據(jù)IHS公司的移動與嵌入內(nèi)存市場報告，第一季度移動DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM" title="DRAM">DRAM銷售額首次突破了20億美元大關(guān)，突顯智能手機、手持游戲機和平板電腦等移動平臺的重要性日益增強。

　　今年第一季度移動DRAM銷售額達到20.7億美元，比2010年第四季度增長10%。第一季度銷售額比去年第四季度增長約1.9億美元，幾乎等于2009年第一季度整個移動DRAM市場的銷售額，該產(chǎn)業(yè)的增長十分驚人。2009年第一季度該市場銷售額只有2.05億美元。今年第一季度銷售額亦比去年同期大增150%，如圖3所示。
 

      移動DRAM目前主要用于移動應(yīng)用，包括各種消費電子產(chǎn)品。由于各種產(chǎn)品需要更多的內(nèi)存來執(zhí)行日益復雜的任務(wù)，移動DRAM的出貨量可能急劇增長。未來幾年，移動DRAM的出貨量與密度將大幅上升，證明該市場充滿活力。

　　在智能手機領(lǐng)域，預計2010-2015年移動DRAM密度將增長近五倍。同時，由于向2Gb器件過渡，手機中的移動DRAM密度將增長七倍。在出貨量方面，2010年出貨的手機只有43%使用了移動DRAM，所以移動DRAM在手機領(lǐng)域仍有充足的發(fā)展空間。

　　在快速增長的平板電腦市場，前景更加光明。鑒于8Gb和16Gb芯片未來幾年將逐漸流行，平板電腦中的移動DRAM的密度將增長近13倍。考慮到2010-2015年平板電腦出貨量預計增長14倍，移動DRAM的單位出貨量也將增長。

　　在手持游戲市場，未來幾年移動DRAM的使用量將會上升。索尼PlayStation Portable和任天堂3DS已經(jīng)采用64GB的移動DRAM，索尼即將推出的PSP Vita內(nèi)存容量可能達到256GB，類似于非手持型的PlayStation 3游戲機。手持游戲機市場每年出貨量約為3000萬臺，構(gòu)成了移動DRAM的另一個重要應(yīng)用領(lǐng)域。

　　廠商考慮加入這個有利可圖的市場
移動DRAM的誘人前景最近五個季度吸引多家廠商入市，包括臺灣廠商華邦電子和茂德。但是，新來者將難以挑戰(zhàn)韓國三星電子和海力士以及日本爾必達等市場領(lǐng)導廠商的地位，這三家廠商幾乎控制著95%的移動DRAM出貨量與銷售額。

　　三星第一季度是最大的移動DRAM生產(chǎn)商，銷售額為11.3億美元。爾必達排名第二，銷售額是4.34億美元。海力士排名第三，銷售額是1.91億美元。美國美光排名第四，銷售額只有8400萬美元。華邦排名第五，銷售額為1300萬美元。茂德排名第六，銷售額只有300萬美元。

　　IHS公司認為，移動DRAM市場未來幾年將保持強勁勢頭，銷售額不斷上升。今年銷售額可能達到69億美元。與移動DRAM相反，通用DRAM市場前景黯淡，預計今年銷售額降幅將超過10%。