Cover Image
市場調查報告書

全球和中國的記憶體產業報告 (2014∼2015年)

Global and China Memory Industry Report, 2014-2015

出版商 ResearchInChina 商品編碼 210298
出版日期 內容資訊 英文 95 Pages
商品交期: 最快1-2個工作天內
價格
Back to Top
全球和中國的記憶體產業報告 (2014∼2015年) Global and China Memory Industry Report, 2014-2015
出版日期: 2015年05月29日 內容資訊: 英文 95 Pages
簡介

中國為全球最大的記憶體市場,每年自韓國進口相當數十億美元的記憶體。中國政府想改變這個情形,不過,面臨許多困難。中國的基礎產業技術和基礎科學技術相對落後,關於半導體差台灣10年以上。還有半導體產業的收益率因為比金融機關方面的期望值低,中國企業的關心比起產業投資,往往傾斜資產運用。在(技術老化)其他企業已經退出的NOR型flash的領域,中國企業雖然也得到一定的成果,不過,DARM和NAND尚未有望得到顯著的成果。

本報告提供全球和中國的記憶體產業及市場相關分析、相關市場的行動電話、PC市場趨勢、全球記憶體產業、市場結構、趨勢詳細內容、中國國內的記憶體產業的趨勢與課題、主要供應商資訊等資料,為您概述為以下內容。

第1章 記憶體技術趨勢

  • TLC
  • 3D NAND
  • 先進的NVM (不變性記憶體)

第2章 記憶體市場

  • 全球記憶體市場
  • DRAM的供需趨勢
  • NAND的供需趨勢
  • 全球行動電話市場、產業
  • 中國的行動電話市場
  • 筆記型電腦市場
  • 平板電腦市場
  • 伺服器
    • 伺服器市場
    • 伺服器產業
  • 企業用SSD市場

第3章 記憶體產業

  • 記憶體的相關產業
  • 記憶體、廠商市場佔有率
  • 記憶體、供應商的排行榜
  • NOR型快閃記憶體、廠商市場佔有率
  • 中國當地的供應商在進入主流記憶體領域時面臨困難

第4章 記憶體供應商

  • SAMSUNG
  • SK HYNIX
  • MICRON
  • INOTERA
  • NANYA TECHNOLOGY
  • SANDISK
  • MACRONIX
  • ESMT
  • ETRON
  • ISSI
  • WINBOND ELECTRONIC
  • CYPRESS
  • GIGADEVICE
  • 東芝

第5章 記憶體相關產業的供應商

  • PTI
  • CHIPMOS
  • FATC
  • ADATA
  • SILICON MOTION

圖表一覽

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄
Product Code: ZYW207

‘Global and China Memory Industry Report, 2014-2015’ covers the followings:

  • 1. Memory technology trends
  • 2. Memory market
  • 3. Memory industry
  • 4. 19 typical memory industry chain vendors

After two years of recession, the global memory market went forward by leaps and bounds in 2013-2014, with scale up more than 20% for two consecutive years i.e. 20.5% in 2013, 22.1% in 2014, the highest growth rate among all semiconductor products. In 2015, the growth rate slows evidently, only 2.3%, and the memory market size is expected to reach USD83.8 billion.

Causes for the decline in growth rate are the followings. The first comes to the falling prices of DRAM. DRAM price began to rise from October 2012, a trend lasting till June 2014, resulting in increased supply and a balance between supply and demand. However, spot prices of DRAM started falling in July 2014.

Second, the demand dropped. Smartphone growth slowed down, the shipment of tablet PC dived and that of desktop PC fell as well. As the world is just stuck in an ill-defined “economic recovery”, China's economy has seen a slowdown in growth rate, with a sharper decline to occur in its demand in 2016, and so will smartphones then. With the commissioning of new capacities of major memory vendors, especially in the NAND field, the price will fall more than expected. The memory industry will probably suffer another recession in 2016, down 3.1%.

Memory Industry Chain

The memory industry can be divided into two camps: South Korean camp and Japanese/American/Taiwanese camp. Taiwan has good scientific research base, enjoying a sound relationship with Japan; technologically supported by the latter for a long time, Taiwan has the most complete industry chain of memory, especially in packing & testing, it sometimes helps South Korean peers. Japan boasts the most advanced technology but lacks strong financial support, mostly in association with US companies, and the two are willing to cooperate with Taiwanese companies. Japan, the United States and Taiwan formed an alliance - Toshiba with SanDisk, and Micron with Formosa Plastics. South Korean vendors still fade next to Japanese ones e.g. Samsung pays an about 3% patent fee to Toshiba each year, but they are competitive in financial strength and production technology.

Mainland China has been the world's largest memory market, annually importing memory worth tens of billions of dollars from South Korea. China is trying to change this situation but beset with difficulties. The basic industry and basic scientific research strength are relatively backward in Chinese Mainland, even falling behind Taiwan by more than 10 years in field of semiconductor. Since the rate of return on industry is far lower than the monetary speculation, companies in the mainland are keen on capital operation instead of industrial investment. Chinese mainland enterprises may have some achievements in NorFlash sector from which large companies have retreated, but it is hard to make a big breakthrough in DRAM and NAND.

Currently, most of the new technical memories have low capacity, or else they may face bottlenecks of high costs and poor reliability when capacity is raised. It is projected that traditional DRAM and NAND will still occupy the dominant position from 2020 to 2025, NorFlash or SRAM may be replaced by new technologies in the low-capacity memory field. STT-MRAM now moves up fastest in commercialization.

Everspin had shipped 40 million STT MRAM before October 2014. Since then, it worked with GlobalFoundries in making STT MRAM (40 nm technology).

Intel, IBM, Samsung, SK Hynix and Qualcomm are developing MRAM storage technology while Japanese companies are pretty competitive in this area. In addition to Toshiba, TDK is also an important participant who showcased MRAM wafer with practical performance demonstration at CEATEC JAPAN for the first time.

Memory Vendor Rankings by Revenue,
2013-2015 (USD mln)

Table of Contents

1. Memory Technology Trends

  • 1.1. TLC
  • 1.2. 3D NAND
  • 1.3. Emerging NVM

2. Memory Market

  • 2.1. Global Memory Market
  • 2.2. DRAM Supply & Demand
  • 2.3. NAND Supply & Demand
  • 2.4. Global Mobile Phone Market and Industry
  • 2.5. China Mobile Phone Market
  • 2.6. Notebook Computer Market
  • 2.7. Tablet PC Market
  • 2.8. Server
    • 2.8.1. Server Market
    • 2.8.2. Server Industry
  • 2.9. Enterprise SSD Market

3. Memory Industry

  • 3.1. Memory Industry Chain
  • 3.2. Memory Vendor Market Share
  • 3.3. Memory Vendor Rankings
  • 3.4. NorFlash Vendor Market Share
  • 3.5. Chinese Mainland Vendors Beset with Difficulties into Mainstream Memory Areas

4. Memory Vendors

  • 4.1. SAMSUNG
  • 4.2. SK HYNIX
  • 4.3. MICRON
  • 4.4. INOTERA
  • 4.5. NANYA TECHNOLOGY
  • 4.6. SANDISK
  • 4.7. MACRONIX
  • 4.8. ESMT
  • 4.9. ETRON
  • 4.10. ISSI
  • 4.11. WINBOND ELECTRONIC
  • 4.12. CYPRESS
  • 4.13. GIGADEVICE
  • 4.14. TOSHIBA

5. Memory Industry Chain Vendors

  • 5.1. PTI
  • 5.2. CHIPMOS
  • 5.3. FATC
  • 5.4. ADATA
  • 5.5. SILICON MOTION

Selected Charts:

  • Classification of Memory
  • Comparison between Various Types of Memory
  • Emerging NVM Time to Market by Application, 2014-2020
  • Comparison of Emerging Memory and Established Memory
  • Global Memory Market Size, 2009-2016E
  • Global Memory Market by Type, 2014
  • Automotive Memory Market Size, 2008-2015
  • Automotive Memory Market by Technology, 2010-2015
  • DRAM Industry CAPEX, 2008-2015
  • DRAM Oversupply Ratio, 2013-2016
  • DRAM Demand by Devices, 2013-2015
  • DRAM GB/SystemDRAM GB/System, 2013-2015
  • DRAM Oversupply Ratio, Q1/2014-Q4/2016
  • NAND Industry CAPEX, 2008-2015
  • Global Mobile Phone Shipments, 2007-2015
  • Global 3G/4G Mobile Phone Shipments by Region, 2011-2014
  • Worldwide Smartphone Sales to End Users by Vendor in 2014 (Thousands of Units)
  • Worldwide Smartphone Sales to End Users by Operating System in 2014 (Thousands of Units)
  • Shipments of Top 10 Mobile Phone Vendors Worldwide, 2014
  • Monthly Shipments of China Mobile Phone Market, Jan 2013-Dec 2014
  • Market Share of Major Smartphone Vendors in China, 2014
  • Market Share of Major 4G Mobile Phone Vendors in China, 2014
  • Notebook Computer Shipments, 2008-2015
  • Shipments of Major Notebook ODM Vendors Worldwide, 2010-2014
  • Global Tablet PC Shipments, 2011-2016E
  • Shipments of Top 5 Tablet PC Vendors, Q4/2014
  • Shipments, Market Share and Growth of Top 5 Tablet PC Vendors, 2014
  • Global Server Market Size, 2013-2018E
  • Top 5 Corporate Family, Worldwide Server Systems Factory Revenue, 2013
  • Top 5 Corporate Family, Worldwide Server Systems Factory Revenue, Q4/2014
  • Worldwide: Server Vendor Shipments, Q4/2014 (Units)
  • Worldwide: Server Vendor Revenue, Q4/2014 (U.S. Dollars)
  • EMEA Server Vendor Revenue, Q4/2014 (U.S. Dollars)
  • EMEA Server Shipment, Q4/2014 (Units)
  • Market Share of Server Brand Vendors Worldwide, 2015
  • Market Share of Server OEMs Worldwide, 2015
  • Supply Relationship between OEMs and Server Brand Vendors
  • Memory Industry Chain
  • Market Share of Branded DRAM Vendors, Q1-Q4/2014
  • Market Share of Branded NAND Vendors, Q1-Q4/2014
  • Market Share of Mobile DRAM Vendors, Q1-Q4/2014
  • Memory Vendor Rankings by Revenue, 2013-2015
  • Revenue and Operating Margin of Memory Design Companies
  • Operating Margin of Major Memory Vendors, 2013-2014
  • Market Share of Major NorFlash Vendors, 2012
  • Market Share of Major NorFlash Vendors, 2014
  • Revenue and Operating Margin of Samsung Memory Division, 2010-2015
  • Revenue Breakdown of Samsung Memory Division by Product, 2010-2015
  • Revenue Breakdown of Samsung Memory Division by Application, 2014
  • Samsung DRAM/NAND Operating Margin, 2010-2015
  • Samsung DRAM Shipments, 2012-2015
  • Samsung DRAM ASP, 2012-2015
  • Samsung DRAM Fab Input (12inch Wafer), 2013-2015
  • Samsung NAND Shipments, 2012-2015
  • Samsung NAND ASP, 2012-2015
  • Samsung NAND Fab Input (12inch Wafer), 2013-2015
  • Samsung System LSI Revenue vs Operating Margin, 2010-2015
  • SK Hynix Revenue vs Operating Margin, 2008-2015
  • SK Hynix EBITDA vs Net Margin, Q1/2013-Q4/2014
  • SK Hynix Assets vs Liabilities, 2008-2014
  • SK Hynix Revenue Mix by Product, 2008-2014
  • SK Hynix Revenue Mix by Application, Q1/2015
  • SK Hynix DRAM Shipments vs ASP, 2013-2016
  • SK Hynix NAND Shipments vs ASP, 2013-2016
  • Micron Revenue vs Operating Margin, FY2008-FY2015
  • Micron Revenue vs Net Income, FY2008-FY2015
  • Micron Revenue Mix by Segment, FY2012-FY2015
  • Micro Gross Margin by Segment, FY2012-FY2015
  • Micron Revenue Mix by Location, FY2012-FY2015
  • Micro Customers
  • Micron Roadmap
  • Inotera Revenue vs Gross Margin, 2008-2015
  • Inotera Balance Sheet & Key Indices, Q1/2015
  • Inotera Cash Flow, Q1/2015
  • Inotera Monthly Revenue, Mar 2013-Mar 2015
  • Framework of Nanya, Micron & Inotera
  • Nanya Revenue vs Gross Margin, 2008-2015
  • Nanya Quarterly Revenue vs Gross Margin, Q2/2012-Q1/2015
  • Nanya Mix by Application, Q1/2013-Q1/2015
  • Nanya Mix by Application, 2012-2015
  • Nanya CAPEX, 2011-2015
  • Nanya Shipments, 2011-2015
  • SanDisk Revenue vs Gross Margin, 2009-2015
  • Sandisk Revenue Mix by Application, 2009-2015
  • SanDisk Revenue by Location, 2011-2013
  • Macronix Organization
  • Macronix Revenue vs Gross Margin, 2008-2015
  • Macronix Revenue by Segment, 2013-2015
  • Macronix ROM Shipments, Q1/2011-Q1/2015
  • Macronix ROM Revenue Mix by Tech, 2013-2015
  • Macronix NOR Shipments, Q1/2011-Q1/2015
  • Macronix NOR Revenue Mix by Tech, 2013-2015
  • Macronix NOR Revenue Breakdown, Q1/2015
  • Macronix SLC NAND Shipments, 2013-2015
  • ESMT Revenue vs Gross Margin, 2009-2015
  • ESMT Monthly Revenue, Mar 2013-Mar 2015
  • Etron Revenue vs Gross Margin, 2009-2015
  • Etron Monthly Revenue, Mar 2013-Mar 2015
  • ISSI Revenue vs Gross Margin, 2008-2015
  • ISSI Revenue by Segment, 2014
  • ISSI Customers
  • ISSI Revenue by Product, FY2009\FY2014
  • ISSI Automotive Market Revenue, FY2009\FY2014
  • Winbond Organization
  • Winbond Revenue vs Gross Margin, 2009-2015
  • Winbond Quarterly Revenue vs Gross Margin, Q2/2013-Q1/2015
  • Winbond Revenue by Application, 2014-2015
  • Winbond Revenue by Geometry, 2013-2015
  • Winbond CAPEX, 2010-2015
  • Winbond Revenue by Segment, 2011-2015
  • Cypress Revenue vs Operating Margin, 2007-2014
  • Cypress Revenue by Business, 2009-2014
  • Cypress Revenue by Region, 2009-2014
  • Spansion Revenue vs Gross Margin, 2009-2013
  • Spansion Revenue by Region, 2011-2013
  • New Cypress Revenue by Application
  • GigaDevice Balance Sheet, 2011-2013
  • GigaDevice Revenue vs Operating Income, 2011-2013
  • GigaDevice Cash Flow, 2011-2013
  • GigaDevice Financial Indicators, 2011-2013
  • GigaDevice Customer Distribution, 2013
  • GigaDevice Supplier Distribution, 2013
  • Toshiba Revenue by Segment, FY2011-FY2015
  • Toshiba Electronic Devices & Components Segment Revenue by Product, FY2011-FY2015
  • PTI Organization
  • PTI Revenue vs Gross Margin, 2008-2015
  • PTI Monthly Revenue, Mar 2013-Mar 2015
  • PTI Revenue Mix by Application, Q1/2014-Q1/2015
  • ChipMOS Revenue vs Gross Margin, 2003-2014
  • ChipMOS Revenue vs Operating Margin, 2009-2014
  • ChipMOS Revenue by Business, 2010-2014
  • ChipMOS Revenue by Product, 2010-2014
  • ChipMOS Utilization Rate vs EBITDA Margin, 2010-2014
  • ChipMOS Cash Flow and CAPEX, 2009-2014
  • ChipMOS Roadmap, 2014-2016
  • ChipMOS Technology Development & Business Alignment
  • Formosa Plastics Organization
  • FATC Organization
  • FATC Revenue vs Operating Margin, 2006-2015
  • FATC Revenue vs Gross Margin, 2009-2015
  • FATC Monthly Revenue, Mar 2013-Mar 2015
  • ADATA Revenue vs Gross Margin, 2008-2015
  • ADATA Monthly Revenue, Mar 2013-Mar 2015
  • ADATA Revenue by Segment, 2011-2015
  • ADATA Worldwide
  • SIMO Revenue vs Gross Margin, 2010-2015
Back to Top