The institution predicts that the annual growth rate of the HBM market will reach 52% in the next four years_News_ALL NEW SEMI (ANSC)

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The institution predicts that the annual growth rate of the HBM market will reach 52% in the next four years

2023-11-25

Due to the surge in demand for artificial intelligence, the prices and demand for HBM and DDR5 are both increasing. The price of HBM is 5-6 times that of existing DRAM products; The price of DDR5 is also 15% to 20% higher than that of DDR4. From this year to 2027, the annual growth rate of DRAM market revenue is expected to be 21%, while the HBM market is expected to soar by 52%. HBM's share of DRAM market revenue is expected to exceed 10% this year and approach 20% by 2027.

"One of the industries that has benefited greatly from the growth of artificial intelligence is DRAM," said Omdia Senior Researcher Jung Sung kong in a speech at the 2023 Omdia Korea Conference held at the COEX Convention Center in Gangnam gu, Seoul on November 23. Predicting significant changes in the DRAM industry in the future.

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Jung pointed out that due to the generative artificial intelligence effect, the proportion of artificial intelligence servers is increasing, and it is expected that the demand for artificial intelligence in the medium to long term will continue. The increasing role of DRAM in AI learning has also led to a corresponding increase in demand. He emphasized the particularly significant growth of HBM, which is now a focus of artificial intelligence memory.

According to the latest analysis, SK Hynix's market share in the DRAM field has reached 35% in the third quarter. With the increasing importance of high bandwidth memory (HBM) in the era of artificial intelligence (AI), it is expected that the DRAM industry will shift towards a quality centric "winner take all" approach.

It is expected that HBM demand will continue to exceed supply. In addition, starting from next year, DRAM company may increasingly focus on high-end products such as HBM, placing mainstream products in a secondary position. Due to supply constraints, this shift may enhance DRAM's bargaining power in mainstream product price negotiations.

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