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1630177

電阻RAM：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Resistive RAM - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
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

電阻式 RAM 市場預計在預測期內複合年成長率為 29.9%

電阻式RAM-市場-IMG1

主要亮點

  • 此外，世界不同地區擴大採用穿戴式設備和人工智慧設備等感測器技術，推動了對高速資料傳輸和高儲存密度的需求，極大地促進了電阻式隨機存取記憶體市場的成長它帶來了機會和可能性。
  • 此外，多家記憶體公司正在投資 ReRAM 技術。例如，去年四月，非揮發性記憶體技術供應商 CrossBar Inc. 宣布將其 ReRAM 技術用於安全儲存和處理，其中抵抗逆向工程和物理攻擊是我所做的系統的基本要求。該公司的技術目前可用於需要更高等級內容安全性的記憶體應用。
  • 電阻式隨機存取記憶體 (ReRAM) 作為非揮發性記憶體 (NVM) 的替代品越來越受歡迎，尤其是在效能和能源效率不斷提高的雲端和資料中心中。 ReRAM 技術實現了 64pJ/單元程式能量，比 NAND 提高了 20%，可滿足用戶透過視訊串流等加值服務以及透過物聯網 (IoT) 的機器對資料日益成長的需求，同時展示更低的讀取延遲和更快的寫入版本比閃存。此外，3D 垂直 ReRAM 陣列提供高效能記憶體子系統，可取代資料中心環境中基於 DRAM 或基於快閃記憶體的標準 SSD，從而以更小的外形規格和更低的能耗提供更快的資料處理、儲存和搜尋。
  • 然而，電阻式隨機存取記憶體成本的上升和各種技術應用的複雜性構成了阻礙預測期內市場成長的重大挑戰。
  • 此外，COVID-19 的爆發主要是由於供應鏈中斷，一些公司出現了用於製造的電感器和電容器等組件的短缺，這很可能減緩了市場的整體預期成長。然而，在接下來的幾年中，新材料的創新和引入預計將推動全球各行業對電阻式隨機存取記憶體的需求。

電阻式隨機存取記憶體 (RAM) 市場趨勢

消費性電子領域對連網型設備的需求不斷成長，推動了對 ReRAM 的需求

  • ReRAM 的運算速度比常規 RAM 更快，適用於讀取密集型應用，使其成為伺服器儲存層級記憶體的理想選擇。此外，家用電子電器對互連設備的需求不斷成長，感測器技術（包括穿戴式裝置和人工智慧設備）的使用增加，以及工業參與者的發展預計將有助於市場發展。
  • 例如，去年八月，全球能源技術營運商、全球最大的微型逆變器太陽能發電和儲存系統製造商 Enphase Energy, Inc. 開始與 Home Connect 進行新的合作。這種可存取的數位網路使得使用單一應用程式控制許多製造商的家用電子電器產品成為可能。
  • 與NAND快閃記憶體等其他非揮發性儲存技術相比，ReRAM 的主要優勢是其更快的切換速度。 ReRAM 的功耗比NAND快閃記憶體低很多。這使其成為工業、汽車和物聯網 (IoT) 應用感測器設備記憶體的理想選擇。神經形態計算是 ReRAM 的另一個潛在應用。
  • 近年來，我們看到對穿戴式裝置、物聯網和基於人工智慧的系統等連網型設備的巨大需求。這些設備中使用電阻式 RAM 來增加儲存容量。此外，隨著智慧城市和智慧家庭的出現，連接設備的數量預計將增加，對大記憶體容量伺服器的需求也預計會增加。
  • 為了滿足新的物聯網需求，多家公司正在引入連接和擴展遠端控制的創新技術，以實現即時、安全和高頻寬的物聯網應用。例如，去年 9 月，安全智慧無線創新先驅 Silicon Labs 宣布推出定義物聯網的新產品，包括 Amazon Sidewalk、Matter、Wi-SUN 和 Wi-Fi 6。創新解決方案組合，這些解決方案專注於互通性、支援多重通訊協定並顯著擴展我們強大且安全的產品組合。

亞太地區預計將佔據主要市場佔有率

  • 預計在預測期內，亞太地區將在全球變阻隨機存取記憶體市場中佔據強勢地位。中國、韓國和印度是推動亞太地區市場成長的主要國家。家用電子電器和汽車產業的崛起正在推動亞太國家對電阻式隨機存取記憶體的需求。
  • 此外，許多公司正在該地區建立資料中心，這也增加了電阻式RAM市場的需求。由於企業伺服器、資料中心、人工智慧和互聯基礎設施的成長，印度、中國和日本等新興市場將推動該地區的市場成長。
  • 中國正在發展國內積體電路產業，並計劃製造更多晶片。此外，該地區製造商的大量存在也是市場的主要貢獻因素。中國是全球一些晶圓代工廠的所在地，這些工廠在全球半導體產業中日益壯大。
  • 基於ReRAM技術的製造商投資不斷增加，推動了市場成長率。例如，專注於新型ReRAM記憶體產品及相關衍生產品研發的鑫源半導體，已成長為中國領先的新型記憶體技術公司。
  • 此外，2022年3月，富士通半導體儲存解決方案有限公司宣布推出MB85AS12MT，這是富士通ReRAM產品系列中容量最高的12Mbit ReRAM。該新產品是一款非揮發性記憶體，具有 12Mbit 的大容量，封裝尺寸約為 2mm x 3mm。

電阻式隨機存取記憶體 (RAM) 產業概述

電阻式RAM市場的競爭非常激烈，有幾家大公司進入市場。 Rambus Inc.、Panasonic Corporation、Adesto Technologies、Fujitsu Ltd 和 Crossbar Inc. 等主要公司都在該市場營運。這些領先公司專注於擴大產能並利用策略合作措施來提高市場佔有率和盈利。

2022 年 11 月，英飛凌科技將台積電的電阻式 RAM (RRAM) 非揮發性記憶體 (NVM) 技術整合到其新一代汽車微控制器中。 RRAM 是一種新興的微控制器嵌入式快閃記憶體技術，可提供汽車設計所需的可靠性，並可擴展到 28 奈米以上製程技術。該技術具有很強的抗干擾能力，無需擦除即可逐位寫入，同時提供與當前快閃記憶體技術相當的耐用性和資料保存。

為全球半導體產業開發下一代儲存技術的 Weebit Nano Limited 宣布，其電阻式隨機存取記憶體 (ReRAM) 模組將獲得全面的技術資格，該模組主要由其研發合作夥伴 CEA-Leti 製造。 。這是 Weebit ReRAM 技術的首次全面認證，也是每個半導體產品新目標製程中必須完成的重要一步。

其他好處

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

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
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 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
  • 評估 COVID-19 對產業的影響

第5章市場動態

  • 市場促進因素
    • 對物聯網、雲端運算和巨量資料的需求不斷成長
    • 自動化機器人應用需求快速成長
  • 市場限制因素
    • 技術應用的複雜性增加

第 6 章 技術概覽

  • 材料類型
    • OxRRAM
    • CBRAM
    • 奈米金屬絲
  • 解決方案類型概述

第7章市場概況

第8章市場區隔

  • 目的
    • 嵌入式（類比IC、MCU/SoC/ASIC/ASSP、記憶體內運算）
    • 獨立（快速/可靠的記憶體、程式碼/資料儲存、低延遲儲存、持久記憶體）
  • 最終用戶
    • 工業/物聯網/穿戴/汽車
    • SSD/資料中心/工作站
  • 地區
    • 美洲
    • 歐洲
    • 中國
    • 日本
    • 亞太地區（不包括中國和日本）

第9章 競爭格局

  • 公司簡介
    • Crossbar Inc.
    • 4DS Memory Limited
    • Dialog Semiconductor PLC
    • Fujitsu Semiconductor Memory Solution Limited
    • Weebit-Nano Ltd
    • Xinyuan Semiconductor（Shanghai）Co., Ltd.

第10章投資分析

第11章 投資分析市場的未來展望

簡介目錄
Product Code: 59191

The Resistive RAM Market is expected to register a CAGR of 29.9% during the forecast period.

Resistive RAM - Market - IMG1

Key Highlights

  • Further, the growing adoption of sensor technology, such as wearable and AI-enabled devices in various regions throughout the world, has boosted the demand for fast data transfers and high storage density, which in turn is providing a tremendous chance or possibility for the growth of the resistive random access memory market globally.
  • Moreover, various multiple memory companies are investing in ReRAM technology. For instance, in April last year, CrossBar Inc., a non-volatile memory technology provider, announced new applications of its ReRAM technology for usage in secure storage and processing, where resistance to reverse engineering and physical attacks is an essential requirement of the system. The company's technology is now being offered for use in memory applications requiring higher levels of content security.
  • Resistive random-access memory (ReRAM) is gaining traction as non-volatile memory (NVM) alternative, particularly in cloud and data center contexts where performance and energy efficiency are constantly improving. ReRAM technology has demonstrated lower read latency and quicker write version than flash memories while also achieving 64pJ/cell program energy, which is a 20% improvement over NAND, as the demand for data grows from users through premium services such as video streaming and from machines through the Internet of Things (IoT). In addition, the 3D vertical ReRAM arrays provide high-performance memory subsystems capable of replacing standard DRAM- or flash-based SSDs in data center environments, allowing faster data processing, storage, and retrieval in significantly smaller form factors with lower energy consumption.
  • However, the soaring costs of resistive random-access memory and the complexity in various technological applications have become crucial challenges that can hinder the market's growth throughout the forecast period.
  • Moreover, the COVID-19 pandemic is likely impeding the overall anticipated growth of the market, mainly attributed to the supply chain disruption, with several companies witnessing a scarcity of components like inductors and capacitors for manufacturing. But over the subsequent years, the innovation and implementation of new materials are expected to boost the demand for resistive random access memory in diverse verticals throughout the world.

Resistive Random Access Memory (RAM) Market Trends

Increasing Demand of Connected Devices Under Consumer Electronics Segment is Fueling the Demand for ReRAM

  • ReRAMs can compute faster than ordinary RAMs, are better for read-intensive applications, and are ideal for storage-class memory in servers. Further, rising consumer electronics demand for interconnected devices, the increasing usage of sensor technologies, including wearable and AI-enabled gadgets, and developments by industry players, are expected to contribute to market growth.
  • For instance, in August last year, Enphase Energy, Inc., a worldwide energy technology business and the world's largest producer of microinverter-based photovoltaic and storage systems launched a new collaboration with Home Connect. This accessible digital network enables home appliances of many manufacturers to be controlled with a single app.
  • Higher switching speed constitutes a principal advantage of ReRAM over other nonvolatile storage technologies such as NAND flash. ReRAM draws much less power than NAND flash. That makes it best suited for memory in sensor devices for industrial, automotive, and internet of things (IoT) applications. Neuromorphic computing is another potential application for ReRAM.
  • Over the past few years, a significant demand for connected devices, such as wearables, IoT, and AI-based systems, has been witnessed. Resistive RAMs are used in these devices to increase storage capacities. Moreover, with the upcoming smart cities and smart homes, the number of connected devices is bound to increase, which, in turn, will increase the demand for strong memory capacity servers.
  • To serve emerging IoT requirements, several companies are introducing innovations to connect and scale remote operations, bringing real-time, secure, and bandwidth-heavy IoT applications to fruition. For instance, in September last year, Silicon Labs, the pioneer in secure, smart wireless innovation for a better-connected world, unveiled a portfolio of innovative solutions that significantly expanded its interoperability-driven, multiprotocol-supporting, and robustly-secure range with new solutions to advance the breakthroughs and patterns defining the Internet of Things, such as Amazon Sidewalk, Matter, Wi-SUN, and Wi-Fi 6.

The Asia Pacific Expected to Hold a Major Share of the Market

  • The Asia Pacific is expected to have a strong position in the global resistive random access memory market over the forecast period. China, South Korea, and India are some of the major countries that drive market growth in the Asia Pacific region. The increasing consumer electronics and automotive industry primarily fuel the demand for resistive random access memory in Asia Pacific countries.
  • Moreover, many organizations are establishing data centers in this region, which will also extend the demand for the resistive RAM market. Developing nations, such as India and China, and Japan, will drive the market's growth in this region owing to the growing enterprise server, data centers, AI, and connected infrastructure.
  • China is developing its domestic IC industry and plans to make more chips. The significant presence of manufacturers in the region is also a major contributing factor to the market. China is home to several global foundries with growing clout in the global semiconductor sector.
  • The growing investments in the ReRAM technology-based manufacturers are boosting the market growth rate. For instance, Xinyuan Semiconductor, which focuses on the R&D of ReRAM's new memory products and associated derivative goods, has grown into China's leading new memory technology firm.
  • Further, in March 2022, Fujitsu Semiconductor Memory Solution Limited revealed the release of the MB85AS12MT, a 12Mbit ReRAM with the highest capacity in Fujitsu's ReRAM product line. This new invention is non-volatile storage with a high memory capacity of 12Mbit in a compact package size of about 2mm x 3mm.

Resistive Random Access Memory (RAM) Industry Overview

The Resistive RAM Market is moderately competitive and consists of several major players. Market players such as Rambus Inc., Panasonic Corporation, Adesto Technologies, Fujitsu Ltd, and Crossbar Inc., among others, are some of the major companies operating in the market. These major players are focused on expanding their production capacity and leveraging strategic collaborative initiatives to increase their market share and profitability.

In November 2022, Infineon Technologies launched TSMC's Resistive RAM (RRAM) Non-Volatile Memory (NVM) technology in its next generation of automotive microcontrollers. RRAM is an emerging embedded flash technology for microcontrollers that scales to 28nm process technologies and beyond with the reliability needed for automotive designs. The technology is more immune to interference and enables bit-wise writing without the requirement of erasing while having endurance and data retention performance comparable to current flash memory technology.

In October 2022, Weebit Nano Limited, a developer of next-generation memory technologies for the worldwide semiconductor industry, declared that it had completed the complete technology qualification of its Resistive Random-Access Memory (ReRAM) module that is mainly manufactured by its R&D partner CEA-Leti. This is the first-ever full qualification of Weebit ReRAM technology, a crucial step that must be completed for every semiconductor product on each new target process.

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 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of the Impact of COVID-19 on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for IoT, Cloud Computing, and Big Data
    • 5.1.2 Surging Demand for Application of Automation Robots
  • 5.2 Market Restraints
    • 5.2.1 Complexity in Technological Applications

6 TECHNOLOGY SNAPSHOT

  • 6.1 Material Type
    • 6.1.1 OxRRAM
    • 6.1.2 CBRAM
    • 6.1.3 Nano Metal Filament
  • 6.2 Overview of Solution Types

7 NVM MARKET OVERVIEW - Providing coverage for overall NVM (non-volatile memory) shipments. Shipments will be provided in terms of the number of equivalent 12-inch wafers, along with major trends and recent developments, etc.

8 MARKET SEGMENTATION

  • 8.1 Application
    • 8.1.1 Embedded (Analog ICs, MCU/SoC/ASIC/ASSPs, In-Memory Computing)
    • 8.1.2 Standalone (Fast/Reliable Memory, Code/Data Storage, Low-latency Storage and Persistent Memory)
  • 8.2 End-user
    • 8.2.1 Industrial/IoT/Wearables/Automotive
    • 8.2.2 SSD/Datacenters/Workstations
  • 8.3 Geography
    • 8.3.1 Americas
    • 8.3.2 Europe
    • 8.3.3 China
    • 8.3.4 Japan
    • 8.3.5 Asia-Pacific (excluding China and Japan)

9 COMPETITIVE LANDSCAPE

  • 9.1 Company Profiles
    • 9.1.1 Crossbar Inc.
    • 9.1.2 4DS Memory Limited
    • 9.1.3 Dialog Semiconductor PLC
    • 9.1.4 Fujitsu Semiconductor Memory Solution Limited
    • 9.1.5 Weebit-Nano Ltd
    • 9.1.6 Xinyuan Semiconductor (Shanghai) Co., Ltd.

10 INVESTMENT ANALYSIS

11 FUTURE OUTLOOK OF THE MARKET