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1137803

存儲類內存市場 - 增長、趨勢、COVID-19 影響和預測(2022-2027)

Storage Class Memory Market - Growth, Trends, and Forecasts (2022 - 2027)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

存儲級內存 (SCM) 市場預計在預測期內以 35.6% 的複合年增長率增長。

SCM 填補了內存層次結構中的某些性能和可靠性空白。 SCM 的用例範圍從高性能存儲緩存到塊級和字節級尋址能力,再到閃存的高速存儲介質替代品。

主要亮點

  • 存儲類內存 (SCM) 是從旋轉機械存儲(如磁盤驅動器)過渡到固態非易失性 RAM 的關鍵組件。因此,SCM 有望提供比現有 SLC/MLC NAND 閃存產品更高性能和節能的解決方案。
  • 存儲類內存 (SCM) 的讀寫操作速度比 NAND 閃存快。此外,數據重寫的持久性也得到了極大的提高,從而實現了高持久性。與 DRAM 相比,SCM 具有優於 NAND 閃存的優勢和更低的每 GB 成本。
  • 此外,即使在斷電的情況下,SCM 也具有接近內存的處理速度和超耐用性和持久性,是金融交易應用程序、分析、直連存儲應用程序、數據庫等對延遲敏感的選擇. 適合簡單的應用。
  • 隨著交互式數據庫查詢等大數據應用程序對內存處理需求的增加,英特爾和其他芯片製造商正在提高內存帶寬。在運行分析工作負載(例如基於 Spark 的集群計算框架)時,英特爾聲稱查詢在持久內存上的運行速度比結合 DRAM 存儲快 8 倍。
  • 此外,近年來數據中心應用容器的興起也增加了對持久內存的需求。因此,參與市場生態系統的供應商正在強調更大的持久內存層的好處,例如更好的 CPU 和服務器利用率,以及更快地交付分佈式應用程序。
  • 從現在開始,在非易失性存儲器中存儲數字數據時,必須有一種機制來檢測和糾正某些錯誤。 ECC(糾錯碼)是一種數據編碼,允許解碼器識別和糾正數據中的錯誤。
  • 全球大流行已經影響了許多最終用戶,並導致各種業務陷入停頓。例如,由於實行封鎖,印度已經關閉了所有部門和活動。此類封鎖的引入對所有行業都產生了重大影響,大多數企業都遭受了損失。據英特爾稱,對虛擬化桌面基礎設施和虛擬化存儲解決方案日益增長的需求正在推動數據中心對其存儲和內存產品的需求。由於工人大規模遷移到家庭辦公室以及 COVID-19 大流行引發的數字資源稀缺,這兩個應用程序需要更強大、更快的存儲和內存能力,這是為了適應增加的使用量。英特爾的持久內存解決方案事業部報告第一季度收入為 13 億美元,同比增長 46%。

主要市場趨勢

具有顯著增長潛力的持久性內存

  • 由於對內存處理的需求越來越多地用於交互式數據庫查詢等大數據應用程序,因此英特爾和其他芯片製造商正在提高內存帶寬。在運行分析工作負載(例如基於 Spark 的集群計算框架)時,英特爾聲稱使用持久內存的查詢速度比使用 DRAM 存儲組合的查詢速度快 8 倍。
  • 此外,近年來數據中心應用容器的興起也增加了對持久內存的需求。因此,市場生態系統中的供應商正在強調更大的持久內存層的好處,例如更好的 CPU 和服務器利用率,以及更快地交付分佈式應用程序。
  • 持久存儲內存還可以顯著增加內存容量,最高可達 512 GB,同時提高性能和效率。這種性能使持久內存成為內存數據庫、分析和內容交付網絡等應用程序的理想選擇。
  • 持久內存還可以顯著增加內存容量,最高可達 512 GB,同時提高性能和效率。這種性能使持久存儲內存成為內存數據庫、分析和內容交付網絡等應用程序的理想選擇。
  • 存儲控制器用於將硬盤和 SSD 等外圍設備連接到服務器和計算機。控制器直接與 CPU 通信,通常通過 PCIe 接口。存儲控制器的工作是將 I/O 請求轉換為數據塊以讀取或寫入物理介質。由於硬盤比主存慢,存儲控制器還充當高速緩存並執行數據安全功能,例如硬件 RAID。
  • 2020 年 8 月,貿澤電子宣布,隨著潛在應用對持久內存的需求增加,英特爾傲騰持久內存現已有貨。 Intel Optane Persistent Memory Module 旨在提供對大容量、經濟實惠的內存的訪問,該內存可用作易失性內存或持久的高性能數據層。

北美市場佔有率高

  • 在北美,越來越多的大數據分析、廣泛的移動寬帶和雲計算正在推動對新數據中心基礎設施的需求。該地區還見證了新的參與者和技術進入存儲和內存市場。
  • 根據數據報告,2022 年 1 月,美國有 3.072 億互聯網用戶。到 2022 年初,92.0% 的美國總人口將擁有互聯網接入。 2022 年 1 月,美國約有 3.072 億互聯網用戶。當時約有 2.7 億人在使用社交媒體。
  • 此外,在 2021 年第三季度,美國 90% 的互聯網用戶通過手機訪問互聯網。此外,該國擁有最多的數據中心。據Cloudscene稱,該國共有2751個數據中心,而世界排名第二的德國總共只有484個數據中心。這表明作為全球最大的數據中心的美國數據中心市場存在較大差距,因此代表了存儲級內存的巨大市場。
  • 此外,該地區繼續投資於數據中心市場,包括數據中心升級、擴建和新建。例如,2022 年 2 月,Cologics 與 CIM Group 合作,在加拿大多倫多建立了一個新的數據中心。這兩家合資企業打算在安大略省萬錦市建造和運營一個 50,000 平方英尺(4,650 平方米)、15MW 的數據中心 TOR4。
  • 需要低延遲、高持久性和可靠數據一致性的戰略商業應用和數據庫往往會受益於持久性存儲。該技術可以加速虛擬機 (VM) 存儲並為多節點分佈式雲應用程序提供高性能。該地區的主要參與者正在積極開發尖端技術,為市場提供了巨大的機會。
  • 此外,大數據和物聯網在該地區的滲透預計將顯著改變下一代模塊化數據中心的規模和範圍。現有的競爭迫使組織發展其 IT 可擴展性和容量。爆炸式的數據增長、混合雲和第三方數據中心外包使得容器化數據中心很受歡迎,因為它們可以在最短的時間內靈活地建立中心。

競爭格局

隨著三星和松下等大型廠商獨家提供其產品,存儲級內存市場正在整合。此外,由於單片機的製造成本高,新進入者難以進入市場並獲得市場份額。因此,預計這一趨勢將在預測期內持續。

  • 2022 年 8 月,鎧俠宣布開發新的軟件定義接口,用於 Linux 基金會的軟件支持閃存技術。這個開源項目通過引入可更好地利用該技術的可定制閃存存儲脫離了傳統的 HDD 協議。鎧俠還宣布了新的 PCIe Gen 5 SSD 系列和 FL6 存儲類內存 (SCM) 更新。
  • 2022 年 3 月,美光科技公司宣布推出首款用於數據中心的垂直集成 176 層 NAND SSD。採用 NVMeTM 的美光 7450 SSD 可滿足最苛刻的數據中心工作負載的要求,具有低於 2 毫秒 (ms) 的服務質量 (QoS) 延遲、廣泛的容量範圍和最多的外形尺寸。其他存儲類內存 (SCM),包括 3D Xpoint。

其他特典

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

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 章市場動態

  • 市場概覽
  • 市場促進因素和限制因素簡介
  • 市場促進因素
    • 通過結合 NAND 和 DRAM 功能提高性能和可靠性
    • 通過增加內存提高計算性能
  • 市場挑戰
    • 製造成本高
  • 價值鏈分析
  • 行業吸引力 - 波特五力分析
    • 新進入者的威脅
    • 買家的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • COVID-19 對行業的影響

第 5 章市場細分

  • 應用
    • 固態硬盤
      • 客戶端 SSD
      • 企業級 SSD
    • 永久存儲
      • 數據中心
      • 工作站
  • 地區
    • 北美
    • 歐洲
    • 亞太地區
    • 世界其他地區

第 6 章競爭格局

  • 公司簡介
    • Crossbar Inc.
    • Hewlett Packard Enterprise
    • Everspin Technologies Inc.
    • Western Digital Corporation
    • Micron Technology Inc.
    • Samsung Electronics Co. Ltd
    • Intel Corporation
    • Toshiba Memory Holding Corporation(Kioxia)
    • MemVerge

第 7 章投資分析

第 8 章市場潛力

簡介目錄
Product Code: 59195

The Storage Class Memory (SCM) Market is projected to register a CAGR of 35.6% during the forecast period. SCM fills the specific performance and reliability gap in the memory hierarchy. Its use cases range from high-performance storage cache to a replacement for flash for faster storage media due to its addressability at the block and byte levels.

Key Highlights

  • Storage Class Memory (SCM) is a critical component in the transition from rotating mechanical storage, such as disk drives, to solid-state, non-volatile RAM. As a result, SCM promises to deliver higher-performance and more energy-efficient solutions than existing SLC/MLC NAND flash products.
  • Storage Class Memory (SCM) is faster for reading and writing operations than NAND flash. Furthermore, it has higher endurance properties due to being significantly more resistant to data rewrites. SCM features include advantages over NAND flash and a lower cost per GB when compared to DRAM.
  • Furthermore, the ability to perform at near-memory speeds, as well as ultra-high endurance and persistence through power outages, makes SCM suitable for latency-sensitive applications such as financial trading applications, analytics, direct-attached storage applications, and databases.
  • The demand for in-memory processing increasingly used in Big Data applications, like interactive database queries, has prompted Intel and other chipmakers to boost memory bandwidth. When running analytics workloads, such as the Spark-based cluster computing framework, Intel claims queries run eight times faster on persistent memory than on DRAM storage combinations.
  • The rise of application containers in data centers also has boosted requirements for persistent memory in recent years. Hence, vendors present in the market ecosystem are emphasizing the advantages of larger persistent memory tiers, including increased CPU and server utilization and the faster delivery of distributed applications.
  • Moving forward, when digital data is stored in non-volatile memory, it is essential to have a mechanism for detecting and correcting specific errors. Error correction code (ECC) offers to encode data so that a decoder can identify and correct errors in the data.
  • Many end-user industries across different nations were affected by the pandemic resulting in the shutdown of various business operations. For instance, the introduction of lockdowns in India indicated shutting down all sectors and activities. These lockdown implementations lead to a massive impact on every industry, with the majority of businesses suffering losses. According to Intel, the increased need for virtualized desktop infrastructure and virtualized storage solutions is driving demand for its storage and memory products in the data center. The need to enhance and accelerate storage and memory capabilities for the two application types has come in response to the large number of workers who moved to home offices and a rise in the use of digital resources that have been prompted by the COVID-19 pandemic. Intel's Non-Volatile Memory Solutions Group saw first-quarter revenue grow 46% year-over-year to USD 1.3 billion.

Key Market Trends

Persistent Memory is Expected to Grow Significantly

  • Demand for in-memory processing, increasingly used in big data applications like interactive database queries, has prompted Intel and other chipmakers to boost memory bandwidth. When running analytics workloads such as the Spark-based cluster computing framework, Intel claims queries run eight times faster on persistent memory than on DRAM storage combinations.
  • The rise of application containers in data centers has also boosted requirements for persistent memory in recent years. Hence, vendors in the market ecosystem emphasize the advantages of larger persistent memory tiers, including increased CPU and server utilization and the faster delivery of distributed applications.
  • Persistent memory can also significantly increase memory capacity to up to 512 Gigabytes while providing increased performance and efficiency. This performance makes persistent memory ideal for applications such as in-memory databases, analytics, and content delivery networks.
  • Persistent memory is also capable of significantly increasing memory capacity to up to 512 Gigabytes while providing increased performance and efficiency. This performance makes persistent memory ideal for applications such as in-memory databases, analytics, and content delivery networks.
  • A storage controller was used to link peripheral devices like hard drives and SSDs to a server or computer. The controller communicates with the CPU directly, typically over the PCIe interface. The storage controller's job is to translate I/O requests into data blocks for reading and writing to and from physical media. Because hard drives are slower than main memory, the storage controller also serves as a cache and performs data security features, such as hardware RAID.
  • With the rising demand for persistent memory in potential application areas, in August 2020, Mouser Electronics announced that it is now stocking Intel Optane persistent memory. Intel Optane persistent memory modules were developed to provide access to large, affordable memory capacity that is able to act as either volatile memory or a persistent, high-performance data tier.

North America to Hold a Prominent Share in the Market

  • An increase in big data analytics, growth of mobile broadband, and cloud computing are driving the demand for new data center infrastructure in the North American region. The region also witnesses new players and technology entering the storage and memory markets.
  • According to Data Reportal, in January 2022, there were 307.2 million internet users in the United States. At the start of 2022, 92.0% of the United States' total population had internet access. In January 2022, the United States had around 307.2 million internet users. Around 270 million people were using social media at the time.
  • Further, 90% of US internet users accessed the internet via their mobile phones in the third quarter of 2021. Moreover, the country hosts the maximum number of data centers. According to Cloudscene, the country has 2,751 data centers in total, while Germany, which stood at the second-highest in the world, had only 484 data centers in total. This shows the huge difference in the data center market of the United States, which is the biggest in the world; therefore, it represents a huge market for storage-class memory.
  • Additionally, the region is witnessing continue investment in the data center market in upgradation, expansion, and new construction of data centers. For instance, in February 2022, Cologix partnered with CIM Group to create a new data center in Toronto, Canada. The two joint venture aims to build and operate TOR4, a 50,000 square foot (4,650 square meters), 15MW data center in Markham, Ontario.
  • Strategic operational applications and databases requiring low latency, high durability, and reliable data consistency tend to benefit from persistent memory. The technology can accelerate virtual machine (VM) storage and deliver higher performance to multi-node, distributed cloud applications. The region's major players are actively involved in the development of cutting-edge technology, which is opening up huge opportunities for the market.
  • Moreover, Big Data and IoT penetration in the region is expected to significantly transform the next-generation modular data centers' size and scope. With the existing competition, organizations are under pressure to evolve IT scalability and capacity. With the exponential growth of data, hybrid cloud, and outsourcing third-party data centers, containerized data centers gain traction, owing to their flexibility in installing a center within the least possible time.

Competitive Landscape

The market for storage-class memory is consolidated due to the presence of major players like Samsung and Panasonic, who dominate the market with their offerings. Also, as the manufacturing cost is high for SCM, the entry for new entrants and gaining market share is challenging. Hence, the trend is expected to continue in the forecast period.

  • August 2022 - Kioxia announced a number of developments, including a new software-defined interface for the Linux Foundation's Software-Enabled Flash technology. The open source project departs from legacy HDD protocols by introducing customizable flash storage that uses the technology better. Kioxia also introduced a new PCIe Gen 5 SSD family and an update to its FL6 storage class memory (SCM).
  • March 2022 - Micron Technology, Inc. announced the release of the first 176-layer NAND SSD for data centers to be vertically integrated. The Micron 7450 SSD with NVMeTM satisfies the requirements of the most demanding data center workloads with a quality-of-service (QoS) latency of fewer than two milliseconds (ms), a wide capacity range, and the most form factors. Other storage-class memory (SCM), including 3D Xpoint.

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 DYNAMICS

  • 4.1 Market Overview
  • 4.2 Introduction to Market Drivers and Restraints
  • 4.3 Market Drivers
    • 4.3.1 Increased Performance and Reliability by Combining NAND and DRAM Features
    • 4.3.2 Faster Computing Power with More Memory
  • 4.4 Market Challenges
    • 4.4.1 High Manufacturing Costs
  • 4.5 Industry Value Chain Analysis
  • 4.6 Industry Attractiveness - Porter's Five Force Analysis
    • 4.6.1 Threat of New Entrants
    • 4.6.2 Bargaining Power of Buyers
    • 4.6.3 Bargaining Power of Suppliers
    • 4.6.4 Threat of Substitute Products
    • 4.6.5 Intensity of Competitive Rivalry
  • 4.7 Impact of COVID-19 on the Industry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 SSD
      • 5.1.1.1 Client SSD
      • 5.1.1.2 Enterprise SSD
    • 5.1.2 Persistent Memory
      • 5.1.2.1 Data Center
      • 5.1.2.2 Workstation
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia Pacific
    • 5.2.4 Rest of the World

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles*
    • 6.1.1 Crossbar Inc.
    • 6.1.2 Hewlett Packard Enterprise
    • 6.1.3 Everspin Technologies Inc.
    • 6.1.4 Western Digital Corporation
    • 6.1.5 Micron Technology Inc.
    • 6.1.6 Samsung Electronics Co. Ltd
    • 6.1.7 Intel Corporation
    • 6.1.8 Toshiba Memory Holding Corporation (Kioxia)
    • 6.1.9 MemVerge

7 INVESTMENT ANALYSIS

8 FUTURE OF THE MARKET