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市场调查报告书
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1440407

记忆体 - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029 年）

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

2024年记忆体市场规模预估为1,489.5亿美元，预估至2029年将达2,151.3亿美元，预测期（2024-2029年）CAGR为7.63%。

记忆体-市场

全球范围内的 COVID-19 大流行严重扰乱了 2020 年初期市场研究的供应链和生产。对于製造单位来说，这种影响更为严重。由于劳动力短缺，亚太地区许多封装、组装和测试工厂减少甚至暂停营运。这给依赖半导体的最终用户公司造成了瓶颈。最近，中国与 COVID-19 相关的封锁再次扰乱了全球记忆体市场供应链。 2021 年 12 月，全球最大的两家记忆体晶片生产商三星电子和美光科技警告称，中国西安市严格的 COVID-19 限制和封锁可能会扰乱他们在该地区的晶片製造基地。美光科技表示，封锁可能会导致资料中心广泛使用的 DRAM 记忆体晶片的供应延迟。

记忆体市场正在快速成长，半导体逐渐成为大多数现代技术的基本建构模组。该市场的创新和进步对所有下游技术产生直接影响。

美国国家有线和电信协会预计，2020 年连网设备数量将达到 501 亿台左右。每个物联网或工业物联网设备都包含复杂的半导体储存晶片，可让设备远端连接。此外，随着物联网即将大幅成长，预计也会影响记忆体市场的成长。

到 2025 年，市场将受益于汽车产业、连接、通讯和资料中心的持续发展和创新。用于安全导航、资讯娱乐和汽车的电子元件消耗的成长进一步促进了市场的成长。

半导体记忆体产品广泛应用于电子设备，例如智慧型手机、平板显示器、LED 电视以及民用航空和军事系统。内存产业也可能受益于生物辨识能力的进步。对智慧型手机和穿戴式装置等技术先进产品的需求不断增长，也加速了所研究市场的成长。

此外，一些供应商正在投资这项技术以获得优势。例如，2022 年 4 月，提供先进设计和验证解决方案的领先科技公司是德科技宣布 SK 海力士选择是德科技的整合週边组件来互连快速 (PCIe) 5.0 测试平台，以加速记忆体的开发用于设计能够管理大量资料并支援高资料速度的先进产品的半导体。

记忆体市场趋势

消费品预计将占据重要的市场份额

新兴的记忆体技术增强了记忆体的潜力，能够以比流行消费性电子产品（包括数位相机、手机、笔记型电脑等）所使用的昂贵硅晶片更低的成本储存更多资料。

全球半导体代工厂台湾联电 (UMC) 正在提供基于 28 奈米 CMOS 製造製程的嵌入式非挥发性 STT-MRAM 模组，这将使客户能够整合低延迟、超高性能和低功耗的嵌入式 MRAM 记忆体块进入MCU 和SoC，针对物联网、穿戴式装置和消费性电子领域。

该领域的技术进步正在推动所研究市场的需求。 Nantero 等公司开发了称为 NRAM 的高密度非挥发性记忆体，其速度快得令人难以置信，可以在很小的空间内提供大量存储，并且功耗非常低。借助 Nantero 的 NRAM，消费性电子产品供应商可以开发被认为具有未来感的新型消费性设备。随着这些发展，非挥发性记忆体的采用预计将会成长。

该行业新兴的储存技术主要由穿戴式和连接装置驱动，预计在预测期内将以更快的速度成长。思科系统公司估计，到 2022 年，全球连网穿戴装置的数量将达到 11.05 亿台。

由于数位相机、智慧型手机、游戏设备等其他消费性电子设备的有效记忆体需求，对这些记忆体技术的需求预计将进一步上升。爱立信估计，到 2022 年，智慧型手机出货量可能达到 15.744 亿部。

美洲占最大的市场份额

快速变化的技术和跨行业的高资料生成正在为该国创造更高效的处理系统的需求。随着行动和低功耗设备以及高端资料中心和大型片上快取的出现，出现了另一个高优先需求：非挥发性、高密度和低能耗记忆体。

在储存半导体製造技术方面，美国近年来在DRAM和3D-NAND方面重新获得了竞争力，美国企业正在全面拥抱EUV（极紫外光）。

根据美国能源部统计，美国约有300万个资料中心。资料中心已成为新的计算单元。 DPU（资料处理单元）是安全和现代加速资料中心的基本要素，其中 GPU、CPU 和 DPU 能够组合成一个完全可编程的运算单元。 Nvidia 估计资料管理消耗了资料中心高达 30% 的中央处理核心。对资料中心不断增长的需求也推动了对记忆体组件的需求。目前，北美的大型资料中心专案推动了对DRAM等记忆体的强劲需求。

此外，预计5G将能够在短时间内传输大量电信资料，这也意味着设备需要更多的储存空间。这将增加 NAND 快闪记忆体的采用。

美国是工厂自动化和工业控制的主要市场。 FRAM 提供快速随机存取、高读写耐久性和低功耗。在工厂自动化中，业界标准架构、介面、功能和封装可以实现简单的嵌入式解决方案，从而消除昂贵的系统重新设计。

记忆体产业概况

由于多家供应商向国内和国际市场提供内存，内存市场竞争非常激烈。市场似乎适度分散，重要供应商采取併购和策略合作伙伴关係等策略，以扩大其影响力并保持市场竞争力。该市场的主要参与者包括三星电子、美光科技、SK 海力士和罗姆等。市场的一些最新发展是：

2021 年 10 月 - 美国记忆体製造商美光科技 (Micron Technology) 将在未来十年内在全球投资超过 1500 亿美元用于先进记忆体製造、研究和开发，包括潜在的美国晶圆厂扩建。

2021 年 12 月 - 美光科技宣布扩大与联华电子公司的业务关係，为美光科技提供确保未来移动、汽车和关键客户供应的机会。

额外的好处：

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

目录

第 1 章：简介

  • 研究假设和市场定义
  • 研究范围

第 2 章：研究方法

第 3 章：执行摘要

第 4 章：市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买家的议价能力
    • 新进入者的威胁
    • 替代产品的威胁
    • 竞争激烈程度
  • 技术简介
  • COVID-19 对市场的影响

第 5 章：市场动态

  • 市场驱动因素
    • 5G 和物联网设备的渗透率不断上升
    • 资料中心不断增长的记忆体需求
    • 消费性电子和汽车产业的需求不断增长
  • 市场挑战
    • 疫情与中美贸易战带来的短期供应链挑战

第 6 章：市场细分

  • 按类型
    • 动态随机存取记忆体
    • 静态随机记忆体
    • 或非快闪记忆体
    • 快闪记忆体
    • 只读记忆体和EPROM
    • 其他的
  • 按应用
    • 消费性产品
    • 个人电脑/笔记型电脑
    • 智慧型手机/平板电脑
    • 资料中心
    • 汽车
    • 其他应用
  • 按地理
    • 美洲
    • 欧洲
    • 中国
    • 日本
    • 亚太

第 7 章：竞争格局

  • 公司简介
    • Samsung Electronics Co. Ltd
    • Micron Technology Inc.
    • SK Hynix Inc.
    • ROHM Co. Ltd.
    • STMicroelectronics NV
    • Maxim Integrated Products Inc.
    • IBM Corporation
    • Cypress Semiconductor Corporation
    • Intel Corporation
    • Nvidia Corporation
    • Kioxia Corporation
  • Vendor Ranking

第 8 章：投资分析

第 9 章：市场的未来

简介目录
Product Code: 91041

The Memory Market size is estimated at USD 148.95 billion in 2024, and is expected to reach USD 215.13 billion by 2029, growing at a CAGR of 7.63% during the forecast period (2024-2029).

Memory - Market

The COVID-19 pandemic across the globe significantly disrupted the supply chain and production of the market studies in the initial phase of 2020. For fabrication units, this impact was more severe. Owing to the labor shortages, many of the package, assembly, and testing plants in the Asia Pacific region reduced and even suspended operations. This created a bottleneck for end-user companies that depend on semiconductors. More recently, COVID-19-related lockdowns in China again disrupted the Global Memory Market supply chain. In December 2021, Samsung Electronics and Micron Technology, two of the world's largest memory chip producers, warned that strict COVID-19 curbs and lockdowns in the Chinese city of Xian might disrupt their chip manufacturing bases in the area. According to Micron Technology, the lockdowns could cause delays in the supply of DRAM memory chips, widely used in data centers.

The memory market is witnessing rapid growth, with semiconductors emerging as the basic building blocks of most modern technologies. The innovations and advancements in this market are resulting in a direct impact on all downstream technologies.

The National Cable and Telecommunications Association projected that the number of connected devices in 2020 will be around 50.1 billion. Every IoT or IIoTdevice contains sophisticated semiconductor memory chips that permit devices to achieve remote connectivity. Moreover, as the IoT is poised to grow significantly, it is expected to impact the growth of the memory market as well.

By 2025, the market is set to experience significant benefits from the ongoing development and innovation in the automotive industry, connectivity, communications, and data centers. The rise in the consumption of electronic components used in the navigation of safety, infotainment, and automobiles further contributes to the market's growth.

Semiconductor memory products are used extensively across electronic devices, such as smartphones, flat-screen monitors, LED TVs, and civil aerospace and military systems. The memory industry is also likely to benefit from progress in biometrics capabilities. The growing demand for smartphones and technologically advanced products, such as wearable gadgets, etc., is also accelerating the growth of the market studied.

Further, several vendors are investing in this technology to gain an advantage. For instance, in April 2022, Keysight Technologies, Inc., a leading technology company that provides advanced design and validation solutions, announced that SK Hynix selected Keysight's integrated peripheral component to interconnect express (PCIe) 5.0 test platforms for speeding up the development of memory semiconductors used for designing advanced products capable of managing huge data and supporting high data speeds and.

Memory Market Trends

Consumer Products is Expected to Hold Significant Market Share

The emerging memory technologies have enhanced the potential of memory by allowing the storage of more data at a lesser cost than the expensive-to-build silicon chips used by popular consumer electronic gadgets, including digital cameras, cell phones, notebooks, etc.

Taiwan's United Microelectronics Corporation (UMC), a global semiconductor foundry, is providing embedded non-volatile STT-MRAM blocks based on a 28nm CMOS manufacturing process, which will enable customers to integrate low latency, very high performance, and low power embedded MRAM memory blocks into MCUs and SoCs, targeting the Internet of Things, wearable, and the consumer electronics sector.

The technological advancements in the field are driving the demand for the market studied. Companies like Nanterohave developed high-density non-volatile memory called NRAM, which is incredibly fast, offer huge amounts of storage in a small space, and consumes very little power. With Nantero'sNRAM, consumer electronics vendors can develop new consumer devices that are considered to be futuristic. With such developments, the adoption of non-volatile memory is expected to grow.

The emerging memory technologies in the sector are mainly driven by wearable and connected devices that are expected to grow at a faster pace during the forecast period. Cisco Systems estimates that the number of connected wearable devices worldwide could reach 1,105 million units by 2022.

The demand for these memory technologies is further expected to rise owing to the effective memory requirement for other consumer electronics devices such as digital cameras, smartphones, gaming devices, etc. Ericsson estimates that the shipment of smartphone units could reach 1574.4 million by 2022.

The Americas Account for the Largest Market Share

Rapidly changing technologies and high data generation across industries are creating a need for more efficient processing systems in the country. With the advent of mobile and low-power devices, as well as high-end data centers and large on-chip caches, another high-priority demand has emerged: non-volatile, dense, and low-energy-consuming memories.

In memory semiconductor manufacturing technology, the United States has regained its competitiveness in DRAM and 3D-NAND in the last few years, and US companies are fully embracing EUV (Extreme Ultraviolet).

According to the US Department of Energy, there are about 3 million data centers in the United States. The data center has become the new unit of computing. DPUs (Data Processing Units) are the essential elements of secure and modern accelerated data centers in which GPUs, CPUs, and DPUs are able to combine into a single computing unit that is fully programmable. Nvidia estimates that data management drains up to 30% of the central processing cores in data centers. The increasing demand for data centers is also boosting the demand for memory components. Currently, large data center projects in North America have contributed to the strong demand for memory, such as DRAM.

Furthermore, It is expected that 5G will enable the transmission of a huge amount of telecommunications data in a short time, which also means devices would need more storage. This would increase the adoption of NAND flash.

The US is a major market for factory automation and industrial control. FRAM offers fast random access, high read and write endurance, and low power consumption. In factory automation, the industry-standard architecture, interface, features, and packages can enable a simple drop-in solution that can eliminate the costly re-designs of the system.

Memory Industry Overview

The Memory Market is highly competitive owing to multiple vendors providing memory to the domestic and international markets. The market appears to be moderately fragmented, with the significant vendors adopting strategies for mergers and acquisitions and strategic partnerships, among others, to expand their reach and stay competitive in the market. Some major players in the market are Samsung Electronics Co. Ltd, Micron Technology Inc., SK Hynix Inc., and ROHM Co. Ltd., among others. Some of the recent developments in the market are:

October 2021 - Micron Technology, a US-based memory manufacturer, will invest more than USD 150 billion worldwide over the next decade in advanced memory manufacturing, research, and development, including potential United States-based fab expansion.

December 2021 - Micron Technology announced an expansion of its business relationship with United Microelectronics Corporation, providing Micron the opportunities to secure supply for mobile, automotive, and critical customers into the future.

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 INSIGHT

  • 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 Technology Snapshot
  • 4.4 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Rising Penetration of 5G and IoT Devices
    • 5.1.2 Growing Memory Requirement in Data Centers
    • 5.1.3 Rising Demand from Consumer Electronics and Automotive Sectors
  • 5.2 Market Challenges
    • 5.2.1 Short term supply chain challenges due to the pandemic scenario and the US-China Trade war scenario

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 DRAM
    • 6.1.2 SRAM
    • 6.1.3 NOR Flash
    • 6.1.4 NAND Flash
    • 6.1.5 ROM & EPROM
    • 6.1.6 Others
  • 6.2 By Application
    • 6.2.1 Consumer Products
    • 6.2.2 PC/Laptop
    • 6.2.3 Smartphone/Tablet
    • 6.2.4 Data Center
    • 6.2.5 Automotive
    • 6.2.6 Other Applications
  • 6.3 By Geography
    • 6.3.1 Americas
    • 6.3.2 Europe
    • 6.3.3 China
    • 6.3.4 Japan
    • 6.3.5 Asia-Pacific

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Samsung Electronics Co. Ltd
    • 7.1.2 Micron Technology Inc.
    • 7.1.3 SK Hynix Inc.
    • 7.1.4 ROHM Co. Ltd.
    • 7.1.5 STMicroelectronics NV
    • 7.1.6 Maxim Integrated Products Inc.
    • 7.1.7 IBM Corporation
    • 7.1.8 Cypress Semiconductor Corporation
    • 7.1.9 Intel Corporation
    • 7.1.10 Nvidia Corporation
    • 7.1.11 Kioxia Corporation
  • 7.2 Vendor Ranking

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET