On June 6, Lanqi technology disclosed the recent investor Research Report. Regarding the penetration rate of ddr5 related products, Lanqi technology said that in the fourth quarter of 2021, ddr5 memory interface chips and memory module supporting chips had been officially mass produced and shipped, and continued to be shipped in the first quarter of 2022. Regarding the penetration rate of ddr5 related products, it can be seen from two dimensions: server side and desktop side:
On the server side, before the amount of server CPUs supporting ddr5, it is expected that the penetration of ddr5 industry will increase slowly, and the greater penetration rate is expected to increase after the amount of server CPUs supporting ddr5; The desktop platform supporting the first generation of ddr5 on PC / laptop has been released in the fourth quarter of 2021. At the same time, according to the plan of mainstream CPU manufacturers in the market, the market may launch a desktop platform supporting the next generation of ddr5 before the end of this year. These factors will accelerate the upgrade of desktop from DDR4 to ddr5.
Lanqi technology said that according to the relevant information released by JEDEC, ddr5 memory interface chip has planned three generations, with the support rates of 4800mt/s, 5600mt/s and 6400mt/s respectively. It is expected that there will be 1-2 generations in the future The industry expects that in the early stage of ddr5 generation, the iteration speed between the memory interface chip generations may be faster than that of DDR4 generation. On may9,2022, the company announced that it was the first in the industry to pilot produce the second generation RCD chip of ddr5. It is expected that this year, in addition to the gradual increase of ddr5's first generation products, there will be a certain amount of sample demand for ddr5's second generation memory interface chips.
Talking about the competition pattern of ddr5 memory interface chips and memory module supporting chips, LanChi technology said that the current competition pattern of ddr5 memory interface chips is similar to that of DDR4 memory interface chips. Only three suppliers in the world can provide the first generation of mass production products, namely, the company, Renesas electronics and Rambus. The company's market share in memory interface chips remains stable. On the supporting chips, the two main suppliers of SPD and TS are LanChi and Renesas electronics; PMIC has more competitors, and the competition will be more complicated at the initial stage.
Lanqi technology pointed out that it will continue to invest in R & D and innovation in 2022, and the R & D work will focus on the following two aspects.
- Steadily promote the iterative upgrading and R & D of existing products: (1) interconnection chip product line: complete the second generation of ddr5 memory interface chip
Research and development of PCIe 5.0 retimer mass production version, and make preparations for quality certification before mass production. (2) Tsunaga ® Server platform product line: complete the fourth generation ® CPU R & D and mass production; (3) AI chip: complete the first generation of AI chip engineering sample film streaming.
- Launch the R & D and design of a number of new products, including CKD chips, MCR rcd/db chips and MXC chips, with the goal of 2022
Before the end of the year, complete the first generation of product engineering samples of the above three new products. At the same time, the company's newly launched restricted stock incentive plan for 2022 (Draft) sets the assessment index for 2023 as: the above three new products have completed the research and development of mass production versions and achieved shipment.