In the times that everythings on earth is about to be linked together, the generation of mass data drives data center build place flourishingly. 5-10 of scan widely future year, data bulk will continue to show multiple to grow, take seriously tall transmit, low defer and vast region connective 5G, and brim operation (Edge Computing) apply will become decisive technology, lead an intelligence the development of science and technology. In this foundationFrameworkBelow, the memory inside TrendForce puts research (DRAMeXchange) points out, besides various processing the demand of chip and sensor will appear erupt the gender grows outside, act operation to handle (DRAM) and information store (the memory demand of NAND) function also will be added continuously lukewarm.

In 5GFrameworkBelow, besides communicationEquipmentOr holdEquipment, city of family of car of intelligence ranginging from… to… , intelligence, intelligence, arrive other omnipresent intelligent equipment, but indebted at 5G network more extensive and the concentrated service that connect a line. And limit operation adds an operation layer between traditional high in the clouds and terminal unit, the help picks take, filter, collect whole hand-in-hand travel to analyse information immediately, make to equipment end respond to instantly, place know exactly about sth occupies leave out to upload the trival program to high in the clouds, the time that also reduces data to transmit place to arise at the same time is given delay store with dataCost, besides supplementing each other with 5G technology, carry the study operation of AI, data processing will take the lead in be being finished in end points, in order to provide more high grade consumer experience.

Wu Yating of assistant manager of DRAMeXchange senior research points out, the pursuit of speed of high frequency wide, expensive operation, or save report and durability think, also or beProductdispersive with diversity demand, it is the task that the place on prospective memory development will face. Besides, as a result ofProductionOf memoryMake ChengAlready approached physical limit, if the supplier wheres of future 5 to 10 years be in continuously “Cost Down ” technical innovation is managed below pressure, also will make the challenge before tremendous business chance comes.

In DRAM domain, indebted build place at the abidance of data center, in recent years the shipment volume of server memory is climbed considerably litre, growth rate surmounts the mainstreamProductAction type memory. DRAMeXchange beforehand appraise, in future two arrive 3 years inside, server memory will surmount action type memory, make the main trend that feeds goods and demand. And the technical equipment that requires as a result of IoT place will mature gradually, demand of the Leakey that measures on behalf of Xiaorong memory also will increase continuously; Although stand-alone carries capacity on the low side, but because product diversity is tall, predict to also will use up impressive industrial brilliant circle to produce can.

And in NAND Flash domain, drive intelligence to drive family, automatically as 5G for generations wait for burgeoning domain to develop continuously, the terminal product amount that has computational capacity anticipates can apparent promotion, the shipment of NAND Flash product in also be being driven accordingly increases. Will for a long time look, amount of EMMC/UFS product shipment promotes the most possibly significantly. And wait for demand like note computer, smartphone in the light of mainstream consumer goods, because data raises in great quantities, other 0 component norms is dovish promotion, add NAND Flash supplier in succession enlarge is produced and inMake ChengProgress ceaselessly on, every unit capacityThe priceIn future two to still have inside 3 years comparative to drop considerably space, DRAMeXchange thinks, this will conduce to memory capacity be being pushed continuously litre, do not meet go no further at existing 256/512GB.