Global AI HBM Market Growth 2024-2030

June 2024 | 76 pages | ID: G52E31585A27EN
LP Information

Abstracts

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The global AI HBM market size is projected to grow from US$ 815 million in 2024 to US$ 4006 million in 2030; it is expected to grow at a CAGR of 30.4% from 2024 to 2030.

LP Information, Inc. (LPI) ' newest research report, the “AI HBM Industry Forecast” looks at past sales and reviews total world AI HBM sales in 2023, providing a comprehensive analysis by region and market sector of projected AI HBM sales for 2024 through 2030. With AI HBM sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world AI HBM industry.

This Insight Report provides a comprehensive analysis of the global AI HBM landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyzes the strategies of leading global companies with a focus on AI HBM portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global AI HBM market.

This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for AI HBM and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global AI HBM.

As an advanced memory technology, HBM is mainly used in scenarios with extremely high requirements on data transmission speed, bandwidth utilization and energy consumption due to its high bandwidth, low latency, high energy efficiency and other characteristics. For example, the core application is the AI server.

In AI applications, HBM technology is mainly used in scenarios with extremely high requirements on data transmission speed and throughput due to its high bandwidth and low latency characteristics.

Globally, the core market is mainly monopolized by Hynix, Samsung and Micron. Among them, Hynix’s market share exceeds 50%.

This report presents a comprehensive overview, market shares, and growth opportunities of AI HBM market by product type, application, key manufacturers and key regions and countries.

Segmentation by Type:

• HBM2
• HBM3
• Others

Segmentation by Application:

• Machine Learning
• Language Models/NLP
• Others

This report also splits the market by region:

• Americas
• United States
• Canada
• Mexico
• Brazil
• APAC
• China
• Japan
• Korea
• Southeast Asia
• India
• Australia
• Europe
• Germany
• France
• UK
• Italy
• Russia
• Middle East & Africa
• Egypt
• South Africa
• Israel
• Turkey
• GCC Countries

The below companies that are profiled have been selected based on inputs gathered from primary experts and analysing the company's coverage, product portfolio, its market penetration.

• SK Hynix
• Samsung Electronics
• Micron Technology

Key Questions Addressed in this Report

What is the 10-year outlook for the global AI HBM market?

What factors are driving AI HBM market growth, globally and by region?

Which technologies are poised for the fastest growth by market and region?

How do AI HBM market opportunities vary by end market size?

How does AI HBM break out by Type, by Application?

Contents

1 SCOPE OF THE REPORT

1.1 Market Introduction
1.2 Years Considered
1.3 Research Objectives
1.4 Market Research Methodology
1.5 Research Process and Data Source
1.6 Economic Indicators
1.7 Currency Considered
1.8 Market Estimation Caveats

2 EXECUTIVE SUMMARY

2.1 World Market Overview
  2.1.1 Global AI HBM Annual Sales 2019-2030
  2.1.2 World Current & Future Analysis for AI HBM by Geographic Region, 2019, 2023 & 2030
  2.1.3 World Current & Future Analysis for AI HBM by Country/Region, 2019, 2023 & 2030
2.2 AI HBM Segment by Type
  2.2.1 HBM2
  2.2.2 HBM3
  2.2.3 Others
2.3 AI HBM Sales by Type
  2.3.1 Global AI HBM Sales Market Share by Type (2019-2024)
  2.3.2 Global AI HBM Revenue and Market Share by Type (2019-2024)
  2.3.3 Global AI HBM Sale Price by Type (2019-2024)
2.4 AI HBM Segment by Application
  2.4.1 Machine Learning
  2.4.2 Language Models/NLP
  2.4.3 Others
2.5 AI HBM Sales by Application
  2.5.1 Global AI HBM Sale Market Share by Application (2019-2024)
  2.5.2 Global AI HBM Revenue and Market Share by Application (2019-2024)
  2.5.3 Global AI HBM Sale Price by Application (2019-2024)

3 GLOBAL BY COMPANY

3.1 Global AI HBM Breakdown Data by Company
  3.1.1 Global AI HBM Annual Sales by Company (2019-2024)
  3.1.2 Global AI HBM Sales Market Share by Company (2019-2024)
3.2 Global AI HBM Annual Revenue by Company (2019-2024)
  3.2.1 Global AI HBM Revenue by Company (2019-2024)
  3.2.2 Global AI HBM Revenue Market Share by Company (2019-2024)
3.3 Global AI HBM Sale Price by Company
3.4 Key Manufacturers AI HBM Producing Area Distribution, Sales Area, Product Type
  3.4.1 Key Manufacturers AI HBM Product Location Distribution
  3.4.2 Players AI HBM Products Offered
3.5 Market Concentration Rate Analysis
  3.5.1 Competition Landscape Analysis
  3.5.2 Concentration Ratio (CR3, CR5 and CR10) & (2019-2024)
3.6 New Products and Potential Entrants
3.7 Market M&A Activity & Strategy

4 WORLD HISTORIC REVIEW FOR AI HBM BY GEOGRAPHIC REGION

4.1 World Historic AI HBM Market Size by Geographic Region (2019-2024)
  4.1.1 Global AI HBM Annual Sales by Geographic Region (2019-2024)
  4.1.2 Global AI HBM Annual Revenue by Geographic Region (2019-2024)
4.2 World Historic AI HBM Market Size by Country/Region (2019-2024)
  4.2.1 Global AI HBM Annual Sales by Country/Region (2019-2024)
  4.2.2 Global AI HBM Annual Revenue by Country/Region (2019-2024)
4.3 Americas AI HBM Sales Growth
4.4 APAC AI HBM Sales Growth
4.5 Europe AI HBM Sales Growth
4.6 Middle East & Africa AI HBM Sales Growth

5 AMERICAS

5.1 Americas AI HBM Sales by Country
  5.1.1 Americas AI HBM Sales by Country (2019-2024)
  5.1.2 Americas AI HBM Revenue by Country (2019-2024)
5.2 Americas AI HBM Sales by Type (2019-2024)
5.3 Americas AI HBM Sales by Application (2019-2024)
5.4 United States
5.5 Canada
5.6 Mexico
5.7 Brazil

6 APAC

6.1 APAC AI HBM Sales by Region
  6.1.1 APAC AI HBM Sales by Region (2019-2024)
  6.1.2 APAC AI HBM Revenue by Region (2019-2024)
6.2 APAC AI HBM Sales by Type (2019-2024)
6.3 APAC AI HBM Sales by Application (2019-2024)
6.4 China
6.5 Japan
6.6 South Korea
6.7 Southeast Asia
6.8 India
6.9 Australia
6.10 China Taiwan

7 EUROPE

7.1 Europe AI HBM by Country
  7.1.1 Europe AI HBM Sales by Country (2019-2024)
  7.1.2 Europe AI HBM Revenue by Country (2019-2024)
7.2 Europe AI HBM Sales by Type (2019-2024)
7.3 Europe AI HBM Sales by Application (2019-2024)
7.4 Germany
7.5 France
7.6 UK
7.7 Italy
7.8 Russia

8 MIDDLE EAST & AFRICA

8.1 Middle East & Africa AI HBM by Country
  8.1.1 Middle East & Africa AI HBM Sales by Country (2019-2024)
  8.1.2 Middle East & Africa AI HBM Revenue by Country (2019-2024)
8.2 Middle East & Africa AI HBM Sales by Type (2019-2024)
8.3 Middle East & Africa AI HBM Sales by Application (2019-2024)
8.4 Egypt
8.5 South Africa
8.6 Israel
8.7 Turkey
8.8 GCC Countries

9 MARKET DRIVERS, CHALLENGES AND TRENDS

9.1 Market Drivers & Growth Opportunities
9.2 Market Challenges & Risks
9.3 Industry Trends

10 MANUFACTURING COST STRUCTURE ANALYSIS

10.1 Raw Material and Suppliers
10.2 Manufacturing Cost Structure Analysis of AI HBM
10.3 Manufacturing Process Analysis of AI HBM
10.4 Industry Chain Structure of AI HBM

11 MARKETING, DISTRIBUTORS AND CUSTOMER

11.1 Sales Channel
  11.1.1 Direct Channels
  11.1.2 Indirect Channels
11.2 AI HBM Distributors
11.3 AI HBM Customer

12 WORLD FORECAST REVIEW FOR AI HBM BY GEOGRAPHIC REGION

12.1 Global AI HBM Market Size Forecast by Region
  12.1.1 Global AI HBM Forecast by Region (2025-2030)
  12.1.2 Global AI HBM Annual Revenue Forecast by Region (2025-2030)
12.2 Americas Forecast by Country (2025-2030)
12.3 APAC Forecast by Region (2025-2030)
12.4 Europe Forecast by Country (2025-2030)
12.5 Middle East & Africa Forecast by Country (2025-2030)
12.6 Global AI HBM Forecast by Type (2025-2030)
12.7 Global AI HBM Forecast by Application (2025-2030)

13 KEY PLAYERS ANALYSIS

13.1 SK Hynix
  13.1.1 SK Hynix Company Information
  13.1.2 SK Hynix AI HBM Product Portfolios and Specifications
  13.1.3 SK Hynix AI HBM Sales, Revenue, Price and Gross Margin (2019-2024)
  13.1.4 SK Hynix Main Business Overview
  13.1.5 SK Hynix Latest Developments
13.2 Samsung Electronics
  13.2.1 Samsung Electronics Company Information
  13.2.2 Samsung Electronics AI HBM Product Portfolios and Specifications
  13.2.3 Samsung Electronics AI HBM Sales, Revenue, Price and Gross Margin (2019-2024)
  13.2.4 Samsung Electronics Main Business Overview
  13.2.5 Samsung Electronics Latest Developments
13.3 Micron Technology
  13.3.1 Micron Technology Company Information
  13.3.2 Micron Technology AI HBM Product Portfolios and Specifications
  13.3.3 Micron Technology AI HBM Sales, Revenue, Price and Gross Margin (2019-2024)
  13.3.4 Micron Technology Main Business Overview
  13.3.5 Micron Technology Latest Developments

14 RESEARCH FINDINGS AND CONCLUSION

List Of Tables

LIST OF TABLES

Table 1. AI HBM Annual Sales CAGR by Geographic Region (2019, 2023 & 2030) & ($ millions)
Table 2. AI HBM Annual Sales CAGR by Country/Region (2019, 2023 & 2030) & ($ millions)
Table 3. Major Players of HBM2
Table 4. Major Players of HBM3
Table 5. Major Players of Others
Table 6. Global AI HBM Sales by Type (2019-2024) & (K Pcs)
Table 7. Global AI HBM Sales Market Share by Type (2019-2024)
Table 8. Global AI HBM Revenue by Type (2019-2024) & ($ million)
Table 9. Global AI HBM Revenue Market Share by Type (2019-2024)
Table 10. Global AI HBM Sale Price by Type (2019-2024) & (US$/Pc)
Table 11. Global AI HBM Sale by Application (2019-2024) & (K Pcs)
Table 12. Global AI HBM Sale Market Share by Application (2019-2024)
Table 13. Global AI HBM Revenue by Application (2019-2024) & ($ million)
Table 14. Global AI HBM Revenue Market Share by Application (2019-2024)
Table 15. Global AI HBM Sale Price by Application (2019-2024) & (US$/Pc)
Table 16. Global AI HBM Sales by Company (2019-2024) & (K Pcs)
Table 17. Global AI HBM Sales Market Share by Company (2019-2024)
Table 18. Global AI HBM Revenue by Company (2019-2024) & ($ millions)
Table 19. Global AI HBM Revenue Market Share by Company (2019-2024)
Table 20. Global AI HBM Sale Price by Company (2019-2024) & (US$/Pc)
Table 21. Key Manufacturers AI HBM Producing Area Distribution and Sales Area
Table 22. Players AI HBM Products Offered
Table 23. AI HBM Concentration Ratio (CR3, CR5 and CR10) & (2019-2024)
Table 24. New Products and Potential Entrants
Table 25. Market M&A Activity & Strategy
Table 26. Global AI HBM Sales by Geographic Region (2019-2024) & (K Pcs)
Table 27. Global AI HBM Sales Market Share Geographic Region (2019-2024)
Table 28. Global AI HBM Revenue by Geographic Region (2019-2024) & ($ millions)
Table 29. Global AI HBM Revenue Market Share by Geographic Region (2019-2024)
Table 30. Global AI HBM Sales by Country/Region (2019-2024) & (K Pcs)
Table 31. Global AI HBM Sales Market Share by Country/Region (2019-2024)
Table 32. Global AI HBM Revenue by Country/Region (2019-2024) & ($ millions)
Table 33. Global AI HBM Revenue Market Share by Country/Region (2019-2024)
Table 34. Americas AI HBM Sales by Country (2019-2024) & (K Pcs)
Table 35. Americas AI HBM Sales Market Share by Country (2019-2024)
Table 36. Americas AI HBM Revenue by Country (2019-2024) & ($ millions)
Table 37. Americas AI HBM Sales by Type (2019-2024) & (K Pcs)
Table 38. Americas AI HBM Sales by Application (2019-2024) & (K Pcs)
Table 39. APAC AI HBM Sales by Region (2019-2024) & (K Pcs)
Table 40. APAC AI HBM Sales Market Share by Region (2019-2024)
Table 41. APAC AI HBM Revenue by Region (2019-2024) & ($ millions)
Table 42. APAC AI HBM Sales by Type (2019-2024) & (K Pcs)
Table 43. APAC AI HBM Sales by Application (2019-2024) & (K Pcs)
Table 44. Europe AI HBM Sales by Country (2019-2024) & (K Pcs)
Table 45. Europe AI HBM Revenue by Country (2019-2024) & ($ millions)
Table 46. Europe AI HBM Sales by Type (2019-2024) & (K Pcs)
Table 47. Europe AI HBM Sales by Application (2019-2024) & (K Pcs)
Table 48. Middle East & Africa AI HBM Sales by Country (2019-2024) & (K Pcs)
Table 49. Middle East & Africa AI HBM Revenue Market Share by Country (2019-2024)
Table 50. Middle East & Africa AI HBM Sales by Type (2019-2024) & (K Pcs)
Table 51. Middle East & Africa AI HBM Sales by Application (2019-2024) & (K Pcs)
Table 52. Key Market Drivers & Growth Opportunities of AI HBM
Table 53. Key Market Challenges & Risks of AI HBM
Table 54. Key Industry Trends of AI HBM
Table 55. AI HBM Raw Material
Table 56. Key Suppliers of Raw Materials
Table 57. AI HBM Distributors List
Table 58. AI HBM Customer List
Table 59. Global AI HBM Sales Forecast by Region (2025-2030) & (K Pcs)
Table 60. Global AI HBM Revenue Forecast by Region (2025-2030) & ($ millions)
Table 61. Americas AI HBM Sales Forecast by Country (2025-2030) & (K Pcs)
Table 62. Americas AI HBM Annual Revenue Forecast by Country (2025-2030) & ($ millions)
Table 63. APAC AI HBM Sales Forecast by Region (2025-2030) & (K Pcs)
Table 64. APAC AI HBM Annual Revenue Forecast by Region (2025-2030) & ($ millions)
Table 65. Europe AI HBM Sales Forecast by Country (2025-2030) & (K Pcs)
Table 66. Europe AI HBM Revenue Forecast by Country (2025-2030) & ($ millions)
Table 67. Middle East & Africa AI HBM Sales Forecast by Country (2025-2030) & (K Pcs)
Table 68. Middle East & Africa AI HBM Revenue Forecast by Country (2025-2030) & ($ millions)
Table 69. Global AI HBM Sales Forecast by Type (2025-2030) & (K Pcs)
Table 70. Global AI HBM Revenue Forecast by Type (2025-2030) & ($ millions)
Table 71. Global AI HBM Sales Forecast by Application (2025-2030) & (K Pcs)
Table 72. Global AI HBM Revenue Forecast by Application (2025-2030) & ($ millions)
Table 73. SK Hynix Basic Information, AI HBM Manufacturing Base, Sales Area and Its Competitors
Table 74. SK Hynix AI HBM Product Portfolios and Specifications
Table 75. SK Hynix AI HBM Sales (K Pcs), Revenue ($ Million), Price (US$/Pc) and Gross Margin (2019-2024)
Table 76. SK Hynix Main Business
Table 77. SK Hynix Latest Developments
Table 78. Samsung Electronics Basic Information, AI HBM Manufacturing Base, Sales Area and Its Competitors
Table 79. Samsung Electronics AI HBM Product Portfolios and Specifications
Table 80. Samsung Electronics AI HBM Sales (K Pcs), Revenue ($ Million), Price (US$/Pc) and Gross Margin (2019-2024)
Table 81. Samsung Electronics Main Business
Table 82. Samsung Electronics Latest Developments
Table 83. Micron Technology Basic Information, AI HBM Manufacturing Base, Sales Area and Its Competitors
Table 84. Micron Technology AI HBM Product Portfolios and Specifications
Table 85. Micron Technology AI HBM Sales (K Pcs), Revenue ($ Million), Price (US$/Pc) and Gross Margin (2019-2024)
Table 86. Micron Technology Main Business
Table 87. Micron Technology Latest Developments

List Of Figures

LIST OF FIGURES

Figure 1. Picture of AI HBM
Figure 2. AI HBM Report Years Considered
Figure 3. Research Objectives
Figure 4. Research Methodology
Figure 5. Research Process and Data Source
Figure 6. Global AI HBM Sales Growth Rate 2019-2030 (K Pcs)
Figure 7. Global AI HBM Revenue Growth Rate 2019-2030 ($ millions)
Figure 8. AI HBM Sales by Geographic Region (2019, 2023 & 2030) & ($ millions)
Figure 9. AI HBM Sales Market Share by Country/Region (2023)
Figure 10. AI HBM Sales Market Share by Country/Region (2019, 2023 & 2030)
Figure 11. Product Picture of HBM2
Figure 12. Product Picture of HBM3
Figure 13. Product Picture of Others
Figure 14. Global AI HBM Sales Market Share by Type in 2023
Figure 15. Global AI HBM Revenue Market Share by Type (2019-2024)
Figure 16. AI HBM Consumed in Machine Learning
Figure 17. Global AI HBM Market: Machine Learning (2019-2024) & (K Pcs)
Figure 18. AI HBM Consumed in Language Models/NLP
Figure 19. Global AI HBM Market: Language Models/NLP (2019-2024) & (K Pcs)
Figure 20. AI HBM Consumed in Others
Figure 21. Global AI HBM Market: Others (2019-2024) & (K Pcs)
Figure 22. Global AI HBM Sale Market Share by Application (2023)
Figure 23. Global AI HBM Revenue Market Share by Application in 2023
Figure 24. AI HBM Sales by Company in 2023 (K Pcs)
Figure 25. Global AI HBM Sales Market Share by Company in 2023
Figure 26. AI HBM Revenue by Company in 2023 ($ millions)
Figure 27. Global AI HBM Revenue Market Share by Company in 2023
Figure 28. Global AI HBM Sales Market Share by Geographic Region (2019-2024)
Figure 29. Global AI HBM Revenue Market Share by Geographic Region in 2023
Figure 30. Americas AI HBM Sales 2019-2024 (K Pcs)
Figure 31. Americas AI HBM Revenue 2019-2024 ($ millions)
Figure 32. APAC AI HBM Sales 2019-2024 (K Pcs)
Figure 33. APAC AI HBM Revenue 2019-2024 ($ millions)
Figure 34. Europe AI HBM Sales 2019-2024 (K Pcs)
Figure 35. Europe AI HBM Revenue 2019-2024 ($ millions)
Figure 36. Middle East & Africa AI HBM Sales 2019-2024 (K Pcs)
Figure 37. Middle East & Africa AI HBM Revenue 2019-2024 ($ millions)
Figure 38. Americas AI HBM Sales Market Share by Country in 2023
Figure 39. Americas AI HBM Revenue Market Share by Country (2019-2024)
Figure 40. Americas AI HBM Sales Market Share by Type (2019-2024)
Figure 41. Americas AI HBM Sales Market Share by Application (2019-2024)
Figure 42. United States AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 43. Canada AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 44. Mexico AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 45. Brazil AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 46. APAC AI HBM Sales Market Share by Region in 2023
Figure 47. APAC AI HBM Revenue Market Share by Region (2019-2024)
Figure 48. APAC AI HBM Sales Market Share by Type (2019-2024)
Figure 49. APAC AI HBM Sales Market Share by Application (2019-2024)
Figure 50. China AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 51. Japan AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 52. South Korea AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 53. Southeast Asia AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 54. India AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 55. Australia AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 56. China Taiwan AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 57. Europe AI HBM Sales Market Share by Country in 2023
Figure 58. Europe AI HBM Revenue Market Share by Country (2019-2024)
Figure 59. Europe AI HBM Sales Market Share by Type (2019-2024)
Figure 60. Europe AI HBM Sales Market Share by Application (2019-2024)
Figure 61. Germany AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 62. France AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 63. UK AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 64. Italy AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 65. Russia AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 66. Middle East & Africa AI HBM Sales Market Share by Country (2019-2024)
Figure 67. Middle East & Africa AI HBM Sales Market Share by Type (2019-2024)
Figure 68. Middle East & Africa AI HBM Sales Market Share by Application (2019-2024)
Figure 69. Egypt AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 70. South Africa AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 71. Israel AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 72. Turkey AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 73. GCC Countries AI HBM Revenue Growth 2019-2024 ($ millions)
Figure 74. Manufacturing Cost Structure Analysis of AI HBM in 2023
Figure 75. Manufacturing Process Analysis of AI HBM
Figure 76. Industry Chain Structure of AI HBM
Figure 77. Channels of Distribution
Figure 78. Global AI HBM Sales Market Forecast by Region (2025-2030)
Figure 79. Global AI HBM Revenue Market Share Forecast by Region (2025-2030)
Figure 80. Global AI HBM Sales Market Share Forecast by Type (2025-2030)
Figure 81. Global AI HBM Revenue Market Share Forecast by Type (2025-2030)
Figure 82. Global AI HBM Sales Market Share Forecast by Application (2025-2030)
Figure 83. Global AI HBM Revenue Market Share Forecast by Application (2025-2030)