動態隨機存取記憶體 (DRAM) 市場、機會、成長動力、產業趨勢分析與預測，2024-2032 年

Dynamic Random Access Memory (DRAM) Market, Opportunity, Growth Drivers, Industry Trend Analysis and Forecast, 2024-2032

出版日期: 2024年08月27日 | 出版商:

Global Market Insights Inc. | 英文 210 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2023 年，全球動態隨機存取記憶體 (DRAM) 市場價值為 846 億美元。

資料密集型應用，包括人工智慧 (AI)、機器學習和巨量資料分析，需要龐大的記憶體容量和快速的資料處理速度。 DRAM 的快速資料存取能力與半導體技術的進步相結合，增強了記憶體效能並推動其在先進運算系統中的採用。

智慧型手機、平板電腦和遊戲機等消費性電子市場的擴張，顯著推動了 DRAM 需求。隨著消費者尋求高解析度顯示器、擴增實境 (AR) 和虛擬實境 (VR) 等功能，這些裝置越來越依賴大量記憶體來實現最佳效能。 5G 連線的推出進一步增強了裝置功能，並管理互連設備不斷成長的資料流量，凸顯了 DRAM 等強大記憶體解決方案的必要性。

整個 DRAM 行業根據類型、最終用途和地區進行分類。

預計到 2032 年，圖形 DRAM (GDDR) 領域的複合年成長率將超過 20%。圖形密集型任務需要更快的記憶體和更高的頻寬，而 GDDR 可以提供這一點。隨著高級遊戲機、高階 PC 和複雜圖形工作站的普及，對卓越圖形效能的需求不斷升級。 GDDR 記憶體以其快速的資料傳輸速率和效率而聞名，對於滿足這些技術需求至關重要。

到 2032 年，汽車產業將引領全球市場，預計收入將超過 1,000 億美元。自適應巡航控制、車道維持輔助和自動停車等先進 ADAS 技術的整合使現代車輛變得越來越複雜。這些技術嚴重依賴 DRAM 進行即時資料處理，推動了對高效能記憶體的需求。此外，現今的車輛配備了先進的資訊娛樂系統，提供導航、娛樂和連接功能。這些系統需要大量 DRAM 來支援複雜的應用程式和流暢的使用者體驗，從而進一步促進汽車領域的成長。

2023年，北美主導全球DRAM市場，佔超過35%的佔有率。該地區強大的技術基礎設施和對先進運算解決方案不斷成長的需求推動了這一主導地位。資料中心、雲端運算和人工智慧應用的激增增加了對高效能記憶體的需求。《晶片和科學法案》等政府措施支持國內半導體製造，減少對進口的依賴並增強供應鏈安全。透過注重創新和大量研發投資，北美正在鞏固其作為全球 DRAM 市場主要參與者的地位。

產業生態系統分析
供應商矩陣
利潤率分析
技術與創新格局
專利分析
重要新聞和舉措
監管環境
衝擊力
- 成長動力
  - 高效能運算的需求不斷成長
  - 消費性電子產品的擴展，包括智慧型手機、平板電腦和遊戲機
  - 5G 連接的進步增強了設備功能
  - 雲端運算和資料中心需求的成長
  - DRAM技術創新
- 產業陷阱與挑戰
  - 供應鏈中斷，特別是在關鍵生產地區
  - 先進製造設施的資本投資要求高
成長潛力分析
波特的分析
PESTEL分析

第 4 章：競爭格局

介紹
公司市佔率分析
競爭定位矩陣
戰略展望矩陣

第 5 章：市場估計與預測：按類型，2021 - 2032

主要趨勢
同步動態隨機存取記憶體 (SDRAM)
- DDR2記憶體
- DDR3記憶體
- DDR4記憶體
- 其他
圖形 DRAM (GDDR)
- GDDR3
- GDDR5
- GDDR6
行動記憶體
- LPDDR（低功耗DDR）
- LPDDR2
- LPDDR3
- LPDDR4
- LPDDR5
其他

第 6 章：市場估計與預測：按最終用途產業，2021 - 2032 年

主要趨勢
汽車
消費性電子產品
資訊科技和電信
衛生保健
航太和國防
其他

第 7 章：市場估計與預測：按地區，2021 - 2032

主要趨勢
北美洲
- 美國
- 加拿大
歐洲
- 英國
- 德國
- 法國
- 義大利
- 西班牙
- 歐洲其他地區
亞太地區
- 中國
- 印度
- 日本
- 韓國
- 澳新銀行
- 亞太地區其他地區
拉丁美洲
- 巴西
- 墨西哥
- 拉丁美洲其他地區
MEA
- 阿拉伯聯合大公國
- 南非
- 沙烏地阿拉伯
- MEA 的其餘部分

第 8 章：公司簡介

Alliance Memory
Apacer Technology
ChangXin Memory Technologies
Etron Technology Inc.
Fujitsu Semiconductor
Infineon Technologies
Integrated Silicon Solution, Inc.
Intel Corporation
Kingston Technology
Micron Technology Inc.
Nanya Technology Corporation
Powerchip Semiconductor Manufacturing Corp.
Rambus Inc.
Renesas Electronics Corporation
Samsung Electronics Co. Ltd
SK Hynix Inc.
SMART Modular Technologies
Transcend Information Inc.
Western Digital
Winbond Electronics Corporation

簡介目錄

Product Code: 11028

The Global Dynamic Random Access Memory (DRAM) market was valued at USD 84.6 billion in 2023. It is projected to grow at a CAGR of over 20% from 2024 to 2032, driven by the increasing demand for high-performance computing across various sectors.

Data-intensive applications, including artificial intelligence (AI), machine learning, and big data analytics, require vast memory capacities and rapid data processing speeds. DRAM's swift data access capabilities, combined with advancements in semiconductor technology, enhance memory performance and drive its adoption in advanced computing systems.

The expansion of the consumer electronics market, including smartphones, tablets, and gaming consoles, significantly boosts DRAM demand. As consumers seek features like high-resolution displays, augmented reality (AR), and virtual reality (VR), these devices increasingly rely on substantial memory for optimal performance. The rollout of 5G connectivity further enhances device capabilities and manages the growing data traffic from interconnected devices, underscoring the necessity of robust memory solutions like DRAM.

The overall DRAM industry is classified based on type, end-use, and region.

The graphics DRAM (GDDR) segment is expected to witness a CAGR exceeding 20% by 2032. The demand for high-performance graphics in gaming, virtual reality (VR), augmented reality (AR), and professional graphics applications drives GDDR's popularity. Graphics-intensive tasks require faster memory with elevated bandwidth, which GDDR provides. As advanced gaming consoles, high-end PCs, and intricate graphics workstations gain traction, the need for superior graphics performance escalates. GDDR memory, known for its swift data transfer rates and efficiency, is crucial in meeting these technological demands.

By 2032, the automotive segment is poised to lead the global market, projecting revenues surpassing USD 100 billion. The integration of advanced ADAS technologies, such as adaptive cruise control, lane-keeping assistance, and automated parking, makes modern vehicles increasingly sophisticated. These technologies rely heavily on DRAM for real-time data processing, driving demand for high-performance memory. Additionally, today's vehicles feature advanced infotainment systems offering navigation, entertainment, and connectivity. These systems require substantial DRAM for complex applications and smooth user experiences, further bolstering the automotive segment's growth.

In 2023, North America dominated the global DRAM market, capturing over 35% of the share. The region's strong technological infrastructure and growing demand for advanced computing solutions fuel this dominance. The proliferation of data centers, cloud computing, and AI applications has heightened the need for high-performance memory. Government initiatives, such as the CHIPS and Science Act, support domestic semiconductor manufacturing, reducing import reliance and bolstering supply chain security. With a focus on innovation and significant R&D investments, North America is solidifying its position as a key player in the global DRAM market.

Chapter 1 Methodology and Scope

1.1 Market scope and definition
1.2 Base estimates and calculations
1.3 Forecast calculation
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid sources
  - 1.4.2.2 Public sources

Chapter 2 Executive Summary

2.1 Industry 360º synopsis, 2021 - 2032

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Vendor matrix
3.3 Profit margin analysis
3.4 Technology and innovation landscape
3.5 Patent analysis
3.6 Key news and initiatives
3.7 Regulatory landscape
3.8 Impact forces
- 3.8.1 Growth drivers
  - 3.8.1.1 Increasing demand for high-performance computing
  - 3.8.1.2 Expansion of consumer electronics, including smartphones, tablets, and gaming consoles
  - 3.8.1.3 Advancements in 5G connectivity boosting device capabilities
  - 3.8.1.4 Growth in cloud computing and data center requirements
  - 3.8.1.5 Technological innovations in DRAM
- 3.8.2 Industry pitfalls and challenges
  - 3.8.2.1 Supply chain disruptions, particularly in key production regions
  - 3.8.2.2 High capital investment requirements for advanced manufacturing facilities
3.9 Growth potential analysis
3.10 Porter's analysis
- 3.10.1 Supplier power
- 3.10.2 Buyer power
- 3.10.3 Threat of new entrants
- 3.10.4 Threat of substitutes
- 3.10.5 Industry rivalry
3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

4.1 Introduction
4.2 Company market share analysis
4.3 Competitive positioning matrix
4.4 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Type, 2021 - 2032 (USD Million)

5.1 Key trends
5.2 Synchronous DRAM (SDRAM)
- 5.2.1 DDR2 SDRAM
- 5.2.2 DDR3 SDRAM
- 5.2.3 DDR4 SDRAM
- 5.2.4 Others
5.3 Graphics DRAM (GDDR)
- 5.3.1 GDDR3
- 5.3.2 GDDR5
- 5.3.3 GDDR6
5.4 Mobile DRAM
- 5.4.1 LPDDR (Low Power DDR)
- 5.4.2 LPDDR2
- 5.4.3 LPDDR3
- 5.4.4 LPDDR4
- 5.4.5 LPDDR5
5.5 Others

Chapter 6 Market Estimates and Forecast, By End-Use Industry, 2021 - 2032 (USD Million)

6.1 Key trends
6.2 Automotive
6.3 Consumer electronics
6.4 IT and telecommunications
6.5 Healthcare
6.6 Aerospace and defense
6.7 Others

Chapter 7 Market Estimates and Forecast, By Region, 2021 - 2032 (USD Million)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
7.3 Europe
- 7.3.1 UK
- 7.3.2 Germany
- 7.3.3 France
- 7.3.4 Italy
- 7.3.5 Spain
- 7.3.6 Rest of Europe
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 India
- 7.4.3 Japan
- 7.4.4 South Korea
- 7.4.5 ANZ
- 7.4.6 Rest of Asia Pacific
7.5 Latin America
- 7.5.1 Brazil
- 7.5.2 Mexico
- 7.5.3 Rest of Latin America
7.6 MEA
- 7.6.1 UAE
- 7.6.2 South Africa
- 7.6.3 Saudi Arabia
- 7.6.4 Rest of MEA