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市场调查报告书
商品编码
1744660
混合记忆体立方体 (HMC) 市场预测(至 2032 年):按产品类型、记忆体类型、处理器相容性、记忆体配置、应用、最终用户和地区进行的全球分析Hybrid Memory Cube Market Forecasts to 2032 - Global Analysis By Product Type, Memory Type, Processor Compatibility, Memory Configuration, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球混合储存立方体 (HMC) 市场预计在 2025 年达到 24 亿美元,到 2032 年将达到 87 亿美元,预测期内的复合年增长率为 20%。
混合记忆体立方体 (HMC) 是一种高效能记忆体架构,旨在提高资料处理速度和效率。它采用堆迭记忆体层,并透过高频宽路径互连,效能显着优于传统的 DRAM 解决方案。 HMC 提供更低的延迟、频宽和更优化的功耗,使其成为高效能运算、人工智慧和资料中心等应用的理想选择。透过整合基于逻辑的记忆体控制器,HMC 提供简化的资料管理和增强的平行处理能力,从而在高阶运算系统中实现更快、更节能的运作。
根据GSMA的报告,预计到2030年底亚太地区将有约14亿个5G连接。
高效能运算 (HPC) 和 AI/ML 的爆炸性成长
随着资料密集型工作负载的扩展,传统的记忆体架构已难以满足处理需求。 HMC 提供卓越的频宽和效率,为 AI主导的分析、深度学习和云端基础应用提供更快的运算速度和更低的延迟。 AI 加速器和下一代处理器的普及化进一步推动了对高速记忆体解决方案的需求,使得 HMC 成为先进运算环境中的关键元件。
高频宽记忆体 (HBM) 的优势与竞争
HBM 广泛应用于 GPU、AI 加速器和资料中心,对 HMC 的市场渗透构成了挑战。 HBM 的优势在于其强大的行业支援和成熟的製造工艺,使其成为许多高性能应用的首选。将 HMC 整合到现有系统的成本和复杂性进一步限制了 HMC 的采用,因此需要采取策略性措施来提升 HMC 的差异化能力并提高市场接受度。
3D堆迭和互连技术的进一步发展
先进封装解决方案(包括硅穿孔电极(TSV) 和改进的互连架构)的发展正在提升记忆体效率和可扩展性。这些进步实现了更快的资料传输速率,同时降低了功耗,使 HMC 成为下一代运算系统的理想选择。随着半导体製造商加大对记忆体架构最佳化的投资,HMC 将受益于与 AI 处理器、云端基础设施和高速网路应用的整合度提升。
高频宽记忆体替代品的出现
DDR5 和下一代 HBM 等新型记忆体技术提供了极具竞争力的效能和成本优势。此外,非挥发性和光学记忆体解决方案的持续研究可能会颠覆市场格局,并转移对 HMC 的需求。为了保持竞争力,HMC 开发人员必须专注于提高效率、降低製造成本并建立策略伙伴关係关係,以增强其在各种运算应用中的采用率。
新冠疫情对HMC市场产生了多重影响,波及供应链和半导体生产。儘管初期的中断导致了生产延迟和零件短缺,但这场危机加速了数位转型进程。随着产业逐渐适应疫情后的业务模式,对高效能运算 (HPC) 和人工智慧 (AI) 基础设施的投资激增,支持了HMC技术在高阶运算环境中的復苏和成长。
预计 2GB HMC 模组市场在预测期内将占据最大份额
2GB HMC 模组预计将在预测期内占据最大市场占有率,这得益于其在需要高效能和中等记忆体容量的运算系统中的广泛应用。这些模组在能源效率和频宽之间实现了最佳平衡,适用于各种应用,包括嵌入式系统和网路设备。与大容量模组相比,它们更具成本效益,因此对于批量实施也极具吸引力。
现场可程式闸阵列(FPGA) 部分预计在预测期内以最高的复合年增长率成长。
现场可程式闸阵列(FPGA) 市场预计将在预测期内实现最高成长率,这得益于其在人工智慧、网路和高速资料分析的客製化硬体加速器中的应用。这些设备受益于 HMC 的低延迟和高频宽功能,从而提升了可程式架构的整体效能。随着各行各业对灵活且可重构运算平台的需求不断增长,FPGA 与 HMC 的结合提供了强大的速度和适应性组合。
在预测期内,北美预计将占据最大的市场占有率,这得益于其在高效能运算、人工智慧创新和先进半导体产业的强劲表现。美国领先的科技公司和研究机构正在大力投资下一代运算基础设施,包括记忆体技术。政府推动技术主权和国防应用的措施也助长了需求成长。
在预测期内,由于数位转型的快速推进以及对人工智慧和 5G 技术投资的不断增加,亚太地区预计将呈现最高的复合年增长率。中国大陆、韩国、台湾和印度等国家和地区正在扩大其半导体製造能力,并开发先进的运算基础设施。该地区的高科技巨头正在采用 HMC,以获得其性能优势,尤其是在人工智慧处理和云端服务方面。
According to Stratistics MRC, the Global Hybrid Memory Cube (HMC) Market is accounted for $2.4 billion in 2025 and is expected to reach $8.7 billion by 2032 growing at a CAGR of 20% during the forecast period. Hybrid Memory Cube (HMC) is high-performance memory architecture designed to enhance data processing speed and efficiency. It utilizes stacked memory layers interconnected through high-bandwidth pathways, significantly outperforming traditional DRAM solutions. HMC reduces latency, increases bandwidth, and optimizes power consumption, making it ideal for applications in high-performance computing, artificial intelligence, and data centers. By integrating logic-based memory controllers, HMC offers streamlined data management and improved parallel processing, enabling faster and more energy-efficient operations in advanced computing systems.
According to the GSMA report, by the end of 2030, there will be around 1.4 billion 5G connections in Asia Pacific.
Explosive growth in high-performance computing (HPC) and AI/ML
As data-intensive workloads expand, traditional memory architectures struggle to keep pace with processing requirements. HMC offers superior bandwidth and efficiency, enabling faster computations and reducing latency in AI-driven analytics, deep learning, and cloud-based applications. The surge in AI accelerators and next-generation processors further strengthens the need for high-speed memory solutions, positioning HMC as a critical component in advanced computing environments.
Dominance and competition from high bandwidth memory (HBM)
HBM's widespread adoption in GPUs, AI accelerators, and data centers presents a challenge for HMC's market penetration. Additionally, HBM benefits from strong industry backing and established manufacturing processes, making it a preferred choice for many high-performance applications. The cost and complexity of integrating HMC into existing systems further limit its adoption, requiring strategic efforts to differentiate its capabilities and enhance market acceptance.
Further advancements in 3D stacking and interconnect technologies
The development of advanced packaging solutions, including through-silicon vias (TSVs) and improved interconnect architectures, enhances memory efficiency and scalability. These advancements enable higher data transfer rates while reducing power consumption, making HMC an attractive option for next-generation computing systems. As semiconductor manufacturers invest in optimizing memory architectures, HMC stands to benefit from improved integration with AI processors, cloud infrastructure, and high-speed networking applications.
Emergence of alternative high-bandwidth memory
Emerging memory technologies, such as DDR5 and next-generation HBM variants, offer competitive performance and cost advantages. Additionally, ongoing research into non-volatile memory and optical memory solutions could disrupt the market landscape, shifting demand away from HMC. To maintain relevance, HMC developers must focus on enhancing efficiency, reducing production costs, and securing strategic partnerships to strengthen adoption across diverse computing applications.
he COVID-19 pandemic had a mixed impact on the HMC market, affecting supply chains and semiconductor production. While initial disruptions led to delays in manufacturing and component shortages, the crisis also accelerated digital transformation initiatives. As industries adapted to post-pandemic operational models, investments in HPC and AI infrastructure surged, supporting the recovery and growth of HMC technology in advanced computing environments.
The 2GB HMC modules segment is expected to be the largest during the forecast period
The 2GB HMC modules segment is expected to account for the largest market share during the forecast period due to its widespread adoption in computing systems that require moderate memory capacity with high performance. These modules strike an optimal balance between power efficiency and bandwidth, making them suitable for a variety of applications, including embedded systems and networking equipment. Their cost-effectiveness compared to higher-capacity modules also makes them attractive for volume-based implementations.
The field-programmable gate array (FPGA) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the field-programmable gate array (FPGA) segment is predicted to witness the highest growth rate owing to their use in custom hardware accelerators for AI, networking, and high-speed data analytics. These devices benefit from HMC's low-latency and high-bandwidth capabilities, enhancing the overall performance of programmable architectures. As industries seek flexible, reconfigurable computing platforms, FPGAs paired with HMC offer a powerful combination of speed and adaptability.
During the forecast period, the North America region is expected to hold the largest market share driven by its strong presence in high-performance computing, AI innovation, and advanced semiconductor industries. Major technology firms and research institutions in the U.S. are investing heavily in next-generation computing infrastructure, including memory technologies. Government initiatives promoting technological sovereignty and defense applications also contribute to demand.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR fueled by rapid digital transformation and increasing investments in AI and 5G technologies. Countries like China, South Korea, Taiwan, and India are expanding their semiconductor manufacturing capacities and developing advanced computing infrastructure. Regional tech giants are embracing HMC for its performance benefits, particularly in AI processing and cloud services.
Key players in the market
Some of the key players in Hybrid Memory Cube (HMC) Market include Samsung Electronics, Micron Technology, Intel Corporation, IBM Corporation, NVIDIA Corporation, Broadcom Inc., G.Skill International Enterprise Co., Ltd., Corsair Memory Inc., Marvell Technology Group, Western Digital Corporation, Kingston Technology Corporation, Fujitsu Limited, Advanced Micro Devices (AMD), Toshiba Memory Corporation, and Rambus Inc.
In May 2025, Sanmina announced the acquisition of ZT Systems' manufacturing business from AMD for up to $3 billion, with AMD retaining the AI systems design segment and partnering with Sanmina for new product introductions.
In April 2025, Rambus and Micron Technology extended their patent license agreement for five years, enabling broad access to Rambus innovations and continuing their product collaboration.
In April 2025, Fujitsu expanded its strategic collaboration with Supermicro to offer a comprehensive generative AI platform, including OEM servers and managed services for large language models.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.