Shulou(Shulou.com)05/31 Report--

Nvidia and AMD plan to release new GPUs in the third quarter of 2000, while Microsoft and Sony will release new game consoles in the fourth quarter of 2000. All of these products will be equipped with GDDR6 memory, and their release is expected to lead to a surge in demand for Graphics DRAM, pushing up prices compared to other DRAM applications.

Due to the impact of the pandemic, TrendForce expects DRAM price increases in the third quarter of the 20th quarter to be significantly lower than those in the 20th quarter. The prices of some storage products may even fall in the fourth quarter of the 20th century. However, the price of the graphics card DRAM is likely to remain the same or rise slightly in 2H20.

Nvidia and AMD will release high-performance 7nm GPU with the latest GDDR6 memory in the third quarter of 2000.

Under pressure from competitor AMD to adopt the 7nm process in 2019, NVIDIA, a leading GPU manufacturer, plans to unveil its first 7nm product, the new Ampere GPU fully equipped with GDDR6 memory, in the third quarter of 2010. Compared with the previous generation of GPU, the specification of Ampere has been significantly improved. Similarly, AMD plans to announce its 7nm BIG NAVI GPU in the third quarter of the 20th century, make GDDR6 memory a standard configuration, and may upgrade memory density.

TrendForce said that NVIDIA and AMD will first focus on the stand-alone graphics card market by releasing a new GPU. The official release time of the laptop is expected to be 1H21. However, driven by a significant increase in performance and power consumption, there is expected to be a wave of graphics card replacement in the market, further stimulating the demand for GDDR6 memory.

Sony and Microsoft will release new game consoles with 16 GB GDDR6 memory in the fourth quarter of 20 years, twice as much as the previous generation.

In addition to the new independent graphics cards released by NVIDIA and AMD, Microsoft and Sony are expected to release Xbox Series X and PS5 respectively in the fourth quarter of the 20th century. In terms of hardware specifications, in addition to the substantial increase in CPU speed, the two game consoles will use motion GPUs with a maximum specification of 16 GB GDDR6 memory, which is not only twice the density of existing game consoles, but also superior to mainstream game consoles. 6-8 GB memory of the video card. The release of the new console is expected to significantly increase the bit consumption of Graphics DRAM.

Samsung and Micron are currently the only suppliers of GDDR6 memory, and SK Hynix is expected to join the competition by the end of 2020.

Graphic DRAM, as a relatively small high-end product, accounts for about 6% of the total consumption of DRAM market. Because Graphics DRAM aims at high data transmission speed and low power consumption, it is much more difficult to design than other memory products. Therefore, of all DRAM applications, the production cost per GB graphics DRAM is the highest. Under the premise of conservative supply this year, although DRAM suppliers have the ability to achieve capacity conversion in internal product categories, GDDR6 is a relatively small product and more difficult to manufacture, which makes it more difficult for suppliers to carry out large-scale capacity conversion, similar to the conversion from mobile DRAM to server DRAM. On the supplier side, Samsung and Micron began mass production of GDDR6 memory in 2019 and deployed it to client products. As for SK Hynix, the company is still committed to improving product yield and stability and plans to release GDDR6 memory before the end of the year. TrendForce predicts that GDDR6 memory penetration will continue to rise significantly in 2020, from 40 per cent in 2019 to 70 per cent this year and more than 90 per cent in 2021.

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