Following smartphones, PCs, servers, Samsung Electronics and SK Hynix memory businesses, recently locked up high-yield, high-bandwidth memory (HBM) for use in artificial intelligence (AI) , Attacking the supercomputer, network and graphics cards and other markets.According to Korean Media Asia Today analysis, HBM data processing speed than the average DRAM has significantly improved, earlier held in Japan and South Korea AI Go battle, sent by South Korea stone wind and Japan's DeepZenGo are using a large number of HBM, the industry is expected, the HBM market will more than double the speed of expansion, but the current HBM market is still much smaller than the average DRAM.IHS survey pointed out that in 2017 the proportion of DRAM products in order for the mobile device 36.8 %, 23.2% of personal computers, 22.4% of servers, 5.9% of home appliances, 4.4% of drawings and 7.3% of other products. It is understood that HBM accounts for about 5% of the output of other projects, and HBM prices are on average 3 to 5 times of DRAMs High-margin products, in response to the increasing global demand for HBM, Samsung and SK hynix also improve the speed of a new generation of product development.Samsung is expected to begin shipping the second generation of HBM2 in January, up to make AI system performance increased by 50% So far, Samsung is the only global producer of HBM2 DRAM, and Samsung affiliates said it aims to expand the market for its second-generation products more than three times the size of its first-generation products. SK hynix began volume in the second half of 2017 The first generation of HBM2 is expected to complete the second generation of product development soon. SK Hynix relations person said it is expected to obtain customer certification in the first half of the year and formally put into volume production in the second half of the year. In addition, the market is also optimistic about the games and Graphics card sales DRAM sales will continue to rise, the virtual currency boom detonated the demand for mining hardware equipment, GPU vendors demand for graphics DRAM will increase unabated, SK hynix relations pointed out that the GPU industry's graphics DRAM (GDDR5) orders Volume has increased 20 ~ 30% over previous years.Samsung from January to start production of the world's fastest drawing DRAM GDDR6, compared to HBM2 using 20-nanometer process, GDDR6 is the only drawing DRAM products into the 10-nanometer process, Samsung products HBM2, computers, servers, graphics DRAM are all into the 10-nanometer process.Gartner data pointed out that in 2018 drawing DRAM on average 2.2GB capacity, estimated average annual growth rate of 17% in 2021 to 4.1 GB.
