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電阻式存儲器市場 - 增長、趨勢、COVID-19 影響和預測（2022-2027 年）

Resistive RAM Market - Growth, Trends, and Forecasts (2022 - 2027)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

在預測期間（2022-2027 年），電阻式內存市場的複合年增長率預計為 29.9%。

電阻式存儲器是一種非易失性存儲器，有望通過取代靜態隨機存取存儲器和動態隨機存取存儲器來獲得市場份額。電阻式存儲器存儲容量大，可以實現三個維度，可以在一個芯片上放置多層存儲器小玩意，認為這種替代是可能的，因為有少等優點。 ReRAM 有可能取代手機和 MP3 播放器等消費電子產品中使用的閃存。

主要亮點

  • 此外，許多地區越來越多地採用可穿戴設備和支持 AI 的設備等傳感器技術，以及對高速數據傳輸和高存儲密度的需求不斷增加，這為電阻隨機的增長創造了巨大的機會和可能性訪問內存市場。
  • 多家內存公司正在投資 ReRAM。例如，2022 年 4 月，非易失性存儲器技術提供商 CrossBar Inc. 推出了一種電阻式存儲器 (ReRAM)，用於安全存儲和處理，其中抵抗逆向工程和物理攻擊是系統的基本要求。一種新的技術應用。該公司的技術將服務於需要更高級別內容安全性的內存應用。
  • 電阻式隨機存取存儲器成本上升是該市場增長的重要問題之一。未來，新材料的開發和商業化將導致成本降低，各行業對電阻變化存儲器的需求有望增加。
  • 電阻式隨機存取存儲器 (ReRAM) 作為非易失性存儲器 (NVM) 的替代品越來越受歡迎，尤其是在性能和□□能源效率不斷提高的雲和數據中心中。在視頻流和 IoT（物聯網）等優質服務等用戶對數據的需求不斷增長的情況下，ReRAM 技術已展示出比閃存更低的讀取延遲和更快的寫入速度，並且與 NAND 相比提高了 20%。達到了 64pJ/細胞。 3D 垂直 ReRAM 陣列提供高性能內存子系統，可以在數據中心環境中取代標準 DRAM 或基於閃存的 SSD，在顯著更小的外形尺寸下消耗更少的功率和更快的速度允許數據處理、存儲和檢索。
  • 此外，COVID-19 大流行可能會阻礙整個市場的增長。這主要是由於供應鏈中斷，有幾家公司已確認用於製造的電感器和電容器等組件已用完。

主要市場趨勢

消費電子領域對連接設備不斷增長的需求推動了對 ReRAM 的需求。

  • 電阻式內存比普通 RAM 提供更多的計算能力，適用於讀取密集型應用程序，是服務器存儲級內存的理想選擇。此外，互聯設備對消費電子產品的需求不斷增長，可穿戴設備和支持人工智能的設備等傳感器技術的使用範圍擴大，以及行業參與者的發展，預計將有助於市場增長。例如，2022 年 8 月，全球能源技術企業、全球最大的基於微型逆變器的光伏和儲能係統製造商 Enphase Energy, Inc. 將把多家製造商的電器集成到一個應用程序中。 Home Connect，一個您可以控制的可訪問數字網絡。
  • 與其他非易失性存儲技術（如 NAND 閃存）相比，RRAM 的特點是切換速度快。此外，它比 NAND 閃存消耗更少的功率，使其成為理想的存儲器。這使得它們非常適合用於工業、汽車和物聯網 (IoT) 應用的傳感器設備中的內存。神經形態計算也是 ReRAM 的潛在應用之一。
  • 過去幾年，人們對可穿戴設備、物聯網和基於 AI 的系統等互聯設備的需求巨大。這些設備中使用電阻式存儲器來增加存儲容量。此外，隨著未來的智慧城市和智能家居，連接設備的數量預計將增加，因此，對具有強大內存容量的服務器的需求預計將增加。
  • 為滿足新興的互聯物聯網需求，一些公司正在推出創新技術來連接和擴展遠程操作，以實現實時安全且需要大量帶寬的物聯網應用。例如，2022 年 9 月，安全和智能無線創新的先驅者 Silicon Labs 宣布了物聯網定義的突破 Amazon Sidewalk、Matter、Wi-SUN 和 Wi-Fi 6。創新解決方案，通過驅動模式和模式的新解決方案顯著擴展互操作性驅動、支持多協議和強化安全性的範圍。

預計亞太地區將佔據主要市場份額

  • 預計在預測期內，亞太地區將在全球電阻式隨機存取存儲器市場佔據強勢地位。中國、韓國、印度等是推動亞太地區市場增長的主要國家。在亞太地區，消費電子和汽車行業正在崛起，推動了對電阻式隨機存取存儲器的需求。
  • 此外，許多公司正在該地區建立數據中心，這也將增加對電阻式存儲器市場的需求。印度、中國和日本等新興國家將通過企業服務器、數據中心、人工智能和連接基礎設施的擴張推動該地區的市場增長。
  • 中國正在發展其國內 IC 產業，並將生產更多芯片。該地區製造商的強大存在為市場做出了重大貢獻。中國是多家全球代工廠的所在地，這些代工廠在全球半導體領域越來越受歡迎。
  • 對基於 ReRAM 技術的製造商的投資增加正在推動市場增長率。例如，專注於ReRAM新存儲產品及相關衍生產品研發的芯源半導體，已經成長為中國領先的新存儲技術公司。該公司表示，它在 2021 年 4 月獲得了 1 億美元的融資。
  • 此外，2022 年 3 月，富士通半導體存儲解決方案有限公司宣布發布 12Mbit ReRAM“MB85AS12MT”，這是富士通 ReRAM 產品線中容量最大的。這款新產品是一種非易失性存儲器，具有 12Mbit 的大存儲容量，封裝尺寸約為 2mm x 3mm。因此，預計在亞太地區運營的市場參與者的不斷發展將推動預測期內的市場增長。

競爭格局

電阻式存儲器市場由幾家大公司組成，競爭溫和。 Rambus、松下、Adesto Technology、富士通和 Crossbar。等等。這些領先公司專注於擴大產能並利用戰略合作計劃來增加市場份額和盈利能力。

  • 2021 年 12 月——芯源半導體宣布已完成數百萬人民幣 A 輪融資，用於加速部署其突破性的基於 ReRAM 的存儲和計算組合設備。
  • 2021 年 10 月 - 非易失性存儲技術的主要開發商 CrossBar Inc. 宣布推出用於一次性可編程 (FTP) 和一次性可編程 (OTP) 非易失性存儲器 (NVM) 的電阻式 RAM (ReRAM) ) 應用程序) 宣布了創新的新功能。
  • 2021 年 9 月 - 韓國 SK 海力士宣布，STT-MRAM、鐵電存儲器和 ReRAM 這三種新技術可以在處理大量數據方面發揮作用。

其他特典

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

內容

第 1 章介紹

  • 研究假設和市場定義
  • 調查範圍

第 2 章研究方法

第 3 章執行摘要

第 4 章市場洞察

  • 市場概覽
  • 工業吸引力 - 波特五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場動態

  • 市場促進因素
    • 對物聯網、雲計算和大數據的需求不斷擴大
    • 對自動化機器人應用的需求激增
  • 市場抑制因素
    • 技術應用越來越複雜

第 6 章技術概覽

  • 材質類型
    • OxRRAM
    • CBRAM
    • 納米金屬絲
  • 解決方案類型摘要

第 7 章市場細分

  • 應用
    • 嵌入式（模擬 IC、MCU/SoC/ASIC/ASSP、內存計算）
    • 獨立（快速/可靠的內存、代碼/數據存儲、低延遲存儲、持久內存
  • 最終用戶
    • 工業/物聯網/可穿戴/汽車
    • SSD/數據中心/工作站
  • 地區
    • 北美
    • 歐洲
    • 亞太地區
    • 世界其他地區

第 8 章競爭格局

  • 公司簡介
    • Crossbar Inc.□
    • Panasonic Corporation□
    • Adesto Technology□
    • Fujitsu Limited□
    • Rambus Inc.
    • Global Foundaries□
    • Sony Corporation□
    • Intel Corporation□
    • Weebit-Nano Ltd
    • 4DS Memory Limited□

第 9 章投資分析

第 10 章市場展望

簡介目錄
Product Code: 59191

The Resistive RAM market is expected to register a CAGR of 29.9% over the forecast period (2022 - 2027). Resistive RAM, a non-volatile memory, is anticipated to seize a market share by substituting static random access memory and dynamic random access memory. The replacement will be possible due to numerous benefits given by resistive random access memory, such as large storage density and 3D packing, allowing layers of memory gadgets to be coordinated and organized in one chip, fast switching for quick exchange of information, and using less energy per switching cycle. ReRAM holds the potential to replace Flash memory used in mobile phones and other consumer electronics such as MP3 players.

Key Highlights

  • Further, the growing adoption of sensors technology such as wearable and AI-enabled devices in many regions has boosted demand for fast data transfers and high storage density, in turn providing a tremendous chance or possibility for the growth of the resistive random access memory market globally.
  • Multiple memory companies are investing in ReRAM. For instance, in April 2022, CrossBar Inc., a non-volatile memory technology provider, announced new applications of its resistive RAM (ReRAM) technology for use in secure storage and processing, where resistance to reverse engineering and physical attacks are essential requirements of the system. The company's technology is now being offered for use in memory applications requiring higher levels of content security.
  • The soaring costs of resistive random access memory have become one of the important challenges for the growth of this market. Over the subsequent years, the innovation and implementation of new materials are expected to decrease costs and boost the demand for resistive random access memory in diverse verticals.
  • Resistive random-access memory (ReRAM) is gaining traction as non-volatile memory (NVM) alternative, particularly in cloud and data center contexts where performance and energy efficiency are constantly improving. ReRAM technology has demonstrated lower read latency and quicker write version than flash memories while also achieving 64pJ/cell program energy, which is a 20% improvement over NAND, as the demand for data grows from users through premium services such as video streaming and from machines through the Internet of Things (IoT). 3D vertical ReRAM arrays provide high-performance memory subsystems capable of replacing standard DRAM- or Flash-based SSDs in data center environments, allowing faster data processing, storage, and retrieval in significantly smaller form factors with lower energy consumption.
  • Moreover, the COVID-19 pandemic is likely impeding the overall anticipated growth of the market, mainly attributed to the supply chain disruption, with several companies witnessing scarcity of components like inductors and capacitors for manufacturing.

Key Market Trends

Increasing Demand of Connected Devices Under Consumer Electronics Segment is Fueling the Demand for ReRAM

  • Resistive RAMs have faster computing power than ordinary RAMs, are much better for read-intensive applications, and are ideal for storage-class memory in servers. Further, rising consumer electronics demand for interconnected devices and the increasing usage of sensor technologies, including wearable and AI-enabled gadgets, along with developments by industry players, are expected to contribute to the market growth. For instance, in August 2022, Enphase Energy, Inc., a worldwide energy technology business and the world's largest producer of microinverter-based photovoltaic and storage systems, launched a new collaboration with Home Connect, an accessible digital network that enables home appliances of many manufacturers to be controlled with a single app.
  • Higher switching speed constitutes a principal advantage of RRAM over other nonvolatile storage technologies such as NAND flash. ReRAM draws much less power than NAND flash. That makes it best suited for memory in sensor devices for industrial, automotive, and internet of things (IoT) applications. Neuromorphic computing is another potential application for ReRAM.
  • Over the past few years, a significant demand for connected devices, such as wearables, IoT, and AI-based systems, has been seen. Resistive RAMs are used in these devices to increase storage capacities. Moreover, with the upcoming smart cities and smart homes, the connected devices are bound to increase, which, in turn, will increase the demand for strong memory capacity servers.
  • To serve emerging connected IoT requirements, several companies are introducing innovations to connect and scale remote operations, bringing real-time, secure, and bandwidth-heavy IoT applications to fruition. For instance, in September 2022, Silicon Labs, the pioneer in secure, smart wireless innovation for a better-connected world, unveiled a portfolio of innovative solutions that significantly expanded its interoperability-driven, multiprotocol-supporting, and robustly-secure range with new solutions to advance the breakthroughs and patterns defining the Internet of Things, such as Amazon Sidewalk, Matter, Wi-SUN, and Wi-Fi 6.

Asia Pacific Expected to Hold a Major Share of the Market

  • The Asia Pacific is expected to have a strong position in the global resistive random access memory market over the forecast period. China, South Korea, and India are some of the major countries that drive growth for the market in the Asia Pacific. The increasing consumer electronics and automotive industry fuel the demand for resistive random access memory in Asia Pacific countries.
  • Moreover, many organizations are establishing data centers in this region, which will also grow the demand for the resistive RAM market. Developing nations, such as India, China, and Japan, will drive the market's growth in this region owing to the growing enterprise server, data centers, AI, and connected infrastructure.
  • China is developing its domestic IC industry and plans to make more of its chips. The significant presence of manufacturers in the region is the major contributing factor to the market. China is home to several global foundries with growing clout in the global semiconductor sector.
  • The growing investments in the ReRAM technology-based manufacturers are boosting the market growth rate. For instance, Xinyuan Semiconductor, which focuses on the R&D of ReRAM new memory products and associated derivative goods, has grown into China's leading new memory technology firm. The company stated that it received USD100 million in funding in April 2021.
  • Further, in March 2022, Fujitsu Semiconductor Memory Solution Limited revealed the release of the MB85AS12MT, a 12Mbit ReRAM with the highest capacity in Fujitsu's ReRAM product line. This new invention is non-volatile storage with a high memory capacity of 12Mbit in a compact package size of about 2mm x 3mm. Thus, increasing developments by market players operating in the Asia Pacific region are expected to propel market growth over the forecast period.

Competitive Landscape

The Resistive RAM Market is moderately competitive and consists of several major players. Market players such as Rambus Inc., Panasonic Corporation, Adesto Technologies, Fujitsu Ltd, and Crossbar Inc.​, among others, are some of the major companies operating in the market. These major players are focusing on expanding their production capacity and leveraging strategic collaborative initiatives to increase their market share and profitability.

  • December 2021 - Xinyuan Semiconductor announced the completion of the A round of funding in the millions of Yuan to accelerate the deployment of breakthrough ReRAM-based storage and computing combined devices.
  • October 2021 - CrossBar Inc., a significant developer of non-volatile storage technology, unveiled new capabilities for its Resistive RAM (ReRAM) innovation in few-time programmed (FTP) and one-time-programmable (OTP) non-volatile memories (NVM) applications.
  • September 2021 - SK Hynix, a South Korean firm, stated that three new technologies, STT-MRAM, Ferroelectric Memory, and ReRAM, could play a role in processing larger quantities of data.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis​
    • 4.2.1 Bargaining Power of Suppliers​
    • 4.2.2 Bargaining Power of Consumers​
    • 4.2.3 Threat of New Entrants​
    • 4.2.4 Threat of Substitute Products​
    • 4.2.5 Intensity of Competitive Rivalry​

5 Market Dynamics

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for IoT, Cloud Computing, and Big Data​
    • 5.1.2 Surging Demand for Application of Automation Robots
  • 5.2 Market Restraints
    • 5.2.1 Complexity in Technological Applications ​

6 TECHNOLOGY SNAPSHOT

  • 6.1 Material Type
    • 6.1.1 OxRRAM
    • 6.1.2 CBRAM
    • 6.1.3 Nano Metal Filament
  • 6.2 Overview of Solution Types

7 MARKET SEGMENTATION

  • 7.1 Application
    • 7.1.1 Embedded (Analog ICs, MCU/SoC/ASIC/ASSPs, In-Memory Computing)
    • 7.1.2 Standalone (Fast/Reliable Memory, Code/Data Storage, Low-latency Storage and Persistent Memory)​
  • 7.2 End-user
    • 7.2.1 Industrial/IoT/Wearables/Automotive
    • 7.2.2 SSD/Datacenters/Workstations​
  • 7.3 Geography
    • 7.3.1 North America
    • 7.3.2 Europe
    • 7.3.3 Asia Pacific
    • 7.3.4 Rest of the World

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Crossbar Inc.​
    • 8.1.2 Panasonic Corporation​
    • 8.1.3 Adesto Technology​
    • 8.1.4 Fujitsu Limited​
    • 8.1.5 Rambus Inc.
    • 8.1.6 Global Foundaries​
    • 8.1.7 Sony Corporation​
    • 8.1.8 Intel Corporation​
    • 8.1.9 Weebit-Nano Ltd
    • 8.1.10 4DS Memory Limited​

9 INVESTMENT ANALYSIS

10 FUTURE OUTLOOK OF THE MARKET