Status of the Memory Industry 2020 – Focus on Kioxia

Yole Développement

A 360˚ analysis of the memory industry and its competitive landscape with a deep dive into Kioxia’s NAND business.



What’s new

  • Analysis of COVID-19’s impact on the stand-alone memory market: effect on demand, bit shipments, and CAPEX
  • Updated market forecast (2019 – 2025) for NAND and DRAM markets, considering COVID-19’s effect and the entrance of new players from China
  • Overview of the NOR memory business: players, growth drivers, density-dependent applications, market share, ASP, revenue, and more
  • Updated financial analysis of leading IDM companies – including Samsung, SK hynix, Kioxia, Western Digital, Micron, and Intel
  • Updated list of Chinese memory players and detailed presentation of their activities in the DRAM, NAND, NOR, and emerging NVM businesses
  • Deep dive into Kioxia’s NAND business in view of the IPO

Key features

  • Summary of the stand-alone memory market and related technologies, including NAND, DRAM, persistent memory, NOR, (NV)SRAM, emerging NVM, and more
  • Description of technical trends and challenges, scaling roadmaps, and overview of main players for standalone memory technologies
  • Breakdown of the memory market from a system point of view, detailing present and future memory needs for servers, smartphones, personal computers, enterprise/client SSDs, and vehicles
  • Profile of the most important endmarkets for stand-alone memory, i.e. datacenters, mobile, automotive, PC, and consumer electronics
  • Presentation of packaging solutions for memory devices, and description of emerging packaging technologies and market trends
  • Overview of embedded memory technology and progress towards in-memory computing applications
  • Mapping of the stand-alone memory supply chain, analysis of recent M&A and joint ventures, list of noteworthy news, and company announcements in 2019 – 2020

Report objectives

  • Provide an understanding of standalone memory technologies and applications:
    • Roadmaps with technology nodes, product development status, chip density, scaling challenges, and potential solutions
    • Memory content evolution in key systems: servers, smartphones, personal computers, vehicles, enterprise, and client SSDs
    • Main memory end-markets: datacenter, mobile, automotive, PC, and consumer electronics
  • Offer market forecasts for the standalone memory business:
    • Market forecast (2019 – 2025) for NOR, (NV)SRAM, and other technologies including PCM, MRAM, and RRAM
    • Market forecast (2019 – 2025) for NAND and DRAM, with details on capex by players, price per bit, market share, bit demand, bit shipments, wafer production, and more.
  • Detail and analyze the competitive landscape:
    • Financial analysis: key memory companies’ revenue, capex, R&D, operating costs, and margins
    • Recent mergers and acquisitions, start-up funding, and latest company news

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