资源描述
2009 1210 2023 06 29 AI&DRAM NAND Flash 2022 1344 23%DRAM NAND Flash 95%DRAM 3D DRAM HBM NAND Flash 3D NAND 200+CuA/PuC NAND PC&AI&90 PC 2006 2022 5.6%PC NAND DRAM AIGC AI DRAM/NAND 8/3 HBM DRAM AI CFM 2030 20%200 23H2 2022 DRAM/NAND Q3 PC&Q1 Q3 23Q3 AI 0755-82755859 S0360517100004 S0360521120002 S0360523060001%()147 0.02()37,034.51 3.99()22,476.71 3.16%1M 6M 12M-2.2%7.3%-4.9%-0.1%6.4%5.8%MCU 2022-12-31 2021-01-18 2021-01-07-22%-11%1%13%22/06 22/09 22/11 23/01 23/04 23/062022-06-272023-06-27 300 2009 1210 AI 23H2 ChatGPT AI&XVAZzQtOmPrQsMtQmRoRoP9PdN9PsQqQoMoNjMnNsNkPoOsRaQmMvNvPtPvNwMnNsQ 2009 1210 3.6.6 DRAM NAND 3D.8 PC&.11&PC.12 AI.13.16 23H2.18.18.19.23.25 DRAM.25/.25 AI.26 NOR Flash“+”.26 SLC NAND.27 NOR FLASH MCU.28 LNG&.29.29 SPD+EPPROM.30 AI.31.31.32“”.33.33.35 2009 1210 4 1.6 2 DRAM.7 3 NAND Flash.7 4.7 5 2021.8 6 DRAM.8 7 DRAM.9 8 DRAM.9 9 NAND.9 10 NAND.10 11 NAND Flash/.10 12.11 13 2020-2022 DRAM.12 14 2020-2022 NAND.12 15 2011-2022.12 16 2014-2020 DRAM.13 17 2014-2020 NAND.13 18 2008-2022 PC.13 19 2021-2023E DRAM Gb.13 20.14 21.14 22.15 23 AI.15 24 HBM.15 25 2030 SSD 55%.15 26 HBM.16 27 HBM.16 28 ADAS.16 29.16 30 DRAM NAND.17 31.17 32.17 33 DRAM.18 2009 1210 5 34.18 35 DRAM.19 36 NAND.19 37 SK/.20 38/.20 39.21 40 NAND Flash DRAM.21 41 23Q2 DRAM NAND Flash.22 42 NAND Flash/.22 43 DRAM/.23 44 DRAM mobile/.23 45 DRAM server/.23 2009 1210 6 U 1 RAM RAM CPU RAM RAM DRAM SRAM DRAM SRAM SRAM DRAM SRAM DRAM CPU Flash ROM NAND Flash NOR Flash NAND Flash NAND Flash ROM Flash NAND Flash NAND Flash NOR Flash CPU Flash RAM NOR Flash EEPROM 1Kb 1Mb 2009 1210 7 2 DRAM 3 NAND Flash ResearchGate ResearchGate WSTS SIA 2021/2022 5559/5741 1538/1344 28%/23%4 WSTS Statista Wind DRAM NAND Flash 95%DRAM NAND Flash IDC 2021 DRAM NAND Flash 96%3.1%NOR Flash 1.3%574.08 134.41-40%-20%0%20%40%60%80%01002003004005006007002006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2009 1210 8 5 2021 CRS SIA IDC DRAM NAND 3D DRAM DRAM DRAM SK D1z D1a 15 14(D/R)DDR4 DDR5 LPDDR5 8F2 6F2 DRAM Cell unit cell 1T 1C 1T+1C DRAM 6 DRAM TechInsights cell DRAM 2022 DRAM 1 1 2025 1Z(12nm-14nm)5 2016-2017 1X(16nm-19nm)2018-2019 1Y(14nm-16nm)42.0%13.0%8.0%3.0%6.0%DRAM 57.3%NAND FLASH38.3%3.1%1.3%28.0%-DRAM-NAND FLASH-NOR FLASH-2009 1210 9 10nm D/R DRAM TechInsights 3D DRAM HBM3 GDDR6X/7 DRAM DRAM DRAM High-k HKMG EUV 7 DRAM 8 DRAM TechInsights TechInsights NAND 3D 15nm 2D NAND 3D NAND SK 3D 600 NAND SK 238 236 232/218 9 NAND TechInsights NAND I/O CFM NAND Flash CnA CMOS nest Array NAND Flash CuA 2009 1210 10 CMOS under Array/PuC PERI under Cell die size die plane plane I/O Xtacking NAND 10 NAND CFM 2D NAND SLC/MLC/3D NAND TLC QLC NAND Flash SLC MLC TLC QLC 1 2 3 4bit N N N N 11 NAND Flash/2009 1210 11 PC&20 90 PC AI 12 PC AI NAND DRAM PC CFM 2022 DRAM PC 35%33%16%2022 NAND eSSD cSSD PC 34%26%22%PC NAND DRAM AI PC L1 L5 CFM 2025 NAND 2TB 2030 200 NAND Flash DRAM LPDDR DDR 2009 1210 12 13 2020-2022 DRAM 14 2020-2022 NAND CFM CFM&PC 2017 2018-2022 12-14 2023 IDC 2023 12 1.1%2.83 1.1%IDC 2024 12.63 5.9%;3 6.2%15 2011-2022 IDC&DRAM NAND TrendForce Counterpoint 2014-2020 DRAM NAND 1.4/21GB 4.3/108GB 35%37%35%17%18%16%30%31%33%18%14%16%0%10%20%30%40%50%60%70%80%90%100%2020 2021 2022 PC 36%39%34%26%25%22%21%22%26%9%8%9%8%6%9%0%10%20%30%40%50%60%70%80%90%100%2020 2021 2022 cSSD eSSD/4.97.310.21314.414.7 14.713.913.712.913.512.10.92.54.23.94.65.24.63.93.733.42.8602468101214162011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2009 1210 13 5G UFS LPDDR NAND Flash DRAM PC 16 2014-2020 DRAM 17 2014-2020 NAND TrendForce Counterpoint PC 2016-2021 PC 3 PC 2020 2021 10%2022 IDC PC 15%2.9 Chromebook 2024 PC PC ADATA 2021 PC DRAM 343 Gb 2023 371 Gb CAGR 3.9%PC DRAM DRAM 10.5%21.0%18 2008-2022 PC 19 2021-2023E DRAM Gb Gartner Statista IDC ADATA INDUSTRIAL AI CFM NAND eSSD 4TB 1.41.82.43.23.53.84.300.511.522.533.544.552014 2015 2016 2017 2018 2019 2020 DRAM GB 2126394363831080204060801001202014 2015 2016 2017 2018 2019 2020 NAND GB 00.511.522.533.542008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 PC 0100200300400500600700PC DRAM Mobile RAM Server DRAM Others 2009 1210 14 eSSD NAND 22%26%DRAM GPU ASIC AI GDDR DRAM HBM DRAM DRAM DRAM IDC 2025 175ZB 2022/747/1901 Canalys 2022 2021 1917 2471 29%Canalys 2023 23%IDC 2022 1470.4 2025 1878.1 20 21 2022 2022 AIGC AI ChatGPT AI AI TrendForce 2022 GPGPU AI 14.5 9%2023 Microsoft Meta Baidu ByteDance AI 2023 15.4%20222026 GPGPU AI 12.3%TrendForce 2023 AI GPU FPGA ASIC 120 38.4%9%2026 15%20222026 AI 29%0%2%4%6%8%10%12%14%16%18%20%01002003004005006007008002017 2018 2019 2020 2021 2022E yoy(%)0%5%10%15%20%25%30%35%02004006008001000120014001600180020002017 2018 2019 2020 2021 2022E yoy(%)2009 1210 15 22 23 AI IDC AI AI GDDR 1GB NVIDIA AMD HBM HBM DRAM 3D DDR CPU/GPU HBM AI GDDR5 HBM GDDR5 6%3 AI DRAM NAND NAND DRAM DRAM HBM DRAM 128GB DRAM NAND NAND Flash 10TB SSD HDD SK 2030 SSD 55%AI DRAM 8 NAND 3 24 HBM 25 2030 SSD 55%AMD SK CFM 1470.41878.1-5%0%5%10%15%20%0200400600800100012001400160018002000 yoy14.523.185.5236.90%20%40%60%0.0100.0200.0300.02021 2022 2023E 2024E 2025E 2026E AI GPGPU AI GPU FPGA ASIC yoy-GPGPU yoy-GPU FPGA ASIC 0%10%20%30%40%50%60%2020 2030E SSD 2009 1210 16 HBM 2014 AMD HBM SK 4 HBM Omdia 2020 HBM 4.58 2025 25 40.38%26 HBM 27 HBM SK Omdia DRAM for Graphics AI Report ADAS ADAS 28 ADAS 29 SemicoResearch SK SK DRAM NAND ADAS DRAM Flash DRAM DRAM/NAND Flash HBM1 HBM2 HBM2E HBM3 2GB 8GB 16GB 16GB 128GB/s 307GB/s 460GB/s 819GB/s 4 4/8 4/8 8/12 I/O 1Gbps 2.4Gbps 3.6Gbps 6.4bps 1GB 4GB/8GB 8GB/16GB 16GB/24GB-20%-10%0%10%20%30%40%50%60%0500100015002000250030002019 2020 2021 2022E 2023E 2024E 2025E yoy 2009 1210 17 151GB/2TB ADAS CFM 2030 200 30 DRAM NAND DRAM NAND 4-64GB 64-512GB ADAS/4-64GB 8-32GB 0.5-2GB 4-32GB 4-16GB 64-256GB 0.5-1GB 8-512GB 1-4GB 8-512GB SK IVI DRAM NAND DRAM DDR3 LPDDR2 LPDDR4 LPDDR5 DRAM 4-64 GB 4-16 GB NAND Flash 64-512 GB 64-256 GB ADAS ADAS DRAM 8 12 AI DRAM 31 32 CFM CFM IVI,36%TBOX,20%DI,14%HUD,5%DVR,16%ADAS,9%2009 1210 18 23H2 Statista 2017 60%2019 30%/33 DRAM 34 Statista-40%-20%0%20%40%60%80%2017 2018 2019 2020 2021 2022 2023E 2024EAnalog Logic Memory Micro 2009 1210 19 SK DRAM NAND IDC 2005 DRAM CR3 60%94%2021 NAND SK&96%2021 SK NAND NAND Solidigm NAND NAND 64 3D NAND IDM NOR Flash NAND Flash 2018 Xtacking 2019 9 64 TLC 3D NAND Flash 96 3D NAND 2020 4 128 TLC/QLC 3.0 Xtacking3.0 TLC X3-9070 DRAM DDR4 LPDDR4,DDR5 19nm/17nm NAND DRAM 35 DRAM 36 NAND IDC IDC 4Gb DDR4 DRAM 2D NAND NOR Flash EEPROM IC Insights Gartner Trendforce 2021 NOR Flash/SLC NAND/DRAM 29/21/90 ASP SK Q1 5.09 0%20%40%60%80%100%2005 2007 2009 2011 2013 2015 2017 2019 2021 SK 0%20%40%60%80%100%2005 2007 2009 2011 2013 2015 2017 2019 2021 SK intel 2009 1210 20 YoY-58%QoQ-34%-2.59 Q1 8.92 YoY-56%QoQ-27%DS 36 23Q1 22 12 23 2 36.93 QoQ-9.6%YoY-52.6%14-63%23 NAND Flash 23Q1 28.03 YoY-36%QoQ-10%NON-GAAP-4.27 37 SK/wind TrendForce SK 2023 10pct 77%74%82%SK 5 23Q1 2023 50%2023 70 40%WFE 50%38/DRAM NAND 25%2023 70 40%WFE 50%22Q4 2023 50%30%2023 23 27 14.8%2022 10 NAND 30%21-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%-2009 1210 21 39 2022 2023 2022 CFM 2022 NAND Flash/DRAM 6%/4%610B GB/194B Gb 2023 NAND Flash/DRAM 15%/5%NAND Flash DRAM 40 NAND Flash DRAM CFM 23Q3 CFM Q2 DRAM DDR4 LPDDR5 NAND Flash 05101520253035404550 43%39%40%35%34%40%6%15%31%21%16%21%23%21%4%5%0%5%10%15%20%25%30%35%40%45%50%2016 2017 2018 2019 2020 2021 2022 2023ENAND DRAM 2009 1210 22 Q3 PC&Q1 Q3 23Q2 23Q3 41 23Q2 DRAM NAND Flash DRAM PC DRAM DDR4 1520%DDR5 1318%Blended ASP 1520%Server DRAM DDR4 1823%DDR5 1318%Blended ASP 1520%Mobile DRAM 1318%Total DRAM 1318%NAND Flash UFS 1015%Enterprise SSD 1015%Total NAND Flash 813%TrendForce NAND Flash DRAM/NAND Flash/Q2 5 29 256Gb TLC/512 Gb TLC 0.99/1.41 4 30 0%/-2.8%256Gb TLC/512Gb TLC/128Gb MLC 0.95/1.48/1.76 4 30 5 42 NAND Flash/Inspectrum Tech DRAM 5 5 29 DDR4 4Gb(512Mx8)/DDR3 4Gb(512Mx8)/DDR4 8Gb(1Gx8)1.01/1.02/1.46 4 30 024681012141618NAND-*TLC 256Gb NAND-*TLC 512Gb NAND-*TLC 512GbNAND-*TLC 256Gb NAND-MLC 256GB NAND-MLC 128Gb 2009 1210 23 9.8%/4.7%/9.3%DRAM 5 29 DDR4 8Gb(1Gx8)/LPDDR4 32Gb mobile/DDR4 32GB Reg-DIMM server 1.44/6.10/52 4 30 0%/16.7%/16.1%LPDDR4 DDR4 DRAM 60%70%43 DRAM/Inspectrum Tech 44 DRAM mobile/45 DRAM server/Inspectrum Tech Inspectrum Tech 5 21 024681012DRAM-*DDR4-4Gb-512Mx8 DRAM-*DDR4-8Gb-1Gx8 DRAM-DDR3-4Gb-512Mx8 DRAM-*DDR4 8Gb 1G*80510152025302/20175/20178/201711/20172/20185/20188/201811/20182/20195/20198/201911/20192/20205/20208/202011/20202/20215/20218/202111/20212/20225/20228/202211/20222/20235/2023LPDDR3 16Gb LPDDR3 24Gb*LPDDR3 32GbLPDDR4 8Gb LPDDR4 24Gb*LPDDR4 32Gb0501001502002503003507/201611/20163/20177/201711/20173/20187/201811/20183/20197/201911/20193/20207/202011/20203/20217/202111/20213/20227/202211/20223/2023DDR3-8GB Reg-DIMM DDR3-16GB Reg-DIMMDDR4-16GB Reg-DIMM*DDR4-32GB Reg-DIMM 2009 1210 24 AI 2009 1210 25 DRAM AI 2012 AI DDR 2021 DRAM DRAM 2022 DDR3L JEDEC 2133/1866Mbps 2Gb/4Gb DRAM DDR4 LPDDR3 LPDDR4 1Xnm 19nm 17nm 1Gb8Gb NOR Flash 512Kb 2Gb SPI NOR Flash 2023 4 GD25/55 SPI NOR Flash GD5F SPI NAND Flash 1 iPolicy Networks Inc.2022 10.29 12.7%9.5%2022 929 2022 98 DRAM DRAM DRAM DRAM DRAM DRAM DRAM/&2005 MPU 2020 ISSI ISSI ADAS SRAM DRAM NOR Flash 2021 Delphi ADAS/L2 2.0-2.5 TOPS L3 20-30 TOPS L4-L5 2009 1210 26 2000 TOPS 2025 24%82 AI IOT AI 5G IPC/NVR/IOT MPU IC Insights 2020 MPU 175 2024 237 AI EMS sDBG 30um 8D/16D/&SK DRAM DDR Q1 23Q2 AI HBM AIGC HBM SK HBM 6.4Gbps 1TB/s DRAM AI HBM TSV SiP bumping FCBGA SSD 32D NOR Flash+NOR Flash EEPROM MCU MCU ARM Cortex-M 32 MCU VCM Driver 2009 1210 27 NOR Flash EEPROM“+”MCU NOR Flash/NOR Flash SONOS ETOX 512Kbit 128Mbit 1.65V-3.6V NOR Flash 55nm 40nm 4Mbit 128Mbit 40nm SONOS NOR Flash ETOX 50nm 256Mbit 1Gbit NOR Flash NOR Flash AEC-Q100 NOR Flash MCU VCM Driver EEPROM 2022+5299 9 MCU VCM Driver ARM Cortex-M 32 MCU 2022 MCU M0+60 BMS 2022 PE),1.2V PD EEPROM VOIS VCM Driver EEPROM SLC NAND SLC NAND 2014 NAND NOR DRAM 24nm NAND 48nm NOR 2009 1210 28 2022 150 69 NAND Flash NOR Flash DRAM NAND Flash NOR Flash DRAM MCP SLC NAND Flash SLC NAND Flash-40-105 AEC-Q100 SPI NOR Flash 64Mb 1Gb-40-85/105 65nm 48nm 5G SLC NAND Flash 38nm 24nm 28nm 28nm 24nm SLC NAND Flash 1xnm NAND Flash NOR Flash 48nm 512Mb 1Gb NOR Flash NOR Flash 65nm 55nm LPDDR4x PSRAM DRAM 38nm SLC NAND Flash 48nm NOR Flash AEC-Q100 NOR FLASH MCU+2015,NOR Flash Arm Cortex 32 MCU NOR AI TWS NOR Flash MCU 360 OPPO NOR Flash MCU AI/2022 NOR Flash 3.5 yoy-29.5%80.8%ETOX 1Mb 256Mb NOR Flash 2022 MCU 0.82 yoy+6.6%19.0%1.11 24.19%2022 CX32L003 2009 1210 29 MCU AI AI CiNOR AI NOR Flash NOR Flash Flash Flash NOR Flash CiNOR AI CiNOR AI MCU CiNOR MCU MCU AI CiNOR AI“MCU+AI”LNG&LNG LNG/SOD LDS LNG-162 3 LNG LNG 2023 LNG 2023 LNG TFT RGB CNT LG Display SOC AI High-K DRAM 1b 200X NAND 3 Intel AI HBM HBM 2023 2004 2022 36.7 13.0 5 24%30%2022 27.4 59.3%58.7%DDR5 DDR4 2009 1210 30 DDR4 DDR5 2016 CPU 2022 9.37 10.80%CPU CPU VMware VMware ESXi 7.0 U3“”“2022”“”AI CXL MXC CXL CXL CXL CXL AI 2022 5 CXL MXC MXC MXC SK MXC CXL CXL SPD+EPPROM EEPROM EEPROM 2022 1.34 80.39%13.67%DDR SPD EEPROM 9.8 80.2%3.5 226.8%DDR5 SPD 12 Alder Lake DDR5 2021 DDR4 DDR5 DDR4 DDR5 DDR5 SPD Yole Developpement DDR5 2023 DDR4 50%SPD DDR SPD 2009 1210 31 EEPROM EEPROM A1 EEPROM“”EEPROM EEPROM AI 1999 SSD FORESEE Lexar()UFS eMMC AEC-Q100-40-105 TrendForce 2023 1443 AI 20222026 10.8%AI AI SSD SSD PCIe 4.0 Longsys ORCA 4836 NVMe SSD Longsys UNCIA 3836 SATA 3.2 SSD SiP Lexar SSD Omdia(IHS Markit)2020 Lexar Lexar/2010 2009 1210 32 Google SoC TCL Google Facebook NAND Flash DRAM“”16 Die 3040m Die NAND Flash DRAM SiP NAND Flash DRAM 5G(HPC)2022 2008 2022 1 TW8581 USB3.2 5GHZ TW8581 3D ECC IOPS DC-DC TW8581 2022 2022 2019 2022 UDStore UDStore NAND Flash 2009 1210 33 2022 DRAM“”2022 2025 50 500 500 AI“”+2005 USB/Type-C NAS 360 Ring Noise 3-Plus()LG Buffalo 2009 1210 34 SSD SSD()2009 1210 35 2021 ODM 2022H2 2023H2 2009 1210 36 2019 2016 2017 3 2020 2019 2021 2021 1 2022 2022 7 9 2022 2009 1210 37 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 38 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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