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市場調查報告書
商品編碼
1744546
2032 年 DRAM 市場預測:按類型、技術、應用和地區進行的全球分析DRAM Market Forecasts to 2032 - Global Analysis By Type (Double Data Rate SDRAM, 3D DRAM, Graphics DDR and Other Types), Technology, Application and By Geography |
根據 Stratistics MRC 的數據,預計 2025 年全球 DRAM 市場規模將達到 1,285.7 億美元,到 2032 年將達到 2,335.2 億美元,預測期內的複合年成長率為 8.9%。
電腦、伺服器和行動裝置中常見的揮發性記憶體稱為動態隨機存取記憶體 (DRAM),用於臨時儲存處理器完成任務所需的資料。與必須頻繁刷新才能保留資料的靜態隨機存取記憶體 (SRAM) 不同,DRAM 中的每一位資料都存儲在積體電路內不同的電容器中。由於 DRAM 需要刷新,因此其速度比其他類型的記憶體慢,但其高密度和相對較低的每位元成本使其成為提供大量工作記憶體的理想選擇。 DRAM 也會影響程式載入、多工處理和資料處理的速度,使其成為整體系統效能的關鍵因素。
根據半導體產業協會(SIA)預測,2024年全球半導體市場銷售額將創下歷史新高,達6,276億美元,較2023年成長19.1%。其中,作為記憶體子集的DRAM產品銷售額將成長82.6%,成為2024年產品類型中增幅最大的產品。
消費性電子產品和智慧型手機的興起
DRAM 市場深受智慧型手機快速普及的影響,尤其是在新興市場。 5G 連接、AI 應用和高解析度相機等高級功能在智慧型手機中日益普及,所有這些都需要更快、更大的記憶體容量。此外,DRAM 也用於平板電腦、智慧型手錶、智慧電視和 AR/VR 設備等消費性電子產品,以實現高效的多任務處理和更快的效能。隨著OEM追求功能更強大、效能更強勁的設備,DRAM 的單位需求持續成長。
資金投入高、技術複雜
生產 DRAM 需要巨額資本投入,包括晶圓廠、無塵室以及先進的微影術和蝕刻設備。隨著 DRAM 節點的縮小(1z、1a、1b 等),企業必須維持研發支出才能維持競爭力。包括三星、SK 海力士和美光在內的少數競爭對手能夠承擔保持領先地位所需的數十億美元的投資。高門檻制約了創新和市場多元化。此外,隨著 DRAM 節點的縮小,成本效益變得更加複雜,技術複雜性、產量比率問題和漏電問題日益突出。
人工智慧和邊緣運算應用的成長
隨著人工智慧在醫療、金融和智慧製造等各行各業的日益融合,對快速、低延遲記憶體進行即時資料處理的需求也日益成長。 DRAM 對於人工智慧演算法的高效運作至關重要,尤其是在自然語言處理、影像識別和深度學習等任務中。對於即時分析,在靠近資料來源執行運算的邊緣設備(例如自動駕駛汽車、工業機器人和監視錄影機)將依賴高性能 DRAM。此外,邊緣人工智慧的發展將推動對小型化、節能型 DRAM(例如 LPDDR5 和 HBM(高頻寬記憶體))的長期需求。
市場飽和,價格競爭加劇
三星電子、SK海力士和美光科技三家公司佔據了全球DRAM產量的90%以上,引領市場。這種寡占導致了激烈的價格競爭,尤其是在供應過剩的情況下。為了保住市場佔有率,製造商頻繁降價,從而降低了行業利潤率。此外,智慧型手機和個人電腦等成熟消費市場的DRAM需求成長已經放緩,導致市場飽和。這些因素使得新參與企業難以獲得發展動力,而現有企業也難以維持收益成長。
新冠疫情對 DRAM 市場產生了多重影響。由於供應鏈中斷和工廠停工,半導體產業在 2020 年初首次經歷了生產放緩和不確定性。然而,隨著遠距辦公、線上學習和數位娛樂的普及,對筆記型電腦、伺服器和雲端基礎設施的需求也隨之成長,導致 DRAM 使用量激增。汽車和工業領域需求的下降被資料中心和消費性電子產品製造商為滿足日益成長的需求而增加的訂單所抵消。總體而言,儘管物流挑戰和零件短缺在短期內造成了限制,但疫情加速了數位轉型,提升了 DRAM 市場的長期成長前景。
預計雙倍資料速率 SDRAM(DDR SDRAM)部分在預測期內將佔據最大佔有率。
DDR SDRAM 是伺服器、行動電話、筆記型電腦和個人電腦等各種應用中最常見的 DRAM 類型。由於其高速資料傳輸能力和價格實惠,預計雙倍資料速率 SDRAM (DDR SDRAM) 細分市場將在預測期內佔據最大的市場佔有率。隨著 DDR4 和 DDR5 等後續產品在頻寬、能源效率和容量方面不斷提升,該細分市場將推動雲端運算、人工智慧和遊戲等數據密集型業務的發展。由於 DDR5 在消費和商用電子設備中的廣泛應用,它在產量和收益方面均佔據全球 DRAM 市場的主導地位。
預計 DDR5 部分在預測期內將實現最高的複合年成長率。
預計 DDR5 細分市場將在預測期內實現最高成長率。作為最新一代 DDR 技術,DDR5 在頻寬、能源效率和資料傳輸速度方面較 DDR3 和 DDR4 均有顯著提升。 DDR5 支援更高的容量和更佳的效能,使其成為高效能運算、資料中心、遊戲和人工智慧等高要求應用的理想選擇。此外,由於 DDR5 在消費性電子產品、商用伺服器和下一代運算平台中的應用日益廣泛,其市場正在迅速擴張,使其成為 DRAM 類型成長最快、最受歡迎的類型。
預計亞太地區將在預測期內佔據最大市場佔有率,這主要得益於中國大陸、台灣和韓國等地區擁有重要的半導體製造中心。該地區擁有三星、SK海力士和美光等頂級DRAM製造商的大型製造設施,為產能和技術創新提供了支援。此外,亞太地區消費性電子、汽車和資料中心等終端應用領域的強勁需求也支撐著市場擴張。憑藉完善的供應鏈基礎設施、利於業務發展的政府法規以及對尖端記憶體技術的持續投入,亞太地區在全球DRAM市場佔據主導地位。
在預測期內,北美預計將見證最高的複合年成長率,因為該地區專注於採用和開發最尖端科技。大型科技公司、資料中心和人工智慧研究中心的存在,導致對高效能 DRAM 解決方案的需求旺盛。該地區 DRAM 市場的快速擴張還可以歸因於對先進運算系統、雲端基礎設施和 5G 部署的投資不斷增加。此外,由於持續的技術創新以及通訊、醫療保健和汽車等行業需求的不斷成長,北美已成為 DRAM 市場強勁擴張的關鍵地區。
According to Stratistics MRC, the Global DRAM Market is accounted for $128.57 billion in 2025 and is expected to reach $233.52 billion by 2032 growing at a CAGR of 8.9% during the forecast period. A common form of volatile memory found in computers, servers, and mobile devices is called dynamic random access memory (DRAM), which is used to temporarily store data that the processor needs to complete tasks. Each bit of data is stored in a different capacitor inside an integrated circuit in DRAM, as opposed to static RAM (SRAM), which needs to be updated frequently to preserve the data. DRAM is slower than some other memory types due to its refresh requirement, but it is perfect for providing large amounts of working memory because of its high density and comparatively low cost per bit. Moreover, DRAM has an impact on how quickly programs load, multitask, and process data, making it a critical component of overall system performance.
According to the Semiconductor Industry Association (SIA), the global semiconductor market experienced its highest-ever sales year in 2024, reaching $627.6 billion, a 19.1% increase from 2023. Notably, DRAM products, a subset of memory, recorded an 82.6% sales increase, marking the largest percentage growth of any product category in 2024.
Spread of consumer electronics and smart phones
The DRAM market is still being significantly influenced by the quick spread of smart phones throughout the world, especially in developing nations. Advanced features like 5G connectivity, AI-powered apps, and high-definition cameras are becoming more and more common on smart phones; these features all require faster and larger memory. Furthermore, DRAM is used in consumer electronics like tablets, smart watches, smart TVs, and AR/VR gadgets to enable effective multitasking and faster performance. The demand for DRAM per unit keeps increasing as OEMs strive for devices with more features and power.
High capital expenditure and technological complexity
Massive capital expenditures are needed for fabs, cleanrooms, and highly sophisticated lithography and etching machinery in order to manufacture DRAM. As DRAM nodes (such as 1z, 1a, and 1b) get smaller, businesses must also keep up their R&D expenditures to stay competitive. Few competitors, including Samsung, SK Hynix, and Micron, can afford the multibillion-dollar expenditures required to maintain their lead. Innovation and market diversity are constrained by this high entry barrier. Additionally, cost-effectiveness is further complicated by the increased technical complexity, yield problems, and power leakage that come with scaling DRAM to smaller nodes.
Growth of AI and applications for edge computing
The need for high-speed, low-latency memory to process data in real-time is growing as AI becomes more and more integrated into a variety of industries, including healthcare, finance, and smart manufacturing. DRAM is essential for the efficient operation of AI algorithms, particularly for tasks like natural language processing, image recognition, and deep learning. For real-time analytics, edge devices-such as autonomous cars, industrial robots, and surveillance cameras-that carry out calculations closer to the data source depend on high-performance DRAM. Furthermore, long-term demand for DRAM in small, energy-efficient formats like LPDDR5 and HBM (High Bandwidth Memory) is brought on by the development of AI-on-the-edge.
Increasing market saturation and price competition
Samsung Electronics, SK Hynix, and Micron Technology are the three main companies that control more than 90% of the global DRAM production, making them the market leaders. Price competition is fierce under this oligopolistic structure, particularly when there is an excess of supply. In an effort to maintain market share, manufacturers frequently lower their prices, which causes industry profit margins to decline. Moreover, DRAM demand growth has slowed in mature consumer markets like smart phones and PCs, which has led to market saturation. These factors make it challenging for both new competitors to acquire traction and for established firms to sustain revenue growth.
The COVID-19 pandemic affected the DRAM market in a variety of ways. The semiconductor industry first experienced production slowdowns and uncertainty in early 2020 as a result of supply chain disruptions and factory shutdowns. But as the popularity of remote work, online learning, and digital entertainment grew, so did the need for laptops, servers, and cloud infrastructure, which led to a sharp increase in DRAM usage. The decrease in demand from the automotive and industrial sectors was counterbalanced by data centers and consumer electronics manufacturers increasing orders to meet increased usage. Overall, the pandemic accelerated digital transformation, bolstering long-term growth prospects for the DRAM market, despite short-term constraints caused by logistical difficulties and component shortages.
The double data rate SDRAM (DDR SDRAM) segment is expected to be the largest during the forecast period
The double data rate SDRAM (DDR SDRAM) segment is expected to account for the largest market share during the forecast period because of its high-speed data transfer capabilities and affordability, DDR SDRAM is the most popular type of DRAM in a range of applications, including servers, cell phones, laptops, and personal computers. Data-intensive operations in cloud computing, artificial intelligence, and gaming are supported by this segment's continued improvements in bandwidth, power efficiency, and capacity with subsequent generations like DDR4 and DDR5. It dominates the global DRAM market in terms of both volume and revenue due to its extensive use in consumer and business electronics.
The DDR5 segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the DDR5 segment is predicted to witness the highest growth rate. DDR5, the most recent generation of DDR technology, offers notable enhancements over DDR3 and DDR4 in terms of bandwidth, power efficiency, and data transfer speeds. It is perfect for demanding applications like high-performance computing, data centers, gaming, and artificial intelligence because it supports larger capacities and improved performance. Additionally, DDR5's market is expanding quickly due to its increasing use in consumer electronics, business servers, and next-generation computing platforms, making it the fastest-growing and most desirable DRAM type.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, mainly due to the existence of significant centers for semiconductor manufacturing in nations like China, Taiwan, and South Korea. This area is home to sizable manufacturing facilities for top DRAM manufacturers like Samsung, SK Hynix, and Micron, which support both production capacity and innovation. Furthermore, supporting market expansion is the robust demand from end-use sectors such as consumer electronics, automotive, and data centers throughout Asia-Pacific. Asia-Pacific dominates the global DRAM market owing to its established supply chain infrastructure, pro-business government regulations, and ongoing investments in cutting-edge memory technologies.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR because it places a lot of emphasis on the adoption and development of cutting-edge technologies. High-performance DRAM solutions are in high demand due to the presence of major tech giants, data centers, and AI research centers. The rapid expansion of the DRAM market in this region is also attributed to rising investments in advanced computing systems, cloud infrastructure, and 5G deployment. Moreover, North America is positioned as a key region experiencing robust DRAM market expansion due to ongoing innovation and rising demand from industries like telecommunications, healthcare, and automotive.
Key players in the market
Some of the key players in DRAM Market include Samsung Electronics Co., Ltd., Kingston Technology Company, Inc., ADATA Technology Co., Ltd., SK Hynix Inc., Integrated Silicon Solution Inc. (ISSI), Micron Technology Inc., Winbond Electronics Corporation, Jeju Semiconductors Inc, Etron Technology, Inc., Nanya Technology Corporation, LAPIS Technology Inc, Powerchip Semiconductor Manufacturing Corporation, ATP Electronics, Inc., Transcend Information Inc. and CXMT (ChangXin Memory Technologies).
In May 2025, Samsung Electronics announced that it has signed an agreement to acquire all shares of FlaktGroup, a leading global HVAC solutions provider, for €1.5 billion from European investment firm Triton. With the global applied HVAC market experiencing rapid growth, the acquisition reinforces Samsung's commitment to expanding and strengthening its HVAC business.
In March 2025, Micron Technology, Inc. entered into a new revolving credit agreement with HSBC Bank USA, replacing its existing $2.5 billion facility with a $3.5 billion revolving credit facility. This strategic financial move, which includes provisions for potential expansion and improved terms, is aimed at supporting the company's general corporate purposes and enhancing its financial flexibility.
In February 2025, DRAM chipmaker Nanya Technology Corp plans to develop new high-bandwidth memory (HBM) chips tailor-made for edge artificial intelligence (AI) devices such as PCs, mobile phones and robots in an effort to differentiate itself from its rivals.