Montage Technology disclosed its recent investor research report.
Regarding the penetration rate of DDR5-related products, Montage Technology stated that in the fourth quarter of 2021, DDR5 memory interface chips and memory module supporting chips have been officially mass-produced and shipped, and will continue to be shipped in the first quarter of 2022.
Regarding the penetration rate of DDR5-related products, it is divided into two dimensions: server side and desktop side:
On the server side, before the mass of server CPUs supporting DDR5, it is expected that the penetration of the DDR5 industry will be a process of slow increase, and a larger penetration rate is expected to be ramped up after the mass of server CPUs supporting DDR5.
For PC/laptop, the desktop platform supporting the first-generation DDR5 has been released in the fourth quarter of 2021. At the same time, according to the plans of mainstream CPU manufacturers in the market, the market may launch a desktop platform supporting the next-generation DDR5 before the end of this year. These factors will accelerate the upgrade from DDR4 to DDR5 on the desktop.
According to Montage Technology, judging from the relevant information released by JEDEC, three generations of DDR5 memory interface chips have been planned, and the supported rates are 4800MT/s, 5600MT/s, and 6400MT/s. 2 offspring . The industry expects that at the beginning of the DDR5 generation, the iteration speed between the generations of memory interface chips may be faster than that of the DDR4 generation. On May 9, 2022, the company announced the first trial production of the second-generation DDR5 RCD chip in the industry. It is expected that in addition to the gradual increase of DDR5 first-generation products this year, there will be a certain amount of sample demand for DDR5 second-generation memory interface chips.
Talking about the competition pattern of DDR5 memory interface chips and memory module supporting chips, Montage Technology stated that the current competition pattern of DDR5 memory interface chips is similar to that of DDR4 memory interface chips, and only three suppliers in the world can provide first-generation mass-produced products. , respectively, the company, Renesas Electronics and Rambus, the company's market share in memory interface chips remained stable. In terms of supporting chips, the two main suppliers of SPD and TS are Montage and Renesas; PMIC has more competitors, and the competition will be more complicated in the early stage.
Montage Technology pointed out that it will continue to invest in R&D and innovation in 2022, and the focus of R&D work is mainly in the following two aspects.
1. Steadily promote the iterative upgrade and research and development of existing products:
(1) Interconnect chip product line: Complete the research and development of the DDR5 second-generation memory interface chip and PCIe 5.0 Retimer mass production version , and make preparations for quality certification before mass production.
(2) Jintide® server platform product line: completed the research and development of the fourth-generation Jintide CPU and achieved mass production;
(3) AI chip: Complete the first-generation AI chip engineering sample tapeout.
2. Start the R&D and design of a number of new products: including CKD chips, MCR RCD / DB chips, and MXC chips. The goal is to complete the first-generation product engineering sample tapeout of the above three new products by the end of 2022 . At the same time, the company's newly launched "2022 Restricted Stock Incentive Plan (Draft)" sets the assessment indicators for 2023 as: the above three new products have completed the research and development of mass production versions and achieved shipments.
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