Samsung and SK hynix are producing HBM2, which is 5 times more expensive than DRAM

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Date: 2018-02-07

Samsung and SK hynix are producing HBM2, which is 5 times more expensive than DRAM.

Following smart phones, personal computers (PCS), servers, Samsung Electronics, Samsung Electronics, with SK Hynix (SK Hynix) memory, lock recently applied in the field of artificial intelligence (AI) high yield high frequency width memory (HBM), expand the scale of production, those super markets such as computer, network and drawing card.


According to local media Asia Today, HBM speed of processing data is DRAM has significantly increased, Japan and South Korea held earlier AI go war, South Korea sent Shi Feng DeepZenGo USES a large amount of HBM with Japan, the industry expected, HBM market will expand at an annual rate of more than 2 times, but the HBM market still far less than the average DRAM.


IHS survey pointed out that in 2017 DRAM product application proportion in order for mobile devices, personal computers, servers, 23.2% and 22.4% 36.8%, household appliances, drawing 4.4%, other 5.9% to 4.4%, it is understood that HBM in other projects accounted for about 5% of production, HBM average price is 3 ~ 5 times that of the average DRAM, high-margin products, increasing demand for HBM in response to the global customers, samsung and SK hynix also increase the speed of a new generation of product research and development.


Samsung shipment is expected to begin in January of the second generation HBM2, highest can make AI system performance increase 50%, but so far, samsung is the world's only production HBM2 DRAM industry, samsung relationship personage points out, the target will be the second generation product market scale for more than three times of the first generation of products. SK hynix, began in the second half of the 2017 production of the first generation HBM2, soon is expected to complete the second generation product research and development, SK hynix relationship, he says, is expected to be made in client authentication, in the first half of the year, the second half officially go into mass production.


In addition, the 2018 market also watch the games with drawing card using a drawing DRAM sales will continue to rise, the virtual currency boom mining hardware equipment needs, and a GPU industry materials will increase demand for the drawing of DRAM, SK hynix relationship personage points out, the GPU operators on the order of a drawing DRAM (GDDR5) is 20 ~ 30% increase than in previous years.


Samsung DRAM January production of the world's fastest drawing GDDR6, compared with HBM2 USES 20 nm process, GDDR6 is the only drawing DRAM products import 10 nm process, make the samsung products besides HBM2, computers, servers, drawing into 10 nm process DRAM. According to Gartner's data, the average capacity of DRAM DRAM in 2018 is 2.2GB, with an estimated annual growth rate of 17 percent and 4.1GB in 2021.


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