▲ Outlook for Humanoid DRAM Adoption
Projections show that demand for DRAM used in humanoid robots will increase about 20-fold by 2030.
According to market research firm Counterpoint Research on October 11, total DRAM demand for the humanoid robot industry is projected to surge more than 20-fold from approximately 8,300 terabits (Tbit) this year to about 172,000 terabits in 2030.
This is because robot adoption is expanding while the memory capacity equipped in each robot is also increasing.
In fact, the average DRAM capacity equipped in a single humanoid robot is expected to more than double from 19 gigabytes (GB) this year to 39 GB in 2030.
Humanoid robots analyze information collected by cameras and various sensors in real time to determine their movements.
As AI models have recently become more sophisticated, the memory capacity required to process them is also increasing.
Industry insiders view robots as a new source of demand for Samsung Electronics and SK hynix.
As power efficiency is crucial for battery-powered robots, demand for low-power DRAM (LPDDR) and high-capacity NAND flash is expected to expand.
Global memory manufacturers are also paying attention to the growth potential of the robotics market.
During an earnings release on September 30, Micron CEO Sanjay Mehrotra predicted, "Level 4 and higher autonomous vehicles typically feature over 200GB of memory and several terabytes (TB) of storage, and humanoid robots will also require similar levels of memory and storage."
Counterpoint Research forecasted that as the AI models of robots become more advanced, demand for computing semiconductors, including graphics processing units (GPUs) from Nvidia, will also increase.
(Photo provided by Counterpoint Research, Yonhap News)
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