Memory Industry Dynamics & Market Drivers ... - IMEX Research

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Memory Industry Dynamics & Market Drivers
Memory Market – a significant portion of Semi business
Memory Market Forecast
Industry Dynamics & Impact on Memory Market
Key drivers for Memory growth
Memory Drivers
Memory Market Segments
Big Shift in memory bit consumption from PCs to consumer Devices
PC Market Growth increasing
PC Memory Drivers
High Performance Computing
Business Intelligence using large Data bases
NexGen IP Telecom Converged Networks require large memories
Explosive Growth in Blade Servers
Memories empowering usage of consumer devices in every facet
Memory Products Dynamics
DRAM Density transition active
Memory Module Product Mix
Entry Server Memory Modules by Capacity
NAND bit shipments outpace DRAM shipments
Memory Status 2007
DRAM bit growth…best in recent years, ~82%
NAND bit growth…slowing down, but still 150%+
NOR status…bit growth far less than DRAM/NAND
DRAM & NAND
Snapshot 9/07
Key Challenges for 2008
Economic backdrop…chip industry can only reacts to slowing
Continue to shift from PC world to Consumer world
Cost down, cost down, cost down…without add silicon area
Future Trends
Big Waves in Big Memory Markets
Power management, power reduction, power consciousness
Integration and dense packaging
Consumer less constrained by system architectures
Future price/performance … circa 2012
PC DRAMs:
NAND flash
G DRAMs
Increased market participation of ‘Logic on Memory’,
Power savings opportunity
Market Directions & Opportunities
Profitability
DRAMs
NAND flash
Pioneering products & markets
LP Roadmaps In your Future?

Emergent class: “Performance Mobile”
Market Outlook
In next generation PCs
Emerging Opportunities in New Markets for Memories
Summary
Transformation PC to Consumer centric
DRAM and NAND Roadmaps for 2008-09
Future Trends in motion…
By Application
OLTP
Business Intelligence
Portfolio Credit Risk (MC)
High Performance Computing
HPC Market Segments by Verticals
HPC Performance 1997-2007
Rise of HPC Cluster Computing
HPC Segmentation by Metrics
Digital Living/Streaming)
Market Segments by Environment
Computing, Networking & Communications, Mobility, Consumer
DRAM Segments by Environment
Data Processing 9
Digital Consumer Electronics
Cell Phones
Wireless
By Usage
In Telecom & Networks from Premises to Core
In IP Telecom
ATCA, AMC & microATCA the new platforms for memories in IP Telecom
Memory Intensive Imaging
Network Applications & Players
By Servers
Blade Servers
Interactive Graphics & Game Computing
AMD – Servers & Workstations Processors Roadmap 2003-2011
AMD – Servers & Workstations Processors Specs 2007-11
AMD – Commercial Client Processors Specs & Roadmap 2007-08
AMD Desktop Performance Processors 2007-09
AMD Processors Raodmap for Handheld 2007-09
Intel Processor Roadmap
Intel Processors Roadmap 2006-10
Next Gen Core2 Processors
Intel Processors for Server Consolidation
Architectures - Memory Attachment to MPUs
Architectures - Memory Attachment to MPUs
HPC
Product Requirements by Market Segment
OLTP Computing
Business Intelligence (Database in Memory ...)
High Performance Computing

Digital Streaming/Digital Living
Memory Revenues in Semiconductor Marketplace 2000+
Demand Forecast Revenues by Memory Type
SRAM, DRAM, Flash, Other
DRAMS (DDR, DDR2, DDR3, FBDIMM, Other/RL DRAM,Mobile DRAM, eDRAM,
CellularRAM)
Memory Revenues in Semiconductor Marketplace 2000+
Demand Forecast Revenues by Memory Type
SRAM, DRAM, Flash, Other
DRAMS (DDR, DDR2, DDR3, FBDIMM, Other/RL DRAM,Mobile DRAM,
eDRAM, CellularRAM)
Demand Forecast by Environment
Memory TAM - Networking and Communications
Memory TAM – Computing
Memory TAM – Embedded Computing
Memory Types Usage Demand by Application Metrics
Density, Speed, Access, Latency, Bandwidth
DDR2 Product & Market Characteristics (Clocking, x4/x8/x16, Dual Channel, Low
Power..)
Evolution of Memory Hierarchy
Cost Performance Trade-Offs
Architectural Trends (Interfaces, Access Rates, Power, Bandwidth …)
DRAM Types & Specs Metrics
DRAM Architectural Choices & Market Characteristics
Density & Performance Limits
DDR2 Extensions threat to DDR3
Emerging markets for RLDRAM, LPDRAM, Mobile DDR, Graphics DRAMs
Standard Modules
New Modules by Packaging
Component vs. Module Trade-Offs
Memory Performance Comparison
Memory Technology Trends
Memory Density Trends
DRAM Module Density Trends
Market Snapshot – DRAM vs. NAND
DRAM Technology Trends
DRAM Transition in Servers, Desktop and Mobile PCs
PC/Server DRAM Transitions (Freq/Voltage/Bit Crossover/Memory Chip OH)
DDR2 FBDIMM – Pros & Cons
DDR2 (Parity) pRDIMM– Pros & Cons
DDR3 DRAM for 07 Launch

Graphic DRAM (GDDR) 2000-2008
3D Evolution with Graphic DRAM (GDDR 2,3,4,5)
Mobility Memory Storage Drivers
Mobility Storage - Memory Card Capacity
Mobility Storage – Memory Performance
Mobility Storage – Memory Security Features
DRAM MIX – 2005-2007
DRAM Selection
Cost Performance Trade Offs
Specialty DRAMs
Flash Memory Industry and Trends
Industry Roadmaps
NAND Flash Market Evolution
Flash Market Forecast by Flash Type 2000-2010
NAND Flash Growth Phases 2000+
Price Erosion – NAND Flash 2000-10
Flash MB Capacity Rise 2000-10
Competitive Product Positioning of major Flash Vendors
-Samsung, Toshiba, SANDisk, Hynix, STM, IMFlash …
NAND Usage by Application
-High Density NAND Introductions 2001-2008
Industry Outlook 2007-10
Flash Memory Trends by Product Segment 2005-10
Types of Flash Memory (NAND, NOR, M---)
MMC 4.2 vs. SD 2.0 NAND
PC Market
Flash SSD/HHD in PCs & Servers
HDD Market – Vista Ready Drives
Flash (Standard, Robson, OneNAND) in Hybrid Disk Drives
Read/Write Performance of Non Volatile Cache
Multi-Chip Packages (MCP), SIP, Package-On-Package (POP) in Production
Top 4 MCP Supplier Products by Capacity
Status – MLC NAND Flash by major Vendors