存储类内存市场 - 增长、趋势、COVID-19 影响和预测（2022-2027）

存储级内存 (SCM) 市场预计在预测期内以 35.6% 的复合年增长率增长。

SCM 填补了内存层次结构中的某些性能和可靠性空白。 SCM 的用例范围从高性能存储缓存到块级和字节级寻址能力，再到闪存的高速存储介质替代品。

主要亮点

• 存储类内存 (SCM) 是从旋转机械存储（如磁盘驱动器）过渡到固态非易失性 RAM 的关键组件。因此，SCM 有望提供比现有 SLC/MLC NAND 闪存产品更高性能和节能的解决方案。
• 存储类内存 (SCM) 的读写操作速度比 NAND 闪存快。此外，数据重写的持久性也得到了极大的提高，从而实现了高持久性。与 DRAM 相比，SCM 具有优于 NAND 闪存的优势和更低的每 GB 成本。
• 此外，即使在断电的情况下，SCM 也具有接近内存的处理速度和超耐用性和持久性，是金融交易应用程序、分析、直连存储应用程序、数据库等对延迟敏感的选择. 适合简单的应用。
• 随着交互式数据库查询等大数据应用程序对内存处理需求的增加，英特尔和其他芯片製造商正在提高内存带宽。在运行分析工作负载（例如基于 Spark 的集群计算框架）时，英特尔声称查询在持久内存上的运行速度比结合 DRAM 存储快 8 倍。
• 此外，近年来数据中心应用容器的兴起也增加了对持久内存的需求。因此，参与市场生态系统的供应商正在强调更大的持久内存层的好处，例如更好的 CPU 和服务器利用率，以及更快地交付分布式应用程序。
• 从现在开始，在非易失性存储器中存储数字数据时，必须有一种机制来检测和纠正某些错误。 ECC（纠错码）是一种数据编码，允许解码器识别和纠正数据中的错误。
• 全球大流行已经影响了许多最终用户，并导致各种业务陷入停顿。例如，由于实行封锁，印度已经关闭了所有部门和活动。此类封锁的引入对所有行业都产生了重大影响，大多数企业都遭受了损失。据英特尔称，对虚拟化桌面基础设施和虚拟化存储解决方案日益增长的需求正在推动数据中心对其存储和内存产品的需求。由于工人大规模迁移到家庭办公室以及 COVID-19 大流行引发的数字资源稀缺，这两个应用程序需要更强大、更快的存储和内存能力，这是为了适应增加的使用量。英特尔的持久内存解决方案事业部报告第一季度收入为 13 亿美元，同比增长 46%。

主要市场趋势

具有显着增长潜力的持久性内存

• 由于对内存处理的需求越来越多地用于交互式数据库查询等大数据应用程序，因此英特尔和其他芯片製造商正在提高内存带宽。在运行分析工作负载（例如基于 Spark 的集群计算框架）时，英特尔声称使用持久内存的查询速度比使用 DRAM 存储组合的查询速度快 8 倍。
• 此外，近年来数据中心应用容器的兴起也增加了对持久内存的需求。因此，市场生态系统中的供应商正在强调更大的持久内存层的好处，例如更好的 CPU 和服务器利用率，以及更快地交付分布式应用程序。
• 持久存储内存还可以显着增加内存容量，最高可达 512 GB，同时提高性能和效率。这种性能使持久内存成为内存数据库、分析和内容交付网络等应用程序的理想选择。
• 持久内存还可以显着增加内存容量，最高可达 512 GB，同时提高性能和效率。这种性能使持久存储内存成为内存数据库、分析和内容交付网络等应用程序的理想选择。
• 存储控制器用于将硬盘和 SSD 等外围设备连接到服务器和计算机。控制器直接与 CPU 通信，通常通过 PCIe 接口。存储控制器的工作是将 I/O 请求转换为数据块以读取或写入物理介质。由于硬盘比主存慢，存储控制器还充当高速缓存并执行数据安全功能，例如硬件 RAID。
• 2020 年 8 月，贸泽电子宣布，随着潜在应用对持久内存的需求增加，英特尔傲腾持久内存现已有货。 Intel Optane Persistent Memory Module 旨在提供对大容量、经济实惠的内存的访问，该内存可用作易失性内存或持久的高性能数据层。

北美市场占有率高

• 在北美，越来越多的大数据分析、广泛的移动宽带和云计算正在推动对新数据中心基础设施的需求。该地区还见证了新的参与者和技术进入存储和内存市场。
• 根据数据报告，2022 年 1 月，美国有 3.072 亿互联网用户。到 2022 年初，92.0% 的美国总人口将拥有互联网接入。 2022 年 1 月，美国约有 3.072 亿互联网用户。当时约有 2.7 亿人在使用社交媒体。
• 此外，在 2021 年第三季度，美国 90% 的互联网用户通过手机访问互联网。此外，该国拥有最多的数据中心。据Cloudscene称，该国共有2751个数据中心，而世界排名第二的德国总共只有484个数据中心。这表明作为全球最大的数据中心的美国数据中心市场存在较大差距，因此代表了存储级内存的巨大市场。
• 此外，该地区继续投资于数据中心市场，包括数据中心升级、扩建和新建。例如，2022 年 2 月，Cologics 与 CIM Group 合作，在加拿大多伦多建立了一个新的数据中心。这两家合资企业打算在安大略省万锦市建造和运营一个 50,000 平方英尺（4,650 平方米）、15MW 的数据中心 TOR4。
• 需要低延迟、高持久性和可靠数据一致性的战略商业应用和数据库往往会受益于持久性存储。该技术可以加速虚拟机 (VM) 存储并为多节点分布式云应用程序提供高性能。该地区的主要参与者正在积极开发尖端技术，为市场提供了巨大的机会。
• 此外，大数据和物联网在该地区的渗透预计将显着改变下一代模块化数据中心的规模和范围。现有的竞争迫使组织发展其 IT 可扩展性和容量。爆炸式的数据增长、混合云和第三方数据中心外包使得容器化数据中心很受欢迎，因为它们可以在最短的时间内灵活地建立中心。

竞争格局

随着三星和松下等大型厂商独家提供其产品，存储级内存市场正在整合。此外，由于单片机的製造成本高，新进入者难以进入市场并获得市场份额。因此，预计这一趋势将在预测期内持续。

• 2022 年 8 月，铠侠宣布开发新的软件定义接口，用于 Linux 基金会的软件支持闪存技术。这个开源项目通过引入可更好地利用该技术的可定制闪存存储脱离了传统的 HDD 协议。铠侠还宣布了新的 PCIe Gen 5 SSD 系列和 FL6 存储类内存 (SCM) 更新。
• 2022 年 3 月，美光科技公司宣布推出首款用于数据中心的垂直集成 176 层 NAND SSD。采用 NVMeTM 的美光 7450 SSD 可满足最苛刻的数据中心工作负载的要求，具有低于 2 毫秒 (ms) 的服务质量 (QoS) 延迟、广泛的容量范围和最多的外形尺寸。其他存储类内存 (SCM)，包括 3D Xpoint。

其他特典

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

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 章市场动态

• 市场概览
• 市场促进因素和限制因素简介
• 市场促进因素
  • 通过结合 NAND 和 DRAM 功能提高性能和可靠性
  • 通过增加内存提高计算性能
• 市场挑战
  • 製造成本高
• 价值链分析
• 行业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买家的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• COVID-19 对行业的影响

第 5 章市场细分

• 应用
  • 固态硬盘
    • 客户端 SSD
    • 企业级 SSD
  • 永久存储
    • 数据中心
    • 工作站
• 地区
  • 北美
  • 欧洲
  • 亚太地区
  • 世界其他地区

第 6 章竞争格局

• 公司简介
  • Crossbar Inc.
  • Hewlett Packard Enterprise
  • Everspin Technologies Inc.
  • Western Digital Corporation
  • Micron Technology Inc.
  • Samsung Electronics Co. Ltd
  • Intel Corporation
  • Toshiba Memory Holding Corporation（Kioxia）
  • MemVerge

第 7 章投资分析

第 8 章市场潜力

The Storage Class Memory (SCM) Market is projected to register a CAGR of 35.6% during the forecast period. SCM fills the specific performance and reliability gap in the memory hierarchy. Its use cases range from high-performance storage cache to a replacement for flash for faster storage media due to its addressability at the block and byte levels.

Key Highlights

• Storage Class Memory (SCM) is a critical component in the transition from rotating mechanical storage, such as disk drives, to solid-state, non-volatile RAM. As a result, SCM promises to deliver higher-performance and more energy-efficient solutions than existing SLC/MLC NAND flash products.
• Storage Class Memory (SCM) is faster for reading and writing operations than NAND flash. Furthermore, it has higher endurance properties due to being significantly more resistant to data rewrites. SCM features include advantages over NAND flash and a lower cost per GB when compared to DRAM.
• Furthermore, the ability to perform at near-memory speeds, as well as ultra-high endurance and persistence through power outages, makes SCM suitable for latency-sensitive applications such as financial trading applications, analytics, direct-attached storage applications, and databases.
• The demand for in-memory processing increasingly used in Big Data applications, like interactive database queries, has prompted Intel and other chipmakers to boost memory bandwidth. When running analytics workloads, such as the Spark-based cluster computing framework, Intel claims queries run eight times faster on persistent memory than on DRAM storage combinations.
• The rise of application containers in data centers also has boosted requirements for persistent memory in recent years. Hence, vendors present in the market ecosystem are emphasizing the advantages of larger persistent memory tiers, including increased CPU and server utilization and the faster delivery of distributed applications.
• Moving forward, when digital data is stored in non-volatile memory, it is essential to have a mechanism for detecting and correcting specific errors. Error correction code (ECC) offers to encode data so that a decoder can identify and correct errors in the data.
• Many end-user industries across different nations were affected by the pandemic resulting in the shutdown of various business operations. For instance, the introduction of lockdowns in India indicated shutting down all sectors and activities. These lockdown implementations lead to a massive impact on every industry, with the majority of businesses suffering losses. According to Intel, the increased need for virtualized desktop infrastructure and virtualized storage solutions is driving demand for its storage and memory products in the data center. The need to enhance and accelerate storage and memory capabilities for the two application types has come in response to the large number of workers who moved to home offices and a rise in the use of digital resources that have been prompted by the COVID-19 pandemic. Intel's Non-Volatile Memory Solutions Group saw first-quarter revenue grow 46% year-over-year to USD 1.3 billion.

Key Market Trends

Persistent Memory is Expected to Grow Significantly

• Demand for in-memory processing, increasingly used in big data applications like interactive database queries, has prompted Intel and other chipmakers to boost memory bandwidth. When running analytics workloads such as the Spark-based cluster computing framework, Intel claims queries run eight times faster on persistent memory than on DRAM storage combinations.
• The rise of application containers in data centers has also boosted requirements for persistent memory in recent years. Hence, vendors in the market ecosystem emphasize the advantages of larger persistent memory tiers, including increased CPU and server utilization and the faster delivery of distributed applications.
• Persistent memory can also significantly increase memory capacity to up to 512 Gigabytes while providing increased performance and efficiency. This performance makes persistent memory ideal for applications such as in-memory databases, analytics, and content delivery networks.
• Persistent memory is also capable of significantly increasing memory capacity to up to 512 Gigabytes while providing increased performance and efficiency. This performance makes persistent memory ideal for applications such as in-memory databases, analytics, and content delivery networks.
• A storage controller was used to link peripheral devices like hard drives and SSDs to a server or computer. The controller communicates with the CPU directly, typically over the PCIe interface. The storage controller's job is to translate I/O requests into data blocks for reading and writing to and from physical media. Because hard drives are slower than main memory, the storage controller also serves as a cache and performs data security features, such as hardware RAID.
• With the rising demand for persistent memory in potential application areas, in August 2020, Mouser Electronics announced that it is now stocking Intel Optane persistent memory. Intel Optane persistent memory modules were developed to provide access to large, affordable memory capacity that is able to act as either volatile memory or a persistent, high-performance data tier.

North America to Hold a Prominent Share in the Market

• An increase in big data analytics, growth of mobile broadband, and cloud computing are driving the demand for new data center infrastructure in the North American region. The region also witnesses new players and technology entering the storage and memory markets.
• According to Data Reportal, in January 2022, there were 307.2 million internet users in the United States. At the start of 2022, 92.0% of the United States' total population had internet access. In January 2022, the United States had around 307.2 million internet users. Around 270 million people were using social media at the time.
• Further, 90% of US internet users accessed the internet via their mobile phones in the third quarter of 2021. Moreover, the country hosts the maximum number of data centers. According to Cloudscene, the country has 2,751 data centers in total, while Germany, which stood at the second-highest in the world, had only 484 data centers in total. This shows the huge difference in the data center market of the United States, which is the biggest in the world; therefore, it represents a huge market for storage-class memory.
• Additionally, the region is witnessing continue investment in the data center market in upgradation, expansion, and new construction of data centers. For instance, in February 2022, Cologix partnered with CIM Group to create a new data center in Toronto, Canada. The two joint venture aims to build and operate TOR4, a 50,000 square foot (4,650 square meters), 15MW data center in Markham, Ontario.
• Strategic operational applications and databases requiring low latency, high durability, and reliable data consistency tend to benefit from persistent memory. The technology can accelerate virtual machine (VM) storage and deliver higher performance to multi-node, distributed cloud applications. The region's major players are actively involved in the development of cutting-edge technology, which is opening up huge opportunities for the market.
• Moreover, Big Data and IoT penetration in the region is expected to significantly transform the next-generation modular data centers' size and scope. With the existing competition, organizations are under pressure to evolve IT scalability and capacity. With the exponential growth of data, hybrid cloud, and outsourcing third-party data centers, containerized data centers gain traction, owing to their flexibility in installing a center within the least possible time.

Competitive Landscape

The market for storage-class memory is consolidated due to the presence of major players like Samsung and Panasonic, who dominate the market with their offerings. Also, as the manufacturing cost is high for SCM, the entry for new entrants and gaining market share is challenging. Hence, the trend is expected to continue in the forecast period.

• August 2022 - Kioxia announced a number of developments, including a new software-defined interface for the Linux Foundation's Software-Enabled Flash technology. The open source project departs from legacy HDD protocols by introducing customizable flash storage that uses the technology better. Kioxia also introduced a new PCIe Gen 5 SSD family and an update to its FL6 storage class memory (SCM).
• March 2022 - Micron Technology, Inc. announced the release of the first 176-layer NAND SSD for data centers to be vertically integrated. The Micron 7450 SSD with NVMeTM satisfies the requirements of the most demanding data center workloads with a quality-of-service (QoS) latency of fewer than two milliseconds (ms), a wide capacity range, and the most form factors. Other storage-class memory (SCM), including 3D Xpoint.

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 DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
  • 4.3.1 Increased Performance and Reliability by Combining NAND and DRAM Features
  • 4.3.2 Faster Computing Power with More Memory
• 4.4 Market Challenges
  • 4.4.1 High Manufacturing Costs
• 4.5 Industry Value Chain Analysis
• 4.6 Industry Attractiveness - Porter's Five Force Analysis
  • 4.6.1 Threat of New Entrants
  • 4.6.2 Bargaining Power of Buyers
  • 4.6.3 Bargaining Power of Suppliers
  • 4.6.4 Threat of Substitute Products
  • 4.6.5 Intensity of Competitive Rivalry
• 4.7 Impact of COVID-19 on the Industry

5 MARKET SEGMENTATION

• 5.1 Application
  • 5.1.1 SSD
    • 5.1.1.1 Client SSD
    • 5.1.1.2 Enterprise SSD
  • 5.1.2 Persistent Memory
    • 5.1.2.1 Data Center
    • 5.1.2.2 Workstation
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia Pacific
  • 5.2.4 Rest of the World

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles*
  • 6.1.1 Crossbar Inc.
  • 6.1.2 Hewlett Packard Enterprise
  • 6.1.3 Everspin Technologies Inc.
  • 6.1.4 Western Digital Corporation
  • 6.1.5 Micron Technology Inc.
  • 6.1.6 Samsung Electronics Co. Ltd
  • 6.1.7 Intel Corporation
  • 6.1.8 Toshiba Memory Holding Corporation (Kioxia)
  • 6.1.9 MemVerge

7 INVESTMENT ANALYSIS

8 FUTURE OF THE MARKET