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市场调查报告书
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下一代记忆体：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

Next Generation 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

下一代记忆体市场规模预计到 2024 年为 69.6 亿美元，预计到 2029 年将达到 247.6 亿美元，在预测期内（2024-2029 年）复合年增长率为 28.90%。

下一代记忆体市场

主要亮点

  • 人工智慧 (AI)、机器学习 (ML)、物联网 (IoT) 和巨量资料等新兴技术正在推动对高频宽、高度扩充性和低功耗储存设备的需求。随着企业储存需求的不断增长，这一点已成为推动研究市场成长的最重要因素之一。
  • 资料的快速成长推动了职场对更好记忆体和储存的需求。较旧的记忆体系统无法再跟上不断增加的资料量、对更多频宽的需求以及新系统的速度。
  • 随着对通用储存设备的需求不断增加，大多数新的储存技术旨在成为通用储存设备，以更好的技术取代层次结构中的一个成员。高阶笔记型电脑使用固态快闪记忆体晶片而不是巨型机械硬碟，并使用云端而不是磁带驱动器进行备份。近日，英特尔发布了Optane，它采用3D XPoint技术，接近通用记忆体。这主要是一个带有非挥发性记忆体的快闪记忆体驱动器，其速度足以充当 RAM。
  • MRAM、STT-RAM、FRAM、相变记忆体 (PCM) 和 ReRAM 等新型非挥发性记忆体技术结合了 SRAM 的速度、DRAM 的密度和快闪记忆体的非挥发性记忆体。因此，它们可能会被添加到未来的记忆体技术中。此外，下一代资讯娱乐系统和 ADAS 实施将结合 DRAM 记忆体技术，从而提供显着更高的效能和低耗电量。
  • 此外，对企业储存应用程式的需求不断增长正在推动市场发展。 BFSI 等最终用户产业正在大力投资物联网技术，并获得了可观的经济回报。例如，嵌入式MRAM 对于物联网等应用来说是一项很有前景的技术。此外，其他新一代记忆体（例如 3D Xpoint）的传输速度比目前 SSD 快许多倍。
  • 鑑于需求不断增长，该市场的供应商不断致力于推出针对新应用领域的新产品。例如，三星电子最近宣布推出其下一代记忆体晶片，其速度提高了一倍，容量达到有史以来最高。这款下一代晶片的推出是为了满足资料中心和人工智慧应用不断增长的需求。
  • 然而，极端环境条件下缺乏稳定性限制了市场。儘管最近技术进步，但这些储存设备在耐用性和可靠性方面受到恶劣环境条件的严重影响。例如，储存装置受到的热应力越多，发生故障的风险就越大，进而为市场成长带来挑战。
  • COVID-19 大流行对所研究市场的成长产生了显着影响。然而，在疫情后的情况下，供应链中断情况有所改善，对新IT基础设施的投资增加，数位技术的采用增加，对需求产生了正面影响。

下一代记忆体市场趋势

资讯科技应用占据市场主要份额

  • 随着公司的发展，许多 IT 公司正在采用企业储存技术。这种采用正在推动对下一代储存的需求，以处理组织的运算能力。据 IBEF 称，印度 IT 和 BPM 行业预计将从 2021 年上半年的 69.6 亿美元增长到 2025 年的 199.3 亿美元。
  • 此外，根据 NASSCOM India 和 MeitY India 的数据，印度 IT 和 BPM 产业产生的总收入预计将在 2022 年达到 2,270 亿美元，2023 年达到 2,450 亿美元。在此期间观察到的整体上升趋势主要是由于外国公司外包的大量涌入。
  • 儘管许多客户端设备现在都使用固态储存技术，但全球几乎每个资料中心仍有数亿客户设备使用硬碟 (HDD)。借助热辅助磁记录（HAMR）技术，HDD 在未来几年应该能够储存更多资料。
  • 儘管 HDD 介质仍然是储存行业最畅销的介质，但快闪记忆体和 SSD 的采用近年来迅速增加。资料的快速成长导致媒体在该领域进行了大量投资。供应商定期推出新产品，以保持技术的相关性并为新应用做好准备。例如，2022 年 10 月，领先的记忆体技术供应商西部数据发布了新的 SSD 驱动器并扩展了其 NVMe SSD 产品组合。这款新的 SSD 面向硬核心游戏领域。
  • 此外，对资料中心支援 IT 产业储存需求的需求不断增长，正在为所考虑的市场创造成长机会。儘管北美拥有最多的资料中心，但其他地区不断增长的需求也推动了资料中心投资。这也为其他地区创造了成长机会。

北美占有很大份额

  • 北美是最早采用下一代技术和基础设施的地区之一。在美国，IT产业是经济的主要动力。快速变化的技术和跨行业的大量资料生成需要更有效率的处理系统。这些因素正在推动该地区下一代记忆体市场的需求。
  • 该地区正在从单一设备和系统储存转向核心云端和网路边缘。根据英特尔安全公司的研究，仅采用混合云服务的公司数量就比前几年增加了两倍。云端供应商正在使云端变得更加安全，并为企业提供更好、更可靠的系统，这是非常有帮助的。
  • 支持该地区数位基础设施的各种政府措施也支持了所研究市场的成长。例如，美国政府最近启动了资料中心优化倡议（DCOI），旨在整合全国众多资料中心，以更好地服务全国公民，同时提高纳税人的投资报酬率。作为整合的一部分，大型资料中心将被建立，表现不佳的资料中心将关闭。预计这将为市场带来成长机会。
  • 该地区还拥有最多的资料中心，因此下一代记忆体提供者最关注资料中心和超大规模资料中心应用。例如，根据Cloudscene的数据，到2022年，光是美国就将建置2,701个资料中心。
  • 随着资料中心投资的稳定增加，预计北美地区将继续成为下一代记忆体供应商最喜欢的目的地。例如，2022 年 3 月，领先的超大规模资料中心园区供应商 Vantage Data Centers 宣布追加投资 9 亿加元（7.211 亿美元），以扩大其在加拿大的业务规模。作为该投资计画的一部分，我们将在蒙特娄建造第三个校区，并扩大魁北克市和蒙特娄现有的两个校区。

下一代记忆体产业概述

下一代记忆体市场竞争激烈且分散，因为它由几个主要企业组成。该产业竞争对手之间的竞争主要取决于透过创新、市场渗透和竞争策略的强度所获得的持续竞争优势。由于它是一个资本集中市场，退出障碍也很高。该市场的主要企业包括英特尔公司、东芝和富士通。

  • 2023 年 7 月，三星电子宣布成功开发出突破性的图形双倍资料速率 7 (GDDR7) DRAM。这项令人印象深刻的成就今年将主要集中在检验其对特定客户的下一代系统的有效性。这些发展预计将极大地促进图形市场的成长，并进一步确立三星作为该领域领先创新者的地位。特别是，三星的 GDDR7 展现出令人印象深刻的 1.5 Terabyte频宽，比 GDDR6 的性能高出 1.4 倍，每个引脚可提供高达 32Gbps 的速度。
  • 2023 年 5 月，美光科技宣布打算在日本政府的支持下，未来几年在日本投资至多 5,000 亿日圆（36 亿美元），以扩大其下一代记忆体晶片业务。这项战略措施体现了日本政府振兴半导体产业、强化日本晶片供应链的决心。这也恰逢将先进晶片技术引入日本的努力，特别是在美国和中国之间的紧张局势加剧之际。

其他福利：

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

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
    • 买方议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度
  • COVID-19 对市场的影响

第五章市场动态

  • 市场驱动因素
    • 对通用储存设备的需求
    • 企业储存应用需求增加
  • 市场限制因素
    • 极端环境条件下缺乏稳定性

第六章市场区隔

  • 依技术
    • 非挥发性
      • 磁阻随机存取记忆体 (MRAM)
      • 铁电RAM (FRAM)
      • 电阻式随机存取记忆体 (ReRAM)
      • 3D 汇出
      • 奈米记忆体
      • 其他非挥发性技术（相变 RAM、STT-RAM、SRAM）
    • 挥发性
      • 混合储存立方体 (HMC)
      • 高频宽记忆体 (HBM)
  • 按用途
    • BFSI
    • 消费性电子产品
    • 政府机关
    • 通讯
    • 资讯科技
    • 其他用途
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东/非洲

第七章 竞争形势

  • 公司简介
    • Intel Corporation
    • Toshiba Corporation
    • Fujitsu Ltd
    • Honeywell International Inc.
    • Micron Technologies Inc.
    • IBM Corporation
    • Sony Corporation
    • Samsung Electronics Co. Ltd
    • Crossbar Inc.
    • Cypress Semiconductor Corporation
    • Avalanche Technologies Inc.
    • Adesto Technologies
    • Everspin Technologies Inc.
    • SK Hynix Inc.
    • Taiwan Semiconductor Manufacturing Company Limited（TSMC）

第八章投资分析

第九章 市场未来展望

简介目录
Product Code: 56153

The Next Generation Memory Market size is estimated at USD 6.96 billion in 2024, and is expected to reach USD 24.76 billion by 2029, growing at a CAGR of 28.90% during the forecast period (2024-2029).

Next Generation Memory - Market

Key Highlights

  • Emerging technologies like artificial intelligence (AI), machine learning (ML), the Internet of Things (IoT), big data, etc., have a growing need for memory devices with high bandwidth, high scalability, and low power consumption. This, along with the growing need for enterprise storage, is one of the most important things driving the growth of the studied market.
  • The rapid growth of data has increased the need for better memory and storage in the workplace. Older memory systems have been unable to keep up with the growing amount of data, the need for more bandwidth, and the speed of newer systems.
  • With the demand for universal memory devices increasing, most of the new memory technologies aim to become universal memory devices to replace one of the members of the hierarchy with better technology. The high-end laptops use solid-state flash chips instead of huge mechanical hard disks and use the cloud for backup rather than tape drives. Recently, Intel announced Optane, which uses 3D XPoint technology and is close to universal memory. This is primarily a flash drive with non-volatile memory fast enough to function as RAM.
  • The emerging non-volatile memory technologies, such as MRAM, STT-RAM, FRAM, phase-change memory (PCM), and ReRAM, combine the speed of SRAM, the density of DRAM, and the non-volatility of flash memory. Hence, these are possible additions to future memory technologies. Furthermore, implementing next-generation infotainment systems and ADAS would combine DRAM memory technologies with significantly higher performance and low power consumption capabilities.
  • Furthermore, the increasing demand for enterprise storage applications is driving the market. The end-user industries, such as BFSI, invest heavily in IoT technologies and reap significant financial rewards. For instance, embedded MRAM is a promising technology for applications such as IoT. Also, other next-generation memories, such as 3D Xpoint, offer multiple times faster transfer speeds than the current SSDs.
  • Considering the growing demand, vendors operating in the market continuously focus on launching new products to target emerging application areas. For instance, recently, Samsung Electronics announced the launch of their next generation of memory chips that promise to double the speed and offer the most extensive capacity yet. The company introduced these next-generation chips to target the growing demand across data centers and artificial intelligence applications.
  • However, the lack of stability under extreme environmental conditions is restricting the market. Despite recent technological advancements, these memory devices are significantly impacted by harsh environmental conditions in terms of durability and reliability. For instance, the more thermal stress a memory device is exposed to, the greater the risk of damaging it, which challenges a market to grow.
  • The global outbreak of COVID-19 had a notable impact on the growth of the studied market. However, in post pandemic scenario, the supply chain disruption improved, growth in investment in new IT infrastructures, growth in the adoption of digital technologies which positively impacted demand, such factors are expected to create growth opportunities for the studied market.

Next Generation Memory Market Trends

Information Technology Application will Have Significant Share in the Market

  • With the growing size of enterprises, many IT firms have embraced enterprise storage technologies. Such adoption has driven the demand for next-generation storage to handle organizations' computing power. According to the IBEF, India's IT and BPM industries are expected to grow from USD 6.96 billion in H1 2021 to USD 19.93 billion in 2025.
  • Also, according to NASSCOM India and MeitY India, The total revenue generated by the IT and BPM industry in India reached a significant amount of USD 227 billion in 2022 and is likely to reach USD 245 billion in 2023. The general upward trend observed during this period can primarily be attributed to the substantial influx of outsourcing from foreign companies.
  • While many client devices use solid-state storage technologies nowadays, hundreds of millions still use hard disk drives (HDDs) across virtually all data centers worldwide. With the help of heat-assisted magnetic recording (HAMR) technology, HDDs should be able to store a lot more data in the coming years.
  • Though HDD media is still a top seller in the storage industry, the adoption of flash and SSDs has risen fast over the last several years. Because of the rapid growth of data, significant media investments are being made in this sector. Vendors regularly launch new products to keep this technology relevant and ready for emerging applications. For instance, in October 2022, Western Digital, a leading provider of memory technologies, expanded its NVMe SSD portfolio by launching a new SSD drive. This new SSD targets the hardcore gaming segment.
  • Furthermore, the growing demand for data centers to support the storage needs of the IT industry is creating growth opportunities for the market under consideration. Even though North America has the most data centers, investments in data centers are also being driven by growing demand in other places. This is creating growth opportunities in other places as well.

North America to Account for a Major Share

  • The North American region has been one of the early adopters of next-generation technologies and infrastructure. The IT industry significantly drives the economy in the United States. The rapidly changing technologies and high data generation across industries require more efficient processing systems. These factors drive the demand for the next-generation memory market in the region.
  • The region is shifting from individual devices and system storage to the core cloud and network edge. According to a survey by Intel Security, the number of companies adopting hybrid cloud services alone has risen by three times the previous level. Cloud providers have been making the cloud more secure and giving organizations better, more reliable systems, which can be very helpful.
  • Various government initiatives to support the region's digital infrastructure also support the studied market's growth. For instance, the US government recently started the Data Center Optimization Initiative (DCOI) to deliver better services to the public while increasing the return on investment to taxpayers by consolidating many data centers in the country. As part of consolidation, large-scale data centers are built, and underperforming ones are shut down. This is expected to create growth opportunities for the market.
  • Also, since the region has the most data centers, next-generation memory providers are focusing most of their attention on applications in data centers and hyperscale data centers. For instance, according to Cloudscene, in 2022, the United States alone will have 2,701 data centers.
  • With investments in data centers increasing steadily, the North American region is expected to continue to remain a favorite destination for the next generation of memory providers. For instance, in March 2022, Vantage Data Centers, a leading provider of hyperscale data center campuses, announced an additional investment of CAD 900 million (USD 721.1 million) to scale its Canadian operations. As part of the investment plan, a third campus will be built in Montreal, and two existing campuses in Quebec City and Montreal will be made bigger.

Next Generation Memory Industry Overview

The Next-Generation Memory Market is fragmented, as the market is highly competitive and consists of several major players. The competitive rivalry in this industry primarily depends on sustainable competitive advantage through innovation, levels of market penetration, and the power of competitive strategy. Since the market is capital-intensive, the barriers to exit are also high. Some of the key players in the market are Intel Corporation, Toshiba Corporation, Fujitsu Ltd., etc.

  • July 2023: Samsung Electronics has announced the successful development of the groundbreaking Graphics Double Data Rate 7 (GDDR7) DRAM. This remarkable achievement will primarily focus on validating its effectiveness in next-generation systems for selected customers this year. Such a development is expected to contribute significantly to the growth of the graphics market and further establish Samsung's position as a leading innovator in this field. Notably, Samsung's GDDR7 exhibits an impressive bandwidth of 1.5 terabytes per second (TBps), surpassing the performance of GDDR6 by 1.4 times, and offers an enhanced speed per pin of up to 32 Gbps.
  • May 2023: Micron Technology has announced its intention to invest up to JPY 500 billion (USD 3.6 billion) in Japan over the next few years, with the support of the Japanese government to rise its business in next-generation memory chips. This strategic move reflects the Japanese government's determination to revitalize its semiconductor industry and enhance the country's chip supply chain. It also aligns with their efforts to introduce advanced chip technology to Japan, particularly in light of the growing tensions between the United States and China.

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
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Demand for Universal Memory Devices
    • 5.1.2 Increasing Demand for Enterprise Storage Applications
  • 5.2 Market Restraints
    • 5.2.1 Lack of Stability Under Extreme Environmental Conditions

6 MARKET SEGMENTATION

  • 6.1 By Technology
    • 6.1.1 Non-volatile
      • 6.1.1.1 Magneto-Resistive Random-Access Memory (MRAM)
      • 6.1.1.2 Ferroelectric RAM (FRAM)
      • 6.1.1.3 Resistive Random-Access Memory (ReRAM)
      • 6.1.1.4 3D Xpoint
      • 6.1.1.5 Nano RAM
      • 6.1.1.6 Other Non-volatile Technologies (Phase change RAM, STT-RAM, and SRAM)
    • 6.1.2 Volatile
      • 6.1.2.1 Hybrid Memory Cube (HMC)
      • 6.1.2.2 High-bandwidth Memory (HBM)
  • 6.2 By Application
    • 6.2.1 BFSI
    • 6.2.2 Consumer Electronics
    • 6.2.3 Government
    • 6.2.4 Telecommunications
    • 6.2.5 Information Technology
    • 6.2.6 Other Applications
  • 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 & Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Intel Corporation
    • 7.1.2 Toshiba Corporation
    • 7.1.3 Fujitsu Ltd
    • 7.1.4 Honeywell International Inc.
    • 7.1.5 Micron Technologies Inc.
    • 7.1.6 IBM Corporation
    • 7.1.7 Sony Corporation
    • 7.1.8 Samsung Electronics Co. Ltd
    • 7.1.9 Crossbar Inc.
    • 7.1.10 Cypress Semiconductor Corporation
    • 7.1.11 Avalanche Technologies Inc.
    • 7.1.12 Adesto Technologies
    • 7.1.13 Everspin Technologies Inc.
    • 7.1.14 SK Hynix Inc.
    • 7.1.15 Taiwan Semiconductor Manufacturing Company Limited (TSMC)

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET