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市场调查报告书
商品编码
1537682

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

NOR Flash Memory - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 168 Pages | 商品交期: 2-3个工作天内

价格

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简介目录

NOR快闪记忆体市场规模预计到2024年为26.9亿美元，预计在预测期内（2024-2029年）复合年增长率为6.01%，并在2029年达到36亿美元。

出货量方面，预计将从2024年的44.8亿台扩大到2029年的77.6亿台，预测期间（2024-2029年）复合年增长率为11.63%。

NOR快闪记忆体市场

NOR快闪记忆体领域正在经历快速成长，从汽车到家用电器的各种应用的需求不断增加。 NOR快闪记忆体是一种记忆体，是一种非挥发性储存技术。

主要亮点

  • 消费性电子设备长期以来一直是现代生活方式的重要组成部分。在智慧型手机、智慧电视和智慧家电需求增加的推动下，全球消费性电子市场在过去两年重新恢復动力。
  • 然而，由于通膨上升、个人消费下降以及消费者前景恶化，预计2023年全球智慧型手机需求将较2022年显着下降，这将给NOR快闪记忆体市场带来压力。由于库存和需求增加，NOR快闪记忆体平均售价大幅下降。由于经济成长放缓、地缘政治紧张局势加剧以及产业季节性波动导致最终用户消费性电子市场需求减弱，下游库存问题蔓延至上游记忆体晶片供应商，导致产品需求下降，均影响了价格。
  • 另一方面，由于对 5G 智慧型手机的需求增加以及各国 5G 网路连接的扩展，预计市场将在 2024 财年略有復苏。 5G智慧型手机的普及和全球资料中心的增加将推动市场成长。考虑到快闪记忆体的性能和消费市场的吸引力，很容易理解为什么需求正在快速成长。
  • 随着最终用户对 NOR 快闪记忆体需求的增加，研发成本预计也会增加。美光等供应商宣布将投资 150 亿美元在爱达荷州博伊西建造一座新的记忆体製造工厂。
  • 此外，该公司计划将新的製造工厂与其企业研发中心放在同一地点，以加强技术部署、提高营运效率并缩短上市时间。这将解决汽车、资料中心、人工智慧和 5G 记忆体应用等行业的问题。这为研发和製造流程带来了昂贵的设置，并带来了挑战。
  • 展望未来，全球经济环境仍存在高度不确定性，记忆体产业在景气週期触底后等待復苏。因此，预计NOR快闪记忆体的主要供应商将加强收益占有率。

NOR快闪记忆体市场趋势

消费电子最终用户产业预计将占据主要市场占有率

  • 目前，家用电子电器领域是市场上最突出的领域之一。 NOR 快闪记忆体通常部署为嵌入式设备，用于许多行动消费产品（例如相机、穿戴式装置和行动电话）中的程式码执行。因此，近年来这些产品的使用量显着增加，推动了所研究市场的需求。
  • 例如，2023年美国消费者技术拥有量和市场潜力调查发现，儘管经济环境复杂，但约84%的美国家庭计划在未来12个月内购买科技产品，行动电话和无线技术产品是首要的科技类别。消费者想要购买的产品。
  • 此外，智慧型手机在美国家庭中无处不在，37%的家庭计划在明年购买新的智慧型手机，其中99%是重复购买者，这使得科技市场饱和状态，但事实证明这是一个忠诚的市场。因此，到 2023 年，全球行动电话用户数量将从前一年的约 86 亿增加到近 89 亿。根据通讯（ITU）统计，2019年合约数首次突破80亿份。
  • 5G 的商业化使所研究市场的全球趋势倍增。例如，向 5G 的重大过渡将加速对先进行动装置的需求。根据爱立信发布的行动报告，到年终，5G行动用户数量预计将达到53亿人。
  • 此外，2023年第三季还将新增1.63亿份5G合同，总合14亿份。预计此类事件也将推动消费性电子产品的需求，从而促进所研究市场的成长。

预计中国将占较大市场占有率

  • 中国行动电子设备的成长趋势以及物联网等尖端技术的渗透是推动NOR快闪记忆体市场成长的因素之一。中国消费性电子产品销售的成长正在推动NOR快闪记忆体市场的开拓。
  • 根据国务院统计，近年来，我国家电产业持续稳定成长。 2023年前7个月，这家电脑、通讯和电子製造商的利润增加至2,763.2亿元人民币（约383.9亿美元）。 2023年，行动电话产量达8.1亿部，其中智慧型手机产量占5.93亿部。
  • 工业和资讯化部和财政部表示，中国计划增加高端电子产品的供应，扩大消费，增强经济。中国力争2024年5G行动电话出货量占国内行动电话市场的85%以上。这些努力将鼓励NOR快闪记忆体製造商开发自己的产品并支持国家经济。
  • 国内消费需求旺盛进一步刺激电子製造业向中国集中，为物联网产品在国内的长足发展奠定了基础。国家主导的大量基础设施建设支出极大地促进了中国物联网的发展。例如，中国宣布了新型物联网基础设施发展三年计画（2021-2023），目标是到2023年在主要城市完成新型物联网基础设施。这些努力预计将加速物联网智慧设备的成长并推动市场成长。
  • 由于国内市场的稳定表现和巨大的潜力，中国被公认为汽车和运输业的领导者之一。除了巩固其作为全球最大汽车製造商的地位外，中国工业和资讯化部预计，到2025年国内汽车产量将达到3,500万辆。此外，根据中国汽车物流市场预测，到2025年，纯电动车在新能源乘用车类别中的市场占有率预计将达到84%，从而带动ADAS整合到纯电动车等重要技术的开拓。
  • 根据中国汽车工业协会统计，2023年8月中国新能源汽车销量84.6万辆，其中乘用车80.8万辆，商用电动车3.9万辆。纯电动车保有量为 55.9 万辆，插电式油电混合车保有量为 24.8 万辆。预计2024年，中国将达到智慧驾驶系统采用阈值。随着AD级采用的进展，汽车的更换週期预计会变得更短。随着供给的增加，密集的消费者教育和媒体曝光可能会加速中国消费者向智慧驾驶的转变。

NOR快闪记忆体产业概况

NOR快闪记忆体市场由英飞凌、美光科技、兆易创新、华邦电子等主要厂商主导，并正向半固体发展。高进入障碍让新进者举步维艰，但现有供应商正在投资研发创新新产品。

  • 2024 年 4 月：美光科技公司宣布推出最新创新产品－美光串列 NOR 快闪记忆体。该记忆体旨在提高从汽车、工业到家用电子电器等各种应用的性能和可靠性。美光串列 NOR 快闪记忆体提供更快的读写速度、更多的资讯储存容量和更高的耐用性。这项进步使得要求严苛的应用程式能够快速可靠地储存和搜寻资料。
  • 2024年2月：兆易创新与EKOM Elektronik签署其产品销售协议。为了满足土耳其市场的需求并为电子产业的健康发展做出贡献，此次合作将把Gigadevice的产品线扩展到可以取得必要突破的领域。

其他好处

  • 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
  • 产业价值链分析
  • 宏观趋势对市场的影响

第五章市场动态

  • 市场驱动因素
    • 数位化的进步和以资料为中心的应用程式的出现
    • 智慧汽车的演变
  • 市场限制因素
    • 研发、製造高成本
    • 替代品的存在

第六章 市场细分

  • 按类型
    • 串行NOR快闪记忆体
    • 并行NOR快闪记忆体
  • 按最终用户使用情况
    • 消费性电子产品
    • 通讯设备
    • 车
    • 工业的
    • 其他最终用户用途
  • 按地区
    • 美国
    • 欧洲
    • 日本
    • 中国
    • 世界其他地区
  • 按密度分类
    • NOR 低于 2 兆位
    • 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 Mbit 及以下 (>16MB) NOR
    • 64 兆位元或更少（超过 32MB）NOR
    • 其他密度

第七章 竞争格局

  • 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

The NOR Flash Memory Market size is estimated at USD 2.69 billion in 2024, and is expected to reach USD 3.60 billion by 2029, growing at a CAGR of 6.01% during the forecast period (2024-2029). In terms of shipment volume, the market is expected to grow from 4.48 billion units in 2024 to 7.76 billion units by 2029, at a CAGR of 11.63% during the forecast period (2024-2029).

NOR Flash Memory - Market

The NOR flash memory sectors are witnessing a rapid growth rate due to their demand growth in various applications from automotive to consumer electronics. NOR flash is a memory and one of the types of non-volatile storage technologies.

Key Highlights

  • Consumer electronics devices have long been an integral part of modern lifestyles. Driven by the increasing demand for smartphones, smart TVs, and smart home appliances, the global consumer electronics market has regained its momentum over the past two years.
  • However, the worldwide smartphone demand observed a noteworthy decline in 2023 compared to 2022 due to ongoing inflation, decreased consumer spending, and a weaker consumer outlook, which is expected to hamper the NOR flash memory market. The ASP of NOR flash declined significantly owing to growing stockpiles and demand. Due to weak demand in the end-user consumer electronics market as a result of sluggish economic growth, rising geopolitical tensions, and seasonal fluctuations in the industry, downstream inventory issues trickled to upstream memory chip suppliers, impacting both product demand and prices.
  • On the contrary, the market is expected to recover slightly in FY 2024 owing to increased demand for 5G smartphones and growing 5G network connectivity across the nations. The increased proliferation of 5G smartphones and an increasing number of data centers worldwide drive the market's growth. Given the capabilities and attractiveness of flash memory to the consumer market, it is clear why demand for it has rapidly grown.
  • Research and development costs are anticipated to increase with the growing end-user requirements for NOR flash memory. Vendors such as Micron announced an investment of USD 15 billion to build a new fabrication facility for memory manufacturing in Boise, Idaho.
  • Moreover, the company plans to co-locate the new manufacturing fab with Micron's R&D center at its headquarters to enhance technology deployment and improve time to market with operational efficiency. This will cater to industries like automotive, data centers, and memory applications in artificial intelligence and 5G. This indicates the costly setup for the research and development and fabrication process and drives the challenges.
  • Looking forward to the future, the global economic environment is still highly uncertain, and the memory industry is waiting to bounce back after bottoming out in the business cycle. Thus, major suppliers of NOR flash memory are working toward strengthening their R&D and increasing their revenue share for automotive products, especially EVs, as the direction of these trends is not expected to change due to geopolitical tensions or market downturns.

NOR Flash Memory Market Trends

Consumer Electronics End-user Industry Segment is Expected to Hold Significant Market Share

  • Currently, the consumer electronics segment is one of the most prominent segments in the market. NOR flash is often deployed as an embedded device for code execution in many portable consumer products, such as cameras, wearables, or mobile phones. As such, the significant growth in the usage of these products in recent years is driving the demand for the market studied.
  • For instance, according to the 2023 US Consumer Technology Ownership and Market Potential Study, despite complex economic times, about 84% of US households make plans to purchase tech products in the next 12 months, with mobile and wireless tech products leading the categories of tech products that consumers want to buy.
  • Moreover, smartphones are omnipresent in US households, and 37% of households plan to buy a new smartphone in the next 12 months, out of which 99% will be repeat buyers, indicating a saturated but loyal technology market. As a result, in 2023, there were almost 8.9 billion mobile phone subscriptions worldwide, up from around 8.6 billion the previous year. The number of subscriptions exceeded 8 billion for the first time in 2019, according to the International Telecommunication Union (ITU).
  • The commercialization of 5G proliferates global trends in the market studied. For instance, the significant transition toward 5G accelerates the demand for advanced mobile devices. According to the Ericsson Mobility Report released, 5G mobile subscriptions are anticipated to reach 5.3 billion by the end of 2029.
  • Further, during the third quarter of 2023, 163 million 5G subscriptions were added to make up a total of 1.4 billion. Such events are also expected to drive the demand for consumer electronics, thereby boosting the growth of the market studied.

China is Expected to Hold a Major Market Share

  • The rising trend of portable electronic devices and the penetration of advanced technologies, such as IoT, in China are among the factors driving the growth of the NOR flash memory market. The increase in consumer electronics sales in China is escalating the development of the NOR flash market.
  • According to the State Council, China's consumer electronics industry has grown steadily over the past few years. In the first seven months of 2023, computer, communications, and electronic device manufacturers saw their profits rise to CNY 276.32 billion (about USD 38.39 billion). In 2023, mobile phone production reached 810 million units, including 593 million smartphones.
  • The Ministry of Industry and Information Technology and the Ministry of Finance stated that China plans to surge the supply of high-end electronic devices to increase consumption and strengthen the economy. China will strive to ensure that 5G mobile phone shipments account for over 85% of the domestic mobile phone market by 2024. These initiatives will encourage NOR Flash memory manufacturers to develop in-house and support the country's economy.
  • The concentration of electronics manufacturing in China has laid a foundation for the substantial development of IoT products in the country, further stimulated by high domestic consumer demand. Heavy state-led spending on enabling infrastructure has a great advantage on IoT development in China. For instance, China announced a three-year plan for new IoT infrastructure development (2021-2023), aiming to complete new IoT infrastructure in major cities by 2023. These initiatives are expected to fuel the growth of IoT-enabled smart devices and facilitate the market's growth.
  • China has been recognized as one of the leaders in the automobile and transport industry due to the consistent performance of the national market and its immense potential. In addition to strengthening its position as the world's largest car manufacturer, the Chinese Ministry of Industry and Information Technology projects that domestic vehicle production will reach 35 million by 2025. Furthermore, it is projected that by 2025, the market share of BEVs in a new energy passenger car category will be 84% and lead to significant technical developments, such as integrating ADAS into BEVs based on projections from the Chinese automotive logistics market.
  • According to CAAM, China's new energy vehicle sales amounted to 846,000 units, 808,000 of which were passenger EVs, and 39,000 were commercial electric vehicles during August 2023. Sales of BEVs and PHEVs were 559,000 and 248,000 vehicles, respectively. China is expected to have reached a threshold for adopting smart driving systems by 2024. Increased adoption of AD levels could shorten the vehicle replacement cycle, which is scheduled to be shorter. Intensive consumer education and media exposure, which will accelerate the shift of Chinese consumers toward intelligent driving, is likely to accompany a rise in supply.

NOR Flash Memory Industry Overview

The NOR flash memory market is semi-consolidated, with major vendors such as Infineon, Micron Technology, GigaDevice Semiconductor (Beijing) Inc., and Winbond Electronics Corporation dominating it. High entry barriers make it tough for new players to enter the market, but existing vendors are investing in the research and development of new and innovative products.

  • April 2024: Micron Technology Inc. announced the launch of its latest innovation, the Micron Serial NOR Flash Memory. It is designed to improve the performance and reliability of various applications, e.g., from automotive and industrial to consumer electronics. Micron Serial NOR Flash Memory offers substantial reading and writing speed improvements, more information storage capacity, and improved endurance. This advancement allows it to be used for demanding applications in which data is stored and retrieved quickly and reliably.
  • February 2024: GigaDevice Semiconductor signed an agreement with EKOM Elektronik to distribute its products. To meet the needs of Turkey's market and contribute to healthy growth in the electronics sector, this partnership would extend GigaDevice's product line into areas where it can make necessary breakthroughs.

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 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Impact of Macro Trends in the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Digitalization and Emergence of Data-centric Applications
    • 5.1.2 Increasing Evolution of Smart Vehicles
  • 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 Consumer Electronics
    • 6.2.2 Communication
    • 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 (>2 MB) NOR
    • 6.4.3 8 MEGABIT and LESS (>4 MB) NOR
    • 6.4.4 16 MEGABIT and LESS (>8 MB) NOR
    • 6.4.5 32 MEGABIT and LESS (>16 MB) NOR
    • 6.4.6 64 MEGABIT and LESS (>32 MB) 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