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市場調查報告書
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1640640

下一代記憶體：市場佔有率分析、行業趨勢和統計、成長預測（2025-2030 年）

Next Generation 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

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簡介目錄

下一代記憶體市場規模預計在 2025 年達到 89.7 億美元，在 2030 年達到 319.2 億美元，預測期內（2025-2030 年）的複合年成長率為 28.9%。

下一代記憶體市場-IMG1

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。這一因素與企業儲存日益成長的需求一起，是推動所調查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的記憶體和儲存的需求。舊的記憶體系統已無法滿足不斷成長的資料量、更大的頻寬需求以及新系統的速度。
  • 隨著對通用儲存設備的需求不斷成長，大多數新儲存技術都旨在成為通用儲存設備，以更優越的技術取代層次結構中的某個成員。高階筆記型電腦使用固態快閃記憶體晶片代替笨重的機械硬碟，並且使用雲端而不是磁帶驅動器進行備份。最近，英特爾推出了採用 3D XPoint 技術的近乎通用的記憶體 Optane。這主要是具有非揮發性記憶體的快閃記憶體驅動器，其速度足夠快，可以充當 RAM。
  • MRAM、STT-RAM、FRAM、相變記憶體 (PCM) 和 ReRAM 等新興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，它們可能是未來儲存技術的潛在補充。此外，下一代資訊娛樂系統和 ADAS 實現將結合 DRAM 記憶體技術，從而提供更高的效能和低耗電量。
  • 此外，企業儲存應用的需求不斷成長也推動著市場的發展。銀行、金融服務和整合服務 (BFSI) 等終端用戶產業正在大力投資物聯網技術並獲得豐厚的財務回報。例如，嵌入式MRAM 是物聯網等應用領域的一項很有前景的技術。而其他新一代記憶體如 3D Xpoint 的傳輸速度將比目前的 SSD 快很多倍。
  • 考慮到不斷成長的需求，該市場中的供應商不斷專注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，其速度是原來的兩倍，容量是迄今為止最大的。下一代晶片旨在滿足資料中心和人工智慧應用日益成長的需求。
  • 但在極端環境條件下缺乏穩定性限制了市場。儘管最近技術取得了進步，但這些儲存設備的耐用性和可靠性極易受到惡劣環境條件的影響。例如，儲存設備受到的熱應力越大，損壞的風險就越大，這給市場成長帶來了挑戰。
  • COVID-19 疫情對受調查市場的成長產生了顯著影響。然而，在疫情過後，供應鏈中斷的情況將得到改善，對新IT基礎設施的投資將增加，數位技術的採用也將增加，這將對需求產生積極影響。 。

下一代記憶體市場趨勢

資訊科技應用將佔據市場主要佔有率

  • 隨著業務規模的擴大，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，印度的IT和BPM產業預計將從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 產業的總收入預計將在 2022 年達到 2,270 億美元，在 2023 年達到 2,450 億美元。這段時期整體呈現上升趨勢，主要由於外國公司外包業務的大量湧入。
  • 儘管現在許多客戶端設備都使用固態儲存技術，但全球幾乎每個資料中心仍存在數億個硬碟 (HDD)。在熱輔助磁記錄 (HAMR) 技術的幫助下，未來幾年 HDD 應該能夠儲存更多的資料。
  • 雖然 HDD 媒體仍然是儲存產業的暢銷產品，但在過去幾年中，Flash 和 SSD 的採用迅速成長。資料的快速成長正在推動媒體對該領域的大量投資。供應商定期推出新產品，以保持技術的相關性並為新的應用做好準備。例如，領先的記憶體技術供應商西部數據於 2022 年 10 月宣布推出新的 SSD 驅動器，擴大了其 NVMe SSD 產品組合。這款新型 SSD 瞄準的是硬核心遊戲領域。
  • 此外，資料中心對支援 IT 產業儲存需求的需求不斷成長，為相關市場創造了成長機會。儘管北美擁有最多的資料中心，但資料中心的投資也受到其他地區不斷成長的需求的推動。這也為其他地區創造了成長機會。

北美佔很大佔有率

  • 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產生的大量資料需要更有效率的處理系統。這些因素正在推動該地區對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以雲端和網路邊緣為核心。根據英特爾安全公司的研究，採用混合雲端服務的企業數量增加了兩倍。雲端供應商正在使雲端更加安全，為企業提供更好、更可靠的系統，這是一個巨大的優勢。
  • 該地區政府支持數位基礎設施的各種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)，旨在整合該國許多資料中心，為其公民提供更好的服務，同時提高納稅人的投資報酬率。作為整合的一部分，將建立更大的資料中心，並關閉表現不佳的資料。預計這將為市場創造成長機會。
  • 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，光在美國就將建置2,701個資料中心。
  • 隨著資料中心投資的穩定成長，北美地區預計將繼續成為下一代記憶體供應商的首選目的地。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 宣布將額外投資 9 億加元（7.211 億美元）擴大其加拿大業務。作為該投資計畫的一部分，該公司將在蒙特婁建造第三個校區，並擴大其在魁北克市和蒙特婁現有的兩個校區。

下一代記憶體產業概況

下一代記憶體市場競爭激烈且分散，有多家主要企業。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實力所獲得的持續競爭優勢。這是一個資本密集型市場，因此退出障礙較高。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具有突破性的圖形雙倍資料速率 7 (GDDR7) DRAM。這項令人矚目的成就將主要集中在今年為特定客戶檢驗其在下一代系統上的有效性。預計這些發展將對圖形市場的成長做出重大貢獻，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 展現出驚人的 1.5Terabyte每秒 (TBps) 的頻寬，比 GDDR6 效能高 1.4 倍，每針速度高達 32Gbps。
  • 2023年5月，美光科技表示，計劃在日本政府的支持下，未來幾年在日本投資高達5,000億日圓（36億美元），擴大其在下一代儲存晶片領域的業務。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。這也與將先進晶片技術引入日本的努力相契合，尤其是在美國關係緊張加劇的情況下。

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
  • 研究範圍

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
    • 買家的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭強度
  • COVID-19 市場影響

第5章 市場動態

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

第6章 市場細分

  • 依技術分類
    • 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博覽會
      • 奈米RAM
      • 其他非揮發性技術（相變 RAM、STT-RAM、SRAM）
    • 揮發性
      • 混合記憶體立方體 (HMC)
      • 高頻寬記憶體 (HBM)
  • 按應用
    • BFSI
    • 消費性電子產品
    • 政府
    • 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
    • 中東和非洲

第7章 競爭格局

  • 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：未來市場展望

簡介目錄
Product Code: 56153

The Next Generation Memory Market size is estimated at USD 8.97 billion in 2025, and is expected to reach USD 31.92 billion by 2030, at a CAGR of 28.9% during the forecast period (2025-2030).

Next Generation Memory - Market - IMG1

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