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1537682

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

NOR Flash Memory - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 168 Pages | 商品交期: 2-3個工作天內

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簡介目錄

NOR快閃記憶體市場規模預計到2024年為26.9億美元，預計在預測期內（2024-2029年）複合年成長率為6.01%，並在2029年達到36億美元。

出貨量方面，預計將從2024年的44.8億台擴大到2029年的77.6億台，預測期間（2024-2029年）複合年成長率為11.63%。

NOR快閃記憶體市場

NOR快閃記憶體領域正在經歷快速成長，從汽車到家用電器的各種應用的需求不斷增加。 NOR快閃記憶體是一種記憶體，是一種非揮發性儲存技術。

主要亮點

  • 消費性電子設備長期以來一直是現代生活方式的重要組成部分。在智慧型手機、智慧電視和智慧家電需求增加的推動下，全球消費性電子市場在過去兩年重新恢復動力。
  • 然而，由於通膨上升、個人消費下降以及消費者前景惡化，預計2023年全球智慧型手機需求將較2022年顯著下降，這將給NOR快閃記憶體市場帶來壓力。由於庫存和需求增加，NOR快閃記憶體平均售價大幅下降。由於經濟成長放緩、地緣政治緊張局勢加劇以及產業季節性波動導致最終用戶消費性電子市場需求減弱，下游庫存問題蔓延至上游記憶體晶片供應商，導致產品需求下降，均影響了價格。
  • 另一方面，由於對 5G 智慧型手機的需求增加以及各國 5G 網路連接的擴展，預計市場將在 2024 會計年度略有復甦。 5G智慧型手機的普及和全球資料中心的增加將推動市場成長。考慮到快閃記憶體的性能和消費市場的吸引力，很容易理解為什麼需求正在快速成長。
  • 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。美光等供應商宣布將投資 150 億美元在愛達荷州博伊西建造一座新的記憶體製造工廠。
  • 此外，該公司計劃將新的製造工廠與其企業研發中心放在同一地點，以加強技術部署、提高營運效率並縮短上市時間。這將解決汽車、資料中心、人工智慧和 5G 記憶體應用等行業的問題。這為研發和製造流程帶來了昂貴的設置，並帶來了挑戰。
  • 展望未來，全球經濟環境仍存在高度不確定性，記憶體產業在景氣週期觸底後等待復甦。因此，預計NOR快閃記憶體的主要供應商將加強收益佔有率。

NOR快閃記憶體市場趨勢

消費電子最終用戶產業預計將佔據主要市場佔有率

  • 目前，家用電子電器領域是市場上最突出的領域之一。 NOR 快閃記憶體通常部署為嵌入式設備，用於許多行動消費產品（例如相機、穿戴式裝置和行動電話）中的程式碼執行。因此，近年來這些產品的使用量顯著增加，推動了所研究市場的需求。
  • 例如，2023年美國消費者技術擁有量和市場潛力調查發現，儘管經濟環境複雜，但約84%的美國家庭計劃在未來12個月內購買科技產品，行動電話和無線技術產品是首要的科技類別。消費者想要購買的產品。
  • 此外，智慧型手機在美國家庭中無處不在，37%的家庭計劃在明年購買新的智慧型手機，其中99%是重複購買者，這使得科技市場飽和狀態，但事實證明這是一個忠誠的市場。因此，到 2023 年，全球行動電話用戶數量將從前一年的約 86 億增加到近 89 億。根據通訊（ITU）統計，2019年合約數首次突破80億份。
  • 5G 的商業化使所研究市場的全球趨勢倍增。例如，向 5G 的重大過渡將加速對先進行動裝置的需求。根據愛立信發布的行動報告，到年終，5G行動用戶數量預計將達到53億人。
  • 此外，2023年第三季還將新增1.63億份5G契約，總合14億份。預計此類事件也將推動消費性電子產品的需求，從而促進所研究市場的成長。

預計中國將佔較大市場佔有率

  • 中國行動電子設備的成長趨勢以及物聯網等尖端技術的滲透是推動NOR快閃記憶體市場成長的因素之一。中國消費性電子產品銷售的成長正在推動NOR快閃記憶體市場的開拓。
  • 根據國務院統計，近年來，我國家電產業持續穩定成長。 2023年前7個月，這家電腦、通訊和電子製造商的利潤增加至2,763.2億元人民幣（約383.9億美元）。 2023年，行動電話產量達8.1億部，其中智慧型手機產量佔5.93億部。
  • 工業和資訊化部和財政部表示，中國計劃增加高階電子產品的供應，擴大消費，增強經濟。中國力爭2024年5G行動電話出貨量佔國內行動電話市場的85%以上。這些努力將鼓勵NOR快閃記憶體製造商開發自己的產品並支持國家經濟。
  • 國內消費需求旺盛進一步刺激電子製造業向中國集中，為物聯網產品在國內的長足發展奠定了基礎。國家主導的大量基礎設施建設支出極大地促進了中國物聯網的發展。例如，中國宣布了新型物聯網基礎設施發展三年計畫（2021-2023），目標是到2023年在主要城市完成新型物聯網基礎設施。這些努力預計將加速物聯網智慧設備的成長並推動市場成長。
  • 由於國內市場的穩定表現和巨大的潛力，中國被公認為汽車和運輸業的領導者之一。除了鞏固其作為全球最大汽車製造商的地位外，中國工業和資訊化部預計，到2025年國內汽車產量將達到3,500萬輛。此外，根據中國汽車物流市場預測，到2025年，純電動車在新能源乘用車類別中的市場佔有率預計將達到84%，從而帶動ADAS整合到純電動車等重要技術的開拓。
  • 根據中國汽車工業協會統計，2023年8月中國新能源汽車銷量84.6萬輛，其中乘用車80.8萬輛，商用電動車3.9萬輛。純電動車保有量為 55.9 萬輛，插電式油電混合車保有量為 24.8 萬輛。預計2024年，中國將達到智慧駕駛系統採用閾值。隨著AD級採用的進展，汽車的更換週期預計會變得更短。隨著供給的增加，密集的消費者教育和媒體曝光可能會加速中國消費者向智慧駕駛的轉變。

NOR快閃記憶體產業概況

NOR快閃記憶體市場由英飛凌、美光科技、兆易創新、華邦電子等主要廠商主導，並正向半固體發展。高進入障礙讓新進者舉步維艱，但現有供應商正在投資研發創新新產品。

  • 2024 年 4 月：美光科技公司宣布推出最新創新產品－美光串列 NOR 快閃記憶體。該記憶體旨在提高從汽車、工業到家用電子電器等各種應用的性能和可靠性。美光串列 NOR 快閃記憶體提供更快的讀寫速度、更多的資訊儲存容量和更高的耐用性。這項進步使得要求嚴苛的應用程式能夠快速可靠地儲存和搜尋資料。
  • 2024年2月：兆易創新與EKOM Elektronik簽署其產品銷售協議。為了滿足土耳其市場的需求並為電子產業的健康發展做出貢獻，此次合作將把Gigadevice的產品線擴展到可以取得必要突破的領域。

其他好處

  • 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
  • 產業價值鏈分析
  • 宏觀趨勢對市場的影響

第5章市場動態

  • 市場促進因素
    • 數位化的進步和以資料為中心的應用程式的出現
    • 智慧汽車的演變
  • 市場限制因素
    • 研發、製造高成本
    • 替代品的存在

第6章 市場細分

  • 按類型
    • 串行NOR快閃記憶體
    • 並行NOR快閃記憶體
  • 按最終用戶使用情況
    • 消費性電子產品
    • 通訊設備
    • 車
    • 工業的
    • 其他最終用戶用途
  • 按地區
    • 美國
    • 歐洲
    • 日本
    • 中國
    • 世界其他地區
  • 按密度分類
    • NOR 低於 2 兆位
    • 4 兆位元或更少（超過 2MB）NOR
    • 8 兆位元或更少（超過 4MB）NOR
    • 16 兆位元或更少（超過 8MB）NOR
    • 32 Mbit 及以下 (>16MB) NOR
    • 64 兆位元或更少（超過 32MB）NOR
    • 其他密度

第7章 競爭格局

  • 公司簡介
    • Infineon Technologies AG
    • Micron Technology Inc.
    • GigaDevice Semiconductor Inc.
    • Macronix International Co. Ltd
    • Winbond Electronics Corporation
    • Integrated Silicon Solution Inc.
    • Microchip Technology Inc.
    • Renesas Electronics Corporation
    • Elite Semiconductor Microelectronics Technology Inc.
    • Wuhan Xinxin Semiconductor Manufacturing Co. Ltd（XMC）

第8章 供應商市場佔有率

第9章投資分析

第10章市場機會與未來趨勢

第11章價格分析價格分析

簡介目錄
Product Code: 90646

The NOR Flash Memory Market size is estimated at USD 2.69 billion in 2024, and is expected to reach USD 3.60 billion by 2029, growing at a CAGR of 6.01% during the forecast period (2024-2029). In terms of shipment volume, the market is expected to grow from 4.48 billion units in 2024 to 7.76 billion units by 2029, at a CAGR of 11.63% during the forecast period (2024-2029).

NOR Flash Memory - Market

The NOR flash memory sectors are witnessing a rapid growth rate due to their demand growth in various applications from automotive to consumer electronics. NOR flash is a memory and one of the types of non-volatile storage technologies.

Key Highlights

  • Consumer electronics devices have long been an integral part of modern lifestyles. Driven by the increasing demand for smartphones, smart TVs, and smart home appliances, the global consumer electronics market has regained its momentum over the past two years.
  • However, the worldwide smartphone demand observed a noteworthy decline in 2023 compared to 2022 due to ongoing inflation, decreased consumer spending, and a weaker consumer outlook, which is expected to hamper the NOR flash memory market. The ASP of NOR flash declined significantly owing to growing stockpiles and demand. Due to weak demand in the end-user consumer electronics market as a result of sluggish economic growth, rising geopolitical tensions, and seasonal fluctuations in the industry, downstream inventory issues trickled to upstream memory chip suppliers, impacting both product demand and prices.
  • On the contrary, the market is expected to recover slightly in FY 2024 owing to increased demand for 5G smartphones and growing 5G network connectivity across the nations. The increased proliferation of 5G smartphones and an increasing number of data centers worldwide drive the market's growth. Given the capabilities and attractiveness of flash memory to the consumer market, it is clear why demand for it has rapidly grown.
  • Research and development costs are anticipated to increase with the growing end-user requirements for NOR flash memory. Vendors such as Micron announced an investment of USD 15 billion to build a new fabrication facility for memory manufacturing in Boise, Idaho.
  • Moreover, the company plans to co-locate the new manufacturing fab with Micron's R&D center at its headquarters to enhance technology deployment and improve time to market with operational efficiency. This will cater to industries like automotive, data centers, and memory applications in artificial intelligence and 5G. This indicates the costly setup for the research and development and fabrication process and drives the challenges.
  • Looking forward to the future, the global economic environment is still highly uncertain, and the memory industry is waiting to bounce back after bottoming out in the business cycle. Thus, major suppliers of NOR flash memory are working toward strengthening their R&D and increasing their revenue share for automotive products, especially EVs, as the direction of these trends is not expected to change due to geopolitical tensions or market downturns.

NOR Flash Memory Market Trends

Consumer Electronics End-user Industry Segment is Expected to Hold Significant Market Share

  • Currently, the consumer electronics segment is one of the most prominent segments in the market. NOR flash is often deployed as an embedded device for code execution in many portable consumer products, such as cameras, wearables, or mobile phones. As such, the significant growth in the usage of these products in recent years is driving the demand for the market studied.
  • For instance, according to the 2023 US Consumer Technology Ownership and Market Potential Study, despite complex economic times, about 84% of US households make plans to purchase tech products in the next 12 months, with mobile and wireless tech products leading the categories of tech products that consumers want to buy.
  • Moreover, smartphones are omnipresent in US households, and 37% of households plan to buy a new smartphone in the next 12 months, out of which 99% will be repeat buyers, indicating a saturated but loyal technology market. As a result, in 2023, there were almost 8.9 billion mobile phone subscriptions worldwide, up from around 8.6 billion the previous year. The number of subscriptions exceeded 8 billion for the first time in 2019, according to the International Telecommunication Union (ITU).
  • The commercialization of 5G proliferates global trends in the market studied. For instance, the significant transition toward 5G accelerates the demand for advanced mobile devices. According to the Ericsson Mobility Report released, 5G mobile subscriptions are anticipated to reach 5.3 billion by the end of 2029.
  • Further, during the third quarter of 2023, 163 million 5G subscriptions were added to make up a total of 1.4 billion. Such events are also expected to drive the demand for consumer electronics, thereby boosting the growth of the market studied.

China is Expected to Hold a Major Market Share

  • The rising trend of portable electronic devices and the penetration of advanced technologies, such as IoT, in China are among the factors driving the growth of the NOR flash memory market. The increase in consumer electronics sales in China is escalating the development of the NOR flash market.
  • According to the State Council, China's consumer electronics industry has grown steadily over the past few years. In the first seven months of 2023, computer, communications, and electronic device manufacturers saw their profits rise to CNY 276.32 billion (about USD 38.39 billion). In 2023, mobile phone production reached 810 million units, including 593 million smartphones.
  • The Ministry of Industry and Information Technology and the Ministry of Finance stated that China plans to surge the supply of high-end electronic devices to increase consumption and strengthen the economy. China will strive to ensure that 5G mobile phone shipments account for over 85% of the domestic mobile phone market by 2024. These initiatives will encourage NOR Flash memory manufacturers to develop in-house and support the country's economy.
  • The concentration of electronics manufacturing in China has laid a foundation for the substantial development of IoT products in the country, further stimulated by high domestic consumer demand. Heavy state-led spending on enabling infrastructure has a great advantage on IoT development in China. For instance, China announced a three-year plan for new IoT infrastructure development (2021-2023), aiming to complete new IoT infrastructure in major cities by 2023. These initiatives are expected to fuel the growth of IoT-enabled smart devices and facilitate the market's growth.
  • China has been recognized as one of the leaders in the automobile and transport industry due to the consistent performance of the national market and its immense potential. In addition to strengthening its position as the world's largest car manufacturer, the Chinese Ministry of Industry and Information Technology projects that domestic vehicle production will reach 35 million by 2025. Furthermore, it is projected that by 2025, the market share of BEVs in a new energy passenger car category will be 84% and lead to significant technical developments, such as integrating ADAS into BEVs based on projections from the Chinese automotive logistics market.
  • According to CAAM, China's new energy vehicle sales amounted to 846,000 units, 808,000 of which were passenger EVs, and 39,000 were commercial electric vehicles during August 2023. Sales of BEVs and PHEVs were 559,000 and 248,000 vehicles, respectively. China is expected to have reached a threshold for adopting smart driving systems by 2024. Increased adoption of AD levels could shorten the vehicle replacement cycle, which is scheduled to be shorter. Intensive consumer education and media exposure, which will accelerate the shift of Chinese consumers toward intelligent driving, is likely to accompany a rise in supply.

NOR Flash Memory Industry Overview

The NOR flash memory market is semi-consolidated, with major vendors such as Infineon, Micron Technology, GigaDevice Semiconductor (Beijing) Inc., and Winbond Electronics Corporation dominating it. High entry barriers make it tough for new players to enter the market, but existing vendors are investing in the research and development of new and innovative products.

  • April 2024: Micron Technology Inc. announced the launch of its latest innovation, the Micron Serial NOR Flash Memory. It is designed to improve the performance and reliability of various applications, e.g., from automotive and industrial to consumer electronics. Micron Serial NOR Flash Memory offers substantial reading and writing speed improvements, more information storage capacity, and improved endurance. This advancement allows it to be used for demanding applications in which data is stored and retrieved quickly and reliably.
  • February 2024: GigaDevice Semiconductor signed an agreement with EKOM Elektronik to distribute its products. To meet the needs of Turkey's market and contribute to healthy growth in the electronics sector, this partnership would extend GigaDevice's product line into areas where it can make necessary breakthroughs.

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 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 Industry Value Chain Analysis
  • 4.4 Impact of Macro Trends in the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Digitalization and Emergence of Data-centric Applications
    • 5.1.2 Increasing Evolution of Smart Vehicles
  • 5.2 Market Restraints
    • 5.2.1 High Cost of R&D and Fabrication
    • 5.2.2 Availability of Substitutes

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Serial NOR Flash
    • 6.1.2 Parallel NOR Flash
  • 6.2 By End-user Application
    • 6.2.1 Consumer Electronics
    • 6.2.2 Communication
    • 6.2.3 Automotive
    • 6.2.4 Industrial
    • 6.2.5 Other End-user Applications
  • 6.3 By Geography
    • 6.3.1 Americas
    • 6.3.2 Europe
    • 6.3.3 Japan
    • 6.3.4 China
    • 6.3.5 Rest of the World
  • 6.4 By Density
    • 6.4.1 2 MEGABIT and LESS NOR
    • 6.4.2 4 MEGABIT and LESS (>2 MB) NOR
    • 6.4.3 8 MEGABIT and LESS (>4 MB) NOR
    • 6.4.4 16 MEGABIT and LESS (>8 MB) NOR
    • 6.4.5 32 MEGABIT and LESS (>16 MB) NOR
    • 6.4.6 64 MEGABIT and LESS (>32 MB) NOR
    • 6.4.7 Other Densities

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 Infineon Technologies AG
    • 7.1.2 Micron Technology Inc.
    • 7.1.3 GigaDevice Semiconductor Inc.
    • 7.1.4 Macronix International Co. Ltd
    • 7.1.5 Winbond Electronics Corporation
    • 7.1.6 Integrated Silicon Solution Inc.
    • 7.1.7 Microchip Technology Inc.
    • 7.1.8 Renesas Electronics Corporation
    • 7.1.9 Elite Semiconductor Microelectronics Technology Inc.
    • 7.1.10 Wuhan Xinxin Semiconductor Manufacturing Co. Ltd (XMC)

8 VENDOR MARKET SHARE

9 INVESTMENT ANALYSIS

10 MARKET OPPORTUNITES AND FUTURE TRENDS

11 PRICING ANALYSIS