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市场调查报告书
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1407018

NOR 快闪记忆体：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

NOR Flash Memory - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

全球NOR快闪记忆体市场规模预计在2024年达到32.7亿美元，并在2024-2029年预测期内以5.30%的复合年增长率成长，到2029年将达到42.3亿美元。

NOR快闪记忆体-市场-IMG1

主要亮点

  • NOR 快闪记忆体对于程式码储存和低端嵌入式应用仍然有用，但并不是大容量储存应用的有力竞争者。在汽车领域，NOR 产品用于资讯娱乐系统、ADAS（高级驾驶辅助系统）和仪表板仪表组。一些主要的汽车ADAS 製造商已经在使用 NOR 快闪记忆体。例如，博世使用赛普拉斯半导体公司（目前已被 Infenion 收购）的汽车级串行 NOR 快闪记忆体製造基于视讯的 ADAS（高级驾驶辅助系统）。这种用途预计允许系统启动程式码和演算法在高达 +125°C 的温度下储存。
  • 此外，日益数位化正在增加对资料登录需求、人工智慧和无线更新的需求，这些需求主要被纳入穿戴式装置中。穿戴式装置的这种技术需求也为全球 NOR 快闪记忆体市场创造了机会。例如，根据消费者技术协会 (CTA) 的数据，2023 年美国穿戴式装置销售额预计将达到 138 亿美元。
  • 通讯业的扩张预计也将促进所研究市场的成长。例如，继4G之后的5G，是数位蜂巢式网路的下一代无线通讯技术。 5G 技术因其高速度、大频宽（高达 10Gb/s）和超低延迟而有潜力实现以前难以想像的新应用。 NOR快闪记忆体因其满足现代社会高可靠性和可用性的需求而被广泛应用于无线基地台。与NAND快闪记忆体快闪记忆体不同，NOR 快闪记忆体经常用于储存韧体映像，因为它可以始终从 SoC（系统晶片设备）或 FPGA（现场可编程闸阵列）直接启动。快速扩张的 5G 基础设施将如何增加 NOR 快闪记忆体的需求也是显而易见的。
  • 此外，自疫情爆发以来，目前的半导体短缺以及 NAND 和 DRAM 等其他储存产品的供不应求，增加了 NOR 快闪记忆体产品的需求和平均售价。然而，未来几年，由于库存增加，NOR快闪记忆体的平均售价预计将下降，这将影响所研究市场的成长。
  • 此外，NOR快闪记忆体市场的研发成本很高，预计随着最终用户需求的增加，研发成本也会增加。像美光这样的供应商最近加大力度建设新的记忆体製造製造和研发设施，以满足汽车、资料中心、人工智慧和5G记忆体应用等行业不断增长的需求，并宣布投资10亿美元。这表明研发和製造流程的成本高昂，这仍然是所研究市场成长的挑战。

NOR快闪记忆体市场趋势

通讯成为第一大最终用户应用

  • 通讯和电讯是最大的市场领域。世界各地产生的资料量正在迅速增加。大量嵌入式设备推动了资料爆炸，这些设备为每个单独的事务产生少量资料，这些数据加在一起就变成了巨量资料。组织从各种来源收集资料，包括智慧 (IoT) 设备、商业交易、工业设备和社交媒体。
  • 现场可程式闸阵列(FPGA) 和系统晶片系统装置 (SoC) 广泛应用于各种无线基础设施应用，以满足不断发展的市场标准并要求更快的上市时间。现已投入使用。 FPGA 和 SoC 需要在每次系统加电时进行配置。这些设备可以配置不同类型的内存，包括闪存。
  • 与NAND快闪记忆体不同，NOR 快闪存在初始回应和启动期间提供低延迟和高可靠性。此外，NOR 快闪记忆体製程技术的进步（例如每个储存单元存储两位数的 MirrorBit 技术）支援比浮闸技术更高的密度缩放。密度的增加使得 5G 无线基础设施所需的单晶片 1GB 和更高密度 NOR 快闪记忆体产品成为可能。由于这些特性，NOR 快闪记忆体广泛应用于无线基础架构应用。
  • 随着5G需求的增加，全球5G基地台的数量不断增加。 5G基地台通常配备 1 或 2 GB 高密度 NOR 闪存，预计需要大量储存晶片，从而推动所研究市场的需求。
  • 机器对机器 (M2M) 无线解决方案的成长也对 NOR 快闪记忆体产生了巨大的需求。 NOR 快闪记忆体等嵌入式记忆体可实现短距离无线解决方案（Wi-Fi、ZigBee、Z-wave、蓝牙、IP500）。
NOR快闪记忆体-市场-IMG2

中国占主要市场占有率

  • 便携式电子产品的成长趋势以及物联网等先进技术在中国的渗透是推动 NOR 快闪记忆体市场成长的主要因素。中国消费性电子产品销售的增加推动了 NOR 快闪记忆体市场的成长。
  • 例如，根据中华人民共和国国务院的数据，2022年1月至2月两个月，重点电子製造业付加年增12.7%。中国是全球领先的电视、行动电话、笔记型电脑和个人电脑等消费性电子产品生产国，推动了 NOR 快闪记忆体元件的需求。
  • 中国电子製造业的集中是物联网产品在中国大幅发展的基础，而庞大的国内消费需求进一步推动了物联网产品的发展。中国物联网的发展也受惠于国家主导的大规模基础设施支出。例如，中国最近公布了新型物联网基础设施三年计画（2021-2023），目标是到年终首先在主要城市建造新型物联网基础设施。此类倡议预计将促进物联网智慧设备的成长并推动市场成长。
  • 随着5G需求的增加，全球5G基地台的数量不断增加。据工业和资讯化部 (MIIT) 称，中国的目标是到 2022 年安装 200 万个 5G基地台，以扩展下一代行动网路。根据工信部统计，目前中国当地已安装5G基地台142.5万个，支援全国超过5亿用户，是全球最大的网路。据工信部称，该国5G普及为24.3%。随着 5G 网路的广泛使用，使用 NOR 储存装置的物联网和其他智慧型自动化应用正在不断扩展。

NOR快闪记忆体产业概况

NOR快闪记忆体市场竞争温和，英飞凌、美光科技、兆易创新、华邦电子等主要厂商占市场主导地位。新进入者很难，因为进入障碍很高。现有供应商大力投资创新新产品的研发。

2023年5月，领先的快闪记忆体製造商兆易创新推出了业界最小的128Mb SPI NOR快闪物GD25LE128EXH，采用超小型3x3x0.4mm FO-USON8封装。该公司表示，GD25LE128EXH 的厚度仅为 0.4m，在设计紧凑型应用时提供了无与伦比的弹性，非常适合需要低功耗和高功能的可穿戴设备、物联网、医疗保健和网路产品，这是一个代码储存单元。

2023年3月，兆易创新将在其1.2V快闪记忆体产品策略蓝图中引入GD25UF系列SPI NOR快闪记忆体，以支援基于先进功能节点的系统晶片（SoC）和应用处理器。 GD25UF SPI NOR 快闪记忆体产品针对需要超低功耗和小基板空间的应用进行了最佳化。

其他福利：

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

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度
  • 产业价值链分析
  • COVID-19 市场影响评估

第五章市场动态

  • 市场驱动因素
    • 数位化的进步和资料为中心的应用程式的出现
    • 物联网应用的成长
  • 市场抑制因素
    • 研发和製造成本高
    • 替代品的存在

第六章市场区隔

  • 按类型
    • 串行NOR快闪记忆体
    • 并行NOR快闪记忆体
  • 按最终用户应用程式
    • 通讯
    • 消费性电子产品
    • 车
    • 产业
    • 其他最终用户应用程式
  • 按地区
    • 美洲
    • 欧洲
    • 日本
    • 中国
    • 其他地区
  • 按密度
    • 2 兆位元或更少 NOR
    • 4 兆位元或更少（超过 2MB）NOR
    • 8 兆位元或更少（超过 4MB）NOR
    • 16 兆位元或更少（超过 8MB）NOR
    • 32 兆位元或更少（超过 16MB）NOR
    • 64 兆位元或更少（超过 32MB）NOR
    • 其他密度

第七章 竞争形势

  • 公司简介
    • Infineon Technologies AG
    • Micron Technology Inc.
    • GigaDevice Semiconductor Inc.
    • Macronix International Co. Ltd
    • Winbond Electronics Corporation
    • Integrated Silicon Solution Inc.
    • Microchip Technology Inc.
    • Renesas Electronics Corporation
    • Elite Semiconductor Microelectronics Technology Inc.
    • Wuhan Xinxin Semiconductor Manufacturing Co. Ltd（XMC）

第八章供应商市场占有率

第九章投资分析

第十章市场机会与未来趋势

第十一章价格分析价格分析

简介目录
Product Code: 90646
NOR Flash Memory - Market - IMG1

The NOR Flash Memory Market size is estimated at USD 3.27 billion in 2024, and is expected to reach USD 4.23 billion by 2029, growing at a CAGR of 5.30% during the forecast period (2024-2029).

Key Highlights

  • NOR flash memory remains useful for code storage and low-end embedded applications but is not a serious contender for high-capacity storage applications. In the automotive space, NOR products are used in infotainment systems, advanced driver assistance systems (ADAS), and dashboard instrument clusters. Some leading automotive ADAS manufacturers have already been using NOR flash. For Example, Bosch uses the automotive-grade Serial NOR Flash memories from Cypress Semiconductor Corporation, which Infenion now acquires to manufacture its video-based Advanced Driver Assistance Systems (ADAS). The usage is expected to boost the storage of system boot code and algorithms at temperatures up to +125 degree C.
  • Additionally, the growing digitalization is driving demand for data logging requirements, artificial intelligence, and over-the-air updates, which are mainly incorporated by wearables. This demand for technology in wearables is also creating opportunities in the global NOR flash memory market. For instance, according to the Consumer Technology Association (CTA), the sales revenue of wearables in the United States is anticipated to reach USD 13.8 billion in 2023.
  • The expanding telecommunication sector is also anticipated to support the studied market's growth. For instance, following 4G, 5G is the next generation of wireless communication technology for digital cellular networks. 5G technology, with its fast speed, huge bandwidth (up to 10Gb/s), and ultra-low latency, could enable new applications that were previously unimaginable. NOR Flash is widely employed in wireless base stations because it meets the modern world's high reliability and availability demand. NOR Flash, unlike NAND Flash, allows SoCs (system-on-chip devices) and FPGAs (field-programmable gate arrays) to boot from it directly and consistently; hence, it is frequently used to store firmware images. It is also clear how the rapidly expanding 5G infrastructure would increase demand for NOR Flash.
  • Furthermore, the current semiconductor shortages and undersupply of other memory products, such as NAND and DRAM, have increased demand and the average selling price of NOR Flash products since the pandemic. However, over the coming years, the ASP of NOR Flash is expected to decline due to growing stockpiles, which will impact the growth of the studied market.
  • Research and development costs are also a costly affair in the NOR flash memory market, which is expected to increase with the growing end-user requirements. Vendors like Micron have recently announced investments worth billions to construct new fabrication & R&D facilities for memory manufacturing to cater to the growing demand across industries like automotive, data centers, and memory applications in artificial intelligence and 5G. This indicates the costly setup for research and development and the fabrication process, which continues to remain among the challenging factors for the growth of the studied market.

NOR Flash Memory Market Trends

Communication to be the Largest End-user Application

  • Communications and Telecom represent the largest segment of the market. The amount of data generated worldwide is increasing at a rapid pace. The explosion of data is fueled by a plethora of embedded devices that produce a small amount of data for each discrete transaction and add up to big data when clubbed together. Organizations collect data from a range of sources, including smart (IoT) devices, business transactions, industrial equipment, social media, etc.
  • The need to respond to evolving market standards in a compressed time-to-market window has resulted in the widespread use of field-programmable gate arrays (FPGAs) and complementary system-on-chip devices (SoCs) in a wide range of wireless infrastructure applications. FPGAs and SoCs require configuration each time the system is powered up. These devices can be configured by diverse types of memories, including Flash.
  • Unlike NAND flash, NOR flash memories provide high reliability with low latency in initial response and boot. In addition, advances in NOR Flash process technology, such as MirrorBit technology, which stores two bits per memory cell, support greater density scaling than floating-gate technology. The increased density enables monolithic 1-GB and higher density NOR flash products required for 5G wireless infrastructure. Due to such characteristics, NOR flash memories are widely used in wireless infrastructure applications.
  • With the growing demand for 5G, the number of 5G base stations is increasing globally. 5G base stations are expected to need a significant amount of memory chips, as they are usually equipped with high-density NOR flash with 1 or 2 gigabytes of memory, fueling the demand for the market studied.
  • Also, a growth in machine-to-machine (M2M) wireless solutions is creating a significant demand for NOR Flash memory. Embedded memory, like NOR Flash, can enable short-range radio solutions (Wi-Fi, ZigBee, Z-wave, Bluetooth, and IP500).
NOR Flash Memory - Market - IMG2

China to Hold Major Market Share

  • The rise in the trend of portable electronic devices combined with the growing penetration of advanced technologies, like IoT, among the population across china acts as one of the major factors driving the growth of the NOR flash memory market. The increase in the sales of consumer electronics in China is escalating the growth of the NOR flash market.
  • For instance, according to the State Council of the People's Republic of China, significant electronics manufacturers' added value increased 12.7% year over year in the two months between January and February 2022, as opposed to the 7.5% growth experienced by the nation's entire industrial sector. The demand for NOR flash memory devices is driven by China, the world's top producer of consumer electronics such as TVs, cellphones, laptops, and PCs.
  • The concentration of electronics manufacturing in China has provided a foundation for the significant development of IoT products in the country, further stimulated by massive domestic consumer demand. IoT development in China also benefits from massive state-led spending on enabling infrastructure. For instance, China recently announced a three?year plan for new IoT infrastructure development (2021?2023), targeting the initial completion of new IoT infrastructure in major cities by the end of 2023. Such initiatives will fuel the growth of IoT-enabled smart devices, facilitating market growth.
  • With the growing demand for 5G, the number of 5G base stations is increasing globally. According to the Ministry of Industry and Information Technology (MIIT), China aims to have 2 million installed 5G base stations in 2022 to expand the country's next-generation mobile network. According to MIIT, the Chinese mainland currently has 1.425 million installed 5G base stations that support more than 500 million 5G users nationwide, making it the biggest network in the world. According to the ministry, the country has a 24.3% 5G penetration rate. IoT and other intelligent automation applications that use NOR memory devices are expanding as a result of 5G networks being more widely used.

NOR Flash Memory Industry Overview

The NOR Flash Memory market is moderately competitive, with major vendors such as Infineon, Micron Technology, GigaDevice Semiconductor (Beijing) Inc., and Winbond Electronics Corporation dominating the market. High entry barriers make it difficult for new players to enter the market. Existing vendors are investing heavily in researching and developing new and innovative products.

In May 2023, GigaDevice, a leading flash memory manufacturer, launched GD25LE128EXH, the industry's smallest 128Mb SPI NOR Flash in the ultra-compact 3x3x0.4mm FO-USON8 package. According to the company, with only 0.4m thickness, the GD25LE128EXH offers unparalleled flexibility in designing compact applications, making it the ideal code storage unit for wearables, IoT, healthcare, and networking products that demand low power consumption and high functionality.

In March 2023, GigaDevice introduced the GD25UF series of SPI NOR Flash in its strategic roadmap of 1.2V Flash products, which support systems-on-chip (SoCs) and applications processors built on advanced function nodes. The GD25UF SPI NOR Flash products are optimized for applications that require ultra-low power consumption or a small board footprint.

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 Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Digitalization and Emergence of Data-Centric Applications
    • 5.1.2 Growing Applications of IoT
  • 5.2 Market Restraints
    • 5.2.1 High Cost of R&D and Fabrication
    • 5.2.2 Availability of Substitutes

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Serial NOR Flash
    • 6.1.2 Parallel NOR Flash
  • 6.2 By End-user Application
    • 6.2.1 Communication
    • 6.2.2 Consumer Electronics
    • 6.2.3 Automotive
    • 6.2.4 Industrial
    • 6.2.5 Other End-user Applications
  • 6.3 By Geography
    • 6.3.1 Americas
    • 6.3.2 Europe
    • 6.3.3 Japan
    • 6.3.4 China
    • 6.3.5 Rest of the World
  • 6.4 By Density
    • 6.4.1 2 MEGABIT and LESS NOR
    • 6.4.2 4 MEGABIT and LESS (>2MB) NOR
    • 6.4.3 8 MEGABIT and LESS (>4MB) NOR
    • 6.4.4 16 MEGABIT and LESS (>8MB) NOR
    • 6.4.5 32 MEGABIT and LESS (>16MB) NOR
    • 6.4.6 64 MEGABIT and LESS (>32MB) NOR
    • 6.4.7 Other Densities

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Infineon Technologies AG
    • 7.1.2 Micron Technology Inc.
    • 7.1.3 GigaDevice Semiconductor Inc.
    • 7.1.4 Macronix International Co. Ltd
    • 7.1.5 Winbond Electronics Corporation
    • 7.1.6 Integrated Silicon Solution Inc.
    • 7.1.7 Microchip Technology Inc.
    • 7.1.8 Renesas Electronics Corporation
    • 7.1.9 Elite Semiconductor Microelectronics Technology Inc.
    • 7.1.10 Wuhan Xinxin Semiconductor Manufacturing Co. Ltd (XMC)

8 VENDOR MARKET SHARE

9 INVESTMENT ANALYSIS

10 MARKET OPPORTUNITES AND FUTURE TRENDS

11 PRICING ANALYSIS