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市场调查报告书
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1137802

电阻式存储器市场 - 增长、趋势、COVID-19 影响和预测（2022-2027 年）

Resistive RAM Market - Growth, Trends, and Forecasts (2022 - 2027)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

在预测期间（2022-2027 年），电阻式内存市场的复合年增长率预计为 29.9%。

电阻式存储器是一种非易失性存储器，有望通过取代静态随机存取存储器和动态随机存取存储器来获得市场份额。电阻式存储器存储容量大，可以实现三个维度，可以在一个芯片上放置多层存储器小玩意，认为这种替代是可能的，因为有少等优点。 ReRAM 有可能取代手机和 MP3 播放器等消费电子产品中使用的闪存。

主要亮点

  • 此外，许多地区越来越多地采用可穿戴设备和支持 AI 的设备等传感器技术，以及对高速数据传输和高存储密度的需求不断增加，这为电阻随机的增长创造了巨大的机会和可能性访问内存市场。
  • 多家内存公司正在投资 ReRAM。例如，2022 年 4 月，非易失性存储器技术提供商 CrossBar Inc. 推出了一种电阻式存储器 (ReRAM)，用于安全存储和处理，其中抵抗逆向工程和物理攻击是系统的基本要求。一种新的技术应用。该公司的技术将服务于需要更高级别内容安全性的内存应用。
  • 电阻式随机存取存储器成本上升是该市场增长的重要问题之一。未来，新材料的开发和商业化将导致成本降低，各行业对电阻变化存储器的需求有望增加。
  • 电阻式随机存取存储器 (ReRAM) 作为非易失性存储器 (NVM) 的替代品越来越受欢迎，尤其是在性能和□□能源效率不断提高的云和数据中心中。在视频流和 IoT（物联网）等优质服务等用户对数据的需求不断增长的情况下，ReRAM 技术已展示出比闪存更低的读取延迟和更快的写入速度，并且与 NAND 相比提高了 20%。达到了 64pJ/细胞。 3D 垂直 ReRAM 阵列提供高性能内存子系统，可以在数据中心环境中取代标准 DRAM 或基于闪存的 SSD，在显着更小的外形尺寸下消耗更少的功率和更快的速度允许数据处理、存储和检索。
  • 此外，COVID-19 大流行可能会阻碍整个市场的增长。这主要是由于供应链中断，有几家公司已确认用于製造的电感器和电容器等组件已用完。

主要市场趋势

消费电子领域对连接设备不断增长的需求推动了对 ReRAM 的需求。

  • 电阻式内存比普通 RAM 提供更多的计算能力，适用于读取密集型应用程序，是服务器存储级内存的理想选择。此外，互联设备对消费电子产品的需求不断增长，可穿戴设备和支持人工智能的设备等传感器技术的使用范围扩大，以及行业参与者的发展，预计将有助于市场增长。例如，2022 年 8 月，全球能源技术企业、全球最大的基于微型逆变器的光伏和储能係统製造商 Enphase Energy, Inc. 将把多家製造商的电器集成到一个应用程序中。 Home Connect，一个您可以控制的可访问数字网络。
  • 与其他非易失性存储技术（如 NAND 闪存）相比，RRAM 的特点是切换速度快。此外，它比 NAND 闪存消耗更少的功率，使其成为理想的存储器。这使得它们非常适合用于工业、汽车和物联网 (IoT) 应用的传感器设备中的内存。神经形态计算也是 ReRAM 的潜在应用之一。
  • 过去几年，人们对可穿戴设备、物联网和基于 AI 的系统等互联设备的需求巨大。这些设备中使用电阻式存储器来增加存储容量。此外，随着未来的智慧城市和智能家居，连接设备的数量预计将增加，因此，对具有强大内存容量的服务器的需求预计将增加。
  • 为满足新兴的互联物联网需求，一些公司正在推出创新技术来连接和扩展远程操作，以实现实时安全且需要大量带宽的物联网应用。例如，2022 年 9 月，安全和智能无线创新的先驱者 Silicon Labs 宣布了物联网定义的突破 Amazon Sidewalk、Matter、Wi-SUN 和 Wi-Fi 6。创新解决方案，通过驱动模式和模式的新解决方案显着扩展互操作性驱动、支持多协议和强化安全性的范围。

预计亚太地区将占据主要市场份额

  • 预计在预测期内，亚太地区将在全球电阻式随机存取存储器市场占据强势地位。中国、韩国、印度等是推动亚太地区市场增长的主要国家。在亚太地区，消费电子和汽车行业正在崛起，推动了对电阻式随机存取存储器的需求。
  • 此外，许多公司正在该地区建立数据中心，这也将增加对电阻式存储器市场的需求。印度、中国和日本等新兴国家将通过企业服务器、数据中心、人工智能和连接基础设施的扩张推动该地区的市场增长。
  • 中国正在发展其国内 IC 产业，并将生产更多芯片。该地区製造商的强大存在为市场做出了重大贡献。中国是多家全球代工厂的所在地，这些代工厂在全球半导体领域越来越受欢迎。
  • 对基于 ReRAM 技术的製造商的投资增加正在推动市场增长率。例如，专注于ReRAM新存储产品及相关衍生产品研发的芯源半导体，已经成长为中国领先的新存储技术公司。该公司表示，它在 2021 年 4 月获得了 1 亿美元的融资。
  • 此外，2022 年 3 月，富士通半导体存储解决方案有限公司宣布发布 12Mbit ReRAM“MB85AS12MT”，这是富士通 ReRAM 产品线中容量最大的。这款新产品是一种非易失性存储器，具有 12Mbit 的大存储容量，封装尺寸约为 2mm x 3mm。因此，预计在亚太地区运营的市场参与者的不断发展将推动预测期内的市场增长。

竞争格局

电阻式存储器市场由几家大公司组成，竞争温和。 Rambus、松下、Adesto Technology、富士通和 Crossbar。等等。这些领先公司专注于扩大产能并利用战略合作计划来增加市场份额和盈利能力。

  • 2021 年 12 月——芯源半导体宣布已完成数百万人民币 A 轮融资，用于加速部署其突破性的基于 ReRAM 的存储和计算组合设备。
  • 2021 年 10 月 - 非易失性存储技术的主要开发商 CrossBar Inc. 宣布推出用于一次性可编程 (FTP) 和一次性可编程 (OTP) 非易失性存储器 (NVM) 的电阻式 RAM (ReRAM) ) 应用程序) 宣布了创新的新功能。
  • 2021 年 9 月 - 韩国 SK 海力士宣布，STT-MRAM、铁电存储器和 ReRAM 这三种新技术可以在处理大量数据方面发挥作用。

其他特典

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

内容

第 1 章介绍

  • 研究假设和市场定义
  • 调查范围

第 2 章研究方法

第 3 章执行摘要

第 4 章市场洞察

  • 市场概览
  • 工业吸引力 - 波特五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场动态

  • 市场促进因素
    • 对物联网、云计算和大数据的需求不断扩大
    • 对自动化机器人应用的需求激增
  • 市场抑制因素
    • 技术应用越来越复杂

第 6 章技术概览

  • 材质类型
    • OxRRAM
    • CBRAM
    • 纳米金属丝
  • 解决方案类型摘要

第 7 章市场细分

  • 应用
    • 嵌入式（模拟 IC、MCU/SoC/ASIC/ASSP、内存计算）
    • 独立（快速/可靠的内存、代码/数据存储、低延迟存储、持久内存
  • 最终用户
    • 工业/物联网/可穿戴/汽车
    • SSD/数据中心/工作站
  • 地区
    • 北美
    • 欧洲
    • 亚太地区
    • 世界其他地区

第 8 章竞争格局

  • 公司简介
    • Crossbar Inc.□
    • Panasonic Corporation□
    • Adesto Technology□
    • Fujitsu Limited□
    • Rambus Inc.
    • Global Foundaries□
    • Sony Corporation□
    • Intel Corporation□
    • Weebit-Nano Ltd
    • 4DS Memory Limited□

第 9 章投资分析

第 10 章市场展望

简介目录
Product Code: 59191

The Resistive RAM market is expected to register a CAGR of 29.9% over the forecast period (2022 - 2027). Resistive RAM, a non-volatile memory, is anticipated to seize a market share by substituting static random access memory and dynamic random access memory. The replacement will be possible due to numerous benefits given by resistive random access memory, such as large storage density and 3D packing, allowing layers of memory gadgets to be coordinated and organized in one chip, fast switching for quick exchange of information, and using less energy per switching cycle. ReRAM holds the potential to replace Flash memory used in mobile phones and other consumer electronics such as MP3 players.

Key Highlights

  • Further, the growing adoption of sensors technology such as wearable and AI-enabled devices in many regions has boosted demand for fast data transfers and high storage density, in turn providing a tremendous chance or possibility for the growth of the resistive random access memory market globally.
  • Multiple memory companies are investing in ReRAM. For instance, in April 2022, CrossBar Inc., a non-volatile memory technology provider, announced new applications of its resistive RAM (ReRAM) technology for use in secure storage and processing, where resistance to reverse engineering and physical attacks are essential requirements of the system. The company's technology is now being offered for use in memory applications requiring higher levels of content security.
  • The soaring costs of resistive random access memory have become one of the important challenges for the growth of this market. Over the subsequent years, the innovation and implementation of new materials are expected to decrease costs and boost the demand for resistive random access memory in diverse verticals.
  • Resistive random-access memory (ReRAM) is gaining traction as non-volatile memory (NVM) alternative, particularly in cloud and data center contexts where performance and energy efficiency are constantly improving. ReRAM technology has demonstrated lower read latency and quicker write version than flash memories while also achieving 64pJ/cell program energy, which is a 20% improvement over NAND, as the demand for data grows from users through premium services such as video streaming and from machines through the Internet of Things (IoT). 3D vertical ReRAM arrays provide high-performance memory subsystems capable of replacing standard DRAM- or Flash-based SSDs in data center environments, allowing faster data processing, storage, and retrieval in significantly smaller form factors with lower energy consumption.
  • Moreover, the COVID-19 pandemic is likely impeding the overall anticipated growth of the market, mainly attributed to the supply chain disruption, with several companies witnessing scarcity of components like inductors and capacitors for manufacturing.

Key Market Trends

Increasing Demand of Connected Devices Under Consumer Electronics Segment is Fueling the Demand for ReRAM

  • Resistive RAMs have faster computing power than ordinary RAMs, are much better for read-intensive applications, and are ideal for storage-class memory in servers. Further, rising consumer electronics demand for interconnected devices and the increasing usage of sensor technologies, including wearable and AI-enabled gadgets, along with developments by industry players, are expected to contribute to the market growth. For instance, in August 2022, Enphase Energy, Inc., a worldwide energy technology business and the world's largest producer of microinverter-based photovoltaic and storage systems, launched a new collaboration with Home Connect, an accessible digital network that enables home appliances of many manufacturers to be controlled with a single app.
  • Higher switching speed constitutes a principal advantage of RRAM over other nonvolatile storage technologies such as NAND flash. ReRAM draws much less power than NAND flash. That makes it best suited for memory in sensor devices for industrial, automotive, and internet of things (IoT) applications. Neuromorphic computing is another potential application for ReRAM.
  • Over the past few years, a significant demand for connected devices, such as wearables, IoT, and AI-based systems, has been seen. Resistive RAMs are used in these devices to increase storage capacities. Moreover, with the upcoming smart cities and smart homes, the connected devices are bound to increase, which, in turn, will increase the demand for strong memory capacity servers.
  • To serve emerging connected IoT requirements, several companies are introducing innovations to connect and scale remote operations, bringing real-time, secure, and bandwidth-heavy IoT applications to fruition. For instance, in September 2022, Silicon Labs, the pioneer in secure, smart wireless innovation for a better-connected world, unveiled a portfolio of innovative solutions that significantly expanded its interoperability-driven, multiprotocol-supporting, and robustly-secure range with new solutions to advance the breakthroughs and patterns defining the Internet of Things, such as Amazon Sidewalk, Matter, Wi-SUN, and Wi-Fi 6.

Asia Pacific Expected to Hold a Major Share of the Market

  • The Asia Pacific is expected to have a strong position in the global resistive random access memory market over the forecast period. China, South Korea, and India are some of the major countries that drive growth for the market in the Asia Pacific. The increasing consumer electronics and automotive industry fuel the demand for resistive random access memory in Asia Pacific countries.
  • Moreover, many organizations are establishing data centers in this region, which will also grow the demand for the resistive RAM market. Developing nations, such as India, China, and Japan, will drive the market's growth in this region owing to the growing enterprise server, data centers, AI, and connected infrastructure.
  • China is developing its domestic IC industry and plans to make more of its chips. The significant presence of manufacturers in the region is the major contributing factor to the market. China is home to several global foundries with growing clout in the global semiconductor sector.
  • The growing investments in the ReRAM technology-based manufacturers are boosting the market growth rate. For instance, Xinyuan Semiconductor, which focuses on the R&D of ReRAM new memory products and associated derivative goods, has grown into China's leading new memory technology firm. The company stated that it received USD100 million in funding in April 2021.
  • Further, in March 2022, Fujitsu Semiconductor Memory Solution Limited revealed the release of the MB85AS12MT, a 12Mbit ReRAM with the highest capacity in Fujitsu's ReRAM product line. This new invention is non-volatile storage with a high memory capacity of 12Mbit in a compact package size of about 2mm x 3mm. Thus, increasing developments by market players operating in the Asia Pacific region are expected to propel market growth over the forecast period.

Competitive Landscape

The Resistive RAM Market is moderately competitive and consists of several major players. Market players such as Rambus Inc., Panasonic Corporation, Adesto Technologies, Fujitsu Ltd, and Crossbar Inc.​, among others, are some of the major companies operating in the market. These major players are focusing on expanding their production capacity and leveraging strategic collaborative initiatives to increase their market share and profitability.

  • December 2021 - Xinyuan Semiconductor announced the completion of the A round of funding in the millions of Yuan to accelerate the deployment of breakthrough ReRAM-based storage and computing combined devices.
  • October 2021 - CrossBar Inc., a significant developer of non-volatile storage technology, unveiled new capabilities for its Resistive RAM (ReRAM) innovation in few-time programmed (FTP) and one-time-programmable (OTP) non-volatile memories (NVM) applications.
  • September 2021 - SK Hynix, a South Korean firm, stated that three new technologies, STT-MRAM, Ferroelectric Memory, and ReRAM, could play a role in processing larger quantities of data.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis​
    • 4.2.1 Bargaining Power of Suppliers​
    • 4.2.2 Bargaining Power of Consumers​
    • 4.2.3 Threat of New Entrants​
    • 4.2.4 Threat of Substitute Products​
    • 4.2.5 Intensity of Competitive Rivalry​

5 Market Dynamics

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for IoT, Cloud Computing, and Big Data​
    • 5.1.2 Surging Demand for Application of Automation Robots
  • 5.2 Market Restraints
    • 5.2.1 Complexity in Technological Applications ​

6 TECHNOLOGY SNAPSHOT

  • 6.1 Material Type
    • 6.1.1 OxRRAM
    • 6.1.2 CBRAM
    • 6.1.3 Nano Metal Filament
  • 6.2 Overview of Solution Types

7 MARKET SEGMENTATION

  • 7.1 Application
    • 7.1.1 Embedded (Analog ICs, MCU/SoC/ASIC/ASSPs, In-Memory Computing)
    • 7.1.2 Standalone (Fast/Reliable Memory, Code/Data Storage, Low-latency Storage and Persistent Memory)​
  • 7.2 End-user
    • 7.2.1 Industrial/IoT/Wearables/Automotive
    • 7.2.2 SSD/Datacenters/Workstations​
  • 7.3 Geography
    • 7.3.1 North America
    • 7.3.2 Europe
    • 7.3.3 Asia Pacific
    • 7.3.4 Rest of the World

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Crossbar Inc.​
    • 8.1.2 Panasonic Corporation​
    • 8.1.3 Adesto Technology​
    • 8.1.4 Fujitsu Limited​
    • 8.1.5 Rambus Inc.
    • 8.1.6 Global Foundaries​
    • 8.1.7 Sony Corporation​
    • 8.1.8 Intel Corporation​
    • 8.1.9 Weebit-Nano Ltd
    • 8.1.10 4DS Memory Limited​

9 INVESTMENT ANALYSIS

10 FUTURE OUTLOOK OF THE MARKET