Under the 5G architecture, in addition to communication devices or handheld devices, smart cars, smart homes, smart cities, and other ubiquitous smart devices can all benefit from the wider and denser connection services of 5G networks. The marginal operations are A layer of computing layer is added between the traditional cloud and the terminal device to help retrieve, filter, aggregate and analyze the information on the fly, and respond immediately to the device, eliminating the need for all data to be uploaded to the cloud. The time delay and data storage cost caused by data transmission, 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 computing speed, or considerations of power saving and durability, or the demand for product dispersion and diversity are all issues facing future memory development. In addition, since the process of manufacturing memory is close to 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.
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 estimates that server memory will exceed the next two to three years. Mobile memory becomes the mainstream of supply and demand. As the technical equipment needed for IoT will gradually mature, the niche-type memory demand for small capacity will continue to increase. Although the capacity for stand-alone devices is low, due to product diversity High, is also expected to consume considerable industrial wafer production capacity.
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 PCs, 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 this will help the storage capacity continue to rise and does not stop at the existing 256/512GB. .