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Graphics DRAM - A New Competitive Landscape

Forward Insights
January 1, 2010
41 Pages - SKU: GCWF2554311

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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.

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Contents
List of Figures
List of Tables
Executive Summary
Introduction
Graphics Card Market: Overview; Application Segments; AMD and nVidia Platforms; Outlook
Graphics DRAM Market: Overview; Graphic Card Framebuffer; Graphic Card Units; DRAM Density and I/O Trends; ASP Forecast; Revenue Forecast; Trends in Graphics DRAM
Competitive Landscape: Supplier Product Roadmaps; Conclusions; 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 (1Gb, 2Gb, 4Gb) till 2012; Figure 14. ASP forecast for GDDR5 (1Gb, 2Gb, 4Gb) 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 17. Share of Different I/Os in Graphics Notebook Market from 2004-2012; 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 21. Estimated Die Sizes for the 1Gb DDR3; Figure 22. Supplier Roadmaps for GDDR3; Figure 23. Estimated die sizes for 1Gb GDDR3; Figure 24. Supplier Roadmaps for GDDR5; Figure 25. Estimated Die Sizes for 1Gb GDDR5; Figure 26. Qimonda’s Market Share 2004-2008; Figure 27. Market Shares End 2008 before Qimonda Market Exit; Figure 28. Qimonda sales: Pieces Sold in DDR2, GDDR3, GDDR5; Figure 29. Qimonda sales: ASP for DDR2, GDDR3, GDDR5 for 1Gb equivalent; Figure 30. Price Level for DDR2 in Different Densities from 256Mb to 1Gb per 1Gb 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

Graphics DRAM - A New Competitive Landscape

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