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下一代記憶體：市場佔有率分析、產業趨勢/統計、成長預測（2024-2029）

Next Generation Memory - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

下一代記憶體市場規模預計到 2024 年為 69.6 億美元，預計到 2029 年將達到 247.6 億美元，在預測期內（2024-2029 年）複合年成長率為 28.90%。

下一代記憶體市場

主要亮點

  • 人工智慧 (AI)、機器學習 (ML)、物聯網 (IoT) 和巨量資料等新興技術正在推動對高頻寬、高度擴充性和低功耗儲存設備的需求。隨著企業儲存需求的不斷成長，這一點已成為推動研究市場成長的最重要因素之一。
  • 資料的快速成長推動了職場對更好記憶體和儲存的需求。較舊的記憶體系統無法再跟上不斷增加的資料量、對更多頻寬的需求以及新系統的速度。
  • 隨著對通用儲存設備的需求不斷增加，大多數新的儲存技術旨在成為通用儲存設備，以更好的技術取代層次結構中的一個成員。高階筆記型電腦使用固態快閃記憶體晶片而不是巨型機械硬碟，並使用雲端而不是磁帶驅動器進行備份。近日，英特爾發布了Optane，它採用3D XPoint技術，接近通用記憶體。這主要是一個帶有非揮發性記憶體的快閃記憶體驅動器，其速度足以充當 RAM。
  • MRAM、STT-RAM、FRAM、相變記憶體 (PCM) 和 ReRAM 等新型非揮發性記憶體技術結合了 SRAM 的速度、DRAM 的密度和快閃記憶體的非揮發性記憶體。因此，它們可能會被添加到未來的記憶體技術中。此外，下一代資訊娛樂系統和 ADAS 實施將結合 DRAM 記憶體技術，從而提供顯著更高的效能和低耗電量。
  • 此外，對企業儲存應用程式的需求不斷成長正在推動市場發展。 BFSI 等最終用戶產業正在大力投資物聯網技術，並獲得了可觀的經濟回報。例如，嵌入式MRAM 對於物聯網等應用來說是一項很有前景的技術。此外，其他新一代記憶體（例如 3D Xpoint）的傳輸速度比目前 SSD 快許多倍。
  • 鑑於需求不斷成長，該市場的供應商不斷致力於推出針對新應用領域的新產品。例如，三星電子最近宣布推出其下一代記憶體晶片，其速度提高了一倍，容量達到有史以來最高。這款下一代晶片的推出是為了滿足資料中心和人工智慧應用不斷成長的需求。
  • 然而，極端環境條件下缺乏穩定性限制了市場。儘管最近技術進步，但這些儲存設備在耐用性和可靠性方面受到惡劣環境條件的嚴重影響。例如，儲存裝置受到的熱應力越多，發生故障的風險就越大，進而為市場成長帶來挑戰。
  • COVID-19 大流行對所研究市場的成長產生了顯著影響。然而，在疫情後的情況下，供應鏈中斷情況有所改善，對新IT基礎設施的投資增加，數位技術的採用增加，對需求產生了正面影響。

下一代記憶體市場趨勢

資訊科技應用佔據市場主要佔有率

  • 隨著公司的發展，許多 IT 公司正在採用企業儲存技術。這種採用正在推動對下一代儲存的需求，以處理組織的運算能力。據 IBEF 稱，印度 IT 和 BPM 行業預計將從 2021 年上半年的 69.6 億美元成長到 2025 年的 199.3 億美元。
  • 此外，根據 NASSCOM India 和 MeitY India 的數據，印度 IT 和 BPM 產業產生的總收入預計將在 2022 年達到 2,270 億美元，2023 年達到 2,450 億美元。在此期間觀察到的整體上升趨勢主要是由於外國公司外包的大量湧入。
  • 儘管許多客戶端設備現在都使用固態儲存技術，但全球幾乎每個資料中心仍有數億客戶設備使用硬碟 (HDD)。借助熱輔助磁記錄（HAMR）技術，HDD 在未來幾年應該能夠儲存更多資料。
  • 儘管 HDD 介質仍然是儲存行業最暢銷的介質，但快閃記憶體和 SSD 的採用近年來迅速增加。資料的快速成長導致媒體在該領域進行了大量投資。供應商定期推出新產品，以保持技術的相關性並為新應用做好準備。例如，2022 年 10 月，領先的記憶體技術供應商西部數據發布了新的 SSD 驅動器並擴展了其 NVMe SSD 產品組合。這款新的 SSD 面向硬核心遊戲領域。
  • 此外，對資料中心支援 IT 產業儲存需求的需求不斷成長，正在為所考慮的市場創造成長機會。儘管北美擁有最多的資料中心，但其他地區不斷成長的需求也推動了資料中心投資。這也為其他地區創造了成長機會。

北美佔有很大佔有率

  • 北美是最早採用下一代技術和基礎設施的地區之一。在美國，IT產業是經濟的主要動力。快速變化的技術和跨行業的大量資料生成需要更有效率的處理系統。這些因素正在推動該地區下一代記憶體市場的需求。
  • 該地區正在從單一設備和系統儲存轉向核心雲端和網路邊緣。根據英特爾安全公司的研究，僅採用混合雲端服務的公司數量就比前幾年增加了兩倍。雲端供應商正在使雲端變得更加安全，並為企業提供更好、更可靠的系統，這是非常有幫助的。
  • 支持該地區數位基礎設施的各種政府措施也支持了所研究市場的成長。例如，美國政府最近啟動了資料中心最佳化舉措（DCOI），旨在整合全國眾多資料中心，以更好地服務全國公民，同時提高納稅人的投資報酬率。作為整合的一部分，大型資料中心將被建立，表現不佳的資料中心將關閉。預計這將為市場帶來成長機會。
  • 該地區還擁有最多的資料中心，因此下一代記憶體提供者最關注資料中心和超大規模資料中心應用。例如，根據Cloudscene的數據，到2022年，光是美國就將建置2,701個資料中心。
  • 隨著資料中心投資的穩定增加，預計北美地區將繼續成為下一代記憶體供應商最喜歡的目的地。例如，2022 年 3 月，領先的超大規模資料中心園區供應商 Vantage Data Centers 宣布追加投資 9 億加元（7.211 億美元），以擴大其在加拿大的業務規模。作為該投資計畫的一部分，我們將在蒙特婁建造第三個校區，並擴大魁北克市和蒙特婁現有的兩個校區。

下一代記憶體產業概述

下一代記憶體市場競爭激烈且分散，因為它由幾個主要企業組成。該產業競爭對手之間的競爭主要取決於透過創新、市場滲透和競爭策略的強度所獲得的持續競爭優勢。由於它是一個資本集中市場，退出障礙也很高。該市場的主要企業包括英特爾公司、東芝和富士通。

  • 2023 年 7 月，三星電子宣布成功開發出突破性的圖形雙倍資料速率 7 (GDDR7) DRAM。這項令人印象深刻的成就今年將主要集中在檢驗其對特定客戶的下一代系統的有效性。這些發展預計將極大地促進圖形市場的成長，並進一步確立三星作為該領域領先創新者的地位。特別是，三星的 GDDR7 展現出令人印象深刻的 1.5 Terabyte頻寬，比 GDDR6 的性能高出 1.4 倍，每個引腳可提供高達 32Gbps 的速度。
  • 2023 年 5 月，美光科技宣布打算在日本政府的支持下，未來幾年在日本投資至多 5,000 億日圓（36 億美元），以擴大其下一代記憶體晶片業務。這項戰略措施體現了日本政府振興半導體產業、強化日本晶片供應鏈的決心。這也恰逢將先進晶片技術引入日本的努力，特別是在美國和中國之間的緊張局勢加劇之際。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 新進入者的威脅
    • 買方議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度
  • COVID-19 對市場的影響

第5章市場動態

  • 市場促進因素
    • 對通用儲存設備的需求
    • 企業儲存應用需求增加
  • 市場限制因素
    • 極端環境條件下缺乏穩定性

第6章市場區隔

  • 依技術
    • 非揮發性
      • 磁阻隨機存取記憶體 (MRAM)
      • 鐵電RAM (FRAM)
      • 電阻式隨機存取記憶體 (ReRAM)
      • 3D 匯出
      • 奈米記憶體
      • 其他非揮發性技術（相變 RAM、STT-RAM、SRAM）
    • 揮發性
      • 混合儲存立方體 (HMC)
      • 高頻寬記憶體 (HBM)
  • 按用途
    • BFSI
    • 消費性電子產品
    • 政府機關
    • 通訊
    • 資訊科技
    • 其他用途
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東/非洲

第7章 競爭形勢

  • 公司簡介
    • Intel Corporation
    • Toshiba Corporation
    • Fujitsu Ltd
    • Honeywell International Inc.
    • Micron Technologies Inc.
    • IBM Corporation
    • Sony Corporation
    • Samsung Electronics Co. Ltd
    • Crossbar Inc.
    • Cypress Semiconductor Corporation
    • Avalanche Technologies Inc.
    • Adesto Technologies
    • Everspin Technologies Inc.
    • SK Hynix Inc.
    • Taiwan Semiconductor Manufacturing Company Limited（TSMC）

第8章投資分析

第9章 市場未來展望

簡介目錄
Product Code: 56153

The Next Generation Memory Market size is estimated at USD 6.96 billion in 2024, and is expected to reach USD 24.76 billion by 2029, growing at a CAGR of 28.90% during the forecast period (2024-2029).

Next Generation Memory - Market

Key Highlights

  • Emerging technologies like artificial intelligence (AI), machine learning (ML), the Internet of Things (IoT), big data, etc., have a growing need for memory devices with high bandwidth, high scalability, and low power consumption. This, along with the growing need for enterprise storage, is one of the most important things driving the growth of the studied market.
  • The rapid growth of data has increased the need for better memory and storage in the workplace. Older memory systems have been unable to keep up with the growing amount of data, the need for more bandwidth, and the speed of newer systems.
  • With the demand for universal memory devices increasing, most of the new memory technologies aim to become universal memory devices to replace one of the members of the hierarchy with better technology. The high-end laptops use solid-state flash chips instead of huge mechanical hard disks and use the cloud for backup rather than tape drives. Recently, Intel announced Optane, which uses 3D XPoint technology and is close to universal memory. This is primarily a flash drive with non-volatile memory fast enough to function as RAM.
  • The emerging non-volatile memory technologies, such as MRAM, STT-RAM, FRAM, phase-change memory (PCM), and ReRAM, combine the speed of SRAM, the density of DRAM, and the non-volatility of flash memory. Hence, these are possible additions to future memory technologies. Furthermore, implementing next-generation infotainment systems and ADAS would combine DRAM memory technologies with significantly higher performance and low power consumption capabilities.
  • Furthermore, the increasing demand for enterprise storage applications is driving the market. The end-user industries, such as BFSI, invest heavily in IoT technologies and reap significant financial rewards. For instance, embedded MRAM is a promising technology for applications such as IoT. Also, other next-generation memories, such as 3D Xpoint, offer multiple times faster transfer speeds than the current SSDs.
  • Considering the growing demand, vendors operating in the market continuously focus on launching new products to target emerging application areas. For instance, recently, Samsung Electronics announced the launch of their next generation of memory chips that promise to double the speed and offer the most extensive capacity yet. The company introduced these next-generation chips to target the growing demand across data centers and artificial intelligence applications.
  • However, the lack of stability under extreme environmental conditions is restricting the market. Despite recent technological advancements, these memory devices are significantly impacted by harsh environmental conditions in terms of durability and reliability. For instance, the more thermal stress a memory device is exposed to, the greater the risk of damaging it, which challenges a market to grow.
  • The global outbreak of COVID-19 had a notable impact on the growth of the studied market. However, in post pandemic scenario, the supply chain disruption improved, growth in investment in new IT infrastructures, growth in the adoption of digital technologies which positively impacted demand, such factors are expected to create growth opportunities for the studied market.

Next Generation Memory Market Trends

Information Technology Application will Have Significant Share in the Market

  • With the growing size of enterprises, many IT firms have embraced enterprise storage technologies. Such adoption has driven the demand for next-generation storage to handle organizations' computing power. According to the IBEF, India's IT and BPM industries are expected to grow from USD 6.96 billion in H1 2021 to USD 19.93 billion in 2025.
  • Also, according to NASSCOM India and MeitY India, The total revenue generated by the IT and BPM industry in India reached a significant amount of USD 227 billion in 2022 and is likely to reach USD 245 billion in 2023. The general upward trend observed during this period can primarily be attributed to the substantial influx of outsourcing from foreign companies.
  • While many client devices use solid-state storage technologies nowadays, hundreds of millions still use hard disk drives (HDDs) across virtually all data centers worldwide. With the help of heat-assisted magnetic recording (HAMR) technology, HDDs should be able to store a lot more data in the coming years.
  • Though HDD media is still a top seller in the storage industry, the adoption of flash and SSDs has risen fast over the last several years. Because of the rapid growth of data, significant media investments are being made in this sector. Vendors regularly launch new products to keep this technology relevant and ready for emerging applications. For instance, in October 2022, Western Digital, a leading provider of memory technologies, expanded its NVMe SSD portfolio by launching a new SSD drive. This new SSD targets the hardcore gaming segment.
  • Furthermore, the growing demand for data centers to support the storage needs of the IT industry is creating growth opportunities for the market under consideration. Even though North America has the most data centers, investments in data centers are also being driven by growing demand in other places. This is creating growth opportunities in other places as well.

North America to Account for a Major Share

  • The North American region has been one of the early adopters of next-generation technologies and infrastructure. The IT industry significantly drives the economy in the United States. The rapidly changing technologies and high data generation across industries require more efficient processing systems. These factors drive the demand for the next-generation memory market in the region.
  • The region is shifting from individual devices and system storage to the core cloud and network edge. According to a survey by Intel Security, the number of companies adopting hybrid cloud services alone has risen by three times the previous level. Cloud providers have been making the cloud more secure and giving organizations better, more reliable systems, which can be very helpful.
  • Various government initiatives to support the region's digital infrastructure also support the studied market's growth. For instance, the US government recently started the Data Center Optimization Initiative (DCOI) to deliver better services to the public while increasing the return on investment to taxpayers by consolidating many data centers in the country. As part of consolidation, large-scale data centers are built, and underperforming ones are shut down. This is expected to create growth opportunities for the market.
  • Also, since the region has the most data centers, next-generation memory providers are focusing most of their attention on applications in data centers and hyperscale data centers. For instance, according to Cloudscene, in 2022, the United States alone will have 2,701 data centers.
  • With investments in data centers increasing steadily, the North American region is expected to continue to remain a favorite destination for the next generation of memory providers. For instance, in March 2022, Vantage Data Centers, a leading provider of hyperscale data center campuses, announced an additional investment of CAD 900 million (USD 721.1 million) to scale its Canadian operations. As part of the investment plan, a third campus will be built in Montreal, and two existing campuses in Quebec City and Montreal will be made bigger.

Next Generation Memory Industry Overview

The Next-Generation Memory Market is fragmented, as the market is highly competitive and consists of several major players. The competitive rivalry in this industry primarily depends on sustainable competitive advantage through innovation, levels of market penetration, and the power of competitive strategy. Since the market is capital-intensive, the barriers to exit are also high. Some of the key players in the market are Intel Corporation, Toshiba Corporation, Fujitsu Ltd., etc.

  • July 2023: Samsung Electronics has announced the successful development of the groundbreaking Graphics Double Data Rate 7 (GDDR7) DRAM. This remarkable achievement will primarily focus on validating its effectiveness in next-generation systems for selected customers this year. Such a development is expected to contribute significantly to the growth of the graphics market and further establish Samsung's position as a leading innovator in this field. Notably, Samsung's GDDR7 exhibits an impressive bandwidth of 1.5 terabytes per second (TBps), surpassing the performance of GDDR6 by 1.4 times, and offers an enhanced speed per pin of up to 32 Gbps.
  • May 2023: Micron Technology has announced its intention to invest up to JPY 500 billion (USD 3.6 billion) in Japan over the next few years, with the support of the Japanese government to rise its business in next-generation memory chips. This strategic move reflects the Japanese government's determination to revitalize its semiconductor industry and enhance the country's chip supply chain. It also aligns with their efforts to introduce advanced chip technology to Japan, particularly in light of the growing tensions between the United States and China.

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 Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Demand for Universal Memory Devices
    • 5.1.2 Increasing Demand for Enterprise Storage Applications
  • 5.2 Market Restraints
    • 5.2.1 Lack of Stability Under Extreme Environmental Conditions

6 MARKET SEGMENTATION

  • 6.1 By Technology
    • 6.1.1 Non-volatile
      • 6.1.1.1 Magneto-Resistive Random-Access Memory (MRAM)
      • 6.1.1.2 Ferroelectric RAM (FRAM)
      • 6.1.1.3 Resistive Random-Access Memory (ReRAM)
      • 6.1.1.4 3D Xpoint
      • 6.1.1.5 Nano RAM
      • 6.1.1.6 Other Non-volatile Technologies (Phase change RAM, STT-RAM, and SRAM)
    • 6.1.2 Volatile
      • 6.1.2.1 Hybrid Memory Cube (HMC)
      • 6.1.2.2 High-bandwidth Memory (HBM)
  • 6.2 By Application
    • 6.2.1 BFSI
    • 6.2.2 Consumer Electronics
    • 6.2.3 Government
    • 6.2.4 Telecommunications
    • 6.2.5 Information Technology
    • 6.2.6 Other Applications
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia-Pacific
    • 6.3.4 Latin America
    • 6.3.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Intel Corporation
    • 7.1.2 Toshiba Corporation
    • 7.1.3 Fujitsu Ltd
    • 7.1.4 Honeywell International Inc.
    • 7.1.5 Micron Technologies Inc.
    • 7.1.6 IBM Corporation
    • 7.1.7 Sony Corporation
    • 7.1.8 Samsung Electronics Co. Ltd
    • 7.1.9 Crossbar Inc.
    • 7.1.10 Cypress Semiconductor Corporation
    • 7.1.11 Avalanche Technologies Inc.
    • 7.1.12 Adesto Technologies
    • 7.1.13 Everspin Technologies Inc.
    • 7.1.14 SK Hynix Inc.
    • 7.1.15 Taiwan Semiconductor Manufacturing Company Limited (TSMC)

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET