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半導體記憶體

市場調查報告書

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1396632

全球記憶體晶片市場 - 2023-2030

Global Memory Chip Market - 2023-2030

出版日期: 2023年12月15日 | 出版商:

DataM Intelligence | 英文 192 Pages | 商品交期: 約2個工作天內

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簡介目錄

概述

全球記憶體晶片市場2022年達到1,785億美元，預估至2030年將達4,559億美元，2023-2030年預測期間CAGR為12.5%。

由於下一代連網汽車和汽車安全系統對記憶體和儲存設備的需求不斷成長，記憶體晶片市場正在經歷顯著成長。該系統依靠半導體記憶體來儲存數位資料，使半導體記憶體成為具有處理器或控制器的裝置的組成部分。

此外，全球資料中心的不斷建置以及各企業的儲存需求正在推動對基於半導體的儲存設備的需求。託管和超大規模資料中心，尤其是在已開發國家，正在推動對半導體記憶體的需求，以管理和儲存大量企業資料。

由於消費性電子產業強勁且專注於高階電子設備，亞太地區在記憶體晶片市場中佔據最大佔有率。該地區努力確保到2024年5G手機出貨量在國內市場佔據主導地位，主要電腦、通訊和電子設備製造商的穩定成長有助於其市場領先地位。此外，中國對消費性電子設備出口和擴大跨境電子商務業務的重視進一步鞏固了其在記憶體晶片市場的地位。

動力學

記憶體晶片的進步

儲存晶片市場預計將隨著儲存晶片的不斷進步以及更小、更高效和更高容量的儲存晶片的發展而受到推動。小型化和創新製造技術使得儲存晶片的生產能夠增加儲存容量和增強效能。較小的晶片適用於從智慧型手機到資料中心的各種設備，從而促進了市場的成長。此外，3D 堆疊和新興非揮發性儲存技術等進步正在進一步塑造儲存晶片格局

例如，SK海力士開發了PIM，這是一種下一代記憶體晶片，其運算能力挑戰了記憶體和處理器的傳統角色。這一發展為以記憶體為中心的計算鋪平了道路，其中半導體記憶體發揮核心作用。 SK海力士的GDDR6-AiM為GDDR6記憶體晶片增加了運算功能，與CPU或GPU結合時，資料處理速度可提高16倍，適用於機器學習、高效能運算和巨量資料任務。

汽車工業和新興技術的成長

新興技術和對記憶體密集應用不斷成長的需求推動了記憶體晶片市場的全球成長。尤其是汽車產業，由於先進的儲存晶片技術，正在經歷重大轉型。確保斷電期間資料完整性並提高車輛性能的非揮發性記憶體晶片已變得至關重要。高密度記憶體晶片使連網和自動駕駛車輛能夠在實體空間有限的情況下有效管理大量資料。

全球最大的記憶體晶片製造商三星電子宣布，計劃在 2027 年開發下一代 5 奈米製程汽車記憶體晶片，稱為 eMRAM。eMRAM 技術對於汽車應用至關重要，即使在高溫下也能穩定運行，讀寫速度快。三星正在積極開發 14 nm eMRAM，並計劃在 2024 年推出。

客戶訂單減少，供應過剩

記憶體晶片市場面臨巨大的限制，庫存晶片供應過剩，客戶訂單減少，產品價格大幅下跌。這些挑戰使這段時期成為記憶體晶片產業歷史上要求最高的時期之一。

此外，市場還面臨通貨膨脹和利率上升等外部經濟壓力，導致消費者和企業推遲對電腦和智慧型手機等記憶體密集型設備的大量投資。結果，主要記憶體晶片製造商遭受了重大財務損失，加劇了庫存過剩問題，並凸顯了市場需求的明顯不足。這些綜合因素為記憶體晶片產業帶來了複雜且充滿挑戰的格局，影響了其整體穩定性和獲利能力。

Overview

Global Memory Chip Market reached US$ 178.5 billion in 2022 and is expected to reach US$ 455.9 billion by 2030, growing with a CAGR of 12.5% during the forecast period 2023-2030.

The memory chip market is experiencing significant growth due to the rising demand for memory and storage devices in next-generation connected cars and automotive safety systems. The systems rely on semiconductor memory for digital data storage, making semiconductor memory an integral part of devices with processors or controllers.

Moreover, the increasing construction of data centers globally and the storage requirements of various enterprises are boosting the demand for semiconductor-based memory devices. Colocation and hyperscale data centers, especially in developed nations, are driving the need for semiconductor memory to manage and store vast amounts of corporate data.

Asia-Pacific holds the largest share in the memory chip market due to its robust consumer electronics industry and a focus on high-end electronic devices. The region's efforts to ensure 5G mobile phone shipments dominate the domestic market by 2024 and the stable growth of major computer, communications and electronic device manufacturers contribute to its market leadership. Also, China's emphasis on exporting consumer electronic devices and expanding cross-border e-commerce businesses further solidifies its position in the memory chip market.

Dynamics

Memory Chip Advancements

The memory chip market is expected to driven with the growing advancement and also the development of smaller, more efficient and higher-capacity memory chips. Miniaturization and innovative manufacturing techniques allow for the production of memory chips with increased storage capacity and enhanced performance. The smaller chips find applications in various devices, from smartphones to data centers, contributing to the market's growth. Also, advancements like 3D stacking and emerging non-volatile memory technologies are further shaping the memory chip landscape

SK hynix, for instance, developed PIM, a next-generation memory chip with computing capabilities that challenge traditional roles of memory and processors. The development paves the way for memory-centric computing, where semiconductor memory plays a central role. SK hynix's GDDR6-AiM adds computational functions to GDDR6 memory chips and accelerates data processing speeds by 16 times when it combined with a CPU or GPU, making it suitable for machine learning, high-performance computing and big data tasks.

Growth of Automotive Industry and Emerging Technologies

The globally growth of the memory chip market is driven by emerging technologies and increasing demand for memory-intensive applications. The automotive industry, in particular, is undergoing significant transformation due to advanced memory chip technologies. Non-volatile memory chips, ensuring data integrity during power failures and enhancing vehicle performance, have become pivotal. High-density memory chips are enabling connected and autonomous vehicles to efficiently manage large volumes of data despite physical space constraints.

Samsung Electronics, the world's largest memory chipmaker, has announced its plans to develop a next-generation 5-nanometer-processed automotive memory chip, called eMRAM, by 2027. The eMRAM technology is vital for automotive applications, operating stably even at high temperatures with fast read and write speeds. Samsung is actively working on a 14 nm eMRAM and aims to unveil it by 2024.

Dwindling Customer Orders and Excessive Supply

The memory chip market faces formidable restraints characterized by an excessive supply of chips stockpiled in warehouses, dwindling customer orders and a substantial drop in product prices. The challenges have rendered this period one of the most demanding in the history of the memory chip industry.

Furthermore, the market contends with external economic pressures, including inflation and rising interest rates, leading consumers and businesses to defer substantial investments in memory-intensive devices such as computers and smartphones. Consequently, major memory chip manufacturers have suffered significant financial losses, exacerbating the issue of surplus inventory and highlighting a conspicuous dearth of demand in the market. The combined factors create a complex and challenging landscape for the memory chip industry, impacting its overall stability and profitability.

Segment Analysis

The global memory chip market is segmented based on type, application and region.

DRAM Dominates the Memory Chip Market Amid Technological Advancements

Dynamic Random Access Memory (DRAM) holds the largest share in the memory chip market due to its indispensable role in modern computing. DRAM provides fast, volatile storage vital for various applications. As technology advances and demands for higher performance and memory density increase, DRAM manufacturers face challenges in scaling down to and beyond the 10 nm process. The primary issue is reducing cell capacitance without compromising data retention or memory density.

Manufacturers employ advanced materials, including high-k dielectrics, to enhance individual cell capacitance. Three-dimensional (3D) integration is a critical development, as it involves vertically stacking multiple layers of memory cells, bypassing lateral scaling limitations. Advanced lithography techniques such as extreme ultraviolet (EUV) lithography enable finer dimensions, enhancing DRAM cell performance.

Major players in the DRAM industry, like Samsung, are driving innovation. Samsung introduced a 16 GB, 12 nm DDR5 DRAM featuring refined circuitry, optimized cell structures and reduced power consumption while increasing wafer productivity. Samsung also unveiled the industry's first Compute Express Link (CXL) DRAM, aiming to bridge memory and high-performance computing. Other manufacturers, such as Micron, are embracing EUV lithography to advance their DRAM portfolios.

Micron is planning to introduce EUV lithography in Japan for its next-generation DRAM, the 1-gamma (1γ) node, to achieve faster, more power-efficient and higher-performance memory products. Meanwhile, startups like NEO Semiconductor are making strides with innovative approaches like 3D X-DRAM, which leverages 3D integration to overcome conventional DRAM limitations.

Geographical Penetration

Asia-Pacific Leads the Memory Chip Market, Fueled by Electronics Manufacturing Hubs

Asia-Pacific commands the largest share in the memory chip market due to its prominent electronics manufacturing hubs, including China, South Korea and Taiwan. The countries are major producers of smartphones, computers and various electronic devices which is simultaneously driving significant demand for memory chips in the region.

According to Invest India, India is rapidly emerging as a global electronics manufacturing hub with the industry projected to reach US$ 300 billion by 2025 and 2026. The growth is driven by government initiatives promoting domestic electronics manufacturing, such as the Production Linked Incentive scheme. India's domestic demand for consumer electronics is on the surge and the country have become home to the world's second-largest smartphone market.

Competitive Landscape

The major global players in the market include: Samsung Electronics, SK hynix, Micron Technology, Kioxia, Western Digital, HP Inc., Qualcomm, Broadcom, Texas Instruments, Renesas Electronics.

COVID-19 Impact Analysis

COVID-19 pandemic had a significant impact on the memory chip market. Initially, the market experienced disruptions in the supply chain, particularly from Asia, which is a major hub for semiconductor manufacturing. Lockdowns and restrictions led to factory closures and labor shortages, affecting production.

Amidst a surge in remote work and increased online activities, the demand for memory-intensive devices such as laptops, tablets and smartphones witnessed a notable upswing. The resulted in a temporary spike in demand; however, manufacturers faced challenges in meeting this heightened need due to disruptions in the supply chain. As the pandemic persisted, economic uncertainties and a decrease in consumer spending exerted a detrimental influence on the market. Numerous industries and consumers opted to defer or reduce their purchases of electronic devices, subsequently affecting the stability and profitability of the memory chip market.

Russia-Ukraine War Impact

The Russia-Ukraine war had a significant impact on the memory chip market due to the interconnectedness of global supply chains and geopolitical tensions. Ukraine is a major producer of neon gas, a critical component used in the manufacturing of memory chips. The conflict disrupted the supply of neon gas, leading to shortages and price increases in the semiconductor industry.

Furthermore, the war caused uncertainty in global markets, leading to fluctuations in currency exchange rates and increased production costs for memory chip manufacturers. The, in turn, affected pricing and profit margins in the memory chip market.

By Type

Volatile
- DRAM
- SRAM
Nonvolatile
- PROM
- EEPROM
- NAND Flash
- Others

By Application

Laptop/PC
Camera
Smartphone
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In July 2023, China's leading memory chip producer, Yangtze Memory Technologies Co (YMTC), has developed the "world's most advanced" 3D NAND memory chip found in a consumer device. Despite facing sanctions and being placed on US Commerce Department's Entity List, YMTC introduced this groundbreaking memory chip in a solid-state drive quietly launched.
In October 2023, Apple unveiled a trio of groundbreaking chips for personal computers: M3, M3 Pro and M3 Max. The chips are the industry's first to utilize 3-nanometer process technology, enabling more transistors to be packed into a smaller space, leading to significant speed and efficiency improvements. The M3 family introduces a next-generation GPU that boasts remarkable advancements in graphics architecture. It features Dynamic Caching, hardware-accelerated ray tracing and mesh shading, resulting in rendering speeds up to 2.5 times faster than the previous M1 chips.
On July 20, 2023, Samsung announced the completion of its GDDR7 memory development, which is slated to be featured in the next-generation high-end graphics cards. The first-generation GDDR7 memory chip boasts an impressive 16 GB capacity, providing a substantial 1.5 TB/s of bandwidth, making it 40% faster than the current high-speed GDDR6 memory with a peak bandwidth of 1.1 TB/s.

Why Purchase the Report?

To visualize the global memory chip market segmentation based on type, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of memory chip market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global memory chip market report would provide approximately 53 tables, 47 figures and 192 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Type
3.2. Snippet by Application
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Memory Chip Advancements
  - 4.1.1.2. Growth of Automotive Industry and Emerging Technologies
- 4.1.2. Restraints
  - 4.1.2.1. Dwindling Customer Orders and Excessive Supply
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Type

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 7.1.2. Market Attractiveness Index, By Type
7.2. Volatile*
- DRAM
- SRAM
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Nonvolatile
- PROM
- EEPROM
- NAND Flash
- Others

8. By Application

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 8.1.2. Market Attractiveness Index, By Application
8.2. Laptop/PC*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Camera
8.4. Smartphone
8.5. Others

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. U.S.
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. UK
  - 9.3.5.3. France
  - 9.3.5.4. Italy
  - 9.3.5.5. Russia
  - 9.3.5.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1. China
  - 9.5.5.2. India
  - 9.5.5.3. Japan
  - 9.5.5.4. Australia
  - 9.5.5.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. Samsung Electronics*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. SK hynix
11.3. Micron Technology
11.4. Kioxia
11.5. Western Digital
11.6. HP Inc.
11.7. Qualcomm
11.8. Broadcom
11.9. Texas Instruments
11.10. Renesas Electronics

LIST NOT EXHAUSTIVE