Under the 5G architecture, except for communication or handheld devices, smart cars, smart homes, smart cities, and other ubiquitous smart devices can all benefit from the more extensive and intensive online services of 5G networks. The edge computing is in the traditional cloud and A layer of computing layer is added between terminal devices to help acquire, filter, aggregate, analyze information in real time, and respond immediately to the device end, eliminating the need for cumbersome procedures for uploading all data to the cloud, and also reducing data transmission. The time deferral and data storage costs, in addition to complementing 5G technology, through AI learning, data processing will be the first to be completed at the endpoint to provide a better consumer experience.
Wu Yating, Senior Research Associate of DRAMeXchange, pointed out that the pursuit of high bandwidth, high instruction cycle, or power saving and durability considerations, or the demand for product dispersion and diversity are all issues facing future memory development. In addition, since the manufacturing process of production memory is approaching the physical limit, how suppliers continue to maintain technological innovation under the pressure of “cost down” in the next five to ten years will also be a challenge before the huge business opportunity.
Data Center Drives, Server Memory Becomes Market Mainstream
In the DRAM field, thanks to the continued construction of data centers, server memory shipments have risen sharply in recent years, surpassing mainstream mobile products. DRAMeXchange predicts that in the next two to three years, server memory will exceed operations. Memory becomes the mainstream of supply and demand. As the technology and equipment needed for IoT will gradually mature, niche-type memory requirements for small capacity will continue to increase. Although the capacity of stand-alone devices is low, but due to high product diversity , It is also expected to consume considerable industrial wafer production capacity.
Intelligent terminal equipment, demand for NAND Flash continues to look good
In the field of NAND Flash, with the 5G generation driving smart homes, emerging fields such as autonomous driving continue to grow, and the number of terminal products with computing capabilities is expected to increase significantly, which will also lead to increased shipments of medium- and low-capacity NAND Flash products. Look, eMMC/UFS product shipments are most likely to increase significantly. For mainstream consumer products such as notebook computers, smart phones, etc., due to a large increase in data, other component specifications have steadily improved, and NAND Flash suppliers have expanded production. And as the process continues to improve, the price per unit of capacity will still have significant downside in the next two to three years. DRAMeXchange believes that it will help the storage capacity continue to rise and does not stop at the existing 256/512GB.