“World D RAM market be doubled this year”… Highest in history
Park Seul Gee | seul@ | 2017-06-27 10:53:16
[Digital Times, Park Seul-gee] The global D RAM market is expected to double this year, reaching a record high of USD 60 billion. Demand for mobile, PC and server DRAMs is on the rise, and demand for DRAMs on smartphones continues to grow as HCTR trend continues to grow.
According to the semiconductor industry and market researcher IHS Markit on June 26, the D RAM market grew by 47% over the previous year to USD 61.42 billion (about KRW 70 trillion). Earlier, IHS Markit estimated the D RAM market at USD 55.281 billion in the first quarter, but raised the forecast by 10.6% in the first quarter.
This is the first time the D RAM market is expected to exceed USD 60 billion. This is due to demand for D RAM has continued to increase, especially for mobile, server, and PC applications.
Especially, demand for mobile DRAM this year is expected to reach 35.352 billion Gb, 36.6% increased from last year, and reach 44.191 billion Gb, up 25% from next year.
The semiconductor industry predicts such a demand as the smartphone`s D RAM capacity is getting bigger.
Chinese smartphone makers such as Oppo, Vivo, Xiaomi, and Huawei competitively launched new smartphone models with 6GB of DRAM. The Samsung Galaxy Note 8 is expected to be equipped with 6GB of D RAM in the second half of the year after Samsung applied 4GB of DRAM to the Galaxy S8.
The high-end smartphone market, focusing on smartphones with 2GB DRAM last year, is expected to become the mainstream smartphone with 6GB DRAM in two years time. The proportion of products with 2GB of DRAM was the highest at 39.8% and 27.1%, respectively in the high-end smartphone market, comparing to last year and this year, followed by 31.8% of 3GB DRAM models and 6GB DRAM models in 2019 and 2020 And 40.4% and 49.1%, respectively.
D RAM prices have been on the rise since the second half of last year. According to D RAM exchange, the average contract price (fixed price) of DDR4 4Gb 512Mx8 2133MHz for general purpose product for PCs remained at the same level as April of last month with USD 3.09 as of May 26, which is up 12.4 %.
A semiconductor industry representative stated, "The cycle of D RAM is peaking this year. However, next year it is a bit smaller than this year, but DRAM is expected to continue to boom next year, as it is estimated at USD 58.5 billion. It is unusual for capacity to triple in two years.”
According to the IHS markit, Samsung Electronics accounted for 47% of the DRAM market last year, SK Hynix 26%, and Micron Technology 20% with No.1~No.3 in the market.
By Park Seul Gee seul@
[ copyright ⓒ The Digitaltimes ]
According to the semiconductor industry and market researcher IHS Markit on June 26, the D RAM market grew by 47% over the previous year to USD 61.42 billion (about KRW 70 trillion). Earlier, IHS Markit estimated the D RAM market at USD 55.281 billion in the first quarter, but raised the forecast by 10.6% in the first quarter.
This is the first time the D RAM market is expected to exceed USD 60 billion. This is due to demand for D RAM has continued to increase, especially for mobile, server, and PC applications.
Especially, demand for mobile DRAM this year is expected to reach 35.352 billion Gb, 36.6% increased from last year, and reach 44.191 billion Gb, up 25% from next year.
The semiconductor industry predicts such a demand as the smartphone`s D RAM capacity is getting bigger.
Chinese smartphone makers such as Oppo, Vivo, Xiaomi, and Huawei competitively launched new smartphone models with 6GB of DRAM. The Samsung Galaxy Note 8 is expected to be equipped with 6GB of D RAM in the second half of the year after Samsung applied 4GB of DRAM to the Galaxy S8.
The high-end smartphone market, focusing on smartphones with 2GB DRAM last year, is expected to become the mainstream smartphone with 6GB DRAM in two years time. The proportion of products with 2GB of DRAM was the highest at 39.8% and 27.1%, respectively in the high-end smartphone market, comparing to last year and this year, followed by 31.8% of 3GB DRAM models and 6GB DRAM models in 2019 and 2020 And 40.4% and 49.1%, respectively.
D RAM prices have been on the rise since the second half of last year. According to D RAM exchange, the average contract price (fixed price) of DDR4 4Gb 512Mx8 2133MHz for general purpose product for PCs remained at the same level as April of last month with USD 3.09 as of May 26, which is up 12.4 %.
A semiconductor industry representative stated, "The cycle of D RAM is peaking this year. However, next year it is a bit smaller than this year, but DRAM is expected to continue to boom next year, as it is estimated at USD 58.5 billion. It is unusual for capacity to triple in two years.”
According to the IHS markit, Samsung Electronics accounted for 47% of the DRAM market last year, SK Hynix 26%, and Micron Technology 20% with No.1~No.3 in the market.
By Park Seul Gee seul@