公众号记得加星标⭐️，第一时间看推送不会错过。 超高带宽 DRAM 模块技术 HBM (High Bandwidth Memory，高带宽存储器) 的移动设备版本——移 动 HBM (Mobile HBM)，近期在科技媒体中引起关注。多家来自韩国和美国的媒体在 2025 年 5 月 之后相继报道称，2027 年款的旗舰智能手机将采用这种技术（尚未得到确认）。 那么，移动 HBM 模块与传统的 HBM 模块有什么不同？本文将先对原本的 HBM 模块进行简要说 明，再揭示所谓"移动 HBM"的真相。 HBM 的特点：DRAM 的 3D TSV 堆叠与超宽 I/O 总线 HBM 模块的主要用途是作为 AI/机器学习用 GPU、TPU 等超高性能处理器的外部存储器。处理器与 多个 HBM 模块（通常为 4/6/8/12 个）被紧密集成在同一个硅中介层（Interposer）上，并封装在一 个 BGA 封装内。这样，处理器与 HBM 模块之间的数据传输速度极快，与其他 DRAM 模块相比， 可显著提升机器学习的训练和推理性能。 HBM 采用 3D 堆叠结构：底层为逻辑芯片 Base Die，其上堆叠多个 DRAM Co ...

Core Viewpoint - Samsung plans to launch its first mobile product featuring LPW DRAM memory by 2028, which is expected to significantly enhance performance and reduce power consumption in mobile devices [1][15]. Group 1: HBM in Automotive Sector - The automotive industry is increasingly adopting HBM memory due to the rising demand for real-time data processing and high-resolution image handling in advanced driving assistance systems and smart cockpit systems [2][4]. - SK Hynix's HBM2E has already been integrated into Waymo's autonomous vehicles, marking a significant entry of HBM into the automotive sector [3]. - The global automotive storage chip market is projected to grow from $4.76 billion in 2023 to $10.25 billion by 2028, with demand for HBM in automotive applications expected to surpass that in data centers [5]. Group 2: HBM in Mobile Devices - The rapid advancement of AI and 5G technologies is driving the need for high-performance memory in mobile devices, as they require higher bandwidth and lower latency for complex applications [7][9]. - Mobile HBM, developed by Samsung and SK Hynix, utilizes advanced 3D stacking technology to significantly increase memory bandwidth, achieving data transfer rates of hundreds of GB/s [9][10]. - Samsung's LPW DRAM is expected to achieve a bandwidth of over 200GB/s, a 166% increase compared to existing LPDDR5x, while reducing power consumption to 1.9pJ/bit, which is 54% lower than LPDDR5x [16]. Group 3: Competitive Landscape - Samsung and SK Hynix are competing in the mobile HBM market, with Samsung focusing on high bandwidth designs and SK Hynix prioritizing low power consumption and cost-effectiveness [20][21]. - The development of mobile HBM is expected to shift from a supplier-centric model to a demand-driven approach, allowing for customized solutions tailored to specific customer needs [21]. - As both companies advance their technologies, the competition will likely influence the market dynamics for mobile HBM, impacting the performance of smartphones, PCs, and AR/VR devices [20][26].