SRAM Market Study—Second Quarter 2005

Semico Research Releases Report: SRAM Market Study—Second Quarter 2005

Phoenix, Arizona August 15, 2005 - According to a recent study by Semico Research Corp., Pseudo SRAM (PSRAM) is gaining ground. PSRAM has a one-transistor DRAM cell, as opposed to the typical six-transistor SRAM cell. The DRAM architecture gives PSRAM some strong advantages over low-power 6T SRAM, namely smaller size and competitive pricing. Manufacturers that account for 90% of the total SRAM market now make PSRAM.

SRAM manufacturers in general could feel good about the first half of 2005, with April and May results in, the second quarter will be stronger than the first quarter of this year, up approximately six percent in unit shipments and one percent in revenues. In addition to the heavy influence PSRAM has had on the market, the strong demand from the cell phone market could be attributed as well.

What does this mean for the second half of 2005? “The remaining half of the year is expected to be relatively flat, so our forecast is still on target for 1.2 billion unit shipments for the year, $2.7 billion in revenues, and an aggregate ASP down $.21 from last year,” remarked Adrienne Downey, Sr. Analyst at Semico. “Mobile devices require more memory density due to the increasing usage of color screens, cameras, and other features. With densities up to 128Mbit, PSRAM is replacing low-power 6T asynchronous SRAM, which only goes up to 16Mbit at this time,” said Ms. Downey.

The leading SRAM/PSRAM vendors for 2003 and 2004 are Samsung, Cypress, Renesas, Micron, and Toshiba. What does the future hold in store for the SRAM market as a whole? There is already some memory technology competition in the cell phone industry as DRAM manufacturers continue to bring low-power SDRAM designs to the market as well. This report includes a full forecast of SRAM and PSRAM by density through 2009, as well as quarterly SRAM and PSRAM pricing through 2Q07. This report is the first to include a breakdown of market shares by type: PSRAM, slow asynchronous, fast asynchronous, and synchronous!

This study is available for immediate delivery for $3,500. To purchase SRAM Market Study 2Q05, Report Number: VM123-05, please contact Jim Feldhan at 602-997-0337 or jimf@semico.com.

To purchase SRAM Market Study 1Q05, Report Number: VM122-05, please contact Jim Feldhan at 602-997-0337 or jimf@semico.com.

To review more information on either report, please visit http://www.semico.com/studies/category.asp?id=7

Recent Semico News
Semico News Release August 11, 2005: PSRAM Gaining Ground, Says Semico: First there were 6, and then there was 1, Semico Research Releases Report: SRAM Market Study 2Q05.
http://www.semico.com/press/press.asp?id=160

Semico News Release August 9, 2005: June IPI Highest on Record: Robust 2006 in Sight
http://www.semico.com/press/press.asp?id=159

Semico News Release August 2, 2005: Semiconductor Intellectual Property: The Market Hit Its Stride http://semico.com/press/press.asp?id=158

Semico News Release August 1, 2005: NOR Struggles to Maintain Lead: Will it Stay Ahead of NAND in 2005? Semico Research Releases Report: NOR Pricing and Forecast-Second Quarter 2005
http://semico.com/press/press.asp?id=157

Semico News Release July 28, 2005: NAND Makers Struggle to Keep Up: Huge Megabyte Growth Hard to Accommodate! Semico Research Releases Report: NAND Pricing and Forecast-Second Quarter 2005
http://www.semico.com/press/press.asp?id=156

Semico News Release July 27, 2005: Shortened Product Life Cycles: A Good Thing? Semico Research Releases Report: Foundry Wafer Pricing—Second Quarter 2005
http://www.semico.com/press/press.asp?id=155

About Semico
Semico Research Corp is a marketing and consulting research company located in Phoenix, Arizona.
Semico was founded in 1994 by a group of semiconductor industry experts. We have improved the validity of semiconductor product forecasts via technology roadmaps in end-use markets. Semico offers custom consulting, portfolio packages, individual market research studies and premier industry conferences.