市場調査レポート

グラフィックスDRAM:新たな競合環境

Graphics DRAM - A New Competitive Landscape

発行 Forward Insights 商品コード 106770
出版日 ページ情報 英文 41 Pages
納期: 即日から翌営業日
価格
こちらの商品の販売は終了いたしました。
Back to Top
グラフィックスDRAM:新たな競合環境 Graphics DRAM - A New Competitive Landscape
出版日: 2010年01月01日 ページ情報: 英文 41 Pages

当商品の販売は、2016年07月01日を持ちまして終了しました。

概要

当レポートでは、グラフィックスDRAM市場の現状と見通しについて調査分析し、アプリケーション・プラットフォーム別の動向、出荷数予測、フレームバッファ予測、技術別のASP予測(〜2012年)、技術別のサプライヤーロードマップなどをまとめ、概略下記の構成でお届けいたします。

エグゼクティブサマリー

イントロダクション

グラフィックスカード市場

  • 概要
  • アプリケーション区分
    • デスクトップ
    • ノートブック
  • AMD・nVidiaプラットフォーム
    • 概要
    • AMDデスクトップ
    • nVidiaプラットフォーム
    • AMDノートブック
    • nVidiaノートブック
  • 見通し

グラフィックスDRAM市場

  • 概要
  • グラフィックスカードフレームバッファ
  • グラフィックスカードユニット
  • DRAM密度・I/Oの動向
  • ASP予測
    • DDR3
    • GDDR5
    • DDR2・GDDR3・GDDR4
  • 収益予測
  • グラフィックスDRAMの動向
    • グラフィックス市場におけるメモリータイプの進化
    • グラフィックス市場におけるメモリースピードの進化

競合環境

  • サプライヤー製品のロードマップ
    • DDR3
    • GDDR3
    • GDDR5
  • 総論
    • Samsung
    • Hynix
    • Micron
    • Elpida
  • Qimondaのグラフィックスビジネスの詳細

サマリー

図表

目次
Product Code: FI-DRM-GRP-0110

Abstract

The market for graphics DRAM is currently in a stage of massive changes. In 2008, the market was well structured with only three of the main DRAM suppliers engaged in this market segment, namely Samsung, Hynix and Qimonda with a combined market share of greater than 90%. However, Qimonda' s insolvency in January 2009 has disrupted this oligopoly. In May, Micron announced its intention to enter the Graphics DRAM market, followed by Elpida in August. Both companies managed to acquire know-how from the leftover Qimonda assets. Nevertheless, it will be a challenge for both newcomers to establish themselves in the graphics DRAM market.

Forward Insights' first publication on DRAM, Graphics DRAM - A New Competitive Landscape analyzes the current status of the graphics DRAM market and provides an outlook for the following years. In the first section, the market for GPUs and related graphics card platforms which is dominated by AMD and nVidia is discussed. An overview of the characteristics of different application segments as well as the current platforms of the two market leaders is provided. The major part of this report analyses the market for graphics DRAM till 2012. This will include a detailed assessment of the memory I/Os and densities needed with forecasts for bit growth rates and memory speed requirements. An ASP and revenue forecast will be presented as well.

The last section focuses on the competitive situation in the graphics DRAM market. A thorough analysis of the competitive landscape and the competitiveness of the four players as well as the rise and fall of Qimonda' s graphics business is provided.

Table of Contents

CONTENTS

LIST OF FIGURES

LIST OF TABLES

EXECUTIVE SUMMARY

INTRODUCTION

GRAPHICS CARD MARKET

  • Overview
  • Application Segments
    • Desktop
    • Notebook
  • AMD and nVidia Platforms
    • Overview
    • AMD Desktop
    • nVidia Desktop
    • AMD Notebook
    • nVidia Notebook
  • Outlook

GRAPHICS DRAM MARKET

  • Overview
  • Graphic Card Framebuffer
  • Graphic Card Units
  • DRAM Density and I/O Trends
  • ASP Forecast
    • DDR3
    • GDDR5
    • DDR2, GDDR3 and GDDR4
  • Revenue Forecast
  • Trends in Graphics DRAM
    • Evolution of Memory Types in the Graphics Market
    • Evolution of Memory Speed in the Graphics Market

COMPETITIVE LANDSCAPE

  • Supplier Product Roadmaps
    • DDR3
    • GDDR3
    • GDDR5
  • Conclusions
    • Samsung
    • Hynix
    • Micron
    • Elpida
  • A Closer Look At Qimonda' s Graphics Business

SUMMARY

ABOUT THE AUTHOR

ABOUT FORWARD INSIGHTS

  • Services
  • Contact

REPORT OFFERINGS

List of Figures

  • Figure 1. Desktop Framebuffer Forecast
  • Figure 2. Notebook Framebuffer Forecast
  • Figure 3. Overall Framebuffer Forecast
  • Figure 4. Desktop Graphic Card Unit Shipmen Forecast
  • Figure 5. Notebook Graphic Card Unit Shipment Forecast
  • Figure 6. Total Graphic Card Unit Shipment Forecast
  • Figure 7. Graphics DRAM Share as a percent of MB
  • Figure 8. Graphic DRAM I/O Share as a Percent of MB
  • Figure 9. Share of x16 and x32 Graphics DRAM Share as a Percent of MB
  • Figure 10. Detailed Density and I/O Forecast for Graphics DRAM
  • Figure 11. Demand Forecast of DDR3 Components (in 1Gb Equivalents)
  • Figure 12. Demand Forecast of GDDR5 Components (in 1Gb Equivalents)
  • Figure 13. ASP forecast for DDR3 (1 Gb, 2 Gb, 4 Gb) till 2012
  • Figure 14. ASP forecast for GDDR5 (1 Gb, 2 Gb, 4 Gb) till 2012
  • Figure 15. ASP forecast for DDR2 , GDDR3 and GDDR4 till end of 2010 (end-of-life)
  • Figure 16. Revenue forecast for the Graphics DRAM market till 2012
  • Figure 18. Share of I/Os in Graphics Desktop Market from 2004-2012
  • Figure 19. Trend Graphics DRAM speed
  • Figure 20. Supplier Roadmaps DDR3
  • Figure 23. Supplier Roadmaps for GDDR3
  • Figure 24. Estimated die sizes for 1Gb GDDR3
  • Figure 25. Supplier Roadmaps for GDDR5
  • Figure 26. Estimated Die Sizes for 1Gb GDDR5
  • Figure 27. Qimonda' s Market Share 2004-2008
  • Figure 28. Market Shares End 2008 before Qimonda Market Exit
  • Figure 29. Qimonda sales: Pieces Sold in DDR2, GDDR3, GDDR5
  • Figure 30. Qimonda sales: ASP for DDR2, GDDR3, GDDR5 for 1Gb equivalent
  • Figure 31. Price Level for DDR2 in Different Densities from 256Mb to 1Gb per 1 Gb Equivalent

List of Tables

  • Table 1. Overview of Desktop Application Segment
  • Table 2. Overview of Notebook Application Segment
  • Table 3. AMD Desktop Platforms
  • Table 4. nVidia Desktop Platforms
  • Table 5. AMD Notebook Platforms
  • Table 6. nVidia Notebook Platforms
  • Table 7. Major Components in Notebook Market Segment 2009-2012
  • Table 8. Major Components in the Desktop Market Segment 2009-2012
Back to Top