"Demand to Surge 20-Fold in Four Years, Samsung and SK hynix Find New Growth Engine"... 'Third Growth Driver' After AI and Data Centers

Humanoid robot DRAM demand to increase 20-fold by 2030
Counterpoint Research forecast
Per-robot capacity also to rise from 19GB to 39GB

Demand for DRAM used in humanoid robots is expected to increase more than 20-fold by 2030. Following AI data centers, robots are emerging as a new growth driver for the memory semiconductor industry, including Samsung Electronics and SK hynix.

Humanoid robots are emerging as a new growth driver for the memory semiconductor industry, including Samsung Electronics and SK hynix. Yonhap News Agency

According to market research firm Counterpoint Research on October 11, DRAM demand from the humanoid robot industry is expected to rise from about 8,300 terabits (Tbit) this year to about 172,000 Tbit in 2030.

As robot adoption expands, the amount of memory installed in each unit is also expected to increase. The average DRAM capacity per humanoid robot is estimated to more than double, from 19 GB this year to 39 GB in 2030.

Yonhap News Agency

Robots need large amounts of memory to process in real time the information they collect through cameras and sensors and to run AI models. Given that robots operate on batteries, demand is also expected to grow for power-efficient low-power DRAM (LPDDR) and high-capacity NAND flash.

Humanoids Expected to Feature DRAM: Counterpoint Research

Global memory makers are also focused on the growth potential of the robotics market. Micron CEO Sanjay Mehrotra said in an earnings call on September 30 that humanoid robots would require levels of memory and storage similar to those of autonomous vehicles.

Counterpoint Research expects demand for computing semiconductors, including Nvidia graphics processing units (GPUs), to grow as AI models for robots become more sophisticated.

This content was produced with the assistance of AI translation services.