市場調查報告書
商品編碼
1530751
2030 年高頻寬記憶體 (HBM) 市場預測:按產品類型、介面類型、記憶體容量、應用、最終用戶和地區進行的全球分析High Bandwidth Memory Market Forecasts to 2030 - Global Analysis By Product Type, Interface Type (HBM Stacked DRAM Interface, Open Compute Networking Interface and Other Interface Types), Memory Capacity, Application, End User and By Geography |
根據 Stratistics MRC 的數據,2024 年全球高頻寬記憶體 (HBM) 市場規模將達到 25 億美元,預計到 2030 年將達到 92 億美元,預測期內複合年成長率為 24.2%。
高頻寬內存 (HBM) 是一種電腦內存,與傳統 DRAM 相比,它可提供更快的資料傳輸速率。這是透過垂直堆疊多個 DRAM晶粒並將它們與矽穿孔電極(TSV) 連接來實現的。 HBM 主要用於高效能運算應用、顯示卡和人工智慧加速器,其中海量資料吞吐量至關重要。 HBM 能夠提供大量頻寬,同時消耗更少的功耗,非常適合資料中心、科學模擬和高級遊戲系統等要求苛刻的任務。
據美光科技稱,其即將推出的 HBM3E 記憶體將提供超過 1.2TB/s 的頻寬,並且與競爭產品相比功耗降低 30%。美光計畫於 2024 年第二季推出 Nvidia H200 Tensor Core GPU 的 24GB 容量 HBM3E 晶片。
對高效能運算日益成長的需求
由於對更快資料處理和增強記憶體頻寬的需求不斷增加,對高效能運算 (HPC) 不斷成長的需求正在推動高頻寬記憶體 (HBM) 市場的發展。 HBM 提供卓越速度和效率的能力對於人工智慧 (AI)、資料中心和進階圖形等應用至關重要。巨量資料分析和複雜模擬的興起進一步推動了這一需求,推動了 HBM 在各種高效能運算環境中的採用。
產能有限
需要先進技術和精度的複雜製造流程限制了可以有效生產的單元數量。這套瓶頸可能會影響 HBM 的可用性,導致潛在的供不應求和價格上漲,並阻礙 HBM 解決方案在各行業的採用。
HBM 技術的進步
HBM 技術的進步代表著市場成長的重大機會。 HBM2E 和即將推出的 HBM3 等創新提供了更高的頻寬、更高的能源效率和更大的儲存容量,以滿足下一代運算應用不斷成長的需求。這些技術突破將提高人工智慧、機器學習和虛擬實境的效能,開拓新的細分市場,並加速 HBM 在新的高效能應用中的採用。
與替代技術的競爭
高頻寬快取 (HBC)、混合記憶體立方體 (HMC) 等新興解決方案以及傳統 DRAM 和 GDDR 技術的進步有可能以更低的成本提供可比的效能。隨著這些替代技術的發展,它們有可能在某些應用中獲得市場佔有率,在這些應用中,成本/效能權衡比 HBM 更有利。此外,對新記憶體架構和材料的研究增加可能會產生顛覆性技術,挑戰 HBM 在高效能運算應用中的地位,限制長期市場成長和採用率。
由於供應鏈問題和製造能力下降,COVID-19 大流行最初擾亂了 HBM 的生產。但數位轉型工作也在加速,推動了醫療保健、遠距工作和電子商務等領域對高效能運算解決方案的需求。這導致資料中心擴張和人工智慧實施迅速增加,最終推動中長期對 HBM 的需求。
HBM2E 細分市場預計將在預測期內成為最大的細分市場
與前幾代產品相比,HBM2E 細分市場由於其卓越的性能特性提供更高的頻寬和更高的能源效率,預計將主導市場。 HBM2E 滿足了人工智慧、機器學習和高效能運算領域對資料密集型應用不斷成長的需求。 HBM2E 具有更高的容量和速度,是圖形處理單元 (GPU) 和資料中心加速器的理想選擇。 5G 基礎設施、自動駕駛汽車和高級分析等最尖端科技的採用進一步推動了該細分市場的成長,使 HBM2E 成為滿足各行業高頻寬記憶體需求的理想解決方案。
預計 16GB 細分市場在預測期內複合年成長率最高
由於需要大量記憶體的資料密集型應用程式的複雜性不斷增加,16GB 段的複合年成長率最高。這種容量最佳點平衡了許多高階運算應用程式的效能需求和成本考量。 16GB HBM 模組對於記憶體頻寬和容量至關重要的人工智慧訓練、科學模擬和進階圖形渲染特別有吸引力。隨著越來越多的行業採用人工智慧和巨量資料分析,對 16GB HBM 解決方案的需求預計將激增。
北美地區由於其在高效能運算、人工智慧和資料中心產業的強大影響力,在高頻寬記憶體(HBM)市場佔據主導地位。該地區擁有推動 HBM 應用創新的領先技術公司和研究機構。對人工智慧、雲端運算和進階分析的大量投資進一步推動了對高頻寬記憶體解決方案的需求。北美在最尖端科技開發方面的領先地位以及在多個領域較早採用HBM,使得北美在HBM實施和技術進步方面引領了全球趨勢,建立了壓倒性的市場地位。
由於快速工業化和技術基礎設施投資的增加,亞太地區預計高頻寬記憶體(HBM)市場的複合年成長率最高。該地區半導體產業不斷發展,中國、日本和韓國等國家對高效能運算不斷成長的需求也推動了市場成長。資料中心的擴張以及人工智慧和虛擬實境應用的進步將進一步加速 HBM 在該地區的採用。
According to Stratistics MRC, the Global High Bandwidth Memory (HBM) Market is accounted for $2.5 billion in 2024 and is expected to reach $9.2 billion by 2030 growing at a CAGR of 24.2% during the forecast period. High-bandwidth memory (HBM) is a type of computer memory that offers significantly faster data transfer rates compared to traditional DRAM. It achieves this by stacking multiple DRAM dies vertically and connecting them with through-silicon vias (TSVs). HBM is primarily used in high-performance computing applications, graphics cards, and AI accelerators where massive data throughput is crucial. Its ability to provide substantial bandwidth while consuming less power makes it ideal for demanding tasks in data centers, scientific simulations, and advanced gaming systems.
According to Micron Technology, their upcoming HBM3E memory will offer over 1.2 TB/s bandwidth and 30% lower power consumption compared to competing products. Micron plans to launch 24GB capacity HBM3E chips in Q2 2024 for use in Nvidia's H200 Tensor Core GPUs.
Growing need for high-performance computing
The growing need for high-performance computing (HPC) drives the High Bandwidth Memory (HBM) market by increasing demand for faster data processing and enhanced memory bandwidth. HBM's ability to deliver exceptional speed and efficiency is crucial for applications in artificial intelligence (AI), data centers, and advanced graphics. This demand is further fueled by the rise in big data analytics and complex simulations, pushing the adoption of HBM in various high-performance computing environments.
Limited production capacity
The complex manufacturing process, requiring advanced technology and precision, restricts the number of units that can be produced efficiently. This bottleneck affects the availability of HBM, leading to potential supply shortages and increased prices, which can hinder the widespread adoption of HBM solutions across different industries.
Advancements in HBM technology
Advancements in HBM technology present significant opportunities for market growth. Innovations such as HBM2E and upcoming HBM3 offer higher bandwidth, improved energy efficiency, and greater storage capacity, meeting the rising demands of next-generation computing applications. These technological breakthroughs enable enhanced performance in AI, machine learning, and virtual reality, opening new market segments and driving the adoption of HBM in emerging high-performance applications.
Competition from alternative technologies
Emerging solutions like High Bandwidth Cache (HBC), Hybrid Memory Cube (HMC), and advancements in traditional DRAM and GDDR technologies could potentially offer comparable performance at lower costs. As these alternatives evolve, they may capture market share in certain applications where the cost-performance trade-off favors them over HBM. Additionally, ongoing research into novel memory architectures and materials could lead to disruptive technologies that challenge HBM's position in high-performance computing applications, potentially limiting its long-term market growth and adoption rates.
The COVID-19 pandemic initially disrupted HBM production due to supply chain issues and reduced manufacturing capacity. However, it also accelerated digital transformation efforts, increasing demand for high-performance computing solutions in sectors like healthcare, remote work, and e-commerce. This led to a surge in data center expansions and AI implementations, ultimately driving demand for HBM in the medium to long term.
The HBM2E segment is expected to be the largest during the forecast period
The HBM2E segment is expected to dominate the market due to its superior performance characteristics, offering higher bandwidth and improved power efficiency compared to previous generations. HBM2E addresses the growing demands of data-intensive applications in AI, machine learning, and high-performance computing. Its increased capacity and speed make it ideal for graphics processing units (GPUs) and data center accelerators. The segment's growth is further fueled by its adoption of cutting-edge technologies like 5G infrastructure, autonomous vehicles, and advanced analytics, positioning HBM2E as the go-to solution for high-bandwidth memory requirements in various industries.
The 16GB segment is expected to have the highest CAGR during the forecast period
The 16GB segment is experiencing the highest CAGR due to the increasing complexity of data-intensive applications requiring larger memory capacities. This capacity sweet spot balances performance needs with cost considerations for many high-end computing applications. The 16GB HBM modules are particularly attractive for AI training, scientific simulations, and advanced graphics rendering, where memory bandwidth and capacity are crucial. As more industries adopt AI and big data analytics, the demand for 16GB HBM solutions is expected to surge.
The North America region is positioned to dominate the High Bandwidth Memory (HBM) Market due to its strong presence in high-performance computing, artificial intelligence, and data center industries. The region hosts major technology companies and research institutions driving innovation in HBM applications. Substantial investments in AI, cloud computing, and advanced analytics further fuel demand for high-bandwidth memory solutions. North America's leadership in developing cutting-edge technologies and its early adoption of HBM in various sectors contribute to its dominant market position, setting trends for global HBM adoption and technological advancements.
The Asia Pacific region anticipates the highest CAGR in the High Bandwidth Memory (HBM) market owing to rapid industrialization and increasing investments in technology infrastructure. The region's growing semiconductor industry, coupled with rising demand for high-performance computing in countries like China, Japan, and South Korea, fuels market growth. Expanding data centers and advancements in AI and VR applications further accelerate HBM adoption in the region.
Key players in the market
Some of the key players in High Bandwidth Memory (HBM) market include Samsung Electronics, SK Hynix, Micron Technology, AMD, NVIDIA, Intel, Xilinx, Fujitsu, IBM, Broadcom, MediaTek, Renesas Electronics, NXP Semiconductors, Texas Instruments, Cadence Design Systems, Arm Holdings, Marvell Technology Group, and InnoGrit Corporation.
In February 2024, Samsung Electronics, a world leader in advanced memory technology announced that it has developed HBM3E 12H, the industry's first 12-stack HBM3E DRAM and the highest-capacity HBM product to date. Samsung's HBM3E 12H provides an all-time high bandwidth of up to 1,280 gigabytes per second (GB/s) and an industry-leading capacity of 36 gigabytes (GB). In comparison to the 8-stack HBM3 8H, both aspects have improved by more than 50%.
In December 2023, Nvidia has paid hundreds of millions of dollars in advance to SK Hynix and Micron to ensure a stable supply of High Bandwidth Memory (HBM). Recently, Samsung Electronics completed product testing and signed an HBM product supply contract with Nvidia. According to industry sources cited by Chosun Biz, SK Hynix, and Micron each received between KRW700 billion and KRW1 trillion (approximately US$540 million to US$770 million) in advance payments from Nvidia for the supply of advanced memory products. Although the details are not disclosed, the industry believes this is a measure by Nvidia to secure the supply of HBM3e for its new GPU products in 2024.
In November 2023, Nvidia announced the H200 and GH200 product line at Supercomputing 23 this morning. These are the most powerful chips Nvidia has ever created, building on the existing Hopper H100 architecture but adding more memory and more compute. These are set to power the future generation of AI supercomputers, with over 200 exaflops of AI compute set to come online during 2024.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.