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| 2010 DRAM | Market Research Report | ||||||||||||||||||||||||||
| Abstract Commodity memory ICs, especially DRAM, represent one of the largest, most lucrative, and also one of the most volatile segments in the entire semiconductor industry. Because DRAM is an integral component in nearly every product in the computer market, as well as numerous applications in high volume consumer electronics and mobile phones, overall consumer demand directly affects pricing and consumption in the DRAM space. DRAM prices fell dramatically on an annual basis from 2007 through 2009. This was partly thanks to chipmakers continuing to add additional production capacity. This flooded the market with DRAM chips, causing prices to drop significantly. Although this price erosion hurt overall profitability, chipmakers continued to aggressively drop prices in order to gain market share over competitors. Further advances in DRAM manufacturing techniques reduced costs even further. Eventually, due to macroeconomic forces in the form of the recession and declining consumer demand for very low margin DRAM chips, the market reached a point of critical inventory overstock, where suppliers were forced to sell product at a loss just to move inventory. Going into the first half 2010 the DRAM industry bounced back with incredible demand, built on the momentum it had accrued in the fourth quarter of 2009 and earlier. However, thanks to limited manufacturing capacities which were slashed during the recession and difficulties with new process migrations, the second half of 2010 has seen DRAM supplies fall way below burgeoning demand. In response, suppliers have been scrambling to bring production back online to serve this exploding market. Databeans predicts that DRAM will experience the strongest rebound of any semiconductor category this year, growing 71 percent from $22.4 in global 2009 sales to $38.4 billion in 2010. Over the next five years this segment will continue to outpace the entire semiconductor industry as a whole, growing at a compound annual growth rate (CAGR) of 13 percent and reaching $69.3 billion by 2015.
Significant Findings
Regional Forecast Americas Europe Japan Asia Pacific Consumption Forecast Automotive Computer Consumer Communications Industrial Production Forecast DRAM Less Than 16MB DRAM 16MB to 64MB DRAM 64MB to 128MB DRAM 128MB to 256MB DRAM 256MB to 512MB DRAM 512MB to 1GB DRAM Greater Than 1GB DDR, DDR2, and DDR3 Supplier Market Share Samsung Hynix Elpida Micron Technology Nanya Methodology Databeans Market and Product Segmentation Definitions Market Segmentation Automotive Computers Consumer Communications Industrial Product Segmentation Discretes Optoelectronics Sensors and Actuators Logic Analog Memory Processors Figure 1: Worldwide Semiconductor Revenue Forecast
Figure 2: 2010 and 2015 Worldwide Semiconductor Revenue Share by Product Figure 3: Worldwide Memory Revenue Forecast Figure 4: 2010 and 2015 Worldwide Memory Revenue Share by Product Type Figure 5: Worldwide DRAM Market Forecast (Revenue, Units, and ASPs) Figure 6: Worldwide DRAM Revenue Forecast by Region Figure 7: 2010 and 2015 Worldwide DRAM Revenue Share by Region Figure 8: Americas DRAM Revenue Forecast Figure 9: Europe DRAM Revenue Forecast Figure 10: Japan DRAM Revenue Forecast Figure 11: Asia Pacific DRAM Revenue Forecast Figure 12: Worldwide DRAM Revenue Forecast by Market Segment Figure 13: 2010 Worldwide DRAM Revenue Share by Market Segment Figure 14: 2010 Worldwide DRAM Revenue Share by Application Figure 15: Worldwide DRAM Revenue Forecast in Automotive Applications Figure 16: Worldwide DRAM Revenue Forecast in Computer Applications Figure 17: Worldwide DRAM Revenue Forecast in Consumer Applications Figure 18: Worldwide DRAM Revenue Forecast in Communications Applications Figure 19: Worldwide DRAM Revenue Forecast in Industrial Applications Figure 20: Worldwide DRAM Revenue Forecast by Resolution Figure 21: 2010 and 2015 Worldwide DRAM Revenue Share by Resolution Figure 22: Worldwide DRAM Revenue Forecast – <16MB Figure 23: Worldwide DRAM Revenue Forecast – 16MB-64MB Figure 24: Worldwide DRAM Revenue Forecast – 64MB-128MB Figure 25: Worldwide DRAM Revenue Forecast – 128MB-256MB Figure 26: Worldwide DRAM Revenue Forecast – 256MB-512MB Figure 27: Worldwide DRAM Revenue Forecast – 512MB-1GB Figure 28: Worldwide DRAM Revenue Forecast – >1GB Figure 29: Worldwide DRAM Revenue Forecast by Interface Technology Figure 30: 2010 and 2015 Worldwide DRAM Revenue Share by Interface Technology Figure 31: 2009 Worldwide DRAM Revenue Share by Supplier Table 1: Worldwide Semiconductor Revenue Forecast by Product
Table 2: Worldwide Memory Revenue Forecast by Product Type Table 3: Worldwide DRAM Market Forecast (Revenue, Units, and ASPs) Table 4: Worldwide DRAM Revenue Forecast by Region Table 5: Worldwide DRAM Shipment Forecast by Region Table 6: Worldwide DRAM Revenue Forecast by Market Segment Table 7: Worldwide DRAM Revenue Forecast by Application Table 8: Worldwide Automotive Electronics Revenue Forecast by Application Table 9: Worldwide Automotive Electronics Shipment Forecast by Application Table 10: Worldwide Computer Electronics Revenue Forecast by Application Table 11: Worldwide Computer Electronics Shipment Forecast by Application Table 12: Worldwide Consumer Electronics Revenue Forecast by Application Table 13: Worldwide Consumer Electronics Shipment Forecast by Application Table 14: Worldwide Communications Electronics Revenue Forecast by Application Table 15: Worldwide Communications Electronics Shipment Forecast by Application Table 16: Worldwide Industrial Electronics Revenue Forecast by Market Segment Table 17: Worldwide Industrial Electronics Shipment Forecast by Market Segment Table 18: Worldwide DRAM Revenue Forecast by Resolution Table 19: Worldwide DRAM Shipment Forecast by Resolution Table 20: Worldwide DRAM Revenue Forecast by Interface Technology Table 21: 2009 and 2008 Worldwide DRAM Revenue Share by Supplier Table 22: 2009 and 2008 Americas DRAM Revenue Share by Supplier Table 23: 2009 and 2008 Europe DRAM Revenue Share by Supplier Table 24: 2009 and 2008 Japan DRAM Revenue Share by Supplier Table 25: 2009 and 2008 Asia Pacific DRAM Revenue Share by Supplier |
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