汽車產業用 NOR 快閃記憶體：市場佔有率分析、產業趨勢、成長預測（2024-2029 年）

NOR Flash Memory For The Automotive Industry - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年07月15日 | 出版商:

Mordor Intelligence | 英文 112 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計汽車產業NOR快閃記憶體市場規模將在2024年達到9.1億美元，2024-2029年預測期內複合年成長率為12.52%，預計2029年將達到16.4億美元。

由於從資訊娛樂到儀錶板等多種應用的需求不斷成長，NOR 快閃記憶體空間呈現出快速成長的趨勢。

主要亮點

NOR快閃記憶體是一種記憶體，是一種非揮發性儲存技術。它用於需要以 1 位元組為單位讀寫資料的應用程式。該產品旨在提供比 NAND 更低的儲存密度，並增加最終用戶設備的功耗。
傳統的汽車技術發展著重於速度、安全性、舒適性和能源效率，而當前的重點正逐漸轉向開發更多能夠利用新能源的創新車型。汽車作為道路上的行動設備，曾經是不與外部設備互動的獨立實體。
然而，行動網路的快速發展打破了這一障礙，汽車不再只是道路上的孤立設備。車輛的遠端控制，或車輛與設備（如交通燈）之間的通訊，是在可預見的未來。智慧汽車的歷史可以追溯到90年代初的瑞士手錶公司Swatch。發明家尼古拉斯·哈耶克對開發高效能、都市化汽車的想法很感興趣。他最初將這個想法帶給了大眾汽車。
因此，比亞迪、特斯拉、蔚來、小鵬汽車和華為等許多電動車製造商都投資了智慧汽車技術，並將其視為電動車的關鍵賣點。最近，2024 年 1 月，中國電動車 (EV) 巨頭比亞迪推出了炫機智慧汽車系統，試圖透過自動停車和語音辨識等功能追趕競爭對手。
隨著最終用戶對 NOR 快閃記憶體需求的增加，研發成本預計也會增加。美光等供應商已投資 150 億美元在愛達荷州博伊西建造新的記憶體製造工廠。
此外，該公司正在建造新的製造工廠，以加強技術部署並縮短上市時間和營運效率，以服務汽車、資料中心、人工智慧和5G記憶體應用等產業。這帶來了昂貴的研發和製造設置，並帶來了挑戰。
世界各國政府都在印鈔票並採取量化寬鬆措施來刺激經濟。這在過去幾年中效果很好，但隨著通膨擔憂的迫近，過去的獎勵策略這次可能也不起作用。晶片產業正處於超級週期，處於強勁需求驅動下的長期擴張期。
同時，新冠肺炎 (COVID-19) 造成的干擾導致從物流到原料的各種成本普遍增加。俄羅斯突然爆發入侵烏克蘭事件，造成能源和原物料市場大幅波動，進一步加劇通膨壓力。例如，由於持續的地緣政治緊張局勢、戰爭和通貨膨脹率上升，旺宏國際2023年第四季的NOR銷售額與去年同期（2022年）相比下降了29%。

NOR快閃記憶體市場趨勢

ADAS 是成長最快的應用

ADAS（進階駕駛輔助系統）利用科技輔助駕駛安全駕駛。透過使用人機介面，ADAS 提高了車輛和交通安全。這些系統依靠感測器和攝影機等自動化技術來識別潛在的障礙物或駕駛員錯誤並做出適當的反應。 ADAS 使車輛能夠了解其環境並管理轉向、煞車和停車等駕駛任務。 NOR快閃記憶體和裝置的重要性在ADAS中極為重要。
近年來，汽車應用對 NOR 快閃記憶體的需求不斷增加。一個典型的例子是 ADAS，其中 NOR 快閃記憶體的使用預計將顯著增加。 NOR 閃存在安全關鍵系統中至關重要，因此在各種 ADAS（高級駕駛員輔助系統）中極為重要。其非易失性、可編程性和速度使其成為可靠且高效的選擇。透過允許主機處理器直接從快閃記憶體執行程式碼，無需將程式碼傳輸到外部 DRAM。
ADAS 在汽車產業正在經歷顯著的市場擴張。現在許多 ADAS 應用都使用鏡頭，尤其是倒車相機，來幫助駕駛員識別附近的危險。先進的感測攝影機提供更先進的功能，例如自動避免碰撞、變換車道和停車輔助。感測相機比觀察相機需要更複雜的處理，因此高效的 SoC 對於維持這種先進技術至關重要。隨著程式規模的擴大，對高密度和高效能 NOR 快閃記憶體的需求不斷成長。
透過整合 ADAS，乘用車的安全性和舒適性需求顯著增加。這項成長主要是由美國、日本、中國和德國等已開發國家強制實施 ADAS 來保障乘客安全的政府法規所推動的。
此外，自動駕駛汽車的日益普及也推動了市場的擴張。例如，英特爾預測，到2030年，全球汽車銷售量將超過1.014億輛，而自動駕駛汽車預計到同年將佔汽車註冊量的12%左右。與此轉變並行的是，在支援 ADAS（進階駕駛輔助系統）出現的基本工具和儲存設備（例如 NOR 快閃記憶體產品）的開發方面也取得了重大進展。
亞太、北美和歐洲許多國家都實施了法規，要求車輛整合各種 ADAS 技術，以減少道路事故。例如，歐盟 (EU) 推出了「零願景」計劃，旨在到 2050 年實現零交通死亡人數。該組織的目標是到 2030 年將受傷和死亡人數減少 50%。歐盟已強制要求納入 ADAS 和自動緊急煞車等基本安全功能，創造了巨大的市場前景。

中國佔主要市場佔有率

中國汽車產業對NOR快閃記憶體的需求受到中國汽車製造業成長的推動。國內汽車製造商數量的增加以及汽車投資的增加，引發了將先進電子系統融入汽車的趨勢。這一趨勢對 NOR 快閃記憶體提出了很高的要求，以幫助能源管理、提高系統可靠性並實現汽車電子的緊湊設計。
同樣，國際能源總署（IEA）預測，在淨零情境下，到 2030 年，電動車（EV）銷量將佔汽車銷量的約 65%。為了實現這一目標，從 2023 年到 2030 年，電動車銷量需要以每年約 25% 的速度成長。 2022年，中國將佔全球新電動車註冊量的近60%。在中國，電動車佔國內汽車總銷量的佔有率將從2021年的16%增至2022年的29%，超過全國2025年銷售佔有率20%的目標。此外，到2023年，中國電動車銷量將達到800萬輛。
根據中國工業協會預測，2022年中國汽車銷量將達到近2,690萬輛，與前一年同期比較成長2.1%。這一成長標誌著 2022 年銷量連續第二年成長。隨著汽車銷售的增加，對具有先進功能的汽車的需求不斷增加，這反過來又推動了對NOR快閃記憶體的需求。
根據 OICA 的數據，汽車產量從 2019 年的 5% 成長到 2022 年的 7%。中國政府向電動車製造商提供財政獎勵以鼓勵其使用。一次充電續航里程超過400公里的純電動車可獲得12,600元人民幣（約2,000美元）的補助。續航里程在300-400公里的電動車將獲得9,100元人民幣（約1,400美元）的補貼。
汽車NOR快閃記憶體廣泛應用於智慧網聯、馬達、電池、電控系統、智慧駕駛座、新能源汽車ADAS等領域。
無人商店採用先進的電子系統和技術，依靠 NOR 快閃記憶體實現多種用途，包括管理和儲存感測器資料以及為即時決策演算法提供支援。
例如，2024年3月，提供人工智慧和網路技術的百度公司在武漢推出了一年365天24小時的機器人計程車服務“Apollo Go”，代表了中國自動駕駛產業。此舉是百度擴大其自動駕駛叫車服務平台策略努力的一部分。因此，這些功能需要NOR快閃記憶體來存儲軟體/應用程式，從而增加了對NOR快閃記憶體的需求。

NOR快閃記憶體產業概覽

汽車產業的 NOR 快閃記憶體市場是半固體的，主要企業包括華邦電子公司、旺宏國際、英飛凌科技公司、美光科技公司和兆易創新公司。市場參與者正在採用合作夥伴關係和收購來加強其產品供應並獲得永續的競爭優勢。

2024年3月－聚辰宣布推出最新Nor Flash功能安全解決方案，為汽車產業帶來一場科技革命。聚辰最新的Nor Flash功能安全解決方案融合了成熟的技術和嚴格的品管標準，以實現更高的安全性和可靠性。
2023 年 9 月 - 旺宏國際宣布其 OctaFlash 記憶體系列已獲得 SGS TUV Saar 頒發的 ISO 26262 ASIL D（汽車安全完整性等級）認證。這項 ISO 26262 ASIL D 認證反映了 Macronix 在將 OctaFlash 發展為汽車市場強大的快閃記憶體解決方案方面所取得的持續成功，在最大限度地提高車輛功能安全方面發揮了關鍵作用。

其他福利

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

NOR flash is a memory and one of the types of non-volatile storage technologies. It is used for applications where individual bytes of data need to be written and read. The products are built to offer lower memory densities compared to NAND and enhance the power consumption in end-user devices.
Conventional automotive technology development usually emphasizes speed, safety, comfort, and energy-saving ability; however, the current focus has gradually shifted to developing a more innovative model capable of using new energy. As a mobile device on the road, the car used to be a separate individual without any interaction with any external device.
However, with the rapid development of mobile networks, this barrier has broken through, and the vehicle is no longer simply an isolated device on the road. The remote control of a car, or even the communication between vehicles or cars and devices (such as traffic signals,) is in the foreseeable future. The story of the Smart Car can be traced back to the early 90s and the Swiss watch company Swatch, where inventor Nicolas Hayek was interested in the idea of developing an efficient and urbanized vehicle. He initially brought the idea to Volkswagen.
Thus, many EV manufacturers, such as BYD, Tesla, Nio, Xpeng, and Huawei, have been investing in smart car technologies, seeing them as major selling points for their EVs. Recently, in January 2024, Chinese electric vehicle (EV) giant BYD launched its Xuanji smart car system, seeking to catch up with rivals with functions such as automated parking and voice recognition.
Research and development costs are expected to increase with the growing end-user requirements for NOR flash memory. Vendors like Micron have invested USD 15 billion in constructing a new fabrication facility for memory manufacturing in Boise, Idaho.
In addition, the company is also planning to co-locate the new manufacturing fab with Micron's R&D center at the company's headquarters to enhance the technology deployment and improve time to market with operational efficiency to cater to industries like automotive, data centers, and memory applications in artificial intelligence and 5G. This indicates the costly research, development, and fabrication setup and drives the challenges.
Governments worldwide have been printing money and adopting quantitative easing measures to stimulate economies. This has worked over the past few years, but with looming inflation concerns, all those stimulus measures in the past might not work this time. The chip industry is in a super cycle, a period of prolonged expansion driven by robust demand.
At the same time, COVID-19 disruptions have brought wide-ranging rises in the cost of everything from logistics to raw materials. The sudden outbreak of the Russian invasion of Ukraine has sparked huge fluctuations in energy and materials markets, further adding to inflationary pressure. For instance, Macronix International Co., Ltd. NOR revenue in Q4 2023 declined by 29% compared to the same period in the previous year(2022) due to ongoing geopolitical tensions, war, and increased inflation.

NOR Flash Memory Market Trends

ADAS to be the Fastest Growing Application

Advanced driver-assistance systems (ADAS) utilize technologies to aid drivers in safely operating a vehicle. By utilizing a human-machine interface, ADAS enhances both car and road safety. These systems rely on automated technology, including sensors and cameras, to identify potential obstacles or driver mistakes and react appropriately. ADAS empowers a vehicle to understand its environment and manage driving tasks like steering, braking, parking, etc. The importance of NOR Flash memory and devices is crucial in ADAS.
The need for NOR flash memory in automotive applications has increased recently. A prime example of this is ADAS, where the utilization of NOR Flash is projected to increase significantly. NOR flash memory is crucial in various advanced driver-assistance systems (ADAS) as it is integral to safety-critical systems. Its non-volatile nature, programmability, and speed make it a dependable and efficient choice. Allowing the host processor to run code directly from the flash memory eliminates the need to transfer it to an external DRAM.
ADAS has experienced a significant market expansion in the automotive industry. Currently, numerous ADAS applications use cameras, particularly backup cameras, to aid drivers in recognizing nearby dangers. Advanced sensing cameras offer even more sophisticated features, such as automated collision avoidance, lane changing, parking assistance, etc. Since sensing cameras necessitate more intricate processing than viewing cameras, highly efficient SoCs will be essential to sustain this advanced technology. The need for NOR Flash memory that offers both high density and high performance will persistently rise alongside the expansion in program size.
The rise in demand for safety and comfort in passenger cars due to the integration of ADAS has been significant. This growth is primarily fueled by government regulations in developed countries like the United States, Japan, China, and Germany mandating the implementation of ADAS for passenger safety.
Moreover, the increasing popularity of autonomous vehicles is also driving market expansion. For example, Intel predicts global car sales will exceed 101.4 million units by 2030, with autonomous vehicles expected to represent around 12% of car registrations by the same year. Alongside this shift, there has been a noticeable advancement in the development of essential tools and memory devices like NOR flash products to support the emergence of advanced driver assistance systems (ADAS).
Many countries in Asia Pacific, North America, and Europe have enforced rules mandating the integration of different ADAS technologies in cars to reduce road accidents. For instance, the European Union has introduced Vision Zero, a project to eliminate road fatalities by 2050. The governing body aims to decrease injuries and deaths by 50% by 2030. It has made it compulsory to include essential safety features like ADAS and automatic emergency braking, creating substantial market prospects.

China to Hold Major Market Share

The demand for NOR flash memory in China's automotive industry is fueled by the country's growing automotive manufacturing sector. The increasing number of domestic automotive manufacturers and rising investments in automobiles are leading to the trend of incorporating advanced electronic systems into automobiles. This trend results in a higher requirement for NOR flash memory, which aids energy management, improves system dependability, and allows for compact designs in automotive electronics.
Similarly, the International Energy Agency (IEA) has projected that electric vehicle (EV) sales will make up approximately 65% of total car sales by 2030 in the Net Zero Scenario. To achieve this, there should be an annual growth rate of around 25% in EV sales from 2023 to 2030. China accounted for nearly 60% of all new electric car registrations worldwide in 2022. Within China, the proportion of electric cars in total domestic car sales increased from 16% in 2021 to 29% in 2022, surpassing the national target of a 20% sales share by 2025. Also, in 2023, Eight million electric vehicles were sold in China.
According to the CAAM (China Association of Automobile Manufacturers), in 2022, the total number of vehicle sales in China reached nearly 26.9 million, representing a 2.1% growth from the year before. This growth indicates the second consecutive year of increasing sales in 2022. As automotive sales increase, the demand for automobiles with advanced features grows, consequently driving the demand for NOR flash memory.
According to OICA, the motor vehicle production grew from 5% in 2019 to 7% in 2022. The Chinese government offers financial incentives to electric vehicle manufacturers to encourage their use. Vehicles that are completely electric and can travel over 400 km on a single charge qualify for subsidies of RMB 12,600 (around USD 2000). Electric vehicles ranging from 300-400 km are eligible for subsidies of RMB 9100 (approximately USD 1400).
The automotive NOR flash memories are extensively utilized in intelligent networking, motors, batteries, electronic control systems, intelligent cockpits, and ADAS for new energy vehicles.
Autonomous vehicles incorporate advanced electronic systems and technologies that rely on Nor flash memory for various purposes, such as managing and storing the sensor data and facilitating real-time decision-making algorithms.
For instance, in March 2024, Baidu Inc., a provider of AI and internet technologies, introduced a 24/7 robot taxi service called Apollo Go in Wuhan, representing China's autonomous driving industry. This move is part of Baidu's strategic efforts to expand its autonomous ride-hailing service platform. Thus, these features require NOR flash memory for storing software applications, contributing to the demand for NOR flash memory.

NOR Flash Memory Industry Overview

The NOR flash memory market for the automotive industry is semi-consolidated with the presence of significant players like Winbond Electronics Corporation, Macronix International Co. Ltd, Infineon Technologies AG, Micron Technology Inc., and Gigadevice Semiconductor Inc. Players in the market are adopting partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

March 2024 - Giantec announced the launch of the latest Nor Flash functional safety solution, bringing a technological revolution to the automotive industry. Giantec's latest Nor Flash functional safety solution incorporates developed technology and strict quality control standards for higher safety and reliability.
September 2023 - Macronix International Co. Ltd announced that its OctaFlash memory line has received ISO 26262 ASIL D (Automotive Safety Integrity Level) certification from SGS TUV Saar, ensuring makers of automotive electronic systems that OctaFlash meets the highest level of safety in automotive electronics. This ISO 26262 ASIL D certification reflects how Macronix is building on our success both in OctaFlash's evolution as a powerful Flash-storage solution for the automotive market and in playing a key role in maximizing the functional safety of vehicles.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

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 Threat of New Entrants
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Bargaining Power of Suppliers
- 4.2.4 Threat of Substitute Products
- 4.2.5 Intensity of Competitive Rivalry
4.3 Technology Trends
4.4 Industry Supply Chain Analysis
4.5 Impact of Macro Trends in the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increasing Evolution of Smart Vehicles
- 5.1.2 High Cost of R&D and Fabrication

6 MARKET SEGMENTATION

6.1 By Density
- 6.1.1 Low (Less Than 32mb)
- 6.1.2 Medium (32mb to 128mb)
- 6.1.3 High (> 128mb)
6.2 By Application
- 6.2.1 ADAS
- 6.2.2 Infotainment
- 6.2.3 Instrument Cluster and Other
6.3 By Geography
- 6.3.1 Americas
- 6.3.2 Europe
- 6.3.3 Japan
- 6.3.4 China
- 6.3.5 Latin America
- 6.3.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles*
- 7.1.1 Winbond Electronics Corporation
- 7.1.2 Macronix International Co. Ltd
- 7.1.3 Infineon Technologies AG
- 7.1.4 Micron Technology Inc.
- 7.1.5 Gigadevice Semiconductor Inc.
- 7.1.6 Giantec Semiconductor Co.,ltd