市场调查报告书
商品编码
1479051
全球 3D NAND 快闪记忆体市场评估:依产品类型、依应用、依最终用途行业、依地区、机会、预测(2017-2031 年)3D NAND Flash Memory Market Assessment, By Product Type, By Application, By End-use Industry, By Region, Opportunities and Forecast, 2017-2031F |
全球3D NAND快闪记忆体市场规模预计将从2023年的250.7亿美元增加至2031年的868.4亿美元,预计2024-2031年期间复合年增长率为16.8%。透过改变现有的资料储存业务,市场呈现出巨大的发展。先前的NAND技术依赖2D结构,这限制了设备的储存容量和效能,但垂直堆迭储存单元的3D NAND技术的发展从根本上提高了储存密度。这种方法允许将更多层垂直整合到堆迭中,从而提高设备的速度和容量。
製造技术的进步促使了更高层数的实现,将单一晶片的储存容量增加到 TB 级。与传统产品相比,这项技术开发提高了能源效率并延长了使用寿命。因此,由于从智慧型手机到资料中心等各种 3D NAND 应用程式对大容量储存的需求不断增长,全球 3D NAND 快闪记忆体市场趋势不断增长,构成了现代资料储存解决方案的基础,正在推动 3D NAND 的创新。技术。
性能、容量和可靠性的提高等技术进步正在推动 3D NAND 技术市场的需求。为了优化存储,3D NAND 製造商正在添加垂直堆迭的附加内存,作为持续存储容量增长的构建策略,以满足文件密集型应用层不断扩大的需求。它透过提供通用系统性能增强和 3D NAND 製造成本降低来满足预算友善性的市场需求。
此外,架构和单元设计的不断进步正在提高测试和写入速度,包括不同部门的需求。从消费性电子产品到企业存储,3D NAND 在各种产品中的采用证明了其在当前环境下的效率和适应性。3D NAND的持续研发维持了虚拟储存解决方案的活力,从而增加了产品需求,并快速成长了全球3D NAND快闪记忆体市场规模。
例如,2024 年 1 月,国际记忆体解决方案供应商 Kioxia Corp. 宣布推出首款用于汽车应用的 UFS 4.0 版嵌入式快闪记忆体装置。本产品特别结合了JEDEC最新格式的BiCS FLASH 3D快闪记忆体和控制器。
不断增长的资料储存需求推动市场成长
全球对大容量储存的需求,尤其是消费电子和资料中心的需求,是3D NAND快闪记忆体市场的主要成长因素。智慧型手机、智慧手錶和其他智慧型装置等消费性电子产品不断发展,推出新功能和规格,需要更先进的储存解决方案。同时,随着资料中心市场的扩大,云端运算和大数据应用变得越来越流行,需要具有更高储存容量和效能的储存选项。3D NAND 透过提供垂直堆迭结构解决了这个问题,该结构允许在更小的空间内进行大量储存。这满足了当前的储存需求,并为下一代提供了 3D NAND 作为可扩展选项,确保了全球 3D NAND 快闪记忆体市场的成长。
例如,2023 年 5 月,Kingston Technology Company, Inc.旗下快闪子公司 Kingston Digital Europe Co LLP 发布了采用 3D NAND 快闪记忆体技术的新型 DC600M 企业级 SSD。DC600M 设计支援多种应用,并具有强大的 QoS 1 功能,可在维持 SLA 的同时保持一致的延迟和 IOPS。
本报告研究和分析了全球 3D NAND 快闪记忆体市场,提供市场规模和预测、市场动态以及主要参与者的现状和前景。
Global 3D NAND flash memory market is projected to witness a CAGR of 16.8% during the forecast period 2024-2031, growing from USD 25.07 billion in 2023 to USD 86.84 billion in 2031. The 3D NAND flash memory market observed a drastic development by changing the existing data storage business. Previously, NAND technology relied on 2D structure, which limited the storage capacity and performance of the devices, but the development of 3D NAND technology by stacking the memory cells vertically, radically increased the storage density. The method allows integrating more layers vertically to the stacks to increase both speed and capacity of the devices.
The advancements in fabrication technology are leading to the implementation of higher layer counts, improving storage capability to terabytes on a single chip. This technological development offers improved energy efficiency and longevity from its predecessors. Therefore, the global 3D NAND flash memory market trend is growing due to the rising demand for larger storage capacities in various applications of 3D NAND from smartphones to data centers, forming a foundation for modern data storage solutions and driving innovation in 3D NAND technology.
Advancements in technology, such as improved performance, ability, and reliability, promote the demand for the 3D NAND technology market. 3D NAND manufacturers can offer vertically stacked extra memory layers as building strategies for continuous storage capacity development to meet the ever-growing need for file-intensive applications as an optimized storage response. This satisfies the market need by being budget-friendly, as it offers improved universal system performance and a decrease in the production cost of 3D NAND.
Furthermore, ongoing advancements in architecture and cellular design improve testing and writing speeds, including the needs of diverse sectors. The incorporation of 3D NAND into products ranging from consumer electronics to enterprise storage demonstrates the efficiency and adaptability in the current landscape. The continuous research and development of 3D NAND is maintaining its dynamic role of virtual storage solutions which has increased the demand for the product and is witnessing an upsurge in the global 3D NAND flash memory market size.
For instance, in January 2024, Kioxia Corp., an international memory solution provider, presented the supply of the company's first Universal Flash Storage (UFS) Version 4.0 embedded flash memory devices for vehicle applications. The advancement combines the business organization's particularly BiCS FLASH 3D flash memory with controller in a JEDEC-contemporary format.
Increasing Data Storage Demands to Promote Market Growth
Global demand for larger storage capacity, especially in consumer electronics and data centers is a prominent growth factor for the 3D NAND flash memory market. Consumer electronic devices such as smartphones, smartwatches, and other smart devices are observing a continuous development with new functionality and specifications requiring more advanced storage solutions. Meanwhile, the rise in the market size of data centers is fueling the proliferation of cloud computing and big data applications which requires storage options with increased storage capacity and performance. The problem is tackled by 3D NAND by offering a vertically stacked structure that allows for high storage capacity with less space requirement. It satisfies the current storage demands and provides 3D NAND as a scalable option for the coming generations, assuring global 3D NAND flash memory market growth.
For instance, in May 2023, Kingston Digital Europe Co LLP, a flash memory subsidiary of Kingston Technology Company, Inc., unveiled the new DC600M Enterprise SSD with the 3D NAND flash memory technology. The design of DC600M supports mixed-use applications and has strong Quality of Service (QoS)1 to maintain latency and IOPS consistency while enduring service-level agreements.
Consumer Electronics Evolution Promoting the Growth of Market Demand
The rapid growth in the demand of consumer electronics with the advancement of smart devices such as smart TVs, modified cameras, and gaming consoles, is observed to be a prominent driver for the growing requirement of 3D NAND flash memory. The recent consumer products are differentiated by the incorporation of advanced features, better quality, and beneficial aid-massive programs. The growth in the market requires storage solutions that fulfill the growing needs of data storage solutions in diverse sectors.
According to global 3D NAND flash memory market analysis, 3D NAND flash memory fulfills the demand by offering more capabilities in smaller space. The design of its vertically built structure to arrange large number of cells in small space in the devices allows consumer electronics manufacturers to provide superior storage capacities to provide compact devices. Presently, gadgets are becoming important and daily uses of variety of smart devices adds to the comfort of living, providing a dynamic 3D NAND flash memory market expansion method, contributing to the global 3D NAND flash memory market growth.
For instance, in March 2023, the introduction of latest 3D flash memory technology by the collaboration of Kioxia Corp. and Western Digital. This offers high storage capacity, reliability, and performance at a very competitive price with incorporation of advanced scaling and wafer bonding technologies making it suitable for meeting the current demand of exponential data growth across diverse sectors and applications.
IoT Proliferation Drives Global 3D Nand Flash Memory Market Share
The increase in demand for IoT devices among the mass population is propelling the global 3D NAND flash memory market. The rising demand of IoT devices is a significant representation of data generated from large number of connected devices such as smart sensors, industrial machines, etc. The upsurge in data generation requires advanced storage solutions which can meet today's requirements in the market.
The vertical stacked architecture of 3D NAND allows us to tackle this problem by offering greater storage alternative and throughput with the inclusion of features such as seamless data transport, data storage, and data retrieval in IoT landscape. Therefore, global 3D NAND flash memory market size is witnessing a potential growth as businesses and consumers are increasingly embracing the use of IoT based devices and application, making it a crucial technological development for an evolving IoT environment.
Government Initiative Fostering Revenue Growth
The strategic decisions made by the government for 3D NAND industry specific initiatives and regulations play an important role to increase the revenue generation of 3D NAND flash memory market. Various nations globally identify it as strategic importance of semiconductor technology to boost national competitiveness and innovation. Tax breaks, research grants, and cooperation with industry stakeholders are examples of supportive policies to encourage investments in research and development and manufacturing of semiconductors and related devices.
Furthermore, smart city initiatives and national broadband plans are the huge action taken by the government to increase demand for advanced storage solutions, benefiting the global 3D NAND flash memory market. Government procurement methods and laws that encourage the use of high-performance memory technologies in public-sector projects contribute to 3D NAND flash memory market growth. Governments actively encourage 3D NAND research, manufacture, and adoption by aligning domestic strategies with the advancement of the semiconductor sector, so creating a favorable climate for long-term market profitability.
For instance, The CHIPS Act 2023, known as the Creating Helpful Incentives to Produce Semiconductor Act, aims to regain the United States' dominance in semiconductor production. The CHIPS Act aims to help the semiconductor industry manufacture 3D NAND flash chips with 200 or more layers.
Asia-Pacific to Dominate 3D NAND Flash Memory Market
Asia-Pacific dominates 3D flash memory market due to strong development in customer electronics, as well as widespread adoption of modern technologies in countries such as China, South Korea, and Japan, which have made electricity the preferred option for higher-potential storage solutions. These international locations are home to key semiconductor manufacturing hubs that foster innovation and 3D NAND manufacture. Furthermore, favorable government rules, assistance for research and development, and strategic partnerships with global period leaders contribute to the location's management. The growing data center infrastructure, driven by virtualization efforts in Asia-Pacific, fuels demand for long-term and high-performance storage, with 3D NAND positioned as a crucial enabler. The region's technological capabilities, financial strength, and product demand contribute to its vital role further in developing Asia-pacific 3D NAND flash memory market.
For instance, in September 2023, Kioxia Singapore Pte Ltd, released a 2TB microSDXC UHS-I memory card that employs proprietary manufacturing technology, including its breakthrough BiCS FLASH 3D flash memory and an in-house controller. It has commenced mass production of the two terabytes (TB) microSDXC memory card, which is a game changer for smartphone owners, content creators, and mobile gamers.
Future Market Scenario (2024 - 2031F)
Continued developments in manufacturing technology will result in greater layer counts in 3D NAND, considerably increasing storage capacity and satisfying the growing need for data-intensive applications.
The integration of 3D NAND into emerging technologies, such as 5G networks, edge computing, and quantum computing, will open new avenues for 3D NAND flash memory market growth.
Continuous improvements in 3D NAND architecture and cell design will result in faster read and write speeds, meeting the requirements of evolving computing and storage needs.
The rise of artificial intelligence (AI) and machine learning (ML) applications will drive demand for high-performance storage solutions, positioning 3D NAND as a crucial component in these systems.
Key Players Landscape and Outlook
Global 3D NAND flash memory market is characterized by a dynamic landscape, prominently featuring key players contributing significantly to technology advancements, product innovation, and market competitiveness. Intense competition among these players fosters continuous improvements in storage capacities, performance, and cost-effectiveness. Collaborations, strategic partnerships, and acquisitions are expected to shape the competitive dynamics as the 3D NAND flash memory market evolves. The outlook for global 3D NAND flash memory market remains robust, driven by increasing data storage demands, emerging technologies, and the widespread integration of 3D NAND in diverse applications, ensuring that these key players will play pivotal roles in shaping the industry's trajectory.
In October 2023, Western Digital Corp. separated its HDD and Flash businesses, resulting in two independent, publicly traded companies with market-specific, strategic focus. The split will allow each franchise to implement innovative technology along with product development, capitalize on specific growth opportunities, improve respective leadership positions, and carry out operations more efficiently with distinct capital structures.
In May 2023, Western Digital, in collaboration with Nintendo, increased its line of Nintendo-licensed SanDisk microSD cards by releasing its biggest capacity card to date, a 1TB* SanDisk microSD card for Nintendo Switch systems.
All segments will be provided for all regions and countries covered
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.