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レポート概要
| 本調査資料では、世界のダイナミックランダムアクセスメモリ（DRAM）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、構造別（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、企業の市場シェア、投資分析、市場の将来見通しなどの項目を掲載しています。 ・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 ・世界のダイナミックランダムアクセスメモリ（DRAM）市場規模：構造別（DDR3、DDR4、DDR5、DDR2/その他） ・世界のダイナミックランダムアクセスメモリ（DRAM）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） ・世界のダイナミックランダムアクセスメモリ（DRAM）市場規模：地域別 ・競争状況 ・企業の市場シェア ・投資分析 ・市場の将来見通し |
The Dynamic Random Access Memory (DRAM) Market was valued at USD 106.4 billion in 2020. It is expected to reach a value of USD 92.37 billion by 2026 at a CAGR of -2.4% over the forecast period (2021 – 2026). 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 high-performance 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 AI-based servers need six times more DRAM than servers for traditional workloads. This itself highlights a robust demand-driven 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 AI-powered mobile applications. The company further estimates that this launch would be a significant leap across 5G and AI-enabled smartphones.
– Furthermore, the onset of COVID-19 led to disruptions across DRAM productions and supply chain. The allied prices started to decline from April 2020 as the COVID-19 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 15-20% 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 self-driving 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 safety-critical 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 AEC-Q100-qualified, it is made suitable for automotive applications.
– Also, significant demand across in-vehicle infotainment systems and ultra-high-speed in-vehicle connectivity drove Valens and Micron to collaborate. Therefore, the partnership aims to develop automotive platforms to fulfill the needs of autonomous, advanced driver-assistance systems (ADAS) as well as next-gen in-vehicle 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.
Asia-Pacific to Witness Highest Growth
– The booming Asia-Pacific 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 Asia-Pacific 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 random-access memory (DRAM) manufacturing plant in Wuxi, China. As of November 2019, TSMC and UMC planned on expanding facilities in China concerning wafer-based 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 Next-Generation 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 20-percent energy savings while providing up to twice the capacity.
– February 2020 – Micron, announced the delivery of its low-power 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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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