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Wednesday, June 15, 2005
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Samsung Exec Predicts Memory Shortages
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Surging demand for flash memory driven by multimedia consumer devices could lead to future memory shortages, a Samsung Semiconductor executive warned Tuesday.
Jon Kang, senior vice president of technology marketing for Samsung's chip unit, told
the Design Automation Conference (DAC) here that memory demand is surging as more
memory-hungry multimedia applications are integrated into cellphones ? especially 3G
phones.
Kang predicted that memory used in multimedia mobile phones will equal PCs by 2007.
Digital content and new applications like digital cameras, recorders, MP3 players,
television and even GPS are driving memory demand in cellphones.
"I never imagined consumer products using this much memory," Kang said in a DAC
speech. The result, he warned, could be "massive oversupply or massive undersupply"
as memory vendors attempt to shift between NAND and NOR flash technologies.
The failure of memory vendors to make a quick transition from one flash technology to
another in emerging consumer devices could lead to shortages just as the flash market
explodes, Kang said.
"The memory market will shift, the market is not stable," the Samsung executive
warned, calling the situation a "perfect digital storm."
Market researchers such as Semico Research Corp. (Phoenix) are forecasting record
revenues for NOR flash approaching $11 billion in 2007, but not before the market
contracts this year.
The increase in high-density memory used in consumer devices is also fueling an
annual doubling of Samsung's flash memory density, Kang said. The chip maker just
announced it was ramping production of 70-nm flash memory and is working on a 60-nm
version. Further out, it is proposing a "fusion memory" that combines NAND flash,
SRAMs, logic and analog circuitry on the same device. The target application is
mobile devices.
At the same time, the chip maker is pressing ahead with multichip packaging
technologies that will allow the incorporation of more memory in consumer devices. It
rolled out an 8-chip package in January with 3.2 Gytes of memory. Kang said he
expects system-in-package technology will also be needed to integrate CPUs and memory
into gadget-filled mobile phones.
That's where the EDA industry enters the picture, Kang said. "The chip guys must work
with the EDA industry to achieve the time-to-market" goals that are vital to
competing in the consumer market. |
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