Taipei, Tuesday, October 21, 2014 12:12 (GMT+8)
sunny
Taipei
31°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)
Realtime news
  • Global smartphone shipments grow 9.1% in 3Q14, says WitsView

    Mobile + telecom | 4min ago

  • Taiwan market: 4G users to reach 3 million by year-end 2014, says CHT chairman

    Mobile + telecom | 13min ago

  • Taiwan science parks January-August total revenues up 1.75% on year, says MOST

    Bits + chips | 23min ago

  • Digitimes Research: Global notebook shipments to drop in 4Q14

    IT + CE | 46min ago

  • China handset camera module makers cut pricing by 15-20%

    Mobile + telecom | 1h 16min ago

  • GET reportedly to help Motech manage solar-grade wafer production

    Green energy | Oct 20, 21:38

  • Taiwan sees increased September export order value, says MOEA

    Bits + chips | Oct 20, 21:03

  • Corning vehicle display glass gains further attention in the market

    Displays | Oct 20, 21:01

  • Iteq to buy back 10 million shares as treasury stock

    Before Going to Press | Oct 20, 21:26

  • China has no way to enter DRAM industry, says Inotera chairman

    Before Going to Press | Oct 20, 21:24

  • UMC to purchase equipment from Applied materials

    Before Going to Press | Oct 20, 21:21

  • Foxlink chairman to quit attempt to acquire Taiwan cable service provider CNS

    Before Going to Press | Oct 20, 20:56

  • Intel to stop providing subsidies for mobile solutions; but expected to provide support through different methods

    Before Going to Press | Oct 20, 20:28

  • Digitimes Research: Smartphone AP shipments in China in 3Q14 estimated at 115.1 million units

    Before Going to Press | Oct 20, 20:16

  • ASE punished for illegal wastewater discharge

    Before Going to Press | Oct 20, 20:13

  • TV vendors look to upcoming holiday periods for Ultra HD TV development

    Before Going to Press | Oct 20, 20:11

  • Lenovo to set up subsidiary to market second-brand smartphones

    Before Going to Press | Oct 20, 20:06

Pause
 | 
View more

Trends and forecasts for the China FPD industry, 2014-2017

CHINA FPD | Oct 6, 12:29

With China being the world's IT production center and a country with some of the strongest consumer demand, along with benefits on custom tax, funding, loans, and subsidies provided by the government, China's FPD industry continues to show strong growth. Local...

Taiwan servers and the global server market, 2014

RESEARCH EXTRAS | Oct 3, 12:19

Taiwan makers have successfully entered the supply chain of the Internet data center (IDC) industry and may contribute over 90% of the global server shipments in 2014. Combined revenues from related product lines such as motherboards, back-end assembly, storage...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

Demand and supply trends in the global sapphire industry, 2014-2015
DIGITIMES Marketing Services
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • 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.