Emerging NVM enter niche memory markets; expected to reach $ 2B by 2018. Will NVM eventually replace DRAM and NAND?HIGHER-DENSITY NVM CHIPS WILL SPAWN MANY NEW APPLICATIONS AND INCREASE THE BUSINESS TEN-FOLD IN JUST FIVE YEARSThis Yole Développement report describes why and how emerging NVM (FRAM, MRAM/STTMRAM, PCM, RRAM) will be increasingly used in various markets: Industrial & Transportation, Enterprise Storage, Smart Card, Mobiles Phones and Mass Storage.Until recently, only FRAM, PCM and MRAM were industrially produced and available in low-density chips to only a few players. Thus the market was quite limited and considerably smaller than the volatile DRAM and non-volatile Flash NAND dominant memory markets (which enjoyed combined revenues of $50B +in 2012).However, in the next five years the scalability and chip density of those memories will be greatly improved and will spark many new applications, with the following NVM market drivers explained in detail in this report:
MRAM/STTMRAM AND PCM WILL LEAD THE NVM MARKET, REACHING A COMBINED $1.6B BY 2018Market adoption of memory is strongly dependent on its scalability. This Yole report provides a precise memory roadmap in terms of technological nodes, cell size and chip density for each NVM (FRAM, MRAM/STTMRAM, PCM, RRAM). A market forecast is provided for each technology by application, units, revenues and also # of wafers. A comprehensive review of the latest technical developments of every main player is presented in order to understand the technology's status and the main technical challenges.By 2018, MRAM/STTMRAM and PCM will surely be the top two NVM on the market. Combined, they will represent a $1.6B business by 2018, and their sales will almost double each year, with double-density chips launched every two years.FeRAM will grow at a steadier growth rate (+10%/year) and will focus on industrial & transportation applications because of the low-density available. RRAM revenues won't really surge until 2018, with the availability of high-density chips of several 10’s of Gb that could replace NAND technology.GIANT MEMORY MANUFACTURERS AND START-UP COMPAGNIES COMPETE ON TECHNOLOGY DEVELOPMENTThe Memory supply chain has been highly concentrated in the last 10 years, supporting a huge price/Gb decrease (-20 to 40 %/year for NAND and DRAM). Five players (Samsung, Micron, Sk Hynix, Toshiba and Sandisk) hold 90 % of DRAM and NAND sales. These leading players will have a key role in the competitive landscape of emerging NVM. This report identifies and positions the key emerging NVM players based on the technology developed, market presence (new entrant or established memory player), and targeted markets.The supply chain dynamic is analyzed in order to understand who today's key market players are in each application and technology, and to illustrate how the competitive landscape will evolve.