Status of the Memory Industry 2022

Yole Développement

Despite global challenges, the market will grow over $260B in 2027. Memory demand will remain stubbornly resilient and new solutions will enable relentless technology scaling

Key features

  • Summary of the stand-alone memory market and related technologies, including NAND, DRAM, NOR Flash, (NV)SRAM, emerging NVM, and more
  • Description of technical trends and manufacturing challenges, scaling roadmaps and players’ dynamics with a special focus on China
  • Overview of solid-state drives (SSDs) and memory modules with their key protocols and interfaces such as DDR5, HBM2E and CXL
  • Breakdown of the memory market from a system point of view, detailing present and future memory needs for servers, smartphones, personal computers, SSDs, and vehicles
  • Mapping of the stand-alone memory supply chain, analysis of M&A and joint ventures, and list of noteworthy news
  • Overview of embedded memory technology and progress towards in-memory computing applications

What’s new

  • Analysis of the challenges and prospects for the transition from planar to monolithic 3D DRAM
  • Overview of technologies and players involved in persistent memory, processing-in-memory (PIM) and computational storage
  • Discussion on the opportunities of wafer-to-wafer bonding for next-generation NAND, DRAM, and HBM technologies
  • 2021 financial analysis of IDM memory companies – including Samsung, SK hynix, Kioxia, Western Digital, Micron, and Intel
  • Update on the NOR Flash memory business: key players, growth drivers, applications, market share, revenue, and more
  • Update on the Chinese memory business: technology roadmaps, investments, and recent activities, including the financial restructuring of Tsinghua Unigroup

Product objectives

  • Present an overview of the stand-alone memory market:Present an overview of the stand-alone memory market:
    • NAND, DRAM, NOR Flash, 3D XPoint, (NV)SRAM, and more
    • Competitive landscape, activities, and strategies of key market players
  • Provide an understanding of stand-alone 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 stand-alone memory business:
    • Market forecast for 2021-2027 for NOR, (NV)SRAM, and other technologies including emerging NVM
    • Market forecast for 2021-2027 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
    • Supply chain mapping from materials/equipment manufacturers to storage drive and memory module makers

Cet article vous a plu ?

Partagez-le sur vos réseaux sociaux