查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
1630178

儲存層級記憶體：市場佔有率分析、產業趨勢、成長預測（2025-2030）

Storage Class Memory - 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

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

預計儲存層級記憶體市場在預測期間內複合年成長率為 35.6%

儲存層級記憶體-市場-IMG1

主要亮點

  • 儲存層級記憶體 (SCM) 是從磁碟機等旋轉機械儲存到固態非揮發性 RAM 過渡的關鍵元件。因此，SCM有望提供比現有SLC/MLC NAND快閃記憶體產品更高效能和更節能的解決方案。
  • 儲存級記憶體 (SCM) 的讀寫速度比NAND快閃記憶體更快。此外，它還顯著提高了對資料篡改的抵抗力，使其高度耐用。 SCM 的特點包括優於NAND快閃記憶體的優勢以及比 DRAM 更低的每 GB 成本。
  • 此外，SCM 能夠以接近記憶體的速度運行、超高的耐用性以及斷電後的持久性，因此適合延遲敏感的應用程式，例如金融交易應用程式、分析、直連儲存應用程式和資料庫。
  • 對記憶體內處理的需求擴大用於互動式資料庫查詢等巨量資料應用，這促使英特爾和其他晶片製造商增加記憶體頻寬。英特爾聲稱，當運行基於 Spark 的叢集運算框架等分析工作負載時，查詢在持久記憶體上的運行速度比在 DRAM 儲存組合上的運行速度快 8 倍。
  • 近年來資料中心應用容器的興起也增加了對持久記憶體的需求。因此，市場生態系統中的供應商正在強調更大的持久記憶體層的好處，包括提高 CPU 和伺服器利用率以及更快地交付分散式應用程式。
  • 當在非揮發性記憶體中儲存數位資料時，偵測和修正某些錯誤的機制至關重要。錯誤校正碼 (ECC) 對資料進行編碼，以便解碼器可以識別並修正資料中的錯誤。
  • 各國許多終端用戶產業受到疫情影響，各類業務陷入停頓。例如，在印度，隨著封鎖的實施，所有部門和活動都停止了。這種封鎖的實施對所有行業都產生了嚴重影響，大多數企業都遭受了損失。英特爾表示，對虛擬桌面基礎架構和虛擬儲存解決方案不斷成長的需求正在推動資料中心對儲存和記憶體產品的需求。需要增強和加速這兩種應用程式類型的儲存和記憶體功能，以應對大量員工轉移到家庭辦公室以及 COVID-19 大流行導致的數位資源使用增加的情況。英特爾非揮發性記憶體解決方案事業部第一季銷售額年增 46%，達到 13 億美元。

儲存層級記憶體市場趨勢

持久記憶體預計將顯著成長

  • 對記憶體內處理的需求擴大用於互動式資料庫查詢等巨量資料應用，推動英特爾和其他晶片製造商增加記憶體頻寬。英特爾聲稱，當運行基於 Spark 的叢集運算框架等分析工作負載時，查詢在持久記憶體上的運行速度比在 DRAM 儲存組合上的運行速度快 8 倍。
  • 近年來資料中心應用容器的興起也增加了對持久記憶體的需求。因此，市場生態系統中的供應商正在強調更大的持久記憶體層的好處，包括提高 CPU 和伺服器利用率以及更快地交付分散式應用程式。
  • 持久記憶體還可以顯著增加記憶體容量，最高可達 512 GB，同時提高效能和效率。這種效能使持久記憶體成為記憶體內、分析和內容傳遞網路等應用程式的理想選擇。
  • 持久記憶體還可以顯著增加記憶體容量，最高可達 512 GB，同時提高效能和效率。這種效能使持久記憶體成為記憶體內、分析和內容傳遞網路等應用程式的理想選擇。
  • 儲存控制器用於將硬碟和 SSD 等周邊設備連接到伺服器和電腦。控制器通常透過 PCIe 介面直接與 CPU通訊。儲存控制器的工作是將 I/O 請求轉換為可以讀取和寫入實體媒體的資料區塊。由於硬碟比主記憶體慢，因此儲存控制器還充當快取並執行硬體 RAID 等資料安全功能。
  • 2020 年 8 月，Mouser Electronics 宣布，隨著潛在應用領域對持久記憶體的需求增加，它將開始備貨英特爾傲騰持久記憶體。英特爾傲騰持久內存模組旨在提供對高容量、經濟實惠的內存的訪問，這些內存既可以用作揮發性記憶體，也可以用作持久高性能資料層。

北美佔據壓倒性的市場佔有率

  • 巨量資料分析的增加、行動寬頻和雲端運算的成長正在推動北美地區對新資料中心基礎設施的需求。該地區還看到新的參與企業和技術進入儲存和記憶體市場。
  • 根據Data Reportal顯示，2022年1月美國網路用戶數為3.072億。 2022 年初，美國總人口的 92.0% 可以上網。 2022年1月，美國約有3.072億網路用戶。當時，大約有 2.7 億人在使用社群媒體。
  • 此外，2021年第三季度，90%的美國網路用戶透過行動電話上網。此外，該國擁有數量最多的資料中心。根據Cloudscene的數據，該國總合2,751個資料中心，而排名全球第二的德國祇有484總合。由此可見，全球最大的美國資料中心市場是儲存層級記憶體的龐大市場。
  • 此外，該地區資料中心市場的投資持續成長，包括資料中心升級、擴建和新建。例如，2022年2月，Cologix與CIM集團合作在加拿大多倫多建立了一個新的資料中心。兩家合資企業的目標是在安大略省萬錦市建設和營運 TOR4，這是一個佔地 50,000 平方英尺（4,650平方公尺）、15 兆瓦的資料中心。
  • 需要低延遲、高耐用性和可靠資料一致性的策略性營運應用程式和資料庫往往會受益於持久記憶體。該技術可以加速虛擬機器（VM）儲存並為多節點分散式雲端應用提供高效能。該地區的主要企業正在積極開發最尖端科技，這為市場創造了重大機會。
  • 此外，巨量資料和物聯網在該地區的滲透預計將顯著改變下一代模組化資料中心的規模和範圍。現有的競爭迫使企業提高其 IT 可擴充性和容量。隨著資料、混合雲端和第三方資料中心外包的快速成長，貨櫃型資料中心由於在最短的時間內建立中心的靈活性而越來越受歡迎。

儲存類別記憶體行業概況

隨著三星和Panasonic等大公司佔據市場主導地位，儲存級記憶體市場正在整合。此外，SCM的製造成本較高，使得新公司難以進入市場並獲得市場佔有率。因此，預計這一趨勢將在預測期內持續下去。

  • 2022 年 8 月 - Kioxia 宣布了多項開發成果，包括針對 Linux 基金會軟體支援快閃記憶體技術的新軟體定義介面。該開放原始碼計劃與傳統 HDD通訊協定不同，引入了可更好地利用該技術的可自訂快閃儲存。 Kioxia 也宣布更新其全新 PCIe Gen 5 SSD 系列和 FL6 儲存層級記憶體 (SCM)。
  • 2022 年 3 月 - 美光科技宣布推出首款用於資料中心的垂直整合 176 層 NAND SSD。採用 NVMeTM 的美光 7450 SSD 可滿足最嚴苛的資料中心工作負載的要求，具有低於 2 毫秒 (ms) 的服務品質 (QoS) 延遲、最寬的容量範圍和大多數外形規格。

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章市場動態

  • 市場概況
  • 利用市場促進因素和市場限制因素
  • 市場促進因素
    • 透過結合 NAND 和 DRAM 來提高效能和可靠性
    • 透過添加記憶體提高計算能力
  • 市場問題
    • 製造成本高
  • 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 對產業的影響

第5章市場區隔

  • 目的
    • SSD
      • 客戶端SSD
      • 企業級SSD
    • 持久記憶
      • 資料中心
      • 工作站
  • 地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 其他

第6章 競爭狀況

  • 公司簡介
    • Crossbar Inc.
    • Hewlett Packard Enterprise
    • Everspin Technologies Inc.
    • Western Digital Corporation
    • Micron Technology Inc.
    • Samsung Electronics Co. Ltd
    • Intel Corporation
    • Toshiba Memory Holding Corporation（Kioxia）
    • MemVerge

第7章 投資分析

第8章市場的未來

簡介目錄
Product Code: 59195

The Storage Class Memory Market is expected to register a CAGR of 35.6% during the forecast period.

Storage Class Memory - Market - IMG1

Key Highlights

  • Storage Class Memory (SCM) is a critical component in the transition from rotating mechanical storage, such as disk drives, to solid-state, non-volatile RAM. As a result, SCM promises to deliver higher-performance and more energy-efficient solutions than existing SLC/MLC NAND flash products.
  • Storage Class Memory (SCM) is faster for reading and writing operations than NAND flash. Furthermore, it has higher endurance properties due to being significantly more resistant to data rewrites. SCM features include advantages over NAND flash and a lower cost per GB when compared to DRAM.
  • Furthermore, the ability to perform at near-memory speeds, as well as ultra-high endurance and persistence through power outages, makes SCM suitable for latency-sensitive applications such as financial trading applications, analytics, direct-attached storage applications, and databases.
  • The demand for in-memory processing increasingly used in Big Data applications, like interactive database queries, has prompted Intel and other chipmakers to boost memory bandwidth. When running analytics workloads, such as the Spark-based cluster computing framework, Intel claims queries run eight times faster on persistent memory than on DRAM storage combinations.
  • The rise of application containers in data centers also has boosted requirements for persistent memory in recent years. Hence, vendors present in the market ecosystem are emphasizing the advantages of larger persistent memory tiers, including increased CPU and server utilization and the faster delivery of distributed applications.
  • Moving forward, when digital data is stored in non-volatile memory, it is essential to have a mechanism for detecting and correcting specific errors. Error correction code (ECC) offers to encode data so that a decoder can identify and correct errors in the data.
  • Many end-user industries across different nations were affected by the pandemic resulting in the shutdown of various business operations. For instance, the introduction of lockdowns in India indicated shutting down all sectors and activities. These lockdown implementations lead to a massive impact on every industry, with the majority of businesses suffering losses. According to Intel, the increased need for virtualized desktop infrastructure and virtualized storage solutions is driving demand for its storage and memory products in the data center. The need to enhance and accelerate storage and memory capabilities for the two application types has come in response to the large number of workers who moved to home offices and a rise in the use of digital resources that have been prompted by the COVID-19 pandemic. Intel's Non-Volatile Memory Solutions Group saw first-quarter revenue grow 46% year-over-year to USD 1.3 billion.

Storage Class Memory Market Trends

Persistent Memory is Expected to Grow Significantly

  • Demand for in-memory processing, increasingly used in big data applications like interactive database queries, has prompted Intel and other chipmakers to boost memory bandwidth. When running analytics workloads such as the Spark-based cluster computing framework, Intel claims queries run eight times faster on persistent memory than on DRAM storage combinations.
  • The rise of application containers in data centers has also boosted requirements for persistent memory in recent years. Hence, vendors in the market ecosystem emphasize the advantages of larger persistent memory tiers, including increased CPU and server utilization and the faster delivery of distributed applications.
  • Persistent memory can also significantly increase memory capacity to up to 512 Gigabytes while providing increased performance and efficiency. This performance makes persistent memory ideal for applications such as in-memory databases, analytics, and content delivery networks.
  • Persistent memory is also capable of significantly increasing memory capacity to up to 512 Gigabytes while providing increased performance and efficiency. This performance makes persistent memory ideal for applications such as in-memory databases, analytics, and content delivery networks.
  • A storage controller was used to link peripheral devices like hard drives and SSDs to a server or computer. The controller communicates with the CPU directly, typically over the PCIe interface. The storage controller's job is to translate I/O requests into data blocks for reading and writing to and from physical media. Because hard drives are slower than main memory, the storage controller also serves as a cache and performs data security features, such as hardware RAID.
  • With the rising demand for persistent memory in potential application areas, in August 2020, Mouser Electronics announced that it is now stocking Intel Optane persistent memory. Intel Optane persistent memory modules were developed to provide access to large, affordable memory capacity that is able to act as either volatile memory or a persistent, high-performance data tier.

North America to Hold a Prominent Share in the Market

  • An increase in big data analytics, growth of mobile broadband, and cloud computing are driving the demand for new data center infrastructure in the North American region. The region also witnesses new players and technology entering the storage and memory markets.
  • According to Data Reportal, in January 2022, there were 307.2 million internet users in the United States. At the start of 2022, 92.0% of the United States' total population had internet access. In January 2022, the United States had around 307.2 million internet users. Around 270 million people were using social media at the time.
  • Further, 90% of US internet users accessed the internet via their mobile phones in the third quarter of 2021. Moreover, the country hosts the maximum number of data centers. According to Cloudscene, the country has 2,751 data centers in total, while Germany, which stood at the second-highest in the world, had only 484 data centers in total. This shows the huge difference in the data center market of the United States, which is the biggest in the world; therefore, it represents a huge market for storage-class memory.
  • Additionally, the region is witnessing continue investment in the data center market in upgradation, expansion, and new construction of data centers. For instance, in February 2022, Cologix partnered with CIM Group to create a new data center in Toronto, Canada. The two joint venture aims to build and operate TOR4, a 50,000 square foot (4,650 square meters), 15MW data center in Markham, Ontario.
  • Strategic operational applications and databases requiring low latency, high durability, and reliable data consistency tend to benefit from persistent memory. The technology can accelerate virtual machine (VM) storage and deliver higher performance to multi-node, distributed cloud applications. The region's major players are actively involved in the development of cutting-edge technology, which is opening up huge opportunities for the market.
  • Moreover, Big Data and IoT penetration in the region is expected to significantly transform the next-generation modular data centers' size and scope. With the existing competition, organizations are under pressure to evolve IT scalability and capacity. With the exponential growth of data, hybrid cloud, and outsourcing third-party data centers, containerized data centers gain traction, owing to their flexibility in installing a center within the least possible time.

Storage Class Memory Industry Overview

The market for storage-class memory is consolidated due to the presence of major players like Samsung and Panasonic, who dominate the market with their offerings. Also, as the manufacturing cost is high for SCM, the entry for new entrants and gaining market share is challenging. Hence, the trend is expected to continue in the forecast period.

  • August 2022 - Kioxia announced a number of developments, including a new software-defined interface for the Linux Foundation's Software-Enabled Flash technology. The open source project departs from legacy HDD protocols by introducing customizable flash storage that uses the technology better. Kioxia also introduced a new PCIe Gen 5 SSD family and an update to its FL6 storage class memory (SCM).
  • March 2022 - Micron Technology, Inc. announced the release of the first 176-layer NAND SSD for data centers to be vertically integrated. The Micron 7450 SSD with NVMeTM satisfies the requirements of the most demanding data center workloads with a quality-of-service (QoS) latency of fewer than two milliseconds (ms), a wide capacity range, and the most form factors. Other storage-class memory (SCM), including 3D Xpoint.

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 DYNAMICS

  • 4.1 Market Overview
  • 4.2 Introduction to Market Drivers and Restraints
  • 4.3 Market Drivers
    • 4.3.1 Increased Performance and Reliability by Combining NAND and DRAM Features
    • 4.3.2 Faster Computing Power with More Memory
  • 4.4 Market Challenges
    • 4.4.1 High Manufacturing Costs
  • 4.5 Industry Value Chain Analysis
  • 4.6 Industry Attractiveness - Porter's Five Force Analysis
    • 4.6.1 Threat of New Entrants
    • 4.6.2 Bargaining Power of Buyers
    • 4.6.3 Bargaining Power of Suppliers
    • 4.6.4 Threat of Substitute Products
    • 4.6.5 Intensity of Competitive Rivalry
  • 4.7 Impact of COVID-19 on the Industry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 SSD
      • 5.1.1.1 Client SSD
      • 5.1.1.2 Enterprise SSD
    • 5.1.2 Persistent Memory
      • 5.1.2.1 Data Center
      • 5.1.2.2 Workstation
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia Pacific
    • 5.2.4 Rest of the World

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Crossbar Inc.
    • 6.1.2 Hewlett Packard Enterprise
    • 6.1.3 Everspin Technologies Inc.
    • 6.1.4 Western Digital Corporation
    • 6.1.5 Micron Technology Inc.
    • 6.1.6 Samsung Electronics Co. Ltd
    • 6.1.7 Intel Corporation
    • 6.1.8 Toshiba Memory Holding Corporation (Kioxia)
    • 6.1.9 MemVerge

7 INVESTMENT ANALYSIS

8 FUTURE OF THE MARKET