 | • レポートコード：D0MOR-NV177 • 出版社/出版日：Mordor Intelligence / 2020年8月 • レポート形態：英文、PDF、120ページ • 納品方法：Eメール（受注後2-3営業日） • 産業分類：電子 |
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レポート概要
| 本調査レポートでは、ダイナミックランダムアクセスメモリ（DRAM）の世界市場について調査し、イントロダクション、調査手法、エグゼクティブサマリー、市場インサイト、市場動向、価格分析、アーキテクチャ別（DDR3、DDR4、DDR5、DDR2/その他）分析、用途別（スマートフォン/タブレット、PC/ノートパソコン、データセンター、グラフィックス、消費財）分析、地域別分析、競争状況、将来市場などを整理しました。 ・イントロダクション ・調査手法 ・エグゼクティブサマリー ・市場インサイト ・市場動向 ・価格分析 ・ダイナミックランダムアクセスメモリ（DRAM）の世界市場規模：アーキテクチャ別（DDR3、DDR4、DDR5、DDR2/その他） ・ダイナミックランダムアクセスメモリ（DRAM）の世界市場規模：用途別（スマートフォン/タブレット、PC/ノートパソコン、データセンター、グラフィックス、消費財） ・ダイナミックランダムアクセスメモリ（DRAM）の世界市場規模：地域別 ・競争状況 ・将来市場 |
The Dynamic Random Access Memory (DRAM) Market was valued at USD 80.68 billion in 2019. It is expected to reach a value of USD 110.62 billion by 2025 at a CAGR of 5.44% over the forecast period (2020 2025). The increasing adoption of microcontroller and memory ICs in automobile electronics and the growing application of memory storage chips in electronic devices is one of the significant factors driving DRAM products’ demand. Further, rising demand for consumer electronics led to DRAM being a considerably low cost and highperformance option. With DRAM being used in wearable gadgets, like smartwatches, the allied production capacities are expected to continue to grow.
DRAM has witnessed significant developments as it moved its applications beyond personal computers and mobile devices into servers, automotive, and cloud applications. Such diversification is expected to drive the market studied, over the forecast period.
Server Memory, for instance, has witnessed increased demands with data center loads rising. Multiple new constructions globally and increasing capacities to the exciting centers have led significant attention from the market vendors. In 2020, SK Hynix announced roadmap details to accompany its Q1 earnings. It shared plans on developing 1ynm mobile DRAM, LPDDR5 DRAM, and 64GB server DRAM product sales.
Also, Micron added that AIbased servers need six times more DRAM than servers for traditional workloads. This itself highlights a robust demanddriven from the server solely. As of June 2020, the company mentioned consumer demand for smartphones and other consumer electronics to fall, but data center demand to remain strong enough. Likewise, it aims to shift its supplies from the smartphone market to the data center market, for both DRAM and flash memory chips. Its early 2020 sampling of DDR5 Registered DIMMs (RDIMM), based on 1znm process technology, indicates developments across the next generation of server workloads.
The rising adoption of 5G technology and wireless communication advancements are expected to impact the market studied significantly. Several vendors are investing in the DRAM’s advancement to gain leverage in 5G technology. An example of this market trend is the launch of the 16GB LPDDR5 mobile DRAM chip by Samsung, for 5G and AIpowered mobile applications. The company further estimates that this launch would be a significant leap across 5G and AIenabled smartphones.
Furthermore, the onset of COVID19 led to disruptions across DRAM productions and supply chain. The allied prices started to decline from April 2020 as the COVID19 pandemic began to severely impact demand for smartphones and other electronic gadgets in major markets like the United States and Europe. Moreover, the India Cellular & Electronics Association (ICEA) estimated that March and April were affected by a 1520% lower smartphone volume.
[Key Market Trends]
Automotive Segment to Drive the Market Growth
The automotive segment leads to a significant boost to DRAM productions. The Driver Awareness Systems (ADAS) and selfdriving vehicle systems have been increasingly demanding processors that require the memory capacity and bandwidth only possible with DRAM. Thus, the market landscape has been required to adhere to safetycritical automotive systems, as well as common concerns regarding error rates and meeting stringent automotive standards such as ISO 26262.
Similarly, in October 2019, Intelligent Memory expanded its DRAM line with a new series of LPDDR4(X) devices with integrated ECC (error correction code) capabilities. The LPDDR4 and LPDDR4X memory, thus, run at very high speeds with very low operating voltages and power consumption. With design operability featuring higher temperature ranges up to 125°C and being AECQ100qualified, it is made suitable for automotive applications.
Also, significant demand across invehicle infotainment systems and ultrahighspeed invehicle connectivity drove Valens and Micron to collaborate. Therefore, the partnership aims to develop automotive platforms to fulfill the needs of autonomous, advanced driverassistance systems (ADAS) as well as nextgen invehicle infotainment systems.
With overall sales of electric vehicles (EVs) growing, the EEI reported that as of September 2019, over 1.3 million electric vehicles were on U.S. roads. Significant quantities of DRAM, NAND flash, and SSD storage are used in modern automobiles, thus contributing to the growth of the market studied, over the forecast period. Additional supportive government regulations in favor of the global electric vehicle market are further augmenting the demand for DRAM.
[AsiaPacific to Witness Highest Growth]
The booming AsiaPacific semiconductor market contributes to a major portion of the market studied. The semiconductor or memory IC industry is responsible for the significant growth of the AsiaPacific economy. Also, governmental support, especially in China, India, Japan, South Korea, and Taiwan, the regional vendors have been increasing their production capacities to meet the increasing global demand for DRAM.
For instance, in June 2020, ChangXin amongst a handful of other Chinese chipmakers explored DRAM production with CNY 15 billion as an investment in the campaign. ChangXin Memory Technologies Inc.’s domestic DRAM production reached the market in May 2020. Also, a flash storage producer, Shenzhen Longsys Electronics Co. Ltd., announced that ChangXin’s chips passed related tests and would equip three of its storage products.
Whereas, back in September 2019, Tsinghua Unigroup sought after an investment of CNY 800 billion across ten years for DRAM manufacturing. Such increased domestic production activity is likely to challenge the existing market shares of Samsung Electronics, SK Hynix, to name a few.
On the vendor front, early 2019 saw SK Hynix had completed the expansion of its dynamic randomaccess memory (DRAM) manufacturing plant in Wuxi, China. As of November 2019, TSMC and UMC planned on expanding facilities in China concerning waferbased productions.
[Competitive Landscape]
The competitive rivalry in the Dynamic Random Access Memory is high owing to the presence of many key players, continually trying to gain maximum market share. Some of the major players are Samsung Electronics, SK Hynix, Winbond, and many more. Their ability to continually innovate the products by investing heavily in R&D has enabled them to gain a competitive advantage over their competitors. Some of the recent developments in the market are:
February 2020 Samsung announced the commencement of Mass Production of 16GB LPDDR5 DRAM for NextGeneration Premium Smartphones. The data transfer rate for the 16GB LPDDR5 comes in at 5,500 megabits per second (Mb/s), nearly 1.3 times faster than the previous counterpart. Compared to an 8GB LPDDR4X package, the new mobile DRAM delivers more than 20percent energy savings while providing up to twice the capacity.
February 2020 Micron, announced the delivery of its lowpower DDR5 DRAM in mass production for featuring in Xiaomi Mi 10 smartphone. With Xiaomi being a memory technology partner, this LPDDR5 DRAM aims at providing power efficiency and faster data access speeds to meet artificial intelligence (AI) and 5G functionality in smartphones.
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The market estimate (ME) sheet in Excel format
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レポート目次1 INTRODUCTION
1.1 Study Deliverables and Study Assumptions
1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET INSIGHT
4.1 Market Overview
4.2 Industry Attractiveness – Porter’s Five Force Analysis
4.2.1 Bargaining Power of Suppliers
4.2.2 Bargaining Power of Buyers/Consumers
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 COVID-19 on the DRAM Industry (Reduced Capital Expenditure, Result in a More Balanced Market, etc.)
5 MARKET DYNAMICS
5.1 Market Drivers
5.1.1 Continuous Evolution of Mega Trends such as Cloud Computing, IoT, AI, Mobility are Expected to Create Demand in the Future
5.2 Market Challenges
5.2.1 Slowdown in the Mobile Device Demand
6 PRICING ANALYSIS
6.1 Spot Price (per GB) in USD Evolution by Type of DRAM (DDR3, DDR4 etc.) from 2015-2020 and Further
6.2 Pricing Trends Analysis (Past, Present and Future)
7 MARKET SEGMENTATION
7.1 By Architecture
7.1.1 DDR3
7.1.2 DDR4
7.1.3 DDR5
7.1.4 DDR2/Others
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 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 Technology Corporation
8.1.7 Intel Corporation
8.1.8 Transcend Information
9 VENDOR MARKET SHARE EVOLUTION (2015-2019) (Vendor market share information on a revenue basis from 2015-2019 will be provided for various vendors offering DRAM)
10 INVESTMENT ANALYSIS
11 FUTURE OUTLOOK OF THE MARKET