料中心。
从2022年开始，DRAM供应商将调整其产品结构，增加伺服器DRAM产品的晶圆投入，同时尽量减少行动DRAM产品的晶圆投入。造成这种趋势的原因有二。首先，伺服器用DRAM需求前景光明。 AMD 和英特尔的最新伺服器平台最终将于 2022 年向OEM出货，但认证预计需要六个月时间，这对近期伺服器出货和相关记忆体需求造成不利影响。同时，随着产量激增持续超过需求，DRAM 供应商正在大幅增加库存。
第二个原因是行动DRAM领域在2022年面临严重的供应过剩，甚至到2023年，对于智慧型手机出货成长和智慧型手机平均DRAM含量大幅增加的预测仍然相当保守。因此，DRAM 供应商打算继续增加伺服器 DRAM 在其产品组合中的份额，并实现资料中心领域的显着成长。
这是企业越来越多地使用与云端运算、人工智慧和高效能运算 (HPC) 应用相关的新兴技术的一个里程碑。伺服器的平均 DRAM 容量预计将显着增加，以处理新兴技术工作负载。
此外，DDR5 买家库存在资料中心 T 段越来越受欢迎。例如，美光科技推出了 DDR5 晶片，并透露在将其安装到客户端设备之前，资料中心应用程式的需求量将达到最高。此外，瑞萨电子也以基于 DDR5多工器组合列 (MCR) 双列直插记忆体模组的新型高效能记忆体模组晶片组引领资料中心市场。另一方面，由于三星减产力度加大，DDR4晶圆导入量大幅减少，伺服器用DDR4库存日趋紧张。在这种情况下，伺服器用DDR4的价格已经没有进一步降低的空间了。

预计美国将占较大市场占有率

在美国，DRAM 的成长预计将超越消费性设备，并扩展到云端运算、伺服器和汽车应用领域。 DRAM 越来越多地安装在行动电话将变得更容易被消费者接受，预计将占据 DRAM 市场的很大一部分。随着使用案例的多样化和行动电话的普及，DRAM 市场的需求预计将会增加。
企业采用人工智慧、高效能运算和云端技术，显着增加了对伺服器储存晶片的需求。事实上，伺服器的 DRAM 数量比行动装置的总合还要多。随着资料继续以指数速度增长，从中提取见解的能力对于业务成功至关重要。由于先进资料中心的进步和投资，该地区的 DRAM 市场预计将成长。据 Clodscene 称，美国目前是连接和云端技术最大的地区，总合5,375 个资料中心。
资料中心营运商希望透过利用先进的记忆体功能和处理器进步来优化平台效能，这推动了市场对 DDR5 DRAM 的需求。美国持续大规模投资资料中心，预计将刺激DRAM需求。值得注意的是，2022年4月，Google透露计画投资95亿美元在美国建造资料中心和办事处，主要集中在美国南部和西部。过去五年来，Google 投入了超过 370 亿美元来升级遍布 26 个州的办公室和资料中心。这种扩大投资可望重振市场。
2022 年 7 月，美光宣布向商业和工业通路合作伙伴提供 DDR5 伺服器 DRAM。此举旨在支援下一代英特尔和AMD DDR5伺服器和工作站平台的产业认证。美光全新伺服器 DDR5 记忆体旨在增强需要更高记忆体频宽和 CPU 运算能力的 AI、HPC 和资料密集型应用的效能。 DDR5 的安装资料速率为 4800 MT/s，预计将增加以满足未来资料中心的需求。
影响市场的另一个重要因素是5G技术的引进。儘管5G技术最近才推出，但整个无线通讯预计将对市场产生重大影响。根据Accenture分析，2021年至2025年间，5G部署预计将为美国国内生产总值（GDP）贡献超过1.5兆美元。此外，根据 VIAVISION 的数据，美国拥有最多 5G 可用城市。预计这些因素将推动市场成长。

动态随机存取记忆体 (DRAM) 产业概述

DRAM（动态随机存取记忆体）市场适度整合，三星电子、SK海力士和美光等主要厂商占据2022财年80%以上的市场占有率。地域扩张和产品创新在市场竞争中发挥重要作用。资料中心、行动和消费者应用的增加需要更高的速度和效能，从而要求供应商提高製造和处理能力。

DRAM 市场的领先供应商正在大力投资 24GB、DDR5 和 HBM 等下一代晶片，并阶段生产用于 AI 和 5G 的 FRAM。这有助于我们领先竞争，但这也意味着我们需要承担研发成本。

2023 年 9 月 - 三星电子最近宣布了其开创性的 LPCAMM（低功耗压缩附加记忆体模组）外形尺寸，标誌着 PC、笔记型电脑和潜在资料中心的 DRAM 市场取得了重大突破。我做到了。这一尖端开发成果拥有令人惊嘆的 7.5 Gigabit速度，已在英特尔平台上成功通过了严格的系统检验。
2023 年 6 月 - 美光科技宣布打算在印度古吉拉突邦建造一座新的组装和测试工厂。该工厂将用于生产 DRAM 和 NAND 产品，服务于国内和国际市场。新设施的建设计划于2023年开始，并将阶段实施。第一阶段将包括 50 万平方英尺的无尘室空间，预计将于 2024 年底运作。

其他福利

Excel 格式的市场预测 (ME) 表
3 个月的分析师支持

Semiconductor memory, commonly referred to as dynamic random access memory (DRAM), is utilized to store and process data or program code necessary for a computer processor's functioning. This type of RAM is commonly found in personal computers, smartphones, ADAS systems, smartwatches, workstations, and servers.

Key Highlights

The growing adoption of generative AI boosts the demand for fast processing and highly efficient DRAM solutions. For instance, Micron Technology partnered with Qualcomm Technologies Inc. to accelerate generative AI at the edge for smartphones. The company shipped production samples of the low-power double data rate 5X (LPDDR5X) memory to Qualcomm in October 2023. The LPDDR5X memory operates at a world-leading 9.6 Gbps speed grade, delivering the speed and performance the mobile ecosystem needs to unleash the power of AI at the edge.
Micron LPDDR5X provides advanced power-saving capabilities for mobile users using its innovative, 1β process node technology. Also, in September 2023, SK Hynix announced and presented a prototype of their AI accelerator card, AiMX1, based on the high-speed, low-power, and high-density memory solution GDDR6-AiM at the AI hardware & edge AI Summit 2023 in California. AiMX1 is expected to significantly contribute to developing high-performance, data-intensive, and AI-based systems.
Datacenter demand for DRAM is projected to grow significantly, which will lift overall DRAM demand annually. Artificial intelligence and other cutting-edge technologies like streaming, gaming, and autonomous vehicles will continue to drive robust demand for data centers. This will drive innovation in data center architecture and technology as operators strive to provide the capacity that supports the increased power density required by high-performance computing. Integrating artificial intelligence, the Internet of Things, and 5G will be a massive tailwind to the demand for computing and DRAM.
Worldwide smartphone shipments declined significantly in FY 2023 compared to FY 2022 due to decreased consumer spending, economic downturn, and increased inflation. The leading smartphone vendors such as Samsung, Apple, Xiaomi, and Oppo (including One Plus) witnessed a decline in the sales of smartphones. Following smartphones, tablets, and PCs/laptops, demand declined in FY 2023 due to weakened consumer spending, interest rates, and increasing uncertainty due to ongoing geopolitical tensions. These factors will restrict the growth of the DRAM market.
The COVID-19 pandemic had a significant impact on the DRAM market, both on the demand side and the supply side. Lockdowns and factory shutdowns worldwide contributed to the supply shortage, but many of these impacts are expected to be temporary. Governments worldwide are taking steps to support the semiconductor industries, which could lead to a recovery.

Dynamic Random Access Memory (DRAM) Market Trends

Datacenter Application Segment is Expected to Hold Significant Market Share

The COVID-19 pandemic accelerated the use of digital platforms and cloud services, boosting data center development. As DRAM is an essential component for the proper functioning of modern enterprise and data center applications, the growth in data centers has significantly fueled the demand for the market. According to Cloudscene, as of September 2023, there are over 9380 data centers worldwide.
Since 2022, DRAM suppliers have been working towards adjusting their product mixes to assign more wafer input to server DRAM products while minimizing the wafer input for mobile DRAM products. Two reasons have driven this trend. Firstly, the demand outlook is bright for the server DRAM segment. The latest server platforms from AMD and Intel finally shipped to OEMs in 2022 but are expected to need ~six months for qualifying, facilitating a headwind to near-term server shipments and associated memory demand. Simultaneously, DRAM suppliers are building up significant inventory positions as production surge has continued to outpace demand.
On the second position, the reason lies that the mobile DRAM segment has faced significant oversupply during 2022, and moving into 2023, the projections on the development of smartphone shipments and the surge in the average DRAM content of smartphones remain pretty conservative. Resultantly, DRAM suppliers intend to keep expanding the share of server DRAM in their product mixes, thus providing significant growth in the data center segment.
Semiconductor manufacturers are likely to respond to changes in demand by producing more dynamic RAM (DRAM) for servers than for mobile devices this year, a milestone highlighting increasing enterprise use of emerging technology related to cloud computing, AI, and high-performance computing (HPC) applications. To handle the emerging-tech workloads, servers' average DRAM content is expected to increase significantly.
Moreover, in the data center segment t, buyer inventory of DDR5 has been gaining popularity. For instance, Micron Technology unveiled its DDR5 chip, which it stated found the most demand from data center applications before popping up in client devices. Furthermore, Renesas has been leading the data center market due to new chipsets for High-Performance Memory Modules Based on DDR5 Multiplexer Combined Ranks (MCR) Dual In-line Memory modules. Meanwhile, Samsung's intensified production cutbacks have notably shrunk DDR4 wafer inputs, causing a supply crunch in server DDR4 stocks. This scenario leaves no leeway for further server DDR4 price reductions.

Dynamic Random Access Memory (DRAM) - Market - IMG2

United States is Expected to Hold Significant Market Share

In the United States, the growth of DRAM is projected to extend beyond personal devices and find increased utilization in cloud computing, servers, and automotive applications. Smartphones are increasingly incorporating DRAM, and mobile phones are anticipated to hold a significant portion of the DRAM market due to their expanding market penetration and declining prices, resulting in greater consumer acceptance. As the range of use cases and mobile phone adoption continues to diversify and expand, the demand for the DRAM market is expected to rise.
The adoption of AI, high-performance computing, and cloud technology by businesses has resulted in a significant increase in the demand for memory chips in servers. In fact, servers now contain more DRAM than all mobile devices combined. As data continues to grow at an exponential rate, the ability to extract insights from it is crucial for business success. Due to the advancements and investments in advanced data centers, the DRAM market in the region is expected to experience growth. The United States is currently the largest region for connectivity and cloud technology, with a total of 5,375 data centers, according to Clodscene.
Data center operators are required to optimize platform performance by leveraging advanced memory capabilities and processor advancements, thereby fueling the demand for DDR5 DRAMs in the market. The United States is consistently experiencing substantial investments in data centers, which is anticipated to stimulate the requirement for DRAMs. Notably, in April 2022, Google disclosed its plan to invest USD 9.5 billion in US data centers and offices, primarily concentrating on the southern and western regions of the country. In the past five years, the organization has allocated over USD 37 billion toward enhancing its offices and data centers across 26 states. The anticipated outcome of these expansion investments is to stimulate the market.
In July 2022, Micron made an announcement regarding the availability of their DDR5 server DRAM for commercial and industrial channel partners. This move is aimed at supporting the industry qualification of next-generation Intel and AMD DDR5 server and workstation platforms. The new server DDR5 memory from Micron is designed to enhance performance for AI, HPC, and data-intensive applications that require higher memory bandwidth and CPU computing capacity. The introductory data rate for DDR5 is 4800MT/s, but it is expected to increase in order to meet the future demands of data centers.
Another significant factor influencing the market is the implementation of 5G technology in the area. Despite its recent introduction, 5G technology and wireless communication as a whole are projected to have a substantial effect on the market. As per Accenture's analysis, the adoption of 5G is anticipated to contribute more than USD 1.5 trillion to the gross domestic product (GDP) of the United States (US) between 2021 and 2025. Furthermore, according to VIAVISION, the United States has the highest number of cities with 5G availability. These factors are expected to boost the market's growth.

Dynamic Random Access Memory (DRAM) Industry Overview

The Dynamic Random Access Memory (DRAM) Market is moderately consolidated, with the major players in the market, like Samsung Electronics, SK Hynix, and Micron, holding a market share of more than 80% in FY 2022. Geographical expansion and product innovation play a vital role in the competitive strategy of market players. In line with the increasing data center, mobile, and consumer applications that require improved speed and performance, vendors need enhanced fabrication and processing capabilities.

The prominent vendors in the DRAM market are investing heavily in the next generation of chips, like 24GB, DDR5, and HBM, and have moved into the next phase of making FRAMs for AI and 5G. This is helping them stay ahead of the competition, but it also means they need to be able to pay for their research and development.

September 2023 - Samsung Electronics recently unveiled the pioneering Low Power Compression Attached Memory Module (LPCAMM) form factor, marking a significant breakthrough in the DRAM market for personal computers, laptops, and potentially data centers. This cutting-edge development, boasting a remarkable speed of 7.5 gigabits-per-second (Gbps), has successfully undergone rigorous system verification on Intel's platform.
June 2023 - Micron Technology Inc. has revealed its intention to construct a new assembly and test facility in Gujarat, India. The facility will cater to the manufacturing of DRAM and NAND products and will cater to both domestic and international markets. The construction of the new facility is expected to commence in 2023 and will be carried out in phases. The first phase will include 500,000 square feet of cleanroom space and is expected to become operational in late 2024.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitute Products
- 4.2.5 Intensity of Competitive Rivalry
4.3 Impact of Macroeconomic Factors on the Dram Industry

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Continuous Evolution of Mega Trends such as Cloud Computing, IoT, 5G, AI, and Mobility are Expected to Create Demand in the Future
5.2 Market Restraints
- 5.2.1 Slowdown in the Mobile Device, Tablet, Laptop/PC Demand

6 PRICING ANALYSIS

6.1 DRAM Spot Price (Per GB)
6.2 Pricing Trends Analysis

7 MARKET SEGMENTATION

7.1 By Architecture
- 7.1.1 DDR3
- 7.1.2 DDR4
- 7.1.3 DDR5
- 7.1.4 DDR2/Others Architectures
7.2 By Application
- 7.2.1 Smartphones/Tablets
- 7.2.2 PC/Laptop
- 7.2.3 Datacenter
- 7.2.4 Graphics
- 7.2.5 Consumer Products
- 7.2.6 Automotive
- 7.2.7 Other Applications
7.3 By Geography
- 7.3.1 United States
- 7.3.2 Europe
- 7.3.3 Korea
- 7.3.4 China
- 7.3.5 Taiwan
- 7.3.6 Rest of Asia-Pacific
- 7.3.7 Rest of the World

8 COMPETITIVE LANDSCAPE

8.1 Company Profiles
- 8.1.1 Samsung Electronics Co. Ltd.
- 8.1.2 Micron Technology Inc.
- 8.1.3 SK Hynix Inc.
- 8.1.4 Nanya Technology Corporation
- 8.1.5 Winbond Electronics Corporation
- 8.1.6 Powerchip Semiconductor Manufacturing Corp.
- 8.1.7 Transcend Information Inc.