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市场调查报告书
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独立记忆体：全球市场占有率分析、产业趋势与统计、成长预测（2025-2030）

Global Standalone Memory - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

预计全球独立记忆体市场在预测期内的复合年增长率为 7.8%。

全球独立记忆体市场-IMG1

主要亮点

  • 物联网设备的使用增加以及可穿戴设备和人工智慧设备等感测器技术的采用正在推动对高速资料传输和高储存密度的需求，为全球独立记忆体市场的成长创造巨大的机会和潜力。应用材料公司表示，物联网、边缘设备和网路用户产生的大量资料将成为加速这些记忆体商业化的催化剂。人工智慧和资料分析应用极大地推动了对这些资料的需求。
  • 产生的资料呈指数级增长，没有任何放缓的迹象。在 COVID-19 爆发期间，在家工作的趋势导致视讯会议等应用程式产生了大量资料增长。预计人工智慧和 AR/VR 等新应用将在预测期内变得普遍，导致资料进一步繁荣。由于资料成长，记忆体技术正在被推向新的标准。为了满足这种需求，DRAM和NAND的规模不断扩大。
  • 另一方面，必须开发新的储存技术来应对资料的增加。 2021年9月，韩国SK海力士表示，三项新技术——STT-MRAM、铁电记忆体和ReRAM——可以在处理更大量的资料方面发挥作用。
  • 由于物联网的采用，处理资料激增的需求日益增长，这进一步推动了市场的发展。物联网设备的采用正在快速发展。世界各地的各种政府措施（例如智慧城市）正在推动这些设备的更快采用。

独立记忆体市场趋势

汽车预计将获得显着的市场占有率

  • 随着自动驾驶汽车、ADAS 整合等的兴起，独立记忆体的应用正在扩展到汽车领域。汽车行业的进步正在推动高性能记忆体的采用并支持市场成长。
  • 自动驾驶汽车的核心是具有多个感测器 (AV) 的高级驾驶员辅助系统 (ADAS)。车辆将越来越多地被设计为在本地收集、分析和储存资料，并在最佳时间有选择地上传资料。这需要在车辆中安装资料储存和计算设备。自动驾驶汽车的核心是具有多个感测器 (AV) 的 ADAS（高级驾驶辅助系统）。车辆将越来越多地被设计为在本地收集、分析和储存资料，并在最佳时间有选择地上传资料。
  • 分析汽车产业的显着成长以及储存设备的整合和需求，以提高预测期内的市场成长率。例如，2021年7月，富士通开始量产可在125℃下运作的汽车级4Mbit FRAM。这款FRAM产品符合「汽车级」零件的AEC-Q100 1级认证标准，适用于需要高可靠性电子元件的汽车应用，例如工业机器人和ADAS（高级驾驶辅助系统）。
  • 此外，2021年12月，三星开始大量生产用于下一代自动驾驶电动车的全面车载记忆体解决方案。三星电子为下一代自动驾驶汽车发布了一系列先进的车载记忆体解决方案。 256 GB PCIe Gen3 NVMe 球栅阵列 (BGA) SSD、2GB GDDR6 DRAM、2GB DDR4 DRAM、2GB GDDR6 DRAM、128GB 通用快闪记忆体 (UFS)，用于自动驾驶系统的高性能资讯娱乐系统新阵容到。
  • 市场主要集中在汽车 DRAM，我们看到了该领域的各种创新。例如，2021年2月，美光科技公司发布了一款汽车低功耗DDR5 DRAM，经过硬体测试，达到了最严格的汽车安全完整性等级（ASIL）ASIL D，并宣布发布LPDDR5）记忆体。美光基于国际标准化组织 (ISO) 26262 标准的全新记忆体和储存产品组合旨在实现车辆功能安全。

亚太地区预计将获得主要市场占有率

  • 亚太地区的半导体製造市场是推动消费性电子市场的最重要市场。根据分析，中国、印度、日本和韩国等国家的消费性电子、汽车等各个製造业的存在和需求增强了该地区对独立记忆体的需求。
  • eMemory 在中国进行了长期投资，并与晶圆代工厂合作伙伴合作，使用一次性可编程 (OTP) 和多次可编程 (MTP) 解决方案提供从成熟节点到高级节点的各种嵌入式应用。个平台上的易失性记忆体(eNVM)。 eMemory 于 2021 年第三季宣布其首款采用 UMC 40nm ULP（超低功耗）製程的 ReRAM IP，目前正在研究 22nm 版本。
  • 根据印度品牌股权基金会（IBEF）统计，2021年该国电子硬体产值为633.9亿美元。此外，根据印度蜂窝与电子协会 (ICEA) 的数据，到 2025 年，印度笔记型电脑和平板电脑製造业的价值可能达到 1,000 亿美元。分析这一点是为了增加对储存设备的需求，并为预测期内的市场成长率做出贡献。
  • 据国家投资促进和便利化机构Invest in India称，印度汽车工业价值超过1000亿美元，占出口总额的8%，占GDP的2.3%，预计到2025年将实现成长。 2021年12月，现代汽车宣布将在印度投资5.3025亿美元研发，并于2028年推出六种电动车。 2021年10月，塔塔汽车宣布私募股权公司TPG和阿布达比ADQ同意向其电动车领域投资10亿美元。这些因素共同影响了预测期内的市场成长率。

离散记忆体产业概述

全球独立记忆体市场竞争温和，有许多地区和全球参与者。创新产品正在推动市场，每个供应商都在技术创新上进行投资。主要参与者包括三星电子、SK 海力士公司、Microchip Technology Inc.、富士通半导体记忆体解决方案公司和英特尔公司。

  • 2022 年 5 月，知名 DRAM 製造商 SK Hynix参展Intel Vision 大会，展示了其用于伺服器应用的最新内存，包括 DDR5 DIMM、Processing in Memory (PiM) 和 Compute Express Link (CXL) 等下一代技术。方案。
  • 2021 年 3 月 - 三星电子在其 DDR5 DRAM 记忆体产品组合中添加了基于 HKMG（高 K 金属闸极）製造技术的 512GB DDR5 模组。这款全新 DDR5 能够组织超级运算、人工智慧 (AI)、机器学习 (ML) 和资料分析应用中运算最密集的高频宽工作负载，最高可达 7,200 兆位元/秒 (Mbps) ），是DDR4 的两倍多。

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
    • 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
  • COVID-19 市场影响评估

第五章市场动态

  • 市场驱动因素
    • 云端运算、物联网、人工智慧和行动性等大趋势的持续发展预计将创造未来需求
    • 自动化机器人应用需求快速成长
  • 市场挑战/限制
    • 技术应用的复杂性

第六章 市场细分

  • 依产品类型
    • DRAM
    • NAND
    • NOR
    • （NV）SRAM/FRAM
    • 其他产品类型
  • 按最终用户产业
    • 车
    • 消费性电子产品
    • 公司
    • 其他最终用户产业
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 世界其他地区

第七章 竞争格局

  • 公司简介
    • Samsung Electronics Co. Ltd
    • Micron Technology Inc.
    • Microchip Technology Inc.
    • SK Hynix Inc.
    • Fujitsu Semiconductor Memory Solution
    • Nanya Technology Corporation
    • Powerchip Technology Corporation
    • Avalanche Technology
    • Intel Corporation
    • Infineon Technologies AG

第八章投资分析

第9章市场的未来

简介目录
Product Code: 90942

The Global Standalone Memory Market is expected to register a CAGR of 7.8% during the forecast period.

Global Standalone Memory - Market - IMG1

Key Highlights

  • The increasing use of internet of things devices and adoption of sensor technology such as wearable and AI-enabled devices have boosted demand for fast data transfers and high storage density, providing a tremendous chance or possibility for the growth of the standalone memory market globally. According to Applied Materials, the exponential volumes of data generated via IoT and edge devices and by internet users act as a catalyst to drive the commercialization of such memory. Artificial intelligence and data analytics applications are largely driving the demand for this data.
  • The exponential growth of data generated shows no indications of abating. During the COVID-19 pandemic, the work-from-home trend resulted in a massive data increase through applications such as video conferencing. New applications, such as AI and AR/VR, are projected to become commonplace in the forecast period, resulting in a further data boom. As a result of the increase in data, memory technology is being pushed to new standards. To fulfill these demands, DRAM and NAND have scaled up.
  • Additional memory technologies, on the other side, must be developed to keep up with the data growth. In September 2021, SK Hynix, a South Korean firm, stated that three new technologies, STT-MRAM, Ferroelectric Memory, and ReRAM, could play a role in processing larger quantities of data.
  • The rising need to handle the proliferation of data due to the adoption of IoT further drives the market. The adoption of IoT devices is taking place at a rapid pace. Various government initiatives worldwide, like smart cities, are supporting the deployment of these devices at a much faster pace.

Standalone Memory Market Trends

Automotive Expected to Witness Significant Market Share

  • The applications of standalone memory are spanning in the automotive sector due to the rise of self-driving cars and ADAS integration, among others. The advancement in the automotive sector has driven the adoption of high-performance memory, which supports the market's growth.
  • The core of autonomous vehicles will be advanced driver assistance systems (ADAS) with multiple sensors (AVs). Vehicles will increasingly be designed to collect, analyze, and store data locally and selectively upload data at the optimal period. This will necessitate the vehicle's installation of data storage and computing equipment. The core of autonomous vehicles will be advanced driver assistance systems (ADAS) with multiple sensors (AVs). Vehicles will increasingly be designed to collect, analyze, and store data locally and selectively upload data at the optimal period.
  • The significant growth in the automotive sector alongside the integration and demand for memory devices is analyzed to boost the market growth rate during the forecast period. For instance, In July 2021, Fujitsu began mass production of 4Mbit FRAM that can operate at 125°C and is automotive grade. This FRAM product meets the AEC-Q100 Grade 1 qualification criteria for "automotive grade" components, suitable for industrial robots and automotive applications such as advanced driver-assistance systems (ADAS) that demand high-reliability electronic components.
  • Also, In December 2021, Samsung began mass production of comprehensive automotive memory solutions for next-generation autonomous electric vehicles. Samsung Electronics has released a broad range of advanced automotive memory solutions for next-generation self-driving cars. For high-performance infotainment systems, the new lineup includes a 256-gigabyte (GB) PCIe Gen3 NVMe ball grid array (BGA) SSD, 2GB GDDR6 DRAM, 2GB DDR4 DRAM, 2GB GDDR6 DRAM, and 128GB Universal Flash Storage (UFS) for autonomous driving systems.
  • The market focuses on automotive DRAMs, and various innovations are witnessed in the segment. For instance, in February 2021, Micron Technology, Inc. announced the launch of the automotive low-power DDR5 DRAM (LPDDR5) memory that has been hardware-tested to achieve the most stringent Automotive Safety Integrity Level (ASIL), ASIL D. Micron's new portfolio of memory and storage products based on the International Organization for Standardization (ISO) 26262 standard is aimed at functional vehicle safety.

Asia Pacific Expected to Witness Significant Market Share

  • The semiconductor manufacturing market in Asia Pacific is the most significant in the region, driving the consumer electronics market. The presence and demand from various manufacturing sectors such as consumer electronics, automotive, and so on in the countries such as China, India, Japan, and South Korea are analyzed to bolster the demand for standalone memory in the region.
  • eMemory has made a long-term investment in China and partnered with foundry partners to implement various embedded non-volatile memory (eNVM) on multiple platforms, ranging from mature to advanced nodes, using one-time programmable (OTP) and multiple-times programmable (MTP) solutions. In Q3/2021, eMemory launched its initial ReRAM IP on UMC's 40nm ULP (ultra-low power) process, and it is currently researching a 22nm version.
  • India Brand Equity Foundation (IBEF) stated that the country's electronics hardware production stood at USD 63.39 billion in 2021. Moreover, according to India Cellular & Electronics Association (ICEA), India has the potential to achieve a value of USD 100 billion in manufacturing of laptops and tablets by 2025. It is analyzed to boost the demand for memory devices, contributing to the market growth rate during the forecast period.
  • According to Invest in India, a National Investment Promotion and Facilitation Agency, India's automotive industry is valued at more than USD100 billion, produces 8% of total exports, accounts for 2.3% of GDP, and is on pace to become the global third-largest by 2025. In December 2021, Hyundai announced an investment of USD 530.25 million in R&D in India to launch six EVs by 2028. In October 2021, Tata Motors stated that private equity firm TPG and Abu Dhabi's ADQ had agreed to spend USD 1 billion in its electric vehicle sector. These factors collectively contribute to the market growth rate during the forecast period.

Standalone Memory Industry Overview

The Global Standalone Memory Market is moderately competitive, with many regional and global players. Innovation drives the market in the product offerings, and each vendor invests in innovation. Key players include Samsung Electronics Co. Ltd, SK Hynix Inc., Microchip Technology Inc., Fujitsu Semiconductor Memory Solution, and Intel Corporation.

  • May 2022 - SK Hynix, a prominent DRAM manufacturer, displayed at the Intel Vision conference, showcasing the latest memory solutions for server applications, including DDR5 DIMM and next-generation technologies like Processing in Memory (PiM) and Compute Express Link (CXL).
  • March 2021- Samsung Electronics has added the 512GB DDR5 module based on the High-K Metal Gate (HKMG) manufacturing technology to its DDR5 DRAM memory portfolio. The new DDR5 will be capable of organizing the most extreme computationally intensive, high-bandwidth workloads in supercomputing, artificial intelligence (AI), and machine learning (ML), as well as data analytics applications, with performance more than twice that of DDR4 at up to 7,200 megabits per second (Mbps).

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 Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Assessment of COVID-19 Impact on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Continuous Evolution of Mega Trends, such as Cloud Computing, IoT, AI, and Mobility, is Expected to Create Demand in the Future
    • 5.1.2 Surging Demand for Application of Automation Robots
  • 5.2 Market Challenge/Restraint
    • 5.2.1 Complexity in Technological Applications

6 MARKET SEGMENTATION

  • 6.1 By Product Type
    • 6.1.1 DRAM
    • 6.1.2 NAND
    • 6.1.3 NOR
    • 6.1.4 (NV)SRAM /FRAM
    • 6.1.5 Other Product Types
  • 6.2 By End-User Industry
    • 6.2.1 Automotive
    • 6.2.2 Consumer Electronics
    • 6.2.3 Enterprise
    • 6.2.4 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 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Samsung Electronics Co. Ltd
    • 7.1.2 Micron Technology Inc.
    • 7.1.3 Microchip Technology Inc.
    • 7.1.4 SK Hynix Inc.
    • 7.1.5 Fujitsu Semiconductor Memory Solution
    • 7.1.6 Nanya Technology Corporation
    • 7.1.7 Powerchip Technology Corporation
    • 7.1.8 Avalanche Technology
    • 7.1.9 Intel Corporation
    • 7.1.10 Infineon Technologies AG

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET