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市場調查報告書
商品編碼
974922

編碼型儲存快閃記憶體的預測:SPI NAND型及序列NOR型快閃記憶體的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 83 Pages | 訂單完成後即時交付

價格
  • 全貌
  • 簡介
  • 目錄
簡介

本報告提供序列NOR型及SPI NAND型快閃記憶體的市場及供應商調查,收益、出貨數、ASP、兆位數的變化與預測,各地區、供應商明細,主要供應商的SWOT分析,車載用快閃記憶體的預測等資料彙整。

目錄

圖的清單

表格的清單

第1章 摘要整理

第2章 調查目的、調查手法

第3章 序列NOR市場預測

  • 序列NOR型快閃記憶體收益
  • 序列NOR型快閃記憶體單位的出貨量
  • 序列NOR型快閃記憶體的平均銷售價格(ASP)
  • 序列NOR型快閃記憶體的兆位出貨量

第4章 SLC/SPI NAND市場預測

  • SLC NAND型快閃記憶體收益
  • SLC NAND型快閃記憶體單位的出貨量
  • SLC NAND型快閃記憶體的平均銷售價格(ASP)
  • SLC NAND型快閃記憶體的兆位出貨量

第5章 NOR型快閃記憶體的市場佔有率

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

第6章 序列NOR型的SWOT分析

  • 序列NOR型的SWOT - Micron
    • 優勢
    • 弱點
    • 機會
    • 威脅
  • 序列NOR型的SWOT - Cypress
  • 序列NOR型的SWOT - Macronix
  • 序列NOR型的SWOT - Winbond
  • 序列NOR型的SWOT - GigaDevice
  • 序列NOR型的SWOT - Kioxia (Toshiba)

第7章 序列NOR型快閃記憶體的預測:各供應商

  • 序列NOR型快閃記憶體的預測:各供應商
  • 序列NOR型快閃記憶體晶圓容量的預測:各供應商

第8章 車載用快閃記憶體的預測:各供應商

  • 車載用快閃記憶體的預測
  • 序列NOR型車載用快閃記憶體的收益:各供應商

第9章 編碼型儲存快閃記憶體的預測

  • 編碼型儲存快閃記憶體的預測:各技術
  • 編碼型儲存快閃記憶體的收益預測:各應用領域
  • 編碼型儲存快閃記憶體的出貨量預測:各應用領域
目錄
Product Code: CS575CA-2020

Will the Serial NOR market continue its comeback through IoT and 5G? Who is pushing the edge of Code Storage Flash? Does high density Serial NOR have a chance with SPI NAND?

This report provides the Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis of the six top serial NOR and SPI NAND vendors. An extensive forecast of the SLC/SPI NAND and NOR market shows the revenues well beyond the $2.5 Billion shipped in 2019. This report recognizes the emergence of Code Storage Flash that supplies non volatile memory for applications needing mid-range densities (256Mbit-8Gbit). Since 3D NAND is over provisioned for use in IoT sensors and most Edge computing, many of the Code Storage vendors supply (512Mb-8Gbit) SLC and SPI NAND. New this year are market shares for the SLC/SPI NAND vendors for 2017-2019 and a projection for 2020. Over the forecast period, the SPI NAND volumes will overtake SLC NAND since the IoT users will convert from a parallel interface to serial NAND. Mid-high density serial NOR 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) 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 2025 by vendor for geographic segmentation. In addition, the vendor serial NOR monthly wafer production by wafer size is calculated from 2014-2020. On the application side there are serial NOR and SLC/SPI NAND forecasts for revenue, units, and MBs for over 30 end-use applications. In addition, the 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 2025.

For the marketing, finance 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
    • 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- Opportunities
    • 6.3.4. 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

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

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 2018-2025
  • 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 NOR Flash Applications Unit Forecast
  • Table 6: Serial NOR Unit by Density, Munits
  • Table 7: Serial Combo NOR Unit by Density, Munits
  • Table 8: Serial NOR Average Selling Prices (ASPs) by Density, $
  • Table 9: Serial Combo NOR Average Selling Prices (ASPs) by Density, $
  • Table 10: Serial NOR Flash Megabit Shipments by Application in Million Megabits
  • Table 11: Serial NOR Flash Megabit Shipments by Density in Million Megabits
  • Table 12: Serial Combo NOR Flash Megabit Shipments by Density in Million Megabits
  • Table 13: SLC/SPI NAND Flash Unit Applications Density Sweet Spot
  • Table 14: SLC NAND Revenue by Density, 512Mbit-64Gbit $M
  • Table 15: SPI NAND Revenue by Density, 512Mbit-8Gbit $M
  • Table 16: Combo NAND Revenue by Density, $M
  • Table 17: SLC NAND Unit by Density, Munits
  • Table 18: SPI NAND Unit by Density, Munits
  • Table 19: Combo NAND Unit by Density, Munits
  • Table 20: SLC NAND Average Selling Prices (ASPs) by Density, $
  • Table 21: SPI NAND Average Selling Prices (ASPs) by Density, $
  • Table 22: Combo NAND Average Selling Prices (ASPs) by Density, $
  • Table 23: SLC NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 24: SPI NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 25: Combo NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 26: Serial NOR Flash 2018 Vendor Market Shares
  • Table 27: SLC NAND Flash 2017-2019 Vendor Market Shares
  • Table 28: SLC NAND Flash 2020 Vendor Market Shares
  • Table 29: Parallel and Serial NOR and Serial NOR only Revenue Market Share by Vendor, 2019
  • Table 30: NOR and Serial NOR Flash Revenue Forecasts by Geographical Region
  • Table 31: Serial NOR Flash Revenue Forecasts by Vendor by Geographical Region
  • Table 32: Serial NOR Flash Wafer K Starts per Month Forecasts by Vendor
  • Table 33: Automotive Internal Flash Content Forecast, 2018-2025
  • Table 34: ADAS Sub System Camera Unit Forecast
  • Table 35: Automotive Flash Systems Unit Content Forecast, 2018-2025
  • Table 36: Automotive Embedded Flash Drive Component Content Forecast, 2018-2025
  • Table 37: Serial NOR Automotive Flash Revenue Forecasts by Vendor
  • Table 38: Code Storage Flash Revenue by Technology
  • Table 39: Code Storage Unit Forecast by Technology
  • Table 40: Code Storage Total Revenue by Application
  • Table 41: Code Storage Revenue for 256Mb and 512Mb
  • Table 42: Code Storage Revenue 1Gbit and 2Gbit Forecast
  • Table 43: Code Storage Revenue 4Gb and 8Gb Forecast
  • Table 44: Code Storage Total Units by Application
  • Table 45: Code Storage Units for 256Mb and 512Mb
  • Table 46: Code Storage Units for 1Gb and 2Gb
  • Table 47: Code Storage Unit Forecast for 4Gb and 8Gb