Gartner Forecasts 300 Million On-Device AI Device Shipments
'LPCAMM' to Capture Low-Power AI... Combining LPDDR5 for Low Power and High Capacity
Jeju Semiconductor Surge Rally Draws Attention to Korea Circuit
The 'On-Device AI,' which equips artificial intelligence (AI) directly into terminals, has emerged as a hot topic in the global semiconductor industry. It is forecasted that the total shipments of AI-equipped PCs and generative AI-equipped smartphones worldwide will reach 295 million units by the end of this year. Leading semiconductor companies such as Samsung Electronics and SK Hynix are competing to develop memory semiconductor technologies that offer high data processing capabilities while reducing power consumption. In the domestic stock market, attention is also focused on next-generation memory technologies, following 'Compute Express Link (CXL)' with 'LPCAMM (Low Power Compression Attached Memory Module).'
At 10:53 AM on the 13th, Korea Circuit was trading at 19,220 KRW, up 13.06% compared to the previous trading day.
While CXL-related stocks such as Makers and Neosem continue to rise, Korea Circuit is attracting attention due to the LPCAMM issue.
According to Gartner, an AI PC is a PC equipped with dedicated AI accelerators or cores, neural processing units (NPU), accelerated processing units (APU), or tensor processing units (TPU) designed to optimize and accelerate AI tasks on the device. It provides enhanced performance and efficiency in handling AI and generative AI workloads without relying on external servers or cloud services.
As the on-device AI market is expected to grow, Jeju Semiconductor's stock price surged by 680% in four months. Jeju Semiconductor is known to have the technology to respond to the increasing demand for 'LPDDR4' and 'LPDDR5' as the on-device AI market expands. The average selling price (ASP) of LPDDR4 is reported to be at least 30% higher than that of LPDDR2.
Samsung Electronics and SK Hynix are competing to develop LPCAMM technology to capture the on-device AI market. LPDDR (Low Power Double Data Rate) 5 chips, characterized by low power consumption as a mobile DRAM standard, are bundled into high-capacity modules. Utilizing LPCAMM can reduce the mounting area by up to 60% compared to existing solutions. Performance is expected to improve by up to 50%, and power efficiency by up to 70%.
According to Korea Circuit's quarterly report, they are developing products such as DDR5 High Speed (6400Mbps) modules, next-generation enterprise SSDs, CXL (Compute Express Link), and LPCAMM (Low Power Compression Attached Memory Module). They expect visible profit increases as volume expands significantly this year. They are also collaborating with global major semiconductor companies to develop enterprise RF-SSDs. A stable product portfolio and pursuit of high profitability are expected to lead to a bright outlook.
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