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市場調查報告書

全球和中國的記憶體產業:2019年∼2025年

Global and China Memory Industry Report, 2019-2025

出版商 ResearchInChina 商品編碼 210298
出版日期 內容資訊 英文 145 Pages
商品交期: 最快1-2個工作天內
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全球和中國的記憶體產業:2019年∼2025年 Global and China Memory Industry Report, 2019-2025
出版日期: 2019年05月10日內容資訊: 英文 145 Pages
簡介

全球記憶體市場,2018年達到1534億美元,與前一年同期比增加23.7%。2025年擴大到2706億美元,預計2018年∼2025年以8.4%的年複合成長率 (CAGR) 成長。

本報告提供全球和中國的記憶體產業調查分析,概要,用途,產業分析,主要供應商等相關的系統性資訊。

第1章 記憶體技術趨勢

  • TLC
  • 3D NAND
  • 新興NVM

第2章 記憶體市場

  • 全球記憶體市場
  • DRAM的需求與供給
  • NAND的需求與供給
  • 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
  • 企業SSD市場

第3章 記憶體產業

  • 記憶體產業鏈
  • 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
  • 在中國當地的供應商,面臨進入主流記憶體領域的困難

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 記憶體產業鏈供應商

  • PTI
  • CHIPMOS
  • FATC
  • ADATA
  • SILICON MOTION

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

In 2018, global memory market was worth USD153.4 billion, surging by 23.7% from a year earlier thanks to rising prices as a result of robust demand from mobile phones and cloud services and a higher supplier concentration. Global memory demand will continue to increase as emerging technologies such as AI, AR/VR and internet of things (IoT) rise and downstream sectors like consumer and automotive electronics need much more. It is predicted that global memory market size will hit USD270.6 billion in 2025, at a CAGR of 8.4% between 2018 and 2025.

Memories are led by DRAM and Flash. Dynamic random access memory (DRAM) is used the most widely in systems for its excellent performance and lower cost than its peers in spite of volatility when powered down. In 2018, global DRAM market was valued at USD94.8 billion or so, a 30.2% jump on the previous year; Flash memory chip, the most common non-volatile memory, finds the broadest application in mass storage field because it is non-volatile even if power is turned off. In 2018, NAND Flash sales leaped by 14.4% to USD56.3 billon on an annualized basis; NOR Flash sales were approximately USD1.9 billion; market size of other memories (including static random-access memory (SRAM)) reached a combined roughly USD400 million.

Memory market segments vary in competitive pattern. In global DRAM market, Samsung Electronics remains the bellwether sweeping 46% market shares, and its four DRAM plants all with 12-inch production lines can produce 395,000 units a month; another Korean vendor SK Hynix branching out from Hyundai Technology, takes a 28% share, making itself the world's second largest DRAM vendor, with an 8-inch wafer production line and two 12-inch lines in Korea, an 8-inch line in Oregon, the US and a 12-inch line in Wuxi, China; America's Micron Technology is in the third place commanding 21% of the market and boasting a DRAM capacity of about 340,000 units per month after acquiring ELPIDA and Rexchip and integrating Inotera Memories' capacity.

As for NAND Flash, the global market has been monopolized by five vendors, i.e., Samsung, Toshiba, Micron, SK Hynix and Western Digital, with the CR5 reaching a staggering 98%. Samsung Electronics whose NAND Flash capacity stands at 560,000 units per month has decided to expand Phase II of its plant in Xi'an city, China for a larger NAND Flash capacity. Toshiba and Western Digital will keep their partnership, with a collective capacity of 510,000 units per month; Toshiba's Fab 6 still under construction will start 96-layer 3D NAND capacity expansion plan; also, its Fab 7 has been kicked off, and will become operational in the second half of 2019 for producing 96-layer-above 3D NAND and go into mass production in 2020. Micron has a monthly capacity of 350,000 units and proposes construction of Phase III of its fab. SK Hynix will build another new plant, M15, on the site of its existing plant in Cheongju, Korea, to produce 96-layer-above 3D NAND, and put it into use in 2019, with a monthly capacity of 50,000 units. Chinese player Yangtze Memory Technologies Co., Ltd. under Tsinghua Unigroup will see the capacity of its manufacturing base in Wuhan City reach 150,000 units at the end of 2019.

‘Global & China Memory Industry Report, 2019-2025’ highlights the following:

  • Memory overview (definition and classification, industry chain and technology roadmap);
  • Memory applications (mobile phone, tablet PC, notebook computer and server);
  • Memory industry (market size and segments (DRAM, NAND Flash, NOR Flash, etc.));
  • 14 memory vendors (Samsung Electronics, SK Hynix, Micron, etc.) (operation, main products, production layout, output and sales, development strategy, etc.).

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
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