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半導體記憶體

市場調查報告書

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1404336

動態隨機存取記憶體 (DRAM)：市場佔有率分析、產業趨勢、2024-2029 年成長預測

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個工作天內

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簡介目錄

動態隨機存取記憶體（DRAM）市場規模預計到 2024 年為 612.1 億美元，到 2029 年達到 1700.8 億美元，預測期內（2024-2029 年）複合年成長率為 22.68。%。

半導體記憶體通常稱為動態隨機存取記憶體（DRAM），用於儲存和處理電腦處理器運作所需的資料和程式碼。這種類型的 RAM 常見於個人電腦、智慧型手機、ADAS 系統、智慧型手錶、工作站和伺服器中。

主要亮點

生成式人工智慧的普及增加了對快速處理和高效 DRAM 解決方案的需求。例如，美光科技正在與高通科技公司合作，加速智慧型手機邊緣的生成式人工智慧。 2023 年 10 月，該公司向高通出貨了其低功耗雙倍資料速率 5X (LPDDR5X) 記憶體的量產樣品。 LPDDR5X 記憶體以世界領先的 9.6Gbps 速度等級運行，提供行動生態系統釋放邊緣 AI 力量所需的速度和效能。
美光的 LPDDR5X 透過創新的 1-ho 製程節點技術為行動用戶提供先進的節能功能。此外，SK海力士在2023年9月於加州舉行的AI硬體與邊緣AI高峰會2023上宣布，將推出基於高速、低功耗、高密度的AI加速卡“AiMX1”內存解決方案GDDR6-AiM。”原型機宣布並發布。 AiMX1 預計將為高效能、資料集中人工智慧系統的開發做出重大貢獻。
資料中心 DRAM 需求預計將大幅成長，每年都會推動 DRAM 整體需求。人工智慧、串流媒體、遊戲和自動駕駛汽車等最尖端科技將繼續推動對資料中心的強勁需求。隨著資料中心營運商努力提供容量來支援高效能運算所需的更高功率密度，資料中心架構和技術創新將持續下去。人工智慧、物聯網和 5G 的整合將為運算和 DRAM 需求提供巨大的推動力。
由於消費者支出減少、景氣衰退和通膨上升，2023 會計年度全球智慧型手機出貨較 2022 會計年度大幅下降。三星、蘋果、小米和Oppo（包括一加）等主要智慧型手機廠商的智慧型手機銷量均下滑。繼智慧型手機、平板電腦和個人電腦/筆記型電腦之後，由於消費者支出疲軟、利率下降以及持續的地緣政治緊張局勢導致的不確定性增加，2023 會計年度的需求下降。這些因素限制了DRAM市場的成長。
COVID-19大流行對DRAM市場的需求和供應雙方都產生了重大影響。世界各地的封鎖和工廠關閉導致了供不應求，但預計其中許多影響都是暫時的。世界各國政府正在採取措施支持半導體產業，這可能會帶來復甦。

動態隨機存取記憶體 (DRAM) 市場趨勢

資料中心應用領域預計將佔據主要市場佔有率

COVID-19大流行加速了數位平台和雲端服務的使用，促進了資料中心的發展。 DRAM 是現代企業和資料中心應用程式正常運作的重要組成部分，資料中心的成長正在顯著推動該市場的需求。根據Cloudscene統計，截至2023年9月，全球共有超過9,380個資料中心。
從2022年開始，DRAM供應商將調整其產品結構，增加伺服器DRAM產品的晶圓投入，同時盡量減少行動DRAM產品的晶圓投入。造成這種趨勢的原因有二。首先，伺服器用DRAM需求前景光明。 AMD 和英特爾的最新伺服器平台最終將於 2022 年向OEM出貨，但認證預計需要六個月時間，這對近期伺服器出貨和相關記憶體需求造成不利影響。同時，隨著產量激增持續超過需求，DRAM 供應商正在大幅增加庫存。
第二個原因是行動DRAM領域在2022年面臨嚴重的供應過剩，甚至到2023年，對於智慧型手機出貨成長和智慧型手機平均DRAM含量大幅增加的預測仍然相當保守。因此，DRAM 供應商打算繼續增加伺服器 DRAM 在其產品組合中的佔有率，並實現資料中心領域的顯著成長。
這是企業擴大使用與雲端運算、人工智慧和高效能運算 (HPC) 應用相關的新興技術的一個里程碑。伺服器的平均 DRAM 容量預計將顯著增加，以處理新興技術工作負載。
此外，DDR5 買家庫存在資料中心 T 段越來越受歡迎。例如，美光科技推出了 DDR5 晶片，並透露在將其安裝到客戶端設備之前，資料中心應用程式的需求量將達到最高。此外，瑞薩電子也以基於 DDR5多工器組合列 (MCR) 雙列直插記憶體模組的新型高效能記憶體模組晶片組引領資料中心市場。另一方面，由於三星減產力度加大，DDR4晶圓導入量大幅減少，伺服器用DDR4庫存日趨緊張。在這種情況下，伺服器用DDR4的價格已經沒有進一步降低的空間了。

預計美國將佔較大市場佔有率

在美國，DRAM 的成長預計將超越消費性設備，並擴展到雲端運算、伺服器和汽車應用領域。 DRAM 擴大安裝在行動電話將變得更容易被消費者接受，預計將佔據 DRAM 市場的很大一部分。隨著使用案例的多樣化和行動電話的普及，DRAM 市場的需求預計將會增加。
企業採用人工智慧、高效能運算和雲端技術，顯著增加了對伺服器儲存晶片的需求。事實上，伺服器的 DRAM 數量比行動裝置的總合還要多。隨著資料繼續以指數速度成長，從中提取見解的能力對於業務成功至關重要。由於先進資料中心的進步和投資，該地區的 DRAM 市場預計將成長。據 Clodscene 稱，美國目前是連接和雲端技術最大的地區，總合5,375 個資料中心。
資料中心營運商希望透過利用先進的記憶體功能和處理器進步來最佳化平台效能，這推動了市場對 DDR5 DRAM 的需求。美國持續大規模投資資料中心，預計將刺激DRAM需求。值得注意的是，2022年4月，Google透露計畫投資95億美元在美國建造資料中心和辦事處，主要集中在美國南部和西部。過去五年來，Google 投入了超過 370 億美元來升級遍布 26 個州的辦公室和資料中心。這種擴大投資可望重振市場。
2022 年 7 月，美光宣布向商業和工業通路合作夥伴提供 DDR5 伺服器 DRAM。此舉旨在支援下一代英特爾和AMD DDR5伺服器和工作站平台的產業認證。美光全新伺服器 DDR5 記憶體旨在增強需要更高記憶體頻寬和 CPU 運算能力的 AI、HPC 和資料密集型應用的效能。 DDR5 的安裝資料速率為 4800 MT/s，預計將增加以滿足未來資料中心的需求。
影響市場的另一個重要因素是5G技術的引進。儘管5G技術最近才推出，但整個無線通訊預計將對市場產生重大影響。根據Accenture分析，2021年至2025年間，5G部署預計將為美國國內生產總值（GDP）貢獻超過1.5兆美元。此外，根據 VIAVISION 的數據，美國擁有最多 5G 可用城市。預計這些因素將推動市場成長。

動態隨機存取記憶體 (DRAM) 產業概述

DRAM（動態隨機存取記憶體）市場適度整合，三星電子、SK海力士和美光等主要廠商佔據2022會計年度80%以上的市場佔有率。地域擴張和產品創新在市場競爭中發揮重要作用。資料中心、行動和消費者應用的增加需要更高的速度和效能，從而要求供應商提高製造和處理能力。

DRAM 市場的領先供應商正在大力投資 24GB、DDR5 和 HBM 等下一代晶片，並階段生產用於 AI 和 5G 的 FRAM。這有助於我們領先競爭，但這也意味著我們需要承擔研發成本。

2023 年 9 月 - 三星電子最近宣布了其開創性的 LPCAMM（低功耗壓縮附加記憶體模組）外形尺寸，標誌著 PC、筆記型電腦和潛在資料中心的 DRAM 市場取得了重大突破。我做到了。這一尖端開發成果擁有令人驚嘆的 7.5 Gigabit速度，已在英特爾平台上成功通過了嚴格的系統檢驗。
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組裝和測試工廠。該工廠將用於生產 DRAM 和 NAND 產品，服務於國內和國際市場。新設施的建設計劃於2023年開始，並將階段實施。第一階段將包括 50 萬平方英尺的無塵室空間，預計將於 2024 年底運作。

其他福利

Excel 格式的市場預測 (ME) 表
3 個月的分析師支持

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.