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市场调查报告书
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1687471

NAND快闪记忆体快闪记忆体：市场占有率分析、产业趋势与统计、成长预测（2025-2030）

NAND Flash Memory - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
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

预计 2025 年NAND快闪记忆体市场规模为 557.3 亿美元，到 2030 年将达到 726 亿美元，预测期内（2025-2030 年）的复合年增长率为 5.43%。

NAND快闪记忆体市场-IMG1

随着个人电脑和智慧型手机的兴起， NAND快闪记忆体的消费量急剧增加，其中很大一部分来自于智慧型手机平均容量的不断增加。预计这将增加对NAND快闪记忆体封装的需求，进而影响记忆体封装需求。

主要亮点

  • 市场成长受到多种因素的推动，包括对製造设施的投资增加、边缘储存带来的市场成长以及支援智慧型手机应用的高密度储存需求不断增长。
  • 3D NAND 需求的不断增长为晶片製造商、设备製造商和材料供应商等供应链成员创造了机会。这推动了对 3D NAND 製造设施的投资。
  • 其他消费性产品，如平板电脑、相机、工业设备和感测器、汽车系统和医疗设备与处理器整合在一起，并依靠快闪记忆体来储存资料和可执行程式码。随着人工智慧和机器学习应用对大规模资料处理的需求不断增长，基于快闪记忆体的储存趋势将继续发展。
  • 由于中国是原材料和成品的主要供应国之一，预计电子和设备产业将受到 COVID-19 疫情的严重影响。该行业面临产量减少、供应链中断和价格波动等问题。在此期间，知名电子公司的销售受到了影响。人员和产品旅行限制在短期内阻碍了市场成长。
  • 中国NAND快闪记忆体供应商的生产并未受到新型 COVID-19 疫情的严重影响。这是因为工厂自动化程度较高，对人力的需求相对较少，经营者也会在农历新年前囤积原料。由于该半导体製造厂持有特殊的国家许可证，因此代工产品已交货给中国客户。这样，产品就可以运往中国各地，甚至是被隔离的城市。

NAND快闪记忆体的主要市场趋势

智慧型手机市场预计将出现强劲成长

  • 快闪记忆体储存已经成为智慧型手机不可或缺的元素。 NAND快闪记忆体的需求呈指数级增长，主要原因是智慧型手机平均容量的增加。
  • 智慧型手机中的NAND快闪记忆体可以显着提高网页浏览、电子邮件载入、游戏甚至 Facebook 等社群网站的效能。随着智慧型手机越来越受欢迎，各大公司正在增加额外的功能和应用程序，以使自己的产品有别于其他製造商的产品。
  • 例如，製造商越来越多地将手势控制、指纹扫描器和 GPS 等功能整合到设备中。这推动了对NAND快闪记忆体快闪记忆体的需求，NAND 快闪记忆体被用作智慧型手机的代码储存媒体。
  • 5G无线通讯的出现使智慧型手机的使用量增加了数倍，推动了不断升级到最新型号的需求。例如，根据爱立信移动的报告，预计到2024年底，5G用户将占北美行动用户的55%。

亚太地区占很大市场占有率

  • 亚太地区是全球最大的NAND快闪记忆体快闪记忆体市场之一。受中国、印度和印尼等几个新兴国家对智慧型手机需求的推动，该地区几乎所有终端用户应用的需求都非常高。
  • 此外，中国、韩国和新加坡等国家拥有运作的半导体製造设施。这尤其受到《中国製造2025》等政府措施的支持。
  • 该国雄心勃勃的目标是到 2030 年实现半导体产值 3,050 亿美元，满足至少 80% 的国内半导体需求，预计预测期内对该国的投资将进一步增加。
  • 预计将有几家中国新公司在该地区进行大举投资，其中包括长江储存科技、福建晋华、华力和合肥长信储存。预计这些公司的资本支出还将增加一倍。
  • 由于多个国家出现此类发展，该地区的各个竞争对手正在加强扩张力度。

NAND快闪记忆体竞争格局

NAND快闪记忆体市场主要由英特尔、美光科技、三星电子、SanDisk、SK海力士、东芝等主要供应商主导。进入门槛较高，新进入者难以进入市场。市场上现有的供应商正大力投资创新新产品的研发。

  • 2023 年 10 月——三星电子表示，它将在 2024 年初在全球率先量产 300 层NAND快闪记忆体晶片，比率先开发出 321 层 NAND 记忆体的 SK 海力士公司提前一年。
  • 2023 年 6 月 - SK 海力士公司今天宣布，已开始量产 238 层 4D NAND快闪记忆体，并将开始为智慧型手机供应 238 层 NAND 产品，同时将该技术扩展到其整个产品系列，包括 PCIe 5.0* SSD 和大容量伺服器 SSD。

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 引言

  • 研究假设和市场定义
  • 研究范围

第二章调查方法

第三章执行摘要

第四章 市场洞察

  • 市场概览
  • 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
    • 替代品的威胁
    • 竞争对手之间的竞争
  • 产业价值链分析
  • COVID-19 产业影响评估

第五章市场动态

  • 市场驱动因素
    • 资料中心需求不断成长
    • 5G和物联网设备的兴起
  • 市场限制
    • 可靠性问题

第六章市场区隔

  • 类型
    • SLC（每单元 1 位元）
    • MLC（2 位元/单元）
    • TLC（每单元 3 位元）
    • QLC（四层电池）
  • 结构
    • 二维结构
    • 3D结构
  • 应用
    • 智慧型手机
    • SSD
    • 记忆卡
    • 药片
    • 其他应用
  • 地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东和非洲

第七章竞争格局

  • 公司简介
    • Samsung Electronics Co. Ltd
    • KIOXIA Corporation
    • Micron Technology Inc.
    • SK Hynix Inc.
    • Intel Corporation
    • Yangtze Memory Technologies
    • SanDisk Corp.（Western Digital Technologies Inc.）
    • Powerchip Technology Corporation
    • Cypress Semiconductor Corporation

第 8 章供应商市场定位

第九章投资分析

简介目录
Product Code: 63838

The NAND Flash Memory Market size is estimated at USD 55.73 billion in 2025, and is expected to reach USD 72.60 billion by 2030, at a CAGR of 5.43% during the forecast period (2025-2030).

NAND Flash Memory - Market - IMG1

With the rise of PCs and smartphones, NAND flash consumption is dramatically increasing, much of which is attributed to the growth of the average capacity of smartphones. This is expected to drive the demand for NAND flash packaging, thus influencing the demand for memory packaging.

Key Highlights

  • The growth of the market depends on several factors, including the growing investments in fabrication facilities, the market growth through edge storage, and the growing need for high-density storage to support smartphone applications.
  • The rising demand for 3D NAND has created an opportunity for supply chain members such as chip makers, equipment manufacturers, and material suppliers. This is driving investments in 3D NAND fabrication facilities.
  • Other consumer products such as tablets and cameras, along with industrial equipment and sensors, automotive systems, and medical devices, rely upon flash memory, which is integrated alongside their processors, and stores both data and the code they execute. As demand for massive data processing for artificial intelligence and machine learning applications grows, the trend for flash-based storage will continue to evolve.
  • The electronics device sector was anticipated to be impacted significantly by the COVID-19 outbreak, as China is one of the major suppliers of raw materials and finished products. The industry faced a reduction in production, disruption in the supply chain, and price fluctuations. The sales of prominent electronic companies were affected during the period. The travel restriction on both people and products hampered the market's growth in the short run.
  • Production of China-based NAND flash vendors was not severely affected by the outbreak of novel COVID-19. This is because the plants are highly automated, have relatively low demands for manpower, and operators are also stocked up with raw materials before the Chinese Lunar New Year. Foundry output was delivered to customers in China because semiconductor fabrication plants hold national special licenses. These allow them to ship their products throughout domestic China, even with cities under quarantine.

NAND Flash Memory Key Market Trends

The Smartphone Segment is Expected to Witness Significant Growth

  • Flash memory storage has become an essential component of smartphones. The NAND flash demand has been growing exponentially, primarily driven by the growth of the average capacity of smartphones.
  • NAND flash memory in smartphones can significantly enhance the performance of web browsing, email loading, games, and even social network sites such as Facebook. With the increasing adoption of smartphones, companies are adding extra features and applications to differentiate their products from other manufacturers.
  • For instance, manufacturers are integrating features such as gesture control, fingerprint scanners, and GPS into the devices. This is boosting the demand for NAND flash memory, which is used as code storage media for smartphones.
  • With 5G wireless communication on its way, the use of smartphones would increase multifold, increasing the need for the latest models to raise the bar continuously. For instance, according to the Ericsson Mobility report, in the North American region, 5G subscriptions are expected to account for 55% of mobile subscriptions by the end of 2024.

Asia-Pacific to Hold a Significant Market Share

  • Asia-Pacific is one of the biggest markets for NAND flash memories across the world. The region has a very high demand from almost all end-user applications, primarily led by the demand for smartphones in multiple developing countries in the region, such as China, India, and Indonesia.
  • Also, there is high activity from the semiconductor fabrication facilities in countries like China, Korea, and Singapore. An immense amount of capital is directed into the Chinese market by several multinational memory manufacturers, especially boosted by the country's government initiatives, such as Made in China 2025.
  • The country's ambitious goal is to reach USD 305 billion in semiconductor output by 2030 and meet at least 80% of the domestic demand for semiconductors, which is expected to draw more investments into the country over the forecast period.
  • Multiple new companies in China, such as Yangtze River Storage Technology, Fujian Jin Hua, Hua Li, and Hefei Chang Xin Memory, are expected to invest heavily in the region. These companies are also expected to double their equipment investments.
  • Owing to such development in multiple countries, various competitors in the region are intensifying their efforts for expansion.

NAND Flash Memory Competitive Landscape

The NAND flash memory market is consolidated dominated by major vendors, such as Intel, Micron Technology, Samsung Electronics, SanDisk, SK Hynix, and Toshiba. As the entry barriers in the market are high, the entry of new players is difficult. The existing vendors in the market are investing heavily in the R&D of new and innovative products.

  • October 2023 - Samsung Electronics Co. announced that it will mass produce 300-layer NAND flash memory chips for the first time in the world in early 2024, advancing the production timeline by one year compared to SK hynix Inc. which was the first to develop 321-layer NAND memory.
  • June 2023 - SK hynix Inc. has announced today that it has started mass production of its 238-layer 4D NAND Flash memory, and will begin supplying the 238-layer NAND product for smartphones, and expand the technology across its product portfolio such as PCIe 5.0* SSDs and high-capacity server SSDs going forward.

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 Industry Value Chain Analysis
  • 4.4 Assessment of Impact of COVID-19 on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for Data Centers
    • 5.1.2 Increasing Proliferation of 5G and IOT Devices
  • 5.2 Market Restraints
    • 5.2.1 Reliability Issues

6 MARKET SEGMENTATION

  • 6.1 Type
    • 6.1.1 SLC (One-Bit Per Cell)
    • 6.1.2 MLC (Two-Bit Per Cell)
    • 6.1.3 TLC (Three-Bit Per Cell)
    • 6.1.4 QLC (Quad Level Cell)
  • 6.2 Structure
    • 6.2.1 2D Structure
    • 6.2.2 3D Structure
  • 6.3 Application
    • 6.3.1 Smartphone
    • 6.3.2 SSD
    • 6.3.3 Memory Card
    • 6.3.4 Tablet
    • 6.3.5 Other Applications
  • 6.4 Geography
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia Pacific
    • 6.4.4 Latin America
    • 6.4.5 Middle-East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Samsung Electronics Co. Ltd
    • 7.1.2 KIOXIA Corporation
    • 7.1.3 Micron Technology Inc.
    • 7.1.4 SK Hynix Inc.
    • 7.1.5 Intel Corporation
    • 7.1.6 Yangtze Memory Technologies
    • 7.1.7 SanDisk Corp. (Western Digital Technologies Inc.)
    • 7.1.8 Powerchip Technology Corporation
    • 7.1.9 Cypress Semiconductor Corporation

8 VENDOR MARKET POSITIONING

9 INVESTMENT ANALYSIS