市場調查報告書
商品編碼
1530779
2030 年記憶體晶片市場預測:按類型、技術、應用、最終用戶和地區分類的全球分析Memory Chips Market Forecasts to 2030 - Global Analysis By Type (Dynamic Random-Access Memory (DRAM), Static Random-Access Memory (SRAM), NAND Flash, NOR Flash and Other Types), Technology, Application, End User and By Geography |
根據Stratistics MRC預測,2024年全球記憶體晶片市場規模將達2,448億美元,預計2030年將達到5,996億美元,預測期內複合年成長率為16.1%。
儲存晶片是電子設備中存儲資料和程式碼的半導體裝置。它們是電腦、智慧型手機和其他數位系統的重要組成部分,提供揮發性和非揮發性儲存解決方案。揮發性記憶體(如 RAM)可暫時保存資料以便快速訪問,而非揮發性記憶體(如快閃記憶體)即使在電源關閉時也能保留資訊。這些晶片可實現高效的資料處理、儲存和搜尋,對於現代電子設備的功能和性能至關重要。
根據通訊的數據,預計 10 歲以上人口中 73% 的人將擁有智慧型手機,比目前使用網路的人口比例高出 7%。
家電快速成長
家用電器的快速成長正在顯著推動市場。對智慧型手機、平板電腦和穿戴式裝置的需求不斷成長正在推動記憶體技術的創新和生產。設備增強功能(例如增強的處理能力和改進的圖形)需要先進的記憶體解決方案。物聯網 (IoT) 設備和智慧家庭應用的擴展進一步推動了對高效能、大容量儲存晶片的需求,使該領域成為不斷發展的電子領域的關鍵組成部分。
技術挑戰
市場面臨規模限制、散熱問題和功耗限制等技術挑戰。克服這些問題需要先進的製造程序,從而增加複雜性和成本。此外,不斷演進的網路安全威脅需要強大的資料保護機制,並使晶片設計更加複雜。此外,技術創新的快速發展要求企業持續投資研發以保持競爭力,這使得成本控制成為一項重大挑戰。
資料爆炸和雲端處理
物聯網、人工智慧和巨量資料引發的資料爆炸正在顯著增加對儲存晶片的需求。雲端處理的成長進一步放大了這種需求,需要大量的儲存和快速的資料存取。這種擴散將導致NAND快閃記憶體體技術的進步,這對於高效的資料處理和儲存至關重要。隨著企業和消費者越來越依賴雲端服務,儲存晶片的創新對於支援可擴展的高效能運算環境並滿足各行業不斷成長的資料需求至關重要。
製造成本高
該市場的高製造成本是由多種因素驅動的,包括先進的製造流程、昂貴的原料以及對最尖端科技的需求。製造高密度記憶體晶片的複雜性需要在研發、專業設備和技術純熟勞工方面進行大量投資。此外,與維護無塵室環境和確保品管相關的成本進一步增加了整體支出。
COVID-19 大流行對市場產生了重大影響,導致供應鏈中斷並影響生產能力。隨著遠距工作和線上教育增加了對筆記型電腦和平板電腦等具有更大記憶體容量的設備的需求,需求出現了波動。然而,由於消費者購買力下降和產品發布延遲,市場也面臨挑戰。總體而言,疫情加速了數位轉型,並對市場產生了多方面的影響。
預計相變記憶體領域在預測期內將是最大的
預計相變記憶體在預測期內將是最大的。 PCM 使用硫族化物玻璃材料透過改變結晶和非晶質相之間的狀態來儲存資料,從而實現快速資料存取和高資料保存。 PCM具有擴充性和抗輻射等優點,使其適合資料中心和家用電器中的應用。其低功耗和高密度潛力使其成為傳統儲存技術的有前途的替代品。
預計汽車業在預測期內的複合年成長率最高。
預計汽車業在預測期內複合年成長率最高。這些晶片可實現更快的資料處理並提高效率,對於現代車輛的即時應用至關重要。推動市場的關鍵因素包括電動車的日益普及、連接能力和嚴格的安全法規。主要企業專注於創新和協作,以開發滿足汽車行業不斷變化的需求的尖端解決方案。
由於家電、汽車和資料中心等各行業的需求不斷增加,預計北美在預測期內將佔據最大的市場佔有率。雲端處理的日益普及和智慧型裝置的普及也促進了市場的成長。該地區的主要企業正致力於提高記憶體容量和速度,以滿足企業和消費者不斷成長的資料儲存需求。
預計亞太地區在預測期內複合年成長率最高。對智慧型手機、平板電腦和其他消費性電子產品不斷成長的需求正在推動對儲存晶片的需求。高效能和大容量儲存晶片對於增強設備功能和使用者體驗至關重要。記憶體技術的持續創新將有助於增加儲存容量並提高效能,以滿足人工智慧和5G等新興應用的需求。
According to Stratistics MRC, the Global Memory Chips Market is accounted for $244.8 billion in 2024 and is expected to reach $599.6 billion by 2030 growing at a CAGR of 16.1% during the forecast period. Memory chips are semiconductor devices that store data and program code for electronic devices. They are essential components in computers, smartphones, and other digital systems, providing both volatile and non-volatile storage solutions. Volatile memory, like RAM, temporarily holds data for quick access, while non-volatile memory, such as flash memory, retains information even when power is off. These chips enable efficient data processing, storage, and retrieval, making them crucial for the functionality and performance of modern electronic devices.
According to the International Telecommunication Union, 73% of people aged ten and over are expected to have access to a smartphone, which is 7% more than the percentage of the population that currently uses the Internet.
Rapid growth of consumer electronics
The rapid growth of consumer electronics has significantly boosted the market. Increasing demand for smartphones, tablets, and wearable devices drives innovation and production in memory technologies. Enhanced device functionalities, such as higher processing power and better graphics, require advanced memory solutions. The expansion of Internet of Things (IoT) devices and smart home applications further fuels the need for efficient and high-capacity memory chips, making this sector a critical component in the evolving electronics landscape.
Technological challenges
The market faces technological challenges including miniaturization limits, heat dissipation issues, and power consumption constraints. Advanced fabrication processes are required to overcome these issues, increasing complexity and costs. Additionally, evolving cybersecurity threats necessitate robust data protection mechanisms, further complicating chip design. The rapid pace of innovation also pressures companies to continually invest in R&D to stay competitive, making cost management a significant challenge.
Data explosion and cloud computing
The data explosion, driven by IoT, AI, and big data, has significantly increased demand for memory chips. Cloud computing's growth further amplifies this need, requiring vast storage and rapid data access. This surge leads to advancements in NAND flash technologies, essential for efficient data processing and storage. As businesses and consumers rely more on cloud services, memory chip innovation is crucial to support scalable, high-performance computing environments, meeting the escalating data demands across various sectors.
High manufacturing costs
High manufacturing costs in the market are driven by several factors, including advanced fabrication processes, expensive raw materials, and the need for cutting-edge technology. The complexity of producing high-density memory chips requires significant investment in research and development, specialized equipment, and skilled labor. Additionally, the costs associated with maintaining cleanroom environments and ensuring quality control further contribute to the overall expenses.
The COVID-19 pandemic significantly impacted the market, causing disruptions in the supply chain and affecting production capacities. Demand fluctuated as remote work and online education increased the need for devices with higher memory capacities, such as laptops and tablets. However, the market also faced challenges due to the reduced purchasing power of consumers and delays in product launches. Overall, the pandemic accelerated digital transformation, leading to a mixed impact on the market.
The phase-change memory segment is expected to be the largest during the forecast period
The phase-change memory is expected to be the largest during the forecast period. It uses chalcogenide glass materials to store data by changing states between crystalline and amorphous phases, enabling high-speed data access and greater data retention. PCM offers benefits such as scalability and resistance to radiation, making it suitable for applications in data centers and consumer electronics. Its potential for lower power consumption and high density positions it as a promising alternative to traditional memory technologies.
The automotive segment is expected to have the highest CAGR during the forecast period
The automotive segment is expected to have the highest CAGR during the forecast period. These chips provide faster data processing and improved efficiency, essential for real-time applications in modern vehicles. Key factors driving the market include the rising adoption of electric vehicles, connectivity features, and stringent safety regulations. Major players are focusing on innovation and collaboration to develop cutting-edge solutions, catering to the evolving needs of the automotive industry.
North America is projected to hold the largest market share during the forecast period due to rising demand in various sectors, including consumer electronics, automotive, and data centers. The increasing adoption of cloud computing and the proliferation of smart devices also contribute to the market's growth. Key players in the region focus on enhancing memory capacity and speed, catering to the growing data storage needs of businesses and consumers.
Asia Pacific is projected to hold the highest CAGR over the forecast period. The growing demand for smartphones, tablets, and other consumer electronics drives the need for memory chips. High-performance and larger-capacity memory chips are essential for enhancing device functionality and user experience. Continuous innovation in memory technologies contributes to increased storage capacities and improved performance, meeting the needs of emerging applications like AI and 5G.
Key players in the market
Some of the key players in Memory Chips market include Samsung Electronics Co., Ltd., Intel Corporation, Toshiba Corporation, Infineon Technologies AG, Qualcomm Incorporated, NXP Semiconductors N.V., Cypress Semiconductor Corporation, STMicroelectronics N.V., Microchip Technology Inc., Renesas Electronics Corporation, Fujitsu Limited,, Dialog Semiconductor PLC,, Texas Instruments Incorporated and Kingston Technology Corporation.
In April 2024, Microchip Technology has acquired Neuronix AI Labs to expand its capabilities for power-efficient, AI-enabled edge solutions deployed on field programmable gate arrays (FPGAs).
In March 2024, The Biden-Harris Administration announced that Intel and the U.S. Department of Commerce have signed a non-binding preliminary memorandum of terms (PMT) for up to $8.5 billion in direct funding to Intel for commercial semiconductor projects under the CHIPS and Science Act.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.