全球半导体记忆体市场：未来预测（2025-2030）

半导体记忆体市场预计将从 2025 年的 1,149.81 亿美元成长到 2030 年的 3,253.45 亿美元，预测期内的复合年增长率为 23.12%。

半导体元件在汽车、家电、IT/通讯等各行业的应用日益广泛，预计将推动全球市场的成长。半导体是使用积体电路 (IC) 技术作为电脑记忆体和晶片的重要电子设备。半导体技术的进步，例如精製程序、能源效率和晶片容量的优化，为适合各行业的创新记忆体解决方案打开了大门。

此外，智慧型手机和其他行动装置的普及对高效能晶片产生了前所未有的需求，这些晶片可以透过提供无缝的用户体验、快速的应用程式载入时间和无缝的多工功能来满足现代用户不断变化的需求和愿望。例如，根据国际数据公司（IDC）全球与前一年同期比较手机追踪报告，预计2023年印度智慧型手机市场出货量将达到1.46亿台，年成长率为1%。上半年大幅下降了10%，但下半年却比去年同期成长了11%。 4Q23出货量总计3,700万台，较去年同期成长26%。这主要由于下半年出货量高于预期，包括推出了几款新机型。

此外，穿戴式装置、智慧型手机和电子产品等创新产品积极采用以记忆体为中心的组件也推动了市场成长。此外，电子和汽车产业对DRAM和Flash ROM等半导体装置的依赖日益增加，也推动了对整合晶片和装置的需求。

全球对智慧型设备、家电、智慧型手机和工作站的需求凸显了对具有先进技术的晶片的需求。

因此，市场正在经历显着扩张的时期，为该领域的公司提供了许多商机。

半导体记忆体市场驱动因素

• 汽车产业的需求不断增加。

记忆体解决方案由于其卓越的性能和低功耗，在汽车安全系统中的应用越来越广泛。记忆体解决方案对于自动驾驶功能的开发至关重要，尤其是全面的车载资讯娱乐 (IVI) 系统和车对一切 (V2X) 连接。这些技术需要强大的记忆体解决方案，而三星等主要企业正在引领这一进程。因此，预计这些因素将在预测期内推动半导体记忆体市场的成长。

此外，由于现代车辆中软体和电子元件的使用增加，市场也不断扩大。因此，随着汽车与智慧技术的互联互通性和融合程度不断提高，对大容量记忆体解决方案的需求也日益增长，从而推动了市场的成长。随着混合动力汽车汽车和电动车（EV）的日益普及，市场正在不断扩大，这些汽车需要先进的储存系统来实现能源效率和电池管理。例如，根据国际能源总署的数据，美国电池电动车的数量将从 2021 年的 150 万辆增加到 2022 年的 210 万辆。

此外，人工智慧（AI）和机器学习（ML）在汽车系统中的自动驾驶和预测性维护等应用的日益广泛使用也有利于市场成长。此外，製造商的最新创新使他们能够在快速变化的市场中保持竞争力。例如，2023 年 7 月，全球大型公司的尖端半导体技术提供商三星电子宣布，已开始量产其专为车载资讯娱乐 (IVI) 系统设计的新型汽车通用快闪记忆体 (UFS) 3.1 记忆体解决方案。此新解决方案拥有业界最低的消费量，使汽车製造商能够为客户提供最佳的移动体验。为了满足不同客户的需求，UFS 3.1 提供 128GB、256GB 和 512GB 等规格。这项改进的产品阵容将使未来的汽车应用（例如电动和无人驾驶汽车）能够更有效地管理电池寿命。

半导体记忆体市场的地理展望

• 半导体记忆体市场分为全球五个区域：

按地区划分，半导体记忆体市场分为北美、南美、欧洲、中东和非洲以及亚太地区。预计美国半导体记忆体市场将因多种因素而成长，包括技术创新和对高效能运算的需求不断增长。这种高效能运算包括资料中心、人工智慧和边缘运算等多个领域使用的服务。

2021年，美国半导体产业对GDP附加价值毛额（GVA）贡献庞大，总额达2,464亿美元。其中包括直接GVA 558亿美元、间接GVA 986亿美元和诱发GVA 920亿美元。半导体产业的强劲表现反映了其在美国经济中的重要地位，并将在预测期内对刺激半导体记忆体市场发挥关键作用。

此外，对高效能运算的不断增长的需求和 5G 服务的采用激增进一步推动了半导体记忆体市场的发展。例如，通讯业者，从普及服务基金中向营运商提供高达90亿美元的资金，用于在美国农村地区提供先进的5G行动无线服务，其中高达6.8亿美元用于在部落土地上部署。此外，该基金还专门拨出至少 10 亿美元用于支持精密农业需求的部署。

另外，半导体产业受到美国政府日益增强的国家关注度的影响很大。 2020年至2022年期间，美国公司将投入超过2,000亿美元的私人投资，用于增加16个州的半导体製造、设备和材料的国内製造能力。最大的投资集中在亚利桑那州、德克萨斯、爱达荷州、俄亥俄州和纽约州的逻辑和内存晶片製造工厂。

为什么要购买这份报告？

• 深刻分析：获得深入的市场洞察，涵盖主要地区和新兴地区，重点关注客户群、政府政策和社会经济因素、消费者偏好、垂直行业和其他子区隔。
• 竞争格局：了解全球主要企业所采用的策略策略，并了解正确策略带来的潜在市场渗透率。
• 市场驱动因素和未来趋势：探索动态因素和关键市场趋势以及它们将如何影响市场的未来发展。
• 可行的建议：利用洞察力进行策略决策，在动态环境中开闢新的业务流和收益。
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它有什么用途？

产业与市场洞察、商业机会评估、产品需求预测、打入市场策略、地理扩张、资本支出决策、法律规范与影响、新产品开发、竞争影响

分析范围

• 历史资料与预测（2022-2030）
• 成长机会、挑战、供应链前景、法规结构、顾客行为、趋势分析
• 竞争对手定位、策略与市场占有率分析
• 按部门和地区（国家）分類的收益成长和预测分析
• 公司简介（策略、产品、财务资讯、主要趋势等）

目录

第 1 章 简介

• 市场概况
• 市场定义
• 分析范围
• 市场区隔
• 货币
• 先决条件
• 基准年和预测年时间表
• 相关利益者的主要利益

第 2 章 分析方法

• 分析设计
• 分析过程

第三章执行摘要

• 主要发现
• 分析师观点

第四章 市场动态

• 市场驱动因素
• 市场限制
• 波特五力分析
• 产业价值链分析

第 5 章 半导体记忆体市场类型

• 介绍
• NAND
• DRAM

第六章 半导体记忆体市场（按行业）

• 介绍
• 家电
• 通讯与技术
• 车
• 製造业

第 7 章 半导体记忆体市场（按地区）

• 介绍
• 美洲
  • 按类型
  • 按行业
  • 按国家
• 欧洲、中东和非洲
  • 按类型
  • 按行业
  • 按国家
• 亚太地区
  • 按类型
  • 按行业
  • 按国家

第八章 竞争格局及分析

• 主要企业和策略分析
• 市场占有率分析
• 企业合併（M&A）、协议、商业合作
• 竞争仪錶板

第九章 公司简介

• Samsung Corporation
• Intel Corporation
• Micron Technology
• SK Hynix
• Western Digital Corporation
• Toshiba Corporation
• ATP Electronics
• Taiwan Semiconductor Manufacturing Company Limited
• Texas Instruments Incorporated
• Infineon Technologies AG
• IBM Corporation

The semiconductor memory market is projected to grow at a CAGR of 23.12% over the forecast period, from US$114.981 billion in 2025 to US$325.345 billion by 2030.

The growing use of semiconductor components in a variety of industries, such as automotive, consumer electronics, and IT & telecom, is expected to propel the market's growth on a global basis. It is a necessary electronic device that uses integrated circuit (IC) technology to function as computer memory or chips. The development of semiconductor technology, which includes refining procedures, energy efficiency, and chip capacity optimization, has opened the door for innovative memory solutions suited to various industries.

Moreover, the widespread use of smartphones and other portable devices has created an unprecedented demand for high-performance chips that can meet the changing needs and aspirations of modern users by providing seamless user experiences, quick app loading times, and seamless multitasking capabilities. For instance, in 2023, the smartphone market in India shipped 146 million units, exhibiting a nominal year-over-year (YoY) growth of 1%, as per the International Data Corporation's (IDC) Worldwide Quarterly Mobile Phone Tracker. After a steep 10% drop in the first half of the year, the second half of the year grew by 11% YoY in 2H23. With 37 million units shipped, 4Q23 grew by 26% YoY. This was largely due to stronger-than-expected shipments in the second half of the quarter, which included the launch of several new models.

Additionally, the market's growth is also being driven by the dynamic adoption of memory-centric components in innovative products like wearables, smartphones, and electronic gadgets. In addition, the growing dependence of the electronics and automotive industries on semiconductor devices-such as DRAM and Flash ROM-is driving up demand for integrated chips and devices.

The demand for smart devices, consumer electronics, smartphones, and workstations across the globe emphasizes the need for chips with advanced technology.

As a result, the market is experiencing a remarkable period of expansion, offering numerous opportunities for companies involved in this sector.

Semiconductor memory market drivers

• Growing demand from the automotive industry.

Memory solutions are increasingly being used in automotive safety systems due to their excellent performance and low power consumption benefits. Memory solutions are essential to the development of autonomous driving capabilities, especially for comprehensive in-vehicle infotainment (IVI) systems and vehicle-to-everything (V2X) connectivity. Power memory solutions are needed for these technologies, and Samsung and other companies are leading the charge. Consequently, during the projected period, these factors are anticipated to fuel the growth of the global semiconductor memory market.

Moreover, the market is also growing due to the increasing use of software and electronic components in modern vehicles. Accordingly, as cars get increasingly linked and integrated with smart technologies, there is an increasing need for high-capacity memory solutions, which is driving up market growth. The market is expanding due to the increased use of hybrid and electric vehicles (EVs), which need sophisticated memory systems for energy efficiency and battery management. For instance, according to the International Energy Agency, the stock of battery electric vehicles increased in the United States from 1.5 million in 2021 to 2.1 million in 2022.

Additionally, a favorable outlook for market growth is being created by the growing use of artificial intelligence (AI) and machine learning (ML) in automotive systems for applications like autonomous driving and predictive maintenance. Moreover, modern innovations from manufacturers are enable to keep a competitive edge in a market that is changing rapidly. For instance, in July 2023, a leading global provider of cutting-edge semiconductor technology, Samsung Electronics, announced that mass production of its new automotive Universal Flash Storage (UFS) 3.1 memory solution, which is designed for in-car infotainment (IVI) systems, has begun. With the lowest energy consumption in the industry, the new solution enables automakers to give customers the best possible mobility experience. To accommodate varying customer needs, the UFS 3.1 lineup was made available in 128, 256, and 512 gigabytes (GB) variants. The improved lineup enables future automotive applications, like electric or driverless vehicles, to manage battery life more effectively.

Semiconductor memory market geographical outlook

• The semiconductor memory market is segmented into five regions worldwide:

Geography-wise, the market of Semiconductor memory is divided into North America, South America, Europe, the Middle East and Africa, and Asia Pacific. The United States, semiconductor memory market is anticipated to grow owing to various factors, including technological innovation, and growing demand for high-performance computing. This high-performance computing includes services used in multiple sectors including data centers, artificial AI, and edge computing.

With a total of $246.4 billion in 2021, the semiconductor sector in the United States contributed significantly to the GDP's Gross Value Added (GVA). This included $55.8 billion in direct GVA, $98.6 billion in indirect GVA, and $92.0 billion in induced GVA. The semiconductor industry's strong performance is a reflection of its vital position in the American economy and plays a significant role in fueling the semiconductor memory market during the forecast period.

Furthermore, the increasing need for high-performance computing and the burgeoning use of 5G services are further driving the semiconductor memory market. For instance, to provide carriers with up to $9 billion in Universal Service Fund funding to provide advanced 5G mobile wireless services in rural America (including up to $680 million for deployment on tribal territories), the Commission created the 5G Fund for Rural America in October 2020. Additionally, the Fund allows at least $1 billion expressly for deployments supporting the requirements of precision agriculture.

Apart from this, the semiconductor industry is greatly impacted by the growing focus of the United States government on the nation. Over $200 billion in private investments were made by American and international companies between 2020 and 2022 to increase domestic manufacturing capacities for semiconductor fabrication, equipment, and materials across 16 states. The largest investments went towards logic and memory chip fabrication facilities in Arizona, Texas, Idaho, Ohio, and New York.

Reasons for buying this report:-

• Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, other sub- segments.
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Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

• Historical data & forecasts from 2022 to 2030
• Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, Customer Behaviour, and Trend Analysis
• Competitive Positioning, Strategies, and Market Share Analysis
• Revenue Growth and Forecast Assessment of segments and regions including countries
• Company Profiling (Strategies, Products, Financial Information, and Key Developments among others)

The semiconductor memory market is segmented and analyzed as follows:

By Type

• NAND
• DRAM

By Industry Vertical

• Consumer Electronics
• Communication & Technology
• Automotive
• Manufacturing

By Geography

• Americas

By Type

By Industry Vertical

By Country

• United States
• Canada
• Brazil
• Others
• Europe, Middle East, and Africa

By Type

By Industry Vertical

By Country

• Germany
• France
• United Kingdom
• Italy
• Others
• Asia Pacific

By Type

By Industry Vertical

By Country

• China
• Japan
• India
• Taiwan
• Others

TABLE OF CONTENTS

1. INTRODUCTION

• 1.1. Market Overview
• 1.2. Market Definition
• 1.3. Scope of the Study
• 1.4. Market Segmentation
• 1.5. Currency
• 1.6. Assumptions
• 1.7. Base and Forecast Years Timeline
• 1.8. Key Benefits for the Stakeholders

2. RESEARCH METHODOLOGY

• 2.1. Research Design
• 2.2. Research Process

3. EXECUTIVE SUMMARY

• 3.1. Key Findings
• 3.2. Analyst View

4. MARKET DYNAMICS

• 4.1. Market Drivers
• 4.2. Market Restraints
• 4.3. Porter's Five Forces Analysis
  • 4.3.1. Bargaining Power of Supplier
  • 4.3.2. Bargaining Power of Buyers
  • 4.3.3. Threat of New Entrants
  • 4.3.4. Threat of Substitutes
  • 4.3.5. Competitive Rivalry in the Industry
• 4.4. Industry Value Chain Analysis

5. SEMICONDUCTOR MEMORY MARKET BY TYPE

• 5.1. Introduction
• 5.2. NAND
• 5.3. DRAM

6. SEMICONDUCTOR MEMORY MARKET BY INDUSTRY VERTICAL

• 6.1. Introduction
• 6.2. Consumer Electronics
• 6.3. Communication & Technology
• 6.4. Automotive
• 6.5. Manufacturing

7. SEMICONDUCTOR MEMORY MARKET BY GEOGRAPHY

• 7.1. Introduction
• 7.2. Americas
  • 7.2.1. By Type
  • 7.2.2. By Industry Vertical
  • 7.2.3. By Country
    • 7.2.3.1. United States
    • 7.2.3.2. Canada
    • 7.2.3.3. Brazil
    • 7.2.3.4. Others
• 7.3. Europe, Middle East, and Africa
  • 7.3.1. By Type
  • 7.3.2. By Industry Vertical
  • 7.3.3. By Country
    • 7.3.3.1. Germany
    • 7.3.3.2. France
    • 7.3.3.3. United Kingdom
    • 7.3.3.4. Italy
    • 7.3.3.5. Others
• 7.4. Asia Pacific
  • 7.4.1. By Type
  • 7.4.2. By Industry Vertical
  • 7.4.3. By Country
    • 7.4.3.1. China
    • 7.4.3.2. Japan
    • 7.4.3.3. India
    • 7.4.3.4. Taiwan
    • 7.4.3.5. Others

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 8.1. Major Players and Strategy Analysis
• 8.2. Market Share Analysis
• 8.3. Mergers, Acquisitions, Agreements, and Collaborations
• 8.4. Competitive Dashboard

9. COMPANY PROFILES

• 9.1. Samsung Corporation
• 9.2. Intel Corporation
• 9.3. Micron Technology
• 9.4. SK Hynix
• 9.5. Western Digital Corporation
• 9.6. Toshiba Corporation
• 9.7. ATP Electronics
• 9.8. Taiwan Semiconductor Manufacturing Company Limited
• 9.9. Texas Instruments Incorporated
• 9.10. Infineon Technologies AG
• 9.11. IBM Corporation