GDDR7 Opportunities & Capacity Outlook: 24Gb Kicks Off the High-Bandwidth Race
Why Focus on GDDR7 Now?
As the AI, graphics, and computing markets pursue extreme bandwidth, manufacturers have launched GDDR7 to meet higher data rates and better energy efficiency. For traders, early deployment of GDDR DRAM IC (GDDR7) samples and development of import plans will bring opportunities for high premiums and differentiated services.
Announced GDDR7 Capacities (Per Chip)
Leading manufacturers have released 24Gb (3GB) per-chip samples and stated that mass production will be phased in. Standardization processes by bodies like JEDEC are ongoing, but the industry’s focus is on early-stage densities and speeds.
Forecast of Popular Capacities
With the increase in per-chip capacity (starting from 24Gb), the total VRAM capacity of entire graphics cards will become more flexible. In the short term, high-end graphics cards and AI accelerators will prioritize the adoption of high-density GDDR7. Traders should prepare samples and technical support for flagship customers.
Price and Supply Risks
GDDR7 is in the introduction phase, with high unit prices and supply concentrated among leading manufacturers. Traders looking to enter the market need to assess: whether to accept higher costs and longer delivery cycles in exchange for early orders from high-end customers.
Application Scenarios and Comparative Advantages
•Bandwidth-sensitive scenarios (high-end rendering, AI inference acceleration, next-gen game engines): GDDR7 delivers significant improvements in frame rates/throughput.
•Energy efficiency/packaging: GDDR7 offers better power consumption per unit bandwidth than previous generations, but has higher requirements for PCB and signal integrity. Traders need to remind customers to consider supporting solutions during the system design phase.
Recommendations for Traders Entering the Market
1. Sample-first strategy: Negotiate with agents/major manufacturers to obtain first-batch samples and qualified part numbers for customer verification.
2. Technical support: Provide additional SI (Signal Integrity)/heat dissipation advice to reduce customer resistance to adoption.
3. Price and delivery flexibility: Adopt a "prepayment + batch delivery" model to share the risks of fluctuations in manufacturer production capacity.