The shortage of components is slowing the adoption of DDR5
Micron chief executive Sanjay Mehrotra said:
Demand for DDR5 products is significantly outpacing supply due to the shortage of components affecting the ability to build DDR5 modules. We expect the impact of this problem to diminish in 2022, allowing shipments of DDR5 DRAM to grow to significant levels in the second half of 2022.
Traditionally, motherboards were responsible for regulating the voltage of memory modules and integrated appropriate PMICs and VRM circuits. With DDR5, both PMICs and VRMs have been moved to modules, which simplifies voltage regulation and reduces the complexity of server motherboards. At the same time, this change increases the complexity of module manufacturing, as DRAM manufacturers now have to purchase the PMIC and VRM components separately. In a world already suffering from chip shortages, this is proving quite difficult.
if (jQuery ("# crm_srl-th_hardware_d_mh2_1"). is (": visible")) {console.log ("Edinet ADV adding zone: tag crm_srl-th_hardware_d_mh2_1 slot id: th_hardware_d_mh2"); } Right now, companies like Micron and other DRAM makers are making enough DDR5 memory chips, but the shortage of these add-ons is causing a limited supply of the modules. This in turn significantly slows down the adoption of the new type of memory even by enthusiasts, who tend to spend more on their PCs than typical users. PMICs for DDR5 memory modules are formally available from Renesas, IDT, Montage Technologies, and Texas Instruments. However, it appears that only Renesas' PMICs have been validated by Intel. Samsung, which announced its PMICs for DDR5 DIMMs earlier this year, is also using Renesas components for some of its modules.
When Intel introduces its new Alder Lake processors in early 2022, demand for DDR5 will inevitably increase. Meanwhile, Intel and its partners will take some time to accelerate platform adoption, so Micron does not expect the DDR5 shortage to worsen significantly in early 2022. However, the scarce supply of VRM and PMIC components will impact DDR5's market share next year, and Micron expects DDR5 to account for only about 20% of DRAM shipments in 2022.
