HBM Will Account For 20%Of The DRAM Market This Year, And It Is Expected To Exceed 30%In 2025

　　TrendForce Vice President Avril Wu express,HBM exist DRAM The share in the total capacity is expected to be from 2023 Year 2% up to 2024 Year 5%,arrive 2025 The year will exceed 10%。

Based by value, from 2024 Starting year,HBM It is expected to occupy DRAM General market value 20% Above, to rely 2025 The year may exceed 30%。

　　HBM The market is promoted by huge pricing premium.HBMThe unit sales price is traditionalDRAMDuring the number of times, it isDDR5About five times.

This is a certain price, plusAIProducts of chip technology have increased single equipmentHBMCapacity, expected to be promoted2023End2025YearHBMexistDRAMThe market capacity and market value have increased.

　　WuPoint out,2025YearHBMThe negotiation of pricing is already in2024Start in the second quarter of the year.Due toDRAMThe overall production capacity is limited, the supplier initially increases the price5-10%In order to respond to production capacity restrictions, it has affectedHBM2e、HBM3andHBM3e。

This morning negotiation stageIt is mainly due to three factors: first,HBMBuyerAIThe demand prospects maintain a high confidence and are willing to accept the continuous price rise.

Secondly,HBM3eofTSVGood rate is currently only available40%arrive60%There is also room for improvement.In addition, not all major suppliers have passedHBM3eCustomer qualifications have led buyers to accept higher prices to ensure stable and high -quality supply.

Third, every future Gb Pricing may be based on DRAM The reliability and supply capacity of the supplier can be different, which may cause ASP Differences affect profitability.

along with 12Hi The increase in stack products is expected to appear up HBM3e Major changes.

This change is expected to improve each chip HBM capacity.

according toTrendForcepredict,2024YearHBMThe annual growth rate of demand will be close200%, It is expected2025It will turn over the year