Global AI HBM Supply, Demand and Key Producers, 2024-2030
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Published Date: 19 Apr 2024
Category: Electronics & Semiconductor
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- Description
- Table of Contents
- Table of Figures
- Research Methodology
- Companies Mentioned
- Related Reports
- Product Tags
Description
The global AI HBM market size is expected to reach $ 3879 million by 2030, rising at a market growth of 28.6% CAGR during the forecast period (2024-2030).
As an advanced memory technology, HBM is mainly used in scenarios with extremely high requirements on data transmission speed, bandwidth utilization and energy consumption due to its high bandwidth, low latency, high energy efficiency and other characteristics. For example, the core application is the AI server.
In AI applications, HBM technology is mainly used in scenarios with extremely high requirements on data transmission speed and throughput due to its high bandwidth and low latency characteristics.
Globally, the core market is mainly monopolized by Hynix, Samsung and Micron. Among them, Hynix’s market share exceeds 50%.
This report studies the global AI HBM production, demand, key manufacturers, and key regions.
This report is a detailed and comprehensive analysis of the world market for AI HBM and provides market size (US$ million) and Year-over-Year (YoY) Growth, considering 2023 as the base year. This report explores demand trends and competition, as well as details the characteristics of AI HBM that contribute to its increasing demand across many markets.
Highlights and key features of the study
Global AI HBM total production and demand, 2019-2030, (K Pcs)
Global AI HBM total production value, 2019-2030, (USD Million)
Global AI HBM production by region & country, production, value, CAGR, 2019-2030, (USD Million) & (K Pcs), (based on production site)
Global AI HBM consumption by region & country, CAGR, 2019-2030 & (K Pcs)
U.S. VS China: AI HBM domestic production, consumption, key domestic manufacturers and share
Global AI HBM production by manufacturer, production, price, value and market share 2019-2024, (USD Million) & (K Pcs)
Global AI HBM production by Type, production, value, CAGR, 2019-2030, (USD Million) & (K Pcs)
Global AI HBM production by Application, production, value, CAGR, 2019-2030, (USD Million) & (K Pcs)
This report profiles key players in the global AI HBM market based on the following parameters - company overview, production, value, price, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include SK Hynix, Samsung Electronics, Micron Technology, etc.
This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.
Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the World AI HBM market
Detailed Segmentation:
Each section contains quantitative market data including market by value (US$ Millions), volume (production, consumption) & (K Pcs) and average price (US$/Pc) by manufacturer, by Type, and by Application. Data is given for the years 2019-2030 by year with 2023 as the base year, 2024 as the estimate year, and 2025-2030 as the forecast year.
Global AI HBM Market, By Region:
United States
China
Europe
Japan
South Korea
ASEAN
India
Rest of World
Global AI HBM Market, Segmentation by Type:
HBM2
HBM3
Others
Global AI HBM Market, Segmentation by Application:
Machine Learning
Language Models/NLP
Others
Companies Profiled:
SK Hynix
Samsung Electronics
Micron Technology
Key Questions Answered:
1. How big is the global AI HBM market?
2. What is the demand of the global AI HBM market?
3. What is the year over year growth of the global AI HBM market?
4. What is the production and production value of the global AI HBM market?
5. Who are the key producers in the global AI HBM market?
6. What are the growth factors driving the market demand?
Table of Contents
1 Supply Summary
1.1 AI HBM Introduction
1.2 World AI HBM Supply & Forecast
1.2.1 World AI HBM Production Value (2019 & 2023 & 2030)
1.2.2 World AI HBM Production (2019-2030)
1.2.3 World AI HBM Pricing Trends (2019-2030)
1.3 World AI HBM Production by Region (Based on Production Site)
1.3.1 World AI HBM Production Value by Region (2019-2030)
1.3.2 World AI HBM Production by Region (2019-2030)
1.3.3 World AI HBM Average Price by Region (2019-2030)
1.3.4 North America AI HBM Production (2019-2030)
1.3.5 South Korea AI HBM Production (2019-2030)
1.4 Market Drivers, Restraints and Trends
1.4.1 AI HBM Market Drivers
1.4.2 Factors Affecting Demand
1.4.3 AI HBM Major Market Trends
2 Demand Summary
2.1 World AI HBM Demand (2019-2030)
2.2 World AI HBM Consumption by Region
2.2.1 World AI HBM Consumption by Region (2019-2024)
2.2.2 World AI HBM Consumption Forecast by Region (2025-2030)
2.3 United States AI HBM Consumption (2019-2030)
2.4 China AI HBM Consumption (2019-2030)
2.5 Europe AI HBM Consumption (2019-2030)
2.6 Japan AI HBM Consumption (2019-2030)
2.7 South Korea AI HBM Consumption (2019-2030)
2.8 ASEAN AI HBM Consumption (2019-2030)
2.9 India AI HBM Consumption (2019-2030)
3 World Manufacturers Competitive Analysis
3.1 World AI HBM Production Value by Manufacturer (2019-2024)
3.2 World AI HBM Production by Manufacturer (2019-2024)
3.3 World AI HBM Average Price by Manufacturer (2019-2024)
3.4 AI HBM Company Evaluation Quadrant
3.5 Industry Rank and Concentration Rate (CR)
3.5.1 Global AI HBM Industry Rank of Major Manufacturers
3.5.2 Global Concentration Ratios (CR4) for AI HBM in 2023
3.5.3 Global Concentration Ratios (CR8) for AI HBM in 2023
3.6 AI HBM Market: Overall Company Footprint Analysis
3.6.1 AI HBM Market: Region Footprint
3.6.2 AI HBM Market: Company Product Type Footprint
3.6.3 AI HBM Market: Company Product Application Footprint
3.7 Competitive Environment
3.7.1 Historical Structure of the Industry
3.7.2 Barriers of Market Entry
3.7.3 Factors of Competition
3.8 New Entrant and Capacity Expansion Plans
3.9 Mergers, Acquisition, Agreements, and Collaborations
4 United States VS China VS Rest of the World
4.1 United States VS China: AI HBM Production Value Comparison
4.1.1 United States VS China: AI HBM Production Value Comparison (2019 & 2023 & 2030)
4.1.2 United States VS China: AI HBM Production Value Market Share Comparison (2019 & 2023 & 2030)
4.2 United States VS China: AI HBM Production Comparison
4.2.1 United States VS China: AI HBM Production Comparison (2019 & 2023 & 2030)
4.2.2 United States VS China: AI HBM Production Market Share Comparison (2019 & 2023 & 2030)
4.3 United States VS China: AI HBM Consumption Comparison
4.3.1 United States VS China: AI HBM Consumption Comparison (2019 & 2023 & 2030)
4.3.2 United States VS China: AI HBM Consumption Market Share Comparison (2019 & 2023 & 2030)
4.4 United States Based AI HBM Manufacturers and Market Share, 2019-2024
4.4.1 United States Based AI HBM Manufacturers, Headquarters and Production Site (States, Country)
4.4.2 United States Based Manufacturers AI HBM Production Value (2019-2024)
4.4.3 United States Based Manufacturers AI HBM Production (2019-2024)
4.5 China Based AI HBM Manufacturers and Market Share
4.5.1 China Based AI HBM Manufacturers, Headquarters and Production Site (Province, Country)
4.5.2 China Based Manufacturers AI HBM Production Value (2019-2024)
4.5.3 China Based Manufacturers AI HBM Production (2019-2024)
4.6 Rest of World Based AI HBM Manufacturers and Market Share, 2019-2024
4.6.1 Rest of World Based AI HBM Manufacturers, Headquarters and Production Site (State, Country)
4.6.2 Rest of World Based Manufacturers AI HBM Production Value (2019-2024)
4.6.3 Rest of World Based Manufacturers AI HBM Production (2019-2024)
5 Market Analysis by Type
5.1 World AI HBM Market Size Overview by Type: 2019 VS 2023 VS 2030
5.2 Segment Introduction by Type
5.2.1 HBM2
5.2.2 HBM3
5.2.3 Others
5.3 Market Segment by Type
5.3.1 World AI HBM Production by Type (2019-2030)
5.3.2 World AI HBM Production Value by Type (2019-2030)
5.3.3 World AI HBM Average Price by Type (2019-2030)
6 Market Analysis by Application
6.1 World AI HBM Market Size Overview by Application: 2019 VS 2023 VS 2030
6.2 Segment Introduction by Application
6.2.1 Machine Learning
6.2.2 Language Models/NLP
6.2.3 Others
6.3 Market Segment by Application
6.3.1 World AI HBM Production by Application (2019-2030)
6.3.2 World AI HBM Production Value by Application (2019-2030)
6.3.3 World AI HBM Average Price by Application (2019-2030)
7 Company Profiles
7.1 SK Hynix
7.1.1 SK Hynix Details
7.1.2 SK Hynix Major Business
7.1.3 SK Hynix AI HBM Product and Services
7.1.4 SK Hynix AI HBM Production, Price, Value, Gross Margin and Market Share (2019-2024)
7.1.5 SK Hynix Recent Developments/Updates
7.1.6 SK Hynix Competitive Strengths & Weaknesses
7.2 Samsung Electronics
7.2.1 Samsung Electronics Details
7.2.2 Samsung Electronics Major Business
7.2.3 Samsung Electronics AI HBM Product and Services
7.2.4 Samsung Electronics AI HBM Production, Price, Value, Gross Margin and Market Share (2019-2024)
7.2.5 Samsung Electronics Recent Developments/Updates
7.2.6 Samsung Electronics Competitive Strengths & Weaknesses
7.3 Micron Technology
7.3.1 Micron Technology Details
7.3.2 Micron Technology Major Business
7.3.3 Micron Technology AI HBM Product and Services
7.3.4 Micron Technology AI HBM Production, Price, Value, Gross Margin and Market Share (2019-2024)
7.3.5 Micron Technology Recent Developments/Updates
7.3.6 Micron Technology Competitive Strengths & Weaknesses
8 Industry Chain Analysis
8.1 AI HBM Industry Chain
8.2 AI HBM Upstream Analysis
8.2.1 AI HBM Core Raw Materials
8.2.2 Main Manufacturers of AI HBM Core Raw Materials
8.3 Midstream Analysis
8.4 Downstream Analysis
8.5 AI HBM Production Mode
8.6 AI HBM Procurement Model
8.7 AI HBM Industry Sales Model and Sales Channels
8.7.1 AI HBM Sales Model
8.7.2 AI HBM Typical Distributors
9 Research Findings and Conclusion
10 Appendix
10.1 Methodology
10.2 Research Process and Data Source
10.3 Disclaimer
Table of Figures
List of Tables
Table 1. World AI HBM Production Value by Region (2019, 2023 and 2030) & (USD Million)
Table 2. World AI HBM Production Value by Region (2019-2024) & (USD Million)
Table 3. World AI HBM Production Value by Region (2025-2030) & (USD Million)
Table 4. World AI HBM Production Value Market Share by Region (2019-2024)
Table 5. World AI HBM Production Value Market Share by Region (2025-2030)
Table 6. World AI HBM Production by Region (2019-2024) & (K Pcs)
Table 7. World AI HBM Production by Region (2025-2030) & (K Pcs)
Table 8. World AI HBM Production Market Share by Region (2019-2024)
Table 9. World AI HBM Production Market Share by Region (2025-2030)
Table 10. World AI HBM Average Price by Region (2019-2024) & (US$/Pc)
Table 11. World AI HBM Average Price by Region (2025-2030) & (US$/Pc)
Table 12. AI HBM Major Market Trends
Table 13. World AI HBM Consumption Growth Rate Forecast by Region (2019 & 2023 & 2030) & (K Pcs)
Table 14. World AI HBM Consumption by Region (2019-2024) & (K Pcs)
Table 15. World AI HBM Consumption Forecast by Region (2025-2030) & (K Pcs)
Table 16. World AI HBM Production Value by Manufacturer (2019-2024) & (USD Million)
Table 17. Production Value Market Share of Key AI HBM Producers in 2023
Table 18. World AI HBM Production by Manufacturer (2019-2024) & (K Pcs)
Table 19. Production Market Share of Key AI HBM Producers in 2023
Table 20. World AI HBM Average Price by Manufacturer (2019-2024) & (US$/Pc)
Table 21. Global AI HBM Company Evaluation Quadrant
Table 22. World AI HBM Industry Rank of Major Manufacturers, Based on Production Value in 2023
Table 23. Head Office and AI HBM Production Site of Key Manufacturer
Table 24. AI HBM Market: Company Product Type Footprint
Table 25. AI HBM Market: Company Product Application Footprint
Table 26. AI HBM Competitive Factors
Table 27. AI HBM New Entrant and Capacity Expansion Plans
Table 28. AI HBM Mergers & Acquisitions Activity
Table 29. United States VS China AI HBM Production Value Comparison, (2019 & 2023 & 2030) & (USD Million)
Table 30. United States VS China AI HBM Production Comparison, (2019 & 2023 & 2030) & (K Pcs)
Table 31. United States VS China AI HBM Consumption Comparison, (2019 & 2023 & 2030) & (K Pcs)
Table 32. United States Based AI HBM Manufacturers, Headquarters and Production Site (States, Country)
Table 33. United States Based Manufacturers AI HBM Production Value, (2019-2024) & (USD Million)
Table 34. United States Based Manufacturers AI HBM Production Value Market Share (2019-2024)
Table 35. United States Based Manufacturers AI HBM Production (2019-2024) & (K Pcs)
Table 36. United States Based Manufacturers AI HBM Production Market Share (2019-2024)
Table 37. China Based AI HBM Manufacturers, Headquarters and Production Site (Province, Country)
Table 38. China Based Manufacturers AI HBM Production Value, (2019-2024) & (USD Million)
Table 39. China Based Manufacturers AI HBM Production Value Market Share (2019-2024)
Table 40. China Based Manufacturers AI HBM Production, (2019-2024) & (K Pcs)
Table 41. China Based Manufacturers AI HBM Production Market Share (2019-2024)
Table 42. Rest of World Based AI HBM Manufacturers, Headquarters and Production Site (State, Country)
Table 43. Rest of World Based Manufacturers AI HBM Production Value, (2019-2024) & (USD Million)
Table 44. Rest of World Based Manufacturers AI HBM Production Value Market Share (2019-2024)
Table 45. Rest of World Based Manufacturers AI HBM Production, (2019-2024) & (K Pcs)
Table 46. Rest of World Based Manufacturers AI HBM Production Market Share (2019-2024)
Table 47. World AI HBM Production Value by Type, (USD Million), 2019 & 2023 & 2030
Table 48. World AI HBM Production by Type (2019-2024) & (K Pcs)
Table 49. World AI HBM Production by Type (2025-2030) & (K Pcs)
Table 50. World AI HBM Production Value by Type (2019-2024) & (USD Million)
Table 51. World AI HBM Production Value by Type (2025-2030) & (USD Million)
Table 52. World AI HBM Average Price by Type (2019-2024) & (US$/Pc)
Table 53. World AI HBM Average Price by Type (2025-2030) & (US$/Pc)
Table 54. World AI HBM Production Value by Application, (USD Million), 2019 & 2023 & 2030
Table 55. World AI HBM Production by Application (2019-2024) & (K Pcs)
Table 56. World AI HBM Production by Application (2025-2030) & (K Pcs)
Table 57. World AI HBM Production Value by Application (2019-2024) & (USD Million)
Table 58. World AI HBM Production Value by Application (2025-2030) & (USD Million)
Table 59. World AI HBM Average Price by Application (2019-2024) & (US$/Pc)
Table 60. World AI HBM Average Price by Application (2025-2030) & (US$/Pc)
Table 61. SK Hynix Basic Information, Manufacturing Base and Competitors
Table 62. SK Hynix Major Business
Table 63. SK Hynix AI HBM Product and Services
Table 64. SK Hynix AI HBM Production (K Pcs), Price (US$/Pc), Production Value (USD Million), Gross Margin and Market Share (2019-2024)
Table 65. SK Hynix Recent Developments/Updates
Table 66. SK Hynix Competitive Strengths & Weaknesses
Table 67. Samsung Electronics Basic Information, Manufacturing Base and Competitors
Table 68. Samsung Electronics Major Business
Table 69. Samsung Electronics AI HBM Product and Services
Table 70. Samsung Electronics AI HBM Production (K Pcs), Price (US$/Pc), Production Value (USD Million), Gross Margin and Market Share (2019-2024)
Table 71. Samsung Electronics Recent Developments/Updates
Table 72. Samsung Electronics Competitive Strengths & Weaknesses
Table 73. Micron Technology Basic Information, Manufacturing Base and Competitors
Table 74. Micron Technology Major Business
Table 75. Micron Technology AI HBM Product and Services
Table 76. Micron Technology AI HBM Production (K Pcs), Price (US$/Pc), Production Value (USD Million), Gross Margin and Market Share (2019-2024)
Table 77. Micron Technology Recent Developments/Updates
Table 78. Micron Technology Competitive Strengths & Weaknesses
Table 79. Global Key Players of AI HBM Upstream (Raw Materials)
Table 80. Global AI HBM Typical Customers
Table 81. AI HBM Typical Distributors
List of Figures
Figure 1. AI HBM Picture
Figure 2. World AI HBM Production Value: 2019 & 2023 & 2030, (USD Million)
Figure 3. World AI HBM Production Value and Forecast (2019-2030) & (USD Million)
Figure 4. World AI HBM Production (2019-2030) & (K Pcs)
Figure 5. World AI HBM Average Price (2019-2030) & (US$/Pc)
Figure 6. World AI HBM Production Value Market Share by Region (2019-2030)
Figure 7. World AI HBM Production Market Share by Region (2019-2030)
Figure 8. North America AI HBM Production (2019-2030) & (K Pcs)
Figure 9. South Korea AI HBM Production (2019-2030) & (K Pcs)
Figure 10. AI HBM Market Drivers
Figure 11. Factors Affecting Demand
Figure 12. World AI HBM Consumption (2019-2030) & (K Pcs)
Figure 13. World AI HBM Consumption Market Share by Region (2019-2030)
Figure 14. United States AI HBM Consumption (2019-2030) & (K Pcs)
Figure 15. China AI HBM Consumption (2019-2030) & (K Pcs)
Figure 16. Europe AI HBM Consumption (2019-2030) & (K Pcs)
Figure 17. Japan AI HBM Consumption (2019-2030) & (K Pcs)
Figure 18. South Korea AI HBM Consumption (2019-2030) & (K Pcs)
Figure 19. ASEAN AI HBM Consumption (2019-2030) & (K Pcs)
Figure 20. India AI HBM Consumption (2019-2030) & (K Pcs)
Figure 21. Producer Shipments of AI HBM by Manufacturer Revenue ($MM) and Market Share (%): 2023
Figure 22. Global Four-firm Concentration Ratios (CR4) for AI HBM Markets in 2023
Figure 23. Global Four-firm Concentration Ratios (CR8) for AI HBM Markets in 2023
Figure 24. United States VS China: AI HBM Production Value Market Share Comparison (2019 & 2023 & 2030)
Figure 25. United States VS China: AI HBM Production Market Share Comparison (2019 & 2023 & 2030)
Figure 26. United States VS China: AI HBM Consumption Market Share Comparison (2019 & 2023 & 2030)
Figure 27. United States Based Manufacturers AI HBM Production Market Share 2023
Figure 28. China Based Manufacturers AI HBM Production Market Share 2023
Figure 29. Rest of World Based Manufacturers AI HBM Production Market Share 2023
Figure 30. World AI HBM Production Value by Type, (USD Million), 2019 & 2023 & 2030
Figure 31. World AI HBM Production Value Market Share by Type in 2023
Figure 32. HBM2
Figure 33. HBM3
Figure 34. Others
Figure 35. World AI HBM Production Market Share by Type (2019-2030)
Figure 36. World AI HBM Production Value Market Share by Type (2019-2030)
Figure 37. World AI HBM Average Price by Type (2019-2030) & (US$/Pc)
Figure 38. World AI HBM Production Value by Application, (USD Million), 2019 & 2023 & 2030
Figure 39. World AI HBM Production Value Market Share by Application in 2023
Figure 40. Machine Learning
Figure 41. Language Models/NLP
Figure 42. Others
Figure 43. World AI HBM Production Market Share by Application (2019-2030)
Figure 44. World AI HBM Production Value Market Share by Application (2019-2030)
Figure 45. World AI HBM Average Price by Application (2019-2030) & (US$/Pc)
Figure 46. AI HBM Industry Chain
Figure 47. AI HBM Procurement Model
Figure 48. AI HBM Sales Model
Figure 49. AI HBM Sales Channels, Direct Sales, and Distribution
Figure 50. Methodology
Figure 51. Research Process and Data Source
Research Methodology
Client Requirements
Review and analyze client requirements
Discussion of all the project requirements and queries
Flexibility Check
Project Feasibility Analysis
Finalizing tentative research programme
Structuring project proposal with scope, timeline, and costs
Analyzing Market Dynamics
Determination of key drivers, restraints, challenge, and opportunity
Identifies market needs and trends
Market Size Estimation & Forecast
Estimation of historical data based on secondary and primary data
Anticipating market recast by assigning weightage to market forces (drivers, restraints, opportunities)
Freezing historical and forecast market size estimations based on evolution, trends, outlook, and strategies
Consideration of geography, region-specific product/service demand for region segments
Consideration of product utilization rates, product demand outlook for segments by application or end-user.
Data Source
Secondary Source
Data collections from annual reports, presentations,associations, journals, analyst reports,
paid database, press releases, blogs, newsletters,and GIR repositories.
Primary Source
Research discussion with manufacturers, distributors, suppliers, end user, industry experts
to verify insights.
Validation
and
triangulation of
secondary and primary source.
Collection of data
Cumulating and collating the essential qualitative and quantitative data
Generation of report in client requested format by research analysts
Reviews by expert analysts
Final quality check
Clarifying queries
Receiving feedback
Ensuring satisfaction
01 Identification of data
This step involves identification of several primary and secondary data research sources, including Global Info Research's internal data sources. The primary sources consist of in-depth discussions and interviews with policy makers, industry experts, and data evaluators, whereas secondary sources include a thorough study of market journals, press releases, annual reports, and government and non-government agencies websites.
02 Evaluation of Market Dynamic
This phase includes a detailed evaluation of several factors that are likely to affect the market dynamics. It involves a comprehensive assessment of major market pain points, drivers, and trends. It also comprises a detailed study of research plans and methodology.
03 Collection of Data
This process consists of gathering data, accessing proprietary databases, and reaching out to key industry participants that operate in the market across the value chain. It also involves studying several patterns in the historical data and comparing it with the current scenario.
04 Collaboration of Data
This stage involves the validation of data and arrival at actual statistics, and evolution of the market over the years. It entails the study and analyzes various segments and verticals of the market. An impact analysis is also performed to observe which factors will affect the market in the next few years.
05 Verification and Analysis
This is the final stage, which involves both quantity and quality checks. Although the process of data verification is an integral part of the research process, all data points and statistics and figures are re-checked to uphold their authenticity and validity.
Companies Mentioned
SK Hynix Samsung Electronics Micron Technology
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