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市场调查报告书
商品编码
1530779
2030 年记忆体晶片市场预测:按类型、技术、应用、最终用户和地区分類的全球分析Memory Chips Market Forecasts to 2030 - Global Analysis By Type (Dynamic Random-Access Memory (DRAM), Static Random-Access Memory (SRAM), NAND Flash, NOR Flash and Other Types), Technology, Application, End User and By Geography |
根据Stratistics MRC预测,2024年全球记忆体晶片市场规模将达2,448亿美元,预计2030年将达到5,996亿美元,预测期内复合年增长率为16.1%。
储存晶片是电子设备中存储资料和程式码的半导体装置。它们是电脑、智慧型手机和其他数位系统的重要组成部分,提供挥发性和非挥发性储存解决方案。挥发性记忆体(如 RAM)可暂时保存资料以便快速访问,而非挥发性记忆体(如快闪记忆体)即使在电源关闭时也能保留资讯。这些晶片可实现高效的资料处理、储存和搜寻,对于现代电子设备的功能和性能至关重要。
根据通讯的数据,预计 10 岁以上人口中 73% 的人将拥有智慧型手机,比目前使用网路的人口比例高出 7%。
家电快速成长
家用电器的快速成长正在显着推动市场。对智慧型手机、平板电脑和穿戴式装置的需求不断增长正在推动记忆体技术的创新和生产。设备增强功能(例如增强的处理能力和改进的图形)需要先进的记忆体解决方案。物联网 (IoT) 设备和智慧家庭应用的扩展进一步推动了对高效能、大容量储存晶片的需求,使该领域成为不断发展的电子领域的关键组成部分。
技术挑战
市场面临规模限制、散热问题和功耗限制等技术挑战。克服这些问题需要先进的製造工艺,从而增加复杂性和成本。此外,不断演进的网路安全威胁需要强大的资料保护机制,并使晶片设计更加复杂。此外,技术创新的快速发展要求企业持续投资研发以保持竞争力,这使得成本控製成为一项重大挑战。
资料爆炸和云端处理
物联网、人工智慧和巨量资料引发的资料爆炸正在显着增加对储存晶片的需求。云端处理的成长进一步放大了这种需求,需要大量的储存和快速的资料存取。这种扩散将导致NAND快闪记忆体体技术的进步,这对于高效的资料处理和储存至关重要。随着企业和消费者越来越依赖云端服务,储存晶片的创新对于支援可扩展的高效能运算环境并满足各行业不断增长的资料需求至关重要。
製造成本高
该市场的高製造成本是由多种因素驱动的,包括先进的製造流程、昂贵的原材料以及对最尖端科技的需求。製造高密度记忆体晶片的复杂性需要在研发、专业设备和技术纯熟劳工方面进行大量投资。此外,与维护无尘室环境和确保品管相关的成本进一步增加了整体支出。
COVID-19 大流行对市场产生了重大影响,导致供应链中断并影响生产能力。随着远距工作和线上教育增加了对笔记型电脑和平板电脑等具有更大记忆体容量的设备的需求,需求出现了波动。然而,由于消费者购买力下降和产品发布延迟,市场也面临挑战。总体而言,疫情加速了数位转型,并对市场产生了多方面的影响。
预计相变记忆体领域在预测期内将是最大的
预计相变记忆体在预测期内将是最大的。 PCM 使用硫族化物玻璃材料透过改变结晶和非晶质相之间的状态来储存资料,从而实现快速资料存取和高资料保存。 PCM具有扩充性和抗辐射等优点,使其适合资料中心和家用电器中的应用。其低功耗和高密度潜力使其成为传统储存技术的有前途的替代品。
预计汽车业在预测期内的复合年增长率最高。
预计汽车业在预测期内复合年增长率最高。这些晶片可实现更快的资料处理并提高效率,对于现代车辆的即时应用至关重要。推动市场的关键因素包括电动车的日益普及、连接能力和严格的安全法规。主要企业专注于创新和协作,以开发满足汽车行业不断变化的需求的尖端解决方案。
由于家电、汽车和资料中心等各行业的需求不断增加,预计北美在预测期内将占据最大的市场占有率。云端处理的日益普及和智慧型装置的普及也促进了市场的成长。该地区的主要企业正致力于提高记忆体容量和速度,以满足企业和消费者不断增长的资料储存需求。
预计亚太地区在预测期内复合年增长率最高。对智慧型手机、平板电脑和其他消费性电子产品不断增长的需求正在推动对储存晶片的需求。高效能和大容量储存晶片对于增强设备功能和使用者体验至关重要。记忆体技术的持续创新将有助于增加储存容量并提高效能,以满足人工智慧和5G等新兴应用的需求。
According to Stratistics MRC, the Global Memory Chips Market is accounted for $244.8 billion in 2024 and is expected to reach $599.6 billion by 2030 growing at a CAGR of 16.1% during the forecast period. Memory chips are semiconductor devices that store data and program code for electronic devices. They are essential components in computers, smartphones, and other digital systems, providing both volatile and non-volatile storage solutions. Volatile memory, like RAM, temporarily holds data for quick access, while non-volatile memory, such as flash memory, retains information even when power is off. These chips enable efficient data processing, storage, and retrieval, making them crucial for the functionality and performance of modern electronic devices.
According to the International Telecommunication Union, 73% of people aged ten and over are expected to have access to a smartphone, which is 7% more than the percentage of the population that currently uses the Internet.
Rapid growth of consumer electronics
The rapid growth of consumer electronics has significantly boosted the market. Increasing demand for smartphones, tablets, and wearable devices drives innovation and production in memory technologies. Enhanced device functionalities, such as higher processing power and better graphics, require advanced memory solutions. The expansion of Internet of Things (IoT) devices and smart home applications further fuels the need for efficient and high-capacity memory chips, making this sector a critical component in the evolving electronics landscape.
Technological challenges
The market faces technological challenges including miniaturization limits, heat dissipation issues, and power consumption constraints. Advanced fabrication processes are required to overcome these issues, increasing complexity and costs. Additionally, evolving cybersecurity threats necessitate robust data protection mechanisms, further complicating chip design. The rapid pace of innovation also pressures companies to continually invest in R&D to stay competitive, making cost management a significant challenge.
Data explosion and cloud computing
The data explosion, driven by IoT, AI, and big data, has significantly increased demand for memory chips. Cloud computing's growth further amplifies this need, requiring vast storage and rapid data access. This surge leads to advancements in NAND flash technologies, essential for efficient data processing and storage. As businesses and consumers rely more on cloud services, memory chip innovation is crucial to support scalable, high-performance computing environments, meeting the escalating data demands across various sectors.
High manufacturing costs
High manufacturing costs in the market are driven by several factors, including advanced fabrication processes, expensive raw materials, and the need for cutting-edge technology. The complexity of producing high-density memory chips requires significant investment in research and development, specialized equipment, and skilled labor. Additionally, the costs associated with maintaining cleanroom environments and ensuring quality control further contribute to the overall expenses.
The COVID-19 pandemic significantly impacted the market, causing disruptions in the supply chain and affecting production capacities. Demand fluctuated as remote work and online education increased the need for devices with higher memory capacities, such as laptops and tablets. However, the market also faced challenges due to the reduced purchasing power of consumers and delays in product launches. Overall, the pandemic accelerated digital transformation, leading to a mixed impact on the market.
The phase-change memory segment is expected to be the largest during the forecast period
The phase-change memory is expected to be the largest during the forecast period. It uses chalcogenide glass materials to store data by changing states between crystalline and amorphous phases, enabling high-speed data access and greater data retention. PCM offers benefits such as scalability and resistance to radiation, making it suitable for applications in data centers and consumer electronics. Its potential for lower power consumption and high density positions it as a promising alternative to traditional memory technologies.
The automotive segment is expected to have the highest CAGR during the forecast period
The automotive segment is expected to have the highest CAGR during the forecast period. These chips provide faster data processing and improved efficiency, essential for real-time applications in modern vehicles. Key factors driving the market include the rising adoption of electric vehicles, connectivity features, and stringent safety regulations. Major players are focusing on innovation and collaboration to develop cutting-edge solutions, catering to the evolving needs of the automotive industry.
North America is projected to hold the largest market share during the forecast period due to rising demand in various sectors, including consumer electronics, automotive, and data centers. The increasing adoption of cloud computing and the proliferation of smart devices also contribute to the market's growth. Key players in the region focus on enhancing memory capacity and speed, catering to the growing data storage needs of businesses and consumers.
Asia Pacific is projected to hold the highest CAGR over the forecast period. The growing demand for smartphones, tablets, and other consumer electronics drives the need for memory chips. High-performance and larger-capacity memory chips are essential for enhancing device functionality and user experience. Continuous innovation in memory technologies contributes to increased storage capacities and improved performance, meeting the needs of emerging applications like AI and 5G.
Key players in the market
Some of the key players in Memory Chips market include Samsung Electronics Co., Ltd., Intel Corporation, Toshiba Corporation, Infineon Technologies AG, Qualcomm Incorporated, NXP Semiconductors N.V., Cypress Semiconductor Corporation, STMicroelectronics N.V., Microchip Technology Inc., Renesas Electronics Corporation, Fujitsu Limited,, Dialog Semiconductor PLC,, Texas Instruments Incorporated and Kingston Technology Corporation.
In April 2024, Microchip Technology has acquired Neuronix AI Labs to expand its capabilities for power-efficient, AI-enabled edge solutions deployed on field programmable gate arrays (FPGAs).
In March 2024, The Biden-Harris Administration announced that Intel and the U.S. Department of Commerce have signed a non-binding preliminary memorandum of terms (PMT) for up to $8.5 billion in direct funding to Intel for commercial semiconductor projects under the CHIPS and Science Act.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.