内存集成电路 (IC) 市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

在预测期内，存储器集成电路市场预计将以 7.6% 的复合年增长率增长。

该领域最近的技术进步每天都在发现新的应用。 智能手机、功能手机和平板设备的普及，移动无线设备对低功耗内存的需求不断增长，以及大数据存储应用对固态硬盘（SSD）的需求不断增长，都是影响固态硬盘增长的重要因素。内存IC市场，这是因素之一。

主要亮点

• 内存 IC 主要用于以内存为基础的电子设备，例如手机、电脑、平板电脑、医疗设备、智能卡、数码相机、通讯设备和其他数字电子设备。
• 尤其是智能手机、媒体播放器和 USB 驱动器的配备越来越多。 随着智能手机变得越来越流行和越来越复杂，对高性能存储器 IC 的需求预计将呈现高速增长。 平板终端是对存储IC需求量大的设备之一。 随着平板电脑越来越受欢迎，对内存 IC 的需求预计会增长。
• 此外，由于 COVID-19 的影响，全球经济对製造业造成了沉重打击。 不过，自疫情以来，代工生产增加，手机等家电产品需求也增加，带动记忆体IC市场成长。 许多最终用户行业的各种资本预算增加和正在进行的项目也将有助于加强全球经济。
• 此外，医疗保健行业也是内存IC的主要应用领域之一。 对安全访问紧急医疗信息的需求不断增长，这扩大了医疗保健领域内存 IC 的竞争范围。
• 配备内存 IC 的设备可用于管理各种医疗设备中的患者记录，例如血液分析仪、心电图仪、诊断成像设备、医用 PC 和其他电子病历系统。 据国家医学统计中心统计，到2024年，电子病历系统市场规模有望达到400亿美元。
• 在过去几年中，云计算服务和解决方案的供需激增迫使供应商部署具有高密度计算机和存储设备的服务器和数据中心。 这正在推动存储器集成电路的发展。 智能手机的普及也促进了存储 IC 市场的增长。
• 另一方面，在预测期内，高昂的製造成本、不断增加的新建和现有製造设施的建设和运营成本以及大量资本支出可能会给全球行业带来问题。 为解决这些挑战，存储器 IC 製造商需要针对已上市的存储器产品实施运营开发计划。

内存IC市场趋势

智能手机、功能手机和平板设备的发展

• 内存集成电路 (IC) 用于存储自定义功能的电路，例如手机操作系统和电话簿。 它还用于实现放大器、振盪器、计时计算机存储器和微处理器等功能。
• 随着智能手机市场的持续发展，集成电路市场有望实现稳健增长。 此外，手机製造商之间的竞争非常激烈，预计预测期内市场增长将进一步加快。 三星最近宣布的解决方案允许在单个闪存芯片上存储 1 TB 的存储空间。 该芯片有望为下一代移动设备带来类似笔记本电脑的用户体验。
• 智能手机应用市场的增长是由于智能手机的普及以及这些小工具对内存 IC 的需求不断增加。 由于基于云的应用程序的流行和移动数据使用的增加，智能手机应用程序市场正在扩大，服务于该市场的行业正在蓬勃发展。
• 据爱立信称，智能手机用户已超过 60 亿，预计在未来几年内还会增加数亿。 智能手机用户最多的国家是中国、印度和美国。 近年来，全球智能手机市场的销量有所增长，但由于智能手机的平均售价上涨，销量一直低迷。 智能手机的兴起预计将在未来推动对内存 IC 的需求。
• 此外，近场通信 (NFC) 的发展有望推动移动优惠券、移动门票和访问控制等动态解决方案的生产，从而进一步增加收入。

亚太地区有望实现显着增长

• 目前世界上超过 60% 的人口集中在亚太地区。 该地区的人口和消费电子产品消费目前正以最高的速度增长。 预计在预测期内，该地区的内存 IC 市场将出现显着增长。
• 这一增长主要是由于亚太地区最终用户对高性能和低功耗内存 IC 的需求不断增长。 需要大量内存存储的人工智能 (AI) 等尖端技术的日益普及以及智能设备的普及是对高性能和低功耗内存 IC 需求不断增加的因素。
• 南亚和太平洋地区人口众多，这推动了对消费电子产品的需求。 由于 IT 和电信行业的蓬勃发展以及云计算的日益普及，该地区的复合年增长率最高。 由于人口众多，中国拥有全球最高的智能手机用户比例。 还应该看到，中国已经成为许多跨国公司电子产品线的主要製造基地。
• 除了国际供应商，中国境内外也有大量国内供应商。 这些因素使中国成为一个竞争非常激烈的存储器集成电路市场。
• 此外，印度在基础设施建设、工业化和经济发展方面取得了长足进步，展示了电子设备在实现这些发展目标方面的高效利用。 经济增长提高了中产阶级的购买力，扩大了消费电子市场。
• 该地区知名半导体公司的入驻有望推动市场增长。 越来越多的製造 IC 所需的半导体材料供应商也在推动存储器 IC 的生产。 由于消费电子设备之外的医疗和汽车领域的发展，亚太地区呈现出仅次于北美的第二高增长。

内存IC市场竞争分析

内存集成电路 (IC) 市场预计将在预测期内整合。 具有高市场份额的领先公司专注于产品开发和战略合作，以增加市场份额和盈利能力。 Microchip Technology Inc.、STMicroelectronics、ON Semiconductor Corporation、Maxim Integrated Products, Inc、Fujitsu Limited、Cypress Semiconductor Corporation、ABLIC Inc、Renesas Electronics Corporation、ROHM Semiconductor 和 Adesto Technologies Corporation 是当今市场上的主要参与者。能

• 2022 年 11 月 - Alliance Memory 在 electronica 2022 上展示了其技术阵容，包括面向通信、计算、嵌入式、物联网 (IoT)、工业和消费市场的最新 SRAM、DRAM 和 eMMC，重点介绍了闪存 IC。 对于内存 IC，我们与多家分销商建立了合作伙伴关係。
• 2022 年 8 月 - SABIC 宣布了一种基于 LCP（液晶聚合物）的具有出色导热性和电绝缘性的化合物。 为了满足用于对 DDR（双倍数据速率）内存集成电路进行压力测试的老化测试插座 (BiTS) 的严格要求，我们创建了 LNP Konduit 8TF36E 化合物。 这种新材料非常适合用于 BiTS 组件的固定结构部件，例如闩锁和适配器。

其他好处

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第一章介绍

• 研究假设和市场定义
• 调查范围

第二章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 工业价值链分析
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买方/消费者议价能力
  • 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

第 5 章市场动态

• 市场驱动力和市场约束简介
• 市场驱动因素
  • 智能手机、功能手机和平板电脑设备的普及率提高
  • 移动无线设备对低功耗内存的需求不断增加
  • 大数据存储应用对固态硬盘 (SSD) 的需求不断增长
• 市场製约因素
  • 高昂的内存 IC 开发成本

第 6 章市场细分

• 按类型
  • 动态随机存取存储器
  • 快闪
    • 也不是
    • 与非
  • 其他类型
• 按最终用户行业
  • 消费类电子产品
  • 车载
  • IT/通信领域
  • 医疗保健
  • 其他最终用户
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第七章竞争格局

• 公司简介
  • Microchip Technology Inc.
  • STMicroelectronics
  • ON Semiconductor Corporation
  • Maxim Integrated Products, Inc.
  • Fujitsu Ltd.
  • Cypress Semiconductor Corporation
  • ABLIC Inc.
  • Renesas Electronics Corporation
  • ROHM Semiconductor Co., Ltd.
  • Adesto Technologies Corporation

第8章 投资分析

第9章 市场机会未来动向

The Memory Integrated Circuit market is anticipated to witness a CAGR of 7.6% over the forecast period. Recent technological advancements in this field have been revealing new applications each day. The rising proliferation of smartphones, feature phones, and tablets, growing demand for low-power memory requirements in portable wireless devices, and increasing demand for Solid State Drives (SSD) in big data storage applications are some of the significant factors influencing the growth of the market for memory integrated circuit devices.

Key Highlights

• Memory ICs are mainly applied in memory-based electronic devices such as mobile phones, computers, tablets, medical devices, smart cards, digital cameras, communication equipment, and other digital electronic devices.
• The application of memory IC is very predominant in smartphones, media players, and USB drives. The demand for sophisticated memory ICs is expected to grow at a high rate owing to increasing adoption and enhancements in smartphone devices. Tablets are one other device with a significant need for memory IC. With the increasing adoption of tablet PCs, the demand for memory ICs is expected to grow over the forecast period.
• Moreover, The global economy has been significantly impacted by COVID-19's effects on the manufacturing sector. But post-pandemic, OEM production has increased, and there is a rise in demand for mobile phones and other consumer electronics, which has boosted the growth of the memory IC market. Expanding various capital budgets and ongoing projects in numerous end-user industries will also help to strengthen the world economy.
• Additionally, the Healthcare industry is another key application area of memory ICs. The increasing need to provide secure access to emergency medical information creates a scope for memory ICs in the healthcare sector.
• Devices with memory ICs can help maintain patient records in various medical equipment like blood analysis devices, electrocardiographs, diagnostic imaging apparatus, medical PCs, and other electronic health record systems. According to the National Center for Health Statistics statistics, the market for electronic health record systems is expected to reach USD 40 billion by 2024.
• Over the past few years, the sharp rise in demand and supply for cloud computing services and solutions has compelled vendors to set up servers and data centers that are densely packed with computers and storage devices. This is fueling the advancement of memory-integrated circuits. The increasing use of smartphones is also contributing to the growth of the memory IC market.
• On the other hand, the high cost of manufacturing, increasing costs for new and existing fabrication facilities' construction and operation, and sizable capital investment could pose a problem for the global industry over the forecast years. Manufacturers of memory ICs are anticipated to carry out operational development programs for already-available memory products to address these challenges.

Memory IC Market Trends

Rising Proliferation of Smartphones, Feature Phones, and Tablets

• Memory integrated circuits are used in mobile phones' circuits to provide storage for the phone's operating system and customizable features, such as the phone directory. They are used to enable the functions of amplifiers, oscillators, time-counter computer memory, microprocessors, etc.
• The integrated circuit market is anticipated to record robust growth, owing to the ongoing developments in the smartphone industry. Intense competition among mobile manufacturers is expected to drive the market's growth further studied over the forecast period. Samsung's recent offering includes a solution that allows phones to have one terabyte of storage with a single flash memory chip. This chip is expected to bring a notebook-like user experience to the next generation of mobile devices.
• The growth of the smartphone application market is attributed to the popularity of smartphones and the increasing demand for memory ICs in these gadgets. The market for smartphone applications is growing, and the industry that serves this market is prospering as cloud-based applications gain popularity and mobile data usage increases.
• According to Ericsson, Over 6.0 billion people subscribe to smartphones, and over the next few years, that number is expected to increase by several hundred million more. The nations with the most smartphone users are China, India, and the United States. Despite stagnant unit sales over the past few years, the global smartphone market's revenue increased because the average selling price of smartphones increased. Such a rise in smartphones will boost the demand for Memory IC in the future.
• Development in near-field communication (NFC), which leads to the production of dynamic solutions for mobile couponing, mobile ticketing, and access control, is further expected to drive revenue growth.

Asia Pacific to Witness Significant Growth

• The Asia-Pacific region is home to more than 60% of the world's current population. The region's population and consumption of consumer electronics are growing at the highest rate today. The region is expected to record substantial growth in the memory ICs market over the forecast period.
• The growth is primarily attributed to the rise in demand for high-performance and low-power memory ICs from end users in the Asia Pacific region. The rising use of artificial intelligence (AI) and other cutting-edge technologies, which require large amounts of memory storage, as well as the rising popularity of smart devices, are contributing factors to the rising demand for high-performance and low-power memory ICs.
• Large populations in South Asia and the Pacific are driving up demand for consumer electronics. This region has a sizable IT and telecom sector, and cloud adoption is progressing well, enabling it to have the highest CAGR. Due to its high population, China has the highest percentage of smartphone users worldwide. It should be noted that China serves as a major manufacturing hub for a number of multinational corporations' electronic product lines.
• In addition to international vendors, there is a significant domestic vendor presence inside and outside China. These factors make China an extremely competitive market for memory-integrated circuits.
• India has also made a number of advancements in the areas of infrastructure, industrialization, and economic development, demonstrating the efficient use of electronic devices for these developmental objectives. The country's growing economy has given the middle class more purchasing power, which has increased the consumer electronics market.
• The presence of prominent semiconductor companies in the region is expected to boost the growth of the market. Besides, the increasing number of suppliers of semiconductor material required to manufacture ICs is boosting the production of memory ICs. Asia-Pacific is closely followed by North America owing to the development of the medical and automobile sector along with consumer electronics.

Memory IC Market Competitor Analysis

The Memory Integrated Circuit (IC) Market is expected to be consolidated over the forecast period. The major players with a prominent share in the market are focusing on product developments and strategic collaborative initiatives to increase their market share and profitability. Microchip Technology Inc., STMicroelectronics, ON Semiconductor Corporation, Maxim Integrated Products, Inc., Fujitsu Ltd., Cypress Semiconductor Corporation, ABLIC Inc., Renesas Electronics Corporation, ROHM Semiconductor Co., Ltd., and Adesto Technologies Corporation are some of the major players present in the current market.

• November 2022 - Alliance Memory highlighted its most recent SRAM, DRAM, eMMC, and flash memory ICs for the communications, computing, embedded, Internet of Things (IoT), industrial, and consumer markets when announcing its technology lineup for electronica 2022. The company has also partnered with various distributors for memory ICs.
• August 2022 - SABIC unveiled a compound with exceptional thermal conductivity and electrical insulation properties based on LCP (liquid crystal polymer). To meet the demanding requirements of burn-in test sockets (BiTS) used to stress-test double-data-rate (DDR) memory integrated circuits, the LNP Konduit 8TF36E compound was created. The new substance is ideal for fixed, structural components in BiTS assemblies, such as latches and adaptors.

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 Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET DYNAMICS

• 5.1 Introduction to Market Drivers and Restraints
• 5.2 Market Drivers
  • 5.2.1 Rising Proliferation of Smartphones, Feature Phones, and Tablets
  • 5.2.2 Growing Demand for Low-power Memory Requirements in Portable Wireless Devices
  • 5.2.3 Increasing Demand for Solid State Drives (SSD) in Big Data Storage Applications
• 5.3 Market Restraints
  • 5.3.1 High Development Cost of Memory ICs

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 DRAM
  • 6.1.2 Flash
    • 6.1.2.1 NOR
    • 6.1.2.2 NAND
  • 6.1.3 Other Types
• 6.2 By End-user Industry
  • 6.2.1 Consumer Electronics
  • 6.2.2 Automotive
  • 6.2.3 IT & Telecommunication
  • 6.2.4 Healthcare
  • 6.2.5 Other End-user Industries
• 6.3 By Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Microchip Technology Inc.
  • 7.1.2 STMicroelectronics
  • 7.1.3 ON Semiconductor Corporation
  • 7.1.4 Maxim Integrated Products, Inc.
  • 7.1.5 Fujitsu Ltd.
  • 7.1.6 Cypress Semiconductor Corporation
  • 7.1.7 ABLIC Inc.
  • 7.1.8 Renesas Electronics Corporation
  • 7.1.9 ROHM Semiconductor Co., Ltd.
  • 7.1.10 Adesto Technologies Corporation

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS