編碼型儲存快閃記憶體市場預測-SPI NAND和序列NOR Flash的SWOT分析
市場調查報告書
商品編碼
1267292

編碼型儲存快閃記憶體市場預測-SPI NAND和序列NOR Flash的SWOT分析

Code Storage Flash Forecast - SPI NAND and Serial NOR Flash SWOT Analysis

出版日期: | 出版商: Web-Feet Research, Inc. | 英文 92 Pages | 訂單完成後即時交付

價格

本報告提供編碼型儲存快閃記憶體市場相關調查,序列NOR和SPI NAND的7家頂級供應商的優勢、弱點、機會、威脅(SWOT)分析,以及各市場區隔的市場佔有率,各供應商預測等彙整資料。

目錄

第1章 摘要整理

第2章 目的調查手法

第3章 序列NOR的市場預測

  • 序列NOR Flash的出貨收益
  • 序列NOR Flash的出貨台數
  • 序列NOR Flash的平均銷售價格(ASP)
  • 序列NOR Flash的兆位出貨數

第4章 SLC/SPI NAND市場預測

  • SLC NAND快閃記憶體的出貨收益
  • SLC NAND快閃記憶體的出貨台數
  • SLC NAND快閃記憶體的平均銷售價格(ASP)
  • SLC NAND快閃記憶體的兆位出貨數

第5章 NOR快閃記憶體的市場佔有率

  • NOR及SLC NAND快閃記憶體的市場佔有率
  • 序列NOR Flash排行榜
  • SLC NAND快閃記憶體排行榜

第6章 序列NOR SWOT分析

  • 序列NOR SWOT-Micron
  • 序列NOR SWOT-Cypress/Infineon
  • 序列NOR SWOT-Macronix
  • 序列NOR SWOT-Winbond
  • 序列NOR SWOT-GigaDevice
  • 串列NAND SWOT-Kioxia (Toshiba)
  • 串列NAND SWOT-Sky High

第7章 序列NOR Flash預測,各供應商

  • 序列NOR Flash預測,各供應商
  • 序列NOR Flash晶圓產能預測,各供應商

第8章 汽車用flash預測,各供應商

  • 汽車flash預測
  • 序列NOR汽車用flash的收益,各供應商

第9章 編碼型儲存快閃記憶體預測

  • 編碼型儲存快閃記憶體預測,各技術
  • 編碼型儲存快閃記憶體收益預測,各用途
  • 編碼型儲存快閃記憶體台數預測,各用途

第10章 附錄A:相關資訊

Product Code: CS575CA-2023

Will the Serial NOR market show its strength through IoT and 5G? Amidst the downturn Who is pushing the boundaries of Code Storage Flash? Can 3D NOR replace the low cost value proposition of SPI NAND?

This report, Code Storage Flash Forecast - SPI NAND and Serial NOR Flash SWOT Analysis provides the Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis of the seven top serial NOR and SPI NAND vendors. This report recognizes the emergence of Code Storage Flash that supplies Non Volatile Memory for applications needing low to mid-range densities (512Kbit-8Gbit). Serial NOR provides high speed access for 512Kbit-4Gbit densities, many of the Code Storage vendors supply (512Mb-8Gbit) SLC and SPI NAND and beginning in 2025 Macronix will be supplying low cost 3D NOR for 1Gbit-8Gbit. Many OEMs have downplayed the need for high-speed serial NOR and have turned to low cost and low speed SPI NAND. Macronix countered in providing low-cost high-density 3D serial NOR that could replace SPI NAND. The market shares for Serial NOR and separately for the SLC/SPI NAND vendors for 2021-2022 are listed with Kioxia as the leader in 2022. At the end of the forecast period, the SPI NAND volumes will overtake SLC NAND as the IoT users convert from a parallel interface to serial NAND. In the near term, some mid-high density serial NOR users will migrate to SPI NAND for cost reasons, which strengthens the SPI NAND market share.

The SWOT covers Micron, Infineon (Cypress), Macronix, Winbond, Kioxia (Toshiba), Sky High and GigaDevice who produce 85% of the serial NOR revenue and nearly all the SPI NAND. Besides covering these players, this analysis provides a serial NOR revenue forecast to 2027 by vendor for geographic segmentation. On the application side there are serial NOR and SLC/SPI NAND forecasts for revenue, units, and MBs for over 30 end-use applications. Even with the coming recession, WebFeet projects a mild to hard recovery. In addition, the Code Storage Serial NOR, Parallel NOR, SPI and SLC NAND are forecast by revenue and units by density for over twelve end applications. As autonomous vehicles regain momentum, WebFeet provides Flash forecasts for each level of vehicle autonomy and illustrates the Flash usage for each of the automotive systems. Finally, WebFeet forecasts the serial NOR automotive revenue by Flash supplier through 2027.

For the marketing, finance, application engineer or strategic planning professional this report is essential.

Table of Contents

List of Figures

List of Tables

1. Executive Summary

2. Objectives and Methodology

3. Serial NOR Market Forecasts

  • 3.1. Serial NOR Flash Revenue Shipments
  • 3.2. Serial NOR Flash Unit Shipments
  • 3.3. Serial NOR Flash Average Selling Prices (ASPs)
  • 3.4. Serial NOR Flash Megabit Shipments

4. SLC/SPI NAND Market Forecasts

  • 4.1. SLC NAND Flash Revenue Shipments
  • 4.2. SLC NAND Flash Unit Shipments
  • 4.3. SLC NAND Flash Average Selling Prices (ASPs)
  • 4.4. SLC NAND Flash Megabit Shipments

5. NOR Flash Memory Market Shares

  • 5.1. NOR and SLC NAND Flash Market Shares
  • 5.2. Serial NOR Flash rankings
  • 5.3. SLC NAND Flash rankings

6. Serial NOR SWOT Analysis

  • 6.1. Serial NOR SWOT-Micron
    • 6.1.1. Serial NOR SWOT-Strengths
    • 6.1.2. Serial NOR SWOT-Weaknesses
    • 6.1.3. Serial NOR SWOT-Opportunities
    • 6.1.4. Serial NOR SWOT-Threats
  • 6.2. Serial NOR SWOT-Cypress/Infineon
    • 6.2.1. Serial NOR SWOT-Strengths
    • 6.2.2. Serial NOR SWOT-Weaknesses
    • 6.2.3. Serial NOR SWOT-Opportunities
    • 6.2.4. Serial NOR SWOT-Threats
  • 6.3. Serial NOR SWOT-Macronix
    • 6.3.1. Serial NOR SWOT-Strengths
    • 6.3.2. Serial NOR SWOT-Weaknesses
    • 6.3.3. Serial NOR SWOT-Threats
  • 6.4. Serial NOR SWOT-Winbond
    • 6.4.1. Serial NOR SWOT-Strengths
    • 6.4.2. Serial NOR SWOT-Weaknesses
    • 6.4.3. Serial NOR SWOT-Opportunities
    • 6.4.4. Serial NOR SWOT-Threats
  • 6.5. Serial NOR SWOT-GigaDevice
    • 6.5.1. Serial NOR SWOT-Strengths
    • 6.5.2. Serial NOR SWOT-Weaknesses
    • 6.5.3. Serial NOR SWOT-Opportunities
    • 6.5.4. Serial NOR SWOT-Threats
  • 6.6. Serial NAND SWOT-Kioxia (Toshiba)
    • 6.6.1. Serial NAND SWOT-Strengths
    • 6.6.2. Serial NAND SWOT-Weaknesses
    • 6.6.3. Serial NAND SWOT-Opportunities
    • 6.6.4. Serial NAND SWOT-Threats
  • 6.1. Serial NAND SWOT-Sky High
    • 6.1.1. Serial NAND SWOT-Strengths
    • 6.1.2. Serial NAND SWOT-Weaknesses
    • 6.1.3. Serial NAND SWOT-Opportunities
    • 6.1.4. Serial NAND SWOT-Threats

7. Serial NOR Flash Forecast by Vendor

  • 7.1. Serial NOR Flash Forecast by Vendor
  • 7.2. Serial NOR Flash Wafer Capacity Forecast by Vendor

8. Automotive Flash Forecast by Vendor

  • 8.1. Automotive Flash Forecast
  • 8.2. Serial NOR Automotive Flash Revenue by Vendor

9. Code Storage Flash Forecast

  • 9.1. Code Storage Flash Forecast by Technology
  • 9.2. Code Storage Flash Revenue Forecast by Application
  • 9.2. Code Storage Flash Unit Forecast by Application

10. Appendix A: Biography

List of Figures

  • Figure 1: Automotive Flash Usage Sub Systems
  • Figure 2: Six Levels of Autonomous Vehicles
  • Figure 3: Automotive Code Storage Flash Revenue Forecast
  • Figure 4: EFD NAND Automotive Revenue 2020-2027
  • Figure 5: Code Storage Revenue by Technology
  • Figure 6: Code Storage Flash Unit Forecast by Technology

List of Tables

  • Table 1: Serial NOR Flash Unit Applications Density Sweet Spot
  • Table 2: Serial NOR Flash Applications Revenue Forecast
  • Table 3: Serial NOR Revenue by Density, 512Kbit-2Gbit $M
  • Table 4: Serial Combo NOR Revenue by Density, $M
  • Table 5: Serial 3D NOR Revenue by Density, $M
  • Table 6: Serial NOR Flash Applications Unit Forecast
  • Table 7: Serial NOR Unit by Density, Munits
  • Table 8: Serial Combo NOR Unit by Density, Munits
  • Table 9: Serial 3D NOR Unit by Density, Munits
  • Table 10: Serial NOR Average Selling Prices (ASPs) by Density, $
  • Table 11: Serial Combo NOR Average Selling Prices (ASPs) by Density, $
  • Table 12: Serial 3D NOR Average Selling Prices (ASPs) by Density, $
  • Table 13: Serial NOR Flash Megabit Shipments by Application in Million Megabits
  • Table 14: Serial NOR Flash Megabit Shipments by Density in Million Megabits
  • Table 15: Serial Combo NOR Flash Megabit Shipments by Density in Million Megabits
  • Table 16: Serial 3D NOR Flash Megabit Shipments by Density in Million Megabits
  • Table 17: SLC/SPI NAND Flash Unit Applications Density Sweet Spot
  • Table 18: SLC NAND Revenue by Density, 512Mbit-64Gbit $M
  • Table 19: SPI NAND Revenue by Density, 512Mbit-8Gbit $M
  • Table 20: Combo NAND Revenue by Density, $M
  • Table 21: SLC NAND Unit by Density, Munits
  • Table 22: SPI NAND Unit by Density, Munits
  • Table 23: Combo NAND Unit by Density, Munits
  • Table 24: SLC NAND Average Selling Prices (ASPs) by Density, $
  • Table 25: SPI NAND Average Selling Prices (ASPs) by Density, $
  • Table 26: Combo NAND Average Selling Prices (ASPs) by Density, $
  • Table 27: SLC NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 28: SPI NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 29: Combo NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 30: Serial NOR Flash 2022 Vendor Market Shares
  • Table 31: SLC NAND Flash 2020-2022 Vendor Market Shares
  • Table 33: Parallel and Serial NOR and Serial NOR only Revenue Market Share by Vendor, 2022
  • Table 34: NOR and Serial NOR Flash Revenue Forecasts by Geographical Region
  • Table 35: Serial NOR Flash Revenue Forecasts by Vendor by Geographical Region
  • Table 36: Serial NOR Flash Wafer K Starts per Month Forecasts by Vendor
  • Table 37: Automotive Internal Flash Content Forecast, 2020-2027
  • Table 38: ADAS Sub System Camera Unit Forecast
  • Table 39: Automotive Flash Systems Unit Content Forecast, 2020-2027
  • Table 40: Automotive Embedded Flash Drive Component Content Forecast, 2020-2027
  • Table 41: Serial NOR Automotive Flash Revenue Forecasts by Vendor
  • Table 42: Code Storage Flash Revenue by Technology
  • Table 43: Code Storage Unit Forecast by Technology
  • Table 44: Code Storage Total Revenue by Application
  • Table 45: Code Storage Revenue for 256Mb and 512Mb
  • Table 46: Code Storage Revenue 1Gbit and 2Gbit Forecast
  • Table 47: Code Storage Revenue 4Gb and 8Gb Forecast
  • Table 48: Code Storage Total Units by Application
  • Table 49: Code Storage Units for 256Mb and 512Mb
  • Table 50: Code Storage Units for 1Gb and 2Gb
  • Table 51: Code Storage Unit Forecast for 4Gb and 8Gb