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半導體記憶體

市場調查報告書

商品編碼

1627804

全球半導體記憶體市場：未來預測（2025-2030）

Global Semiconductor Memory Market - Forecasts from 2025 to 2030

出版日期: 2024年12月16日 | 出版商:

Knowledge Sourcing Intelligence | 英文 142 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

半導體記憶體市場預計將從 2025 年的 1,149.81 億美元成長到 2030 年的 3,253.45 億美元，預測期內的複合年成長率為 23.12%。

半導體元件在汽車、家電、IT/通訊等各行業的應用日益廣泛，預計將推動全球市場的成長。半導體是使用積體電路 (IC) 技術作為電腦記憶體和晶片的重要電子設備。半導體技術的進步，例如精製程序、能源效率和晶片容量的最佳化，為適合各行業的創新記憶體解決方案打開了大門。

此外，智慧型手機和其他行動裝置的普及對高效能晶片產生了前所未有的需求，這些晶片可以透過提供無縫的用戶體驗、快速的應用程式載入時間和無縫的多工功能來滿足現代用戶不斷變化的需求和願望。例如，根據國際數據公司（IDC）全球與前一年同期比較手機追蹤報告，預計2023年印度智慧型手機市場出貨量將達到1.46億台，年成長率為1%。上半年大幅下降了10%，但下半年卻比去年同期成長了11%。 4Q23出貨量總計3,700萬台，較去年同期成長26%。這主要由於下半年出貨量高於預期，包括推出了幾款新機型。

此外，穿戴式裝置、智慧型手機和電子產品等創新產品積極採用以記憶體為中心的組件也推動了市場成長。此外，電子和汽車產業對DRAM和Flash ROM等半導體裝置的依賴日益增加，也推動了對整合晶片和裝置的需求。

全球對智慧型設備、家電、智慧型手機和工作站的需求凸顯了對具有先進技術的晶片的需求。

因此，市場正在經歷顯著擴張的時期，為該領域的公司提供了許多商機。

半導體記憶體市場促進因素

汽車產業的需求不斷增加。

記憶體解決方案由於其卓越的性能和低功耗，在汽車安全系統中的應用越來越廣泛。記憶體解決方案對於自動駕駛功能的開發至關重要，尤其是全面的車載資訊娛樂 (IVI) 系統和車對一切 (V2X) 連接。這些技術需要強大的記憶體解決方案，而三星等主要企業正在引領這一進程。因此，預計這些因素將在預測期內推動半導體記憶體市場的成長。

此外，由於現代車輛中軟體和電子元件的使用增加，市場也不斷擴大。因此，隨著汽車與智慧技術的互聯互通性和融合程度不斷提高，對大容量記憶體解決方案的需求也日益成長，從而推動了市場的成長。隨著混合動力汽車汽車和電動車（EV）的日益普及，市場正在不斷擴大，這些汽車需要先進的儲存系統來實現能源效率和電池管理。例如，根據國際能源總署的數據，美國電池電動車的數量將從 2021 年的 150 萬輛增加到 2022 年的 210 萬輛。

此外，人工智慧（AI）和機器學習（ML）在汽車系統中的自動駕駛和預測性維護等應用的日益廣泛使用也有利於市場成長。此外，製造商的最新創新使他們能夠在快速變化的市場中保持競爭力。例如，2023 年 7 月，全球大型公司的尖端半導體技術提供商三星電子宣布，已開始量產其專為車載資訊娛樂 (IVI) 系統設計的新型汽車通用快閃記憶體 (UFS) 3.1 記憶體解決方案。此新解決方案擁有業界最低的消費量，使汽車製造商能夠為客戶提供最佳的移動體驗。為了滿足不同客戶的需求，UFS 3.1 提供 128GB、256GB 和 512GB 等規格。這項改進的產品陣容將使未來的汽車應用（例如電動和無人駕駛汽車）能夠更有效地管理電池壽命。

半導體記憶體市場的地理展望

半導體記憶體市場分為全球五個區域：

按地區分類，半導體記憶體市場分為北美、南美、歐洲、中東和非洲以及亞太地區。預計美國半導體記憶體市場將因多種因素而成長，包括技術創新和對高效能運算的需求不斷成長。這種高效能運算包括資料中心、人工智慧和邊緣運算等多個領域使用的服務。

2021年，美國半導體產業對GDP附加價值毛額（GVA）貢獻龐大，總額達2,464億美元。其中包括直接GVA 558億美元、間接GVA 986億美元和誘發GVA 920億美元。半導體產業的強勁表現反映了其在美國經濟中的重要地位，並將在預測期內對刺激半導體記憶體市場發揮關鍵作用。

此外，對高效能運算的不斷成長的需求和 5G 服務的採用激增進一步推動了半導體記憶體市場的發展。例如，通訊業者，從普及服務基金中向營運商提供高達90億美元的資金，用於在美國農村地區提供先進的5G行動無線服務，其中高達6.8億美元用於在部落土地上部署。此外，該基金還專門撥出至少 10 億美元用於支持精密農業需求的部署。

另外，半導體產業受到美國政府日益增強的國家關注度的影響很大。 2020年至2022年期間，美國公司將投入超過2,000億美元的私人投資，用於增加16個州的半導體製造、設備和材料的國內製造能力。最大的投資集中在亞利桑那州、德克薩斯、愛達荷州、俄亥俄州和紐約州的邏輯和內存晶片製造工廠。

為什麼要購買這份報告？

深刻分析：獲得深入的市場洞察，涵蓋主要地區和新興地區，重點關注客戶群、政府政策和社會經濟因素、消費者偏好、垂直行業和其他子區隔。
競爭格局：了解全球主要企業所採用的策略策略，並了解正確策略帶來的潛在市場滲透率。
市場促進因素和未來趨勢：探索動態因素和關鍵市場趨勢以及它們將如何影響市場的未來發展。
可行的建議：利用洞察力進行策略決策，在動態環境中開闢新的業務流和收益。
適合廣泛的用戶：對於新興企業、研究機構、顧問公司、中小企業和大型企業來說，它都是實用且具有成本效益的。

它有什麼用途？

產業與市場洞察、商業機會評估、產品需求預測、打入市場策略、地理擴張、資本支出決策、法律規範與影響、新產品開發、競爭影響

分析範圍

歷史資料與預測（2022-2030）
成長機會、挑戰、供應鏈前景、法規結構、顧客行為、趨勢分析
競爭對手定位、策略與市場佔有率分析
按部門和地區（國家）分類的收益成長和預測分析
公司簡介（策略、產品、財務資訊、主要趨勢等）

The growing use of semiconductor components in a variety of industries, such as automotive, consumer electronics, and IT & telecom, is expected to propel the market's growth on a global basis. It is a necessary electronic device that uses integrated circuit (IC) technology to function as computer memory or chips. The development of semiconductor technology, which includes refining procedures, energy efficiency, and chip capacity optimization, has opened the door for innovative memory solutions suited to various industries.

Moreover, the widespread use of smartphones and other portable devices has created an unprecedented demand for high-performance chips that can meet the changing needs and aspirations of modern users by providing seamless user experiences, quick app loading times, and seamless multitasking capabilities. For instance, in 2023, the smartphone market in India shipped 146 million units, exhibiting a nominal year-over-year (YoY) growth of 1%, as per the International Data Corporation's (IDC) Worldwide Quarterly Mobile Phone Tracker. After a steep 10% drop in the first half of the year, the second half of the year grew by 11% YoY in 2H23. With 37 million units shipped, 4Q23 grew by 26% YoY. This was largely due to stronger-than-expected shipments in the second half of the quarter, which included the launch of several new models.

Additionally, the market's growth is also being driven by the dynamic adoption of memory-centric components in innovative products like wearables, smartphones, and electronic gadgets. In addition, the growing dependence of the electronics and automotive industries on semiconductor devices-such as DRAM and Flash ROM-is driving up demand for integrated chips and devices.

The demand for smart devices, consumer electronics, smartphones, and workstations across the globe emphasizes the need for chips with advanced technology.

As a result, the market is experiencing a remarkable period of expansion, offering numerous opportunities for companies involved in this sector.

Semiconductor memory market drivers

Growing demand from the automotive industry.

Memory solutions are increasingly being used in automotive safety systems due to their excellent performance and low power consumption benefits. Memory solutions are essential to the development of autonomous driving capabilities, especially for comprehensive in-vehicle infotainment (IVI) systems and vehicle-to-everything (V2X) connectivity. Power memory solutions are needed for these technologies, and Samsung and other companies are leading the charge. Consequently, during the projected period, these factors are anticipated to fuel the growth of the global semiconductor memory market.

Moreover, the market is also growing due to the increasing use of software and electronic components in modern vehicles. Accordingly, as cars get increasingly linked and integrated with smart technologies, there is an increasing need for high-capacity memory solutions, which is driving up market growth. The market is expanding due to the increased use of hybrid and electric vehicles (EVs), which need sophisticated memory systems for energy efficiency and battery management. For instance, according to the International Energy Agency, the stock of battery electric vehicles increased in the United States from 1.5 million in 2021 to 2.1 million in 2022.

Additionally, a favorable outlook for market growth is being created by the growing use of artificial intelligence (AI) and machine learning (ML) in automotive systems for applications like autonomous driving and predictive maintenance. Moreover, modern innovations from manufacturers are enable to keep a competitive edge in a market that is changing rapidly. For instance, in July 2023, a leading global provider of cutting-edge semiconductor technology, Samsung Electronics, announced that mass production of its new automotive Universal Flash Storage (UFS) 3.1 memory solution, which is designed for in-car infotainment (IVI) systems, has begun. With the lowest energy consumption in the industry, the new solution enables automakers to give customers the best possible mobility experience. To accommodate varying customer needs, the UFS 3.1 lineup was made available in 128, 256, and 512 gigabytes (GB) variants. The improved lineup enables future automotive applications, like electric or driverless vehicles, to manage battery life more effectively.

Semiconductor memory market geographical outlook

The semiconductor memory market is segmented into five regions worldwide:

Geography-wise, the market of Semiconductor memory is divided into North America, South America, Europe, the Middle East and Africa, and Asia Pacific. The United States, semiconductor memory market is anticipated to grow owing to various factors, including technological innovation, and growing demand for high-performance computing. This high-performance computing includes services used in multiple sectors including data centers, artificial AI, and edge computing.

With a total of $246.4 billion in 2021, the semiconductor sector in the United States contributed significantly to the GDP's Gross Value Added (GVA). This included $55.8 billion in direct GVA, $98.6 billion in indirect GVA, and $92.0 billion in induced GVA. The semiconductor industry's strong performance is a reflection of its vital position in the American economy and plays a significant role in fueling the semiconductor memory market during the forecast period.

Furthermore, the increasing need for high-performance computing and the burgeoning use of 5G services are further driving the semiconductor memory market. For instance, to provide carriers with up to $9 billion in Universal Service Fund funding to provide advanced 5G mobile wireless services in rural America (including up to $680 million for deployment on tribal territories), the Commission created the 5G Fund for Rural America in October 2020. Additionally, the Fund allows at least $1 billion expressly for deployments supporting the requirements of precision agriculture.

Apart from this, the semiconductor industry is greatly impacted by the growing focus of the United States government on the nation. Over $200 billion in private investments were made by American and international companies between 2020 and 2022 to increase domestic manufacturing capacities for semiconductor fabrication, equipment, and materials across 16 states. The largest investments went towards logic and memory chip fabrication facilities in Arizona, Texas, Idaho, Ohio, and New York.

Reasons for buying this report:-

Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, other sub- segments.
Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape up future market developments.
Actionable Recommendations: Utilize the insights to exercise strategic decision to uncover new business streams and revenues in a dynamic environment.
Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

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Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

Historical data & forecasts from 2022 to 2030
Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, Customer Behaviour, and Trend Analysis
Competitive Positioning, Strategies, and Market Share Analysis
Revenue Growth and Forecast Assessment of segments and regions including countries
Company Profiling (Strategies, Products, Financial Information, and Key Developments among others)

The semiconductor memory market is segmented and analyzed as follows:

By Type

NAND
DRAM

By Industry Vertical

Consumer Electronics
Communication & Technology
Automotive
Manufacturing

By Geography

Americas

By Type

By Industry Vertical

By Country

United States
Canada
Brazil
Others
Europe, Middle East, and Africa

By Type

By Industry Vertical

By Country

Germany
France
United Kingdom
Italy
Others
Asia Pacific

By Type

By Industry Vertical

By Country

China
Japan
India
Taiwan
Others

1. INTRODUCTION

1.1. Market Overview
1.2. Market Definition
1.3. Scope of the Study
1.4. Market Segmentation
1.5. Currency
1.6. Assumptions
1.7. Base and Forecast Years Timeline
1.8. Key Benefits for the Stakeholders

2. RESEARCH METHODOLOGY

2.1. Research Design
2.2. Research Process

3. EXECUTIVE SUMMARY

3.1. Key Findings
3.2. Analyst View

4. MARKET DYNAMICS

4.1. Market Drivers
4.2. Market Restraints
4.3. Porter's Five Forces Analysis
- 4.3.1. Bargaining Power of Supplier
- 4.3.2. Bargaining Power of Buyers
- 4.3.3. Threat of New Entrants
- 4.3.4. Threat of Substitutes
- 4.3.5. Competitive Rivalry in the Industry
4.4. Industry Value Chain Analysis

5. SEMICONDUCTOR MEMORY MARKET BY TYPE

5.1. Introduction
5.2. NAND
5.3. DRAM

6. SEMICONDUCTOR MEMORY MARKET BY INDUSTRY VERTICAL

6.1. Introduction
6.2. Consumer Electronics
6.3. Communication & Technology
6.4. Automotive
6.5. Manufacturing

7. SEMICONDUCTOR MEMORY MARKET BY GEOGRAPHY

7.1. Introduction
7.2. Americas
- 7.2.1. By Type
- 7.2.2. By Industry Vertical
- 7.2.3. By Country
  - 7.2.3.1. United States
  - 7.2.3.2. Canada
  - 7.2.3.3. Brazil
  - 7.2.3.4. Others
7.3. Europe, Middle East, and Africa
- 7.3.1. By Type
- 7.3.2. By Industry Vertical
- 7.3.3. By Country
  - 7.3.3.1. Germany
  - 7.3.3.2. France
  - 7.3.3.3. United Kingdom
  - 7.3.3.4. Italy
  - 7.3.3.5. Others
7.4. Asia Pacific
- 7.4.1. By Type
- 7.4.2. By Industry Vertical
- 7.4.3. By Country
  - 7.4.3.1. China
  - 7.4.3.2. Japan
  - 7.4.3.3. India
  - 7.4.3.4. Taiwan
  - 7.4.3.5. Others