DRAM 產業特性與架構發展趨勢研究

Abstract

DRAM產業為一變動劇烈的產業，無論產值、價格、產量、製程技術進步、產品世代交替速度與產業變動或廠商策略活動的交互影響皆較整體半導體及資訊產業來的劇烈；近年又是DRAM架構史上最紛亂的時期，PC133 SDRAM、DDR SDRAM、RDRAM(Rambus DRAM)架構及其聯盟爭相興起欲成為 PC100 SDRAM的接班人。因此本研究乃以DRAM產業特性與DRAM架構發展趨勢為研究重心，並部份以DRAM產業的特性來做為分析DRAM架構發展趨勢的基礎。 本研究綜合各相關資料將產業特性的部分分為競爭模式、需求面特性、供給面特性、供需整體特性(產品面特性、市場面特性)、非市場面特性-反傾銷等方面加以分析探討;架構發展趨勢則以Michael E. Porter於國家競爭優勢一書中所提出的鑽石模型的精神來探討在不同架構之爭下，討論那種架構可能會出線、各有其何種發展優勢，並以其精神配合本研究的需要將六大構面化為架構技術、DRAM顆粒製造商及相關支援產業、市場需求條件與推動策略等四構面用以分析比較各DRAM架構及其趨勢。

DRAM industry is drastically changeable, and it changes more rapidly and violently than semiconductor or information industry in market, price, output, process improvement, product change, and interaction of strategy of each company. Moreover, DRAM architecture has been being most chaotic in recent years. PC133 SDRAM、DDR SDRAM and RDRAM(Rambus DRAM) architecture have been proposed and the supporting alliance of each has been being competitive to make its supporting architecture to be the successor of PC100 SDRAM . So the main purpose of this study is to analyze the characteristics of DRAM industry and trends of DRAM architecture. Through analyzing collected literatures and data, this study defined and divided the characteristics of DRAM into competition element, demand side, supply side, demand-supply side (market, product), and non-market side (anti-dumping) to identify the factors of characteristics. Besides, by applying the spirit of Michael E. Porter's Diamond model of "The Competitive advantage of Nations", the trends of DRAM architecture is analyzed with four factors, techniques of DRAM architecture, DRAM die manufacturer and its supporting and related industries, demand conditions, and driving strategy,to analyze the architectures and make a comparison of them.