據(jù)IHS公司的移動與嵌入內(nèi)存市場報告,,第一季度移動DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM銷售額首次突破了20億美元大關(guān),,突顯智能手機,、手持游戲機和平板電腦等移動平臺的重要性日益增強,。
今年第一季度移動DRAM銷售額達到20.7億美元,,比2010年第四季度增長10%,。第一季度銷售額比去年第四季度增長約1.9億美元,,幾乎等于2009年第一季度整個移動DRAM市場的銷售額,,該產(chǎn)業(yè)的增長十分驚人,。2009年第一季度該市場銷售額只有2.05億美元,。今年第一季度銷售額亦比去年同期大增150%,如圖3所示,。
移動DRAM目前主要用于移動應(yīng)用,,包括各種消費電子產(chǎn)品,。由于各種產(chǎn)品需要更多的內(nèi)存來執(zhí)行日益復(fù)雜的任務(wù),移動DRAM的出貨量可能急劇增長,。未來幾年,,移動DRAM的出貨量與密度將大幅上升,證明該市場充滿活力,。
在智能手機領(lǐng)域,,預(yù)計2010-2015年移動DRAM密度將增長近五倍。同時,,由于向2Gb器件過渡,,手機中的移動DRAM密度將增長七倍。在出貨量方面,,2010年出貨的手機只有43%使用了移動DRAM,,所以移動DRAM在手機領(lǐng)域仍有充足的發(fā)展空間。
在快速增長的平板電腦市場,,前景更加光明,。鑒于8Gb和16Gb芯片未來幾年將逐漸流行,平板電腦中的移動DRAM的密度將增長近13倍,??紤]到2010-2015年平板電腦出貨量預(yù)計增長14倍,移動DRAM的單位出貨量也將增長,。
在手持游戲市場,未來幾年移動DRAM的使用量將會上升,。索尼PlayStation Portable和任天堂3DS已經(jīng)采用64GB的移動DRAM,,索尼即將推出的PSP Vita內(nèi)存容量可能達到256GB,類似于非手持型的PlayStation 3游戲機,。手持游戲機市場每年出貨量約為3000萬臺,,構(gòu)成了移動DRAM的另一個重要應(yīng)用領(lǐng)域。
廠商考慮加入這個有利可圖的市場
移動DRAM的誘人前景最近五個季度吸引多家廠商入市,,包括臺灣廠商華邦電子和茂德,。但是,新來者將難以挑戰(zhàn)韓國三星電子和海力士以及日本爾必達等市場領(lǐng)導(dǎo)廠商的地位,,這三家廠商幾乎控制著95%的移動DRAM出貨量與銷售額,。
三星第一季度是最大的移動DRAM生產(chǎn)商,銷售額為11.3億美元,。爾必達排名第二,,銷售額是4.34億美元。海力士排名第三,,銷售額是1.91億美元,。美國美光排名第四,銷售額只有8400萬美元。華邦排名第五,,銷售額為1300萬美元,。茂德排名第六,銷售額只有300萬美元,。
IHS公司認為,,移動DRAM市場未來幾年將保持強勁勢頭,銷售額不斷上升,。今年銷售額可能達到69億美元,。與移動DRAM相反,通用DRAM市場前景黯淡,,預(yù)計今年銷售額降幅將超過10%,。