Taipei, Monday, March 2, 2015 05:12 (GMT+8)
mostly cloudy
Taipei
13°C
Niche DRAM market analysis and prospects for 2012
Nobunaga Chai, DIGITIMES Research, Taipei [Friday 16 December 2011]
Registration required (free) to purchase. Please sign in if you wish to continue.
Since 2009, niche DRAM has been one of the rising stars in the memory sector, with bit growth soaring over 70% annually and outpacing standard DRAM growth. This Digitimes Special Report looks at the three major niche DRAM segments - mobile DRAM, specialty DRAM and graphics DRAM - with regard to applications, technology and market forecasts for 2012 and 2013.Technology roadmaps of the major memory makers, such as Samsung, Hynix, Elpida and Micron, as well as Taiwan makers such as Nanya, Etron, Winbond and Powerchip, are analyzed and compared.
Abstract
Global mobile DRAM demand, 2009-2013 (million GB)

Since 2009, niche DRAM has been one of the rising stars in the memory sector, as well as the semiconductor industry in general, with growth soaring over 70% annually and outpacing standard DRAM's annual bit growth. Niche DRAM's outstanding performance has been fueled by strong growth in demand.

Hot sales of smartphones and tablet devices have made mobile DRAM the main driving force of the niche DRAM market. Significant demand has also been coming from other market segments. In first-quarter 2009 a quick recovery from the economic doldrums sent shipments of such end-market applications as GPS devices, HDDs and flat-panel TVs rising. Increases in shipments of these end-market devices boosted the niche DRAM market.

In 2010 the global economy was starting to slow down, but the niche DRAM market remained strong mainly because higher integration of functionalities in end-market applications made it more demanding for the devices' computing capabilities, which in turn boosted the amount of niche DRAM used in a single device.

DIGITIMES Research estimate that the global niche DRAM market will grow 59.4% on year to reach 509.8 million GB in 2011, and that such strong growth will continue in 2012-2013.

With niche DRAM growing much faster than PC-related DRAM, it is expected that the niche segment's share of the overall DRAM market will increase to 22% in 2011 from 16% in 2010.

The present report first looks at the three major niche DRAM segments - mobile DRAM, specialty DRAM and graphics DRAM - with regard to their applications and technological development.

Then it analyzes and compares the technological roadmaps of the major memory vendors, such as Samsung, Hynix, Elpida and Micron, for mobile DRAM, specialty DRAM and graphics DRAM. Taiwan-based players, such as Nanya, Etron, Winbond and Powerchip, are also studied in terms of their niche DRAM development. There is also an analysis and comparison of the process shrink roadmaps of Korean, Japanese and Taiwanese players.

The report also offers an analysis of the niche DRAM market, looking at the individual segments of mobile DRAM, specialty DRAM and graphics DRAM in 2011, and making predictions for 2012 and 2013.

Table of contents
Price: NT$48,000 (approx. US$1,685)

2015 China IC design market forecast

RESEARCH EXTRAS | Jan 23, 10:50

Global economic growth is forecast to reach 3.8% in 2015, up from 3.3% in 2014. From the perspective of the electronics industry though, PC shipments will continue to decline, smartphone shipment growth will drop, and tablet shipments may decline. Despite the...

2015 global AP market forecast and vendor analysis

RESEARCH EXTRAS | Jan 23, 10:46

Digitimes Research estimates that total 2014 AP shipments will reach 1.52 billion units worldwide, up 19.6% from 2013, and in 2015 the global market will see shipments of 1.65 billion units, growing 8.5% on year. The slowdown is mainly due to a shrinking tablet...

Taiwan large-size LCD panels – 4Q 2014

TAIWAN FPD | Feb 17, 11:23

Taiwan-based makers saw their large-size TFT LCD panel shipments increase on year in fourth-quarter 2014, driven largely by demand for TV applications. But they are facing growing competition from China-based and Korea-based makers who are ramping up new production...

Taiwan LCD TVs – 4Q 2014

TAIWAN FPD | Feb 17, 11:07

Taiwan's LCD TV makers saw significant increases in shipments in the fourth quarter of 2014 thanks to strong seasonal demand, as well as Foxconn's shipments to Mexico to fulfill government procurement orders.

Taiwan small- to mid-size LCD panels – 4Q 2014

TAIWAN FPD | Feb 16, 15:11

Major Taiwan-based suppliers of small- to medium-size LCD panels changed their production strategies in fourth-quarter 2014 as the industry entered the slow season amid sluggish demand for smartphone applications and rising competition from China-based rivals...

2015 global AP market forecast and vendor analysis
Trends and forecasts for the China FPD industry, 2014-2017
Greater China touch panel shipment forecast through 2015
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.