세계 메모리 칩 시장조사 보고서

출판：BCC Research　출판년월：2023년04월

Global Memory Chip Market
세계 메모리 칩 시장은 2022년에 1,723억 달러, 2027년까지는 2,357억 달러 규모로 성장할 것으로 예측되고 있습니다.

리포트목차　　　　주문/문의　　　　납기/라이센스안내

BCC Research「세계 메모리 칩 시장 – Global Memory Chip Market」는 세계의 메모리 칩 시장에서 주요 세그먼트별 조사 및 분석 결과를 제공합니다.

주요 게시물

• 시장 개요
• 시장 역학
• 메모리 칩 시장: 유형별
  • 휘발성 메모리
    • DRAM
    • SRAM
  • 비휘발성 메모리
    • 플래시 메모리
    • ROM
    • 새로운 비휘발성/차세대 메모리
• 메모리 칩 시장: 인터페이스별
  • PCIe 및 I2C
  • SATA
  • SAS
  • DDR
  • 기타
    • USB
    • USB OTG
• 메모리칩 시장: 용도별
  • 전기통신
  • 자동차
  • 홈 자동화
  • 가전
  • 산업
  • 기타
• 메모리 칩 시장: 지역별
  • 남북미
  • 아시아 태평양 지역
  • EMEA
• 특허 검토 및 최신 동향
  • 2019년부터 2023년까지 부여된 메모리 기술 특허
    • DRAM
    • SRAM
    • ROM
    • 플래시
    • 새로운 비휘발성/차세대 메모리
  • 경쟁 환경
  • 기업 정보

Report Highlights

The global market for memory chips is estimated to increase from $172.3 billion in 2022 to reach $235.7 billion by 2027, at a compound annual growth rate (CAGR) of 6.5% from 2022 through 2027.

Summary:

Memory chips used for storing any data or information are available in different shapes and sizes based on application. The data are stored either temporarily through random-access memory (RAM) or permanently through read-only memory (ROM). The processor can read but cannot modify the permanent stored data. The rising penetration of smartphone and laptops are driving the market rapidly. With the introduction of smart households and smart cities, the demand for memory chips is at an all-time high.

Memory is a significant revenue generator for the semiconductor industry, accounting for around REDACTED% of overall sales. The memory chip industry, known for its boom-and-bust cycles, has altered its ways. The memory chip business has seen supply and demand swings in recent years due to a variety of variables such as the COVID-19 epidemic, geopolitical tensions, and changes in consumer behaviors. Furthermore, technological improvements have resulted in changes in the demand for various forms of memory.

The memory industry has been experiencing declining sales since the beginning of 2022. Memory chip sales dropped due to a variety of issues including oversupply, lower demand, higher product prices, and increased competition from alternative storage technologies. This unprecedented crisis is not only draining cash from memory industry leaders such as SK Hynix and Micron, but it is also destabilizing their suppliers, harming Asian economies that rely on technology exports, and forcing the few remaining memory players to form alliances or even consider mergers.

It’s been a fast decline from the industry’s sales surge during the pandemic, which was powered by buyers installing home offices and picking up PCs, tablets and smartphones. As a result of rising prices and interest rates, consumers and businesses are deferring large purchases. The manufacturers of those consumer electronic products, who are the primary customers of memory chips, have suddenly found themselves with component stockpiles and no need for large new orders. This decline in demand is predicted to last through the first half of 2023. Already, companies such as Samsung and its competitors are losing money on every chip they manufacture.

Additionally, the memory industry is suffering from a unique combination of circumstances — a pandemic hangover, the war in Ukraine, historic inflation, and supply-chain disruptions — that have made this decline much worse than a regular cyclical downturn. For instance, in December 2022, U.S. memory chipmaker Micron responded aggressively to plummeting demand. Micron said that it would cut its budget for new plants and equipment in addition to reducing output. In addition, SK Hynix has also slashed investments and scaled back output. Its inventory glut is partly the result of its acquisition of Intel’s flash memory business — a deal struck before the industry’s decline.

Emerging technologies such as 5G, AI and IoT, on the other hand, have been boosting demand for greater performance and more efficient memory solutions. DRAM prices have fallen due to overstock, although NAND flash prices are likely to rise following a period of surplus. Meanwhile, emerging memory technologies such as MRAM and RRAM are gaining traction as potential replacements for older memory solutions. Overall, it is projected that the memory chip business will continue to evolve and adapt to changing market conditions and technological advancements.

Report Scope:

The market for memory chips is segmented into the following categories –
– By type: Volatile memory chips, which include DRAM and SRAM; nonvolatile memory chips, which include flash (NOR and NAND) and ROM (PROM, EPROM, and EEROM); and emerging/next-generation nonvolatile memory chips (MRAM, FRAM, RRAM, 3D Xpoint, NRAM, and others).
– By Interface: PCIe and I2C, SATA, SAS, DDR, and others (USB and OTG.)
– By application: Consumer electronics, industrial, telecommunications, automotive, home automation, and others.
– By region: North America, Asia-Pacific, Europe, Middle East and Africa.

In addition to an industry and competitive analysis of the market for memory chips, this report also exhaustively covers patents and company profiles of key players active in the global market.

In this report, the memory chip market is segmented based on type, interface, application, and geography. The report provides an overview of the global memory chip market and analyzes market trends. Using 2021 as the base year, the report provides estimated market data for the forecast period 2022 through 2027. Market values have been estimated based on the total revenue of memory chip providers.

The report covers the market for memory chips with regards to their user base across different regions. It also focuses on the major trends and challenges that affect the market and the vendor landscape. The report estimates the global market for 2021 and provides projections of the expected market size through 2027.

Note: The terms memory chips and memory are used interchangeably.

Report Includes:

– 38 data tables
– An up-to-date overview and analysis of the global markets for memory chips
– Analyses of the global market trends, with historic market revenue data (sales figures) for 2021, estimates for 2022, forecasts for 2023, and projections of compound annual growth rates (CAGRs) through 2027
– Highlights of the current and upcoming potential for the memory chips market, growth driving factors, and areas of focus to forecast this market into various segments and sub-segments
– Estimation of the actual market size and revenue forecast for the global memory chip market, and corresponding market share analysis based on memory type, interface, application, and region
– Discussion of the major growth drivers, industry-specific challenges, regulatory aspects and technology updates that will shape the market for memory chips as a basis for projecting demand in the next few years (2022-2027)
– A look at the major growth strategies adopted by leading players operating in the market, recent developments, strategic alliances, and competitive benchmarking
– Patent review and new developments, ongoing research (R&D) activities, recent industry structure, and current state and innovations in the market for memory technologies
– Assessment of the company competitive landscape comprising key market participants, their global value share analysis, product portfolio and operational integration
– Company profiles of the leading global players, including Broadcom Inc., Intel Corp., Micron Technology Inc., Samsung Electronics, SK Hynix Inc., and Transcend Information, Inc.

목차

Table of Contents

Chapter 1 Introduction

1.1 Study Goals and Objectives
1.2 Reasons for Doing the Study
1.3 What’s New in This Update?
1.4 Scope of Report
1.5 Research Methodology
1.6 Intended Audiences
1.7 Information Sources
1.8 Geographic Breakdown
1.9 Analyst’s Credentials
1.10 BCC Custom Research
1.11 Related BCC Research Reports

Chapter 2 Summary and Highlights

Chapter 3 Market Overview

3.1 Current Market Scenario
3.2 COVID-19 Impact on the Market
3.3 Ukraine-Russia War Impact on the Market
3.4 The U.S.-China Trade War Impact on the Market
3.5 Value Chain Analysis
3.6 Porter’s Five Forces Analysis
3.7 Overview of the Global Semiconductor Industry

Chapter 4 Market Dynamics

4.1 Market Drivers
4.1.1 Increasing Use of Chips for 5G Applications
4.1.2 Growing Need for Universal Memory Devices
4.1.3 Rapid Growth in Consumer Electronics Sector
4.2 Market Restraints
4.2.1 Lack of Trained Workers in Memory Chips Market
4.2.2 Global Political, Economic and Financial Crises
4.3 Market Challenges
4.3.1 Higher Design Costs Due to Lack of Standardization
4.3.2 Increasing Manufacturing Cost of Memories
4.4 Market Opportunities
4.4.1 Massive Investments for the Progress of the Semiconductor Sector
4.4.2 Rising Adoption of DRAM and 3D NAND Flash Memories
4.4.3 Adoption of Emerging Nonvolatile Memories in the Automotive Industry

Chapter 5 Market Breakdown by Type

5.1 Introduction
5.2 Volatile Memory
5.2.1 Dynamic RAM (DRAM)
5.2.2 Static RAM (SRAM)
5.3 Nonvolatile Memory
5.3.1 Flash Memory
5.3.2 Read-Only Memory (ROM)
5.3.3 Emerging Nonvolatile/Next-Generation Memories

Chapter 6 Market Breakdown by Interface

6.1 Introduction
6.2 PCIe and I2C
6.3 SATA
6.4 SAS
6.5 DDR
6.6 Others
6.6.1 Universal Serial Bus (USB)
6.6.2 USB On-The-Go (OTG)

Chapter 7 Market Breakdown by Application

7.1 Introduction
7.2 Telecommunications
7.3 Automotive
7.4 Home Automation
7.5 Consumer Electronics
7.6 Industrial
7.7 Others
7.7.1 Healthcare
7.7.2 Banks and Financial Institutions
7.7.3 Hospitality
7.7.4 Retail
7.7.5 Military and Aerospace

Chapter 8 Market Breakdown by Region

8.1 Introduction
8.2 Americas Market Outlook
8.3 Asia-Pacific Market Outlook
8.4 EMEA Market Outlook

Chapter 9 Patent Review and New Developments

9.1 Patents Granted by Memory Technology (2019-2023)
9.1.1 DRAM
9.1.2 SRAM
9.1.3 ROM
9.1.4 Flash
9.1.5 Emerging/Next-generation Memories

Chapter 10 Competitive Landscape

10.1 Introduction
10.2 Strategic Analysis
10.2.1 Product Launches and Developments
10.2.2 Agreements, Collaborations and Partnerships
10.2.3 Mergers and Acquisitions (M&A)
10.2.4 Investments, Funding and Expansion

Chapter 11 Company Profiles

BROADCOM INC.
CORSAIR GAMING, INC.
CROSSBAR INC.
DELL TECHNOLOGIES INC.
EVERSPIN TECHNOLOGIES INC.
FUJITSU LTD.
G.SKILL INTERNATIONAL ENTERPRISE CO., LTD.
HEWLETT PACKARD ENTERPRISE (HPE)
INFINEON TECHNOLOGIES AG
INTEL CORP.
KINGSTON TECHNOLOGY CORP.
KIOXIA HOLDINGS CORP.
MICRON TECHNOLOGY, INC.
NANYA TECHNOLOGY CORP.
RENESAS ELECTRONICS CORP.
SAMSUNG ELECTRONICS CO., LTD.
SK HYNIX INC.
TEXAS INSTRUMENTS INC.
TRANSCEND INFORMATION INC.
WESTERN DIGITAL CORP.

List of Tables

Summary Table : Global Market for Memory Chips, by Region, Through 2027
Table 1 : Global Market for Memory Chips, by Type, Through 2027
Table 2 : Global Market for Memory Chips, by Interface, Through 2027
Table 3 : Global Market for Memory Chips, by Application, Through 2027
Table 4 : Global Market for Memory Chips, by Region, Through 2027
Table 5 : Americas Market for Memory Chips, by Country, Through 2027
Table 6 : Americas Market for Memory Chips, by Type, Through 2027
Table 7 : Americas Market for Memory Chips, by Interface, Through 2027
Table 8 : Americas Market for Memory Chips, by Application, Through 2027
Table 9 : Asia-Pacific Market for Memory Chips, by Country, Through 2027
Table 10 : Asia-Pacific Market for Memory Chips, by Type, Through 2027
Table 11 : Asia-Pacific Market for Memory Chips, by Interface, Through 2027
Table 12 : Asia-Pacific Market for Memory Chips, by Application, Through 2027
Table 13 : EMEA Market for Memory Chips, by Sub-Region, Through 2027
Table 14 : EMEA Market for Memory Chips, by Type, Through 2027
Table 15 : EMEA Market for Memory Chips, by Interface, Through 2027
Table 16 : EMEA Market for Memory Chips, by Application, Through 2027
Table 17 : Product Launches and Developments, Global Memory Chip Market, 2020–January 2023
Table 18 : Agreements, Collaborations and Partnerships, Global Memory Chip Market, March 2020–September 2022
Table 19 : M&A Deals in the Global Memory Chip Market, April 2020–December 2021
Table 20 : Investments, Funding and Expansions, Global Memory Chip Market, June 2022–August 2022
Table 21 : Broadcom Inc.: Annual Revenue, 2019-2021
Table 22 : Corsair Gaming Inc.: Annual Revenue, 2019-2021
Table 23 : Dell Technologies Inc.: Annual Revenue, 2019-2021
Table 24 : Everspin Technologies, Inc.: Annual Revenue, 2019-2021
Table 25 : Fujitsu Ltd.: Annual Revenue, 2019-2021
Table 26 : HPE Co.: Annual Revenue, 2019-2021
Table 27 : Infineon Technologies AG: Annual Revenue, 2019-2021
Table 28 : Intel Corp.: Annual Revenue, 2019-2021
Table 29 : Kioxia Holding Corp.: Annual Revenue, 2019-2021
Table 30 : Micron Technology, Inc.: Annual Revenue, 2019-2021
Table 31 : Nanya Technology Corp.: Annual Revenue, 2019-2021
Table 32 : Renesas Electronics Corp.: Annual Revenue, 2019-2021
Table 33 : Samsung Electronics Co., Ltd.: Annual Revenue, 2019-2021
Table 34 : SK Hynix Inc.: Annual Revenue, 2019-2021
Table 35 : Texas Instruments Inc.: Annual Revenue, 2019-2021
Table 36 : Transcend Information Inc.: Annual Revenue, 2019-2021
Table 37 : Western Digital Corp.: Annual Revenue, 2019-2021

List of Figures

Summary Figure : Global Market Shares of Memory Chips, by Region, 2021
Figure 1 : Value Chain Analysis: Memory Chips Market
Figure 2 : Porter’s Five Forces Analysis: Global Memory Chip Market
Figure 3 : Market Dynamics: Memory Chips Market
Figure 4 : Global Market Shares of Memory Chips, by Type, 2021
Figure 5 : Global Market Shares of Volatile Memory Chips, by Type, 2021
Figure 6 : Global Market Shares of Nonvolatile Memory Chips, by Type, 2021
Figure 7 : Global Market Shares of Memory Chips, by Interface, 2021
Figure 8 : Global Market Shares of Memory Chips, by Application, 2021
Figure 9 : Global Market Shares of Memory Chips, by Region, 2021
Figure 10 : Americas Market Shares of Memory Chips, by Country, 2021
Figure 11 : Americas Market Shares of Memory Chips, by Type, 2021
Figure 12 : Americas Market Shares of Volatile Memory Chips, by Type, 2021
Figure 13 : Americas Market Shares of Nonvolatile Memory Chips, by Type, 2021
Figure 14 : Americas Market Shares of Memory Chips, by Interface, 2021
Figure 15 : Americas Market Shares of Memory Chips, by Application, 2021
Figure 16 : Asia-Pacific Market Shares of Memory Chips, by Country, 2021
Figure 17 : Asia-Pacific Market Shares of Memory Chips, by Type, 2021
Figure 18 : Asia-Pacific Market Shares of Volatile Memory Chips, by Type, 2021
Figure 19 : Asia-Pacific Market Shares of Nonvolatile Memory Chips, by Type, 2021
Figure 20 : Asia-Pacific Market Shares of Memory Chips, by Interface, 2021
Figure 21 : Asia-Pacific Market Shares of Memory Chips, by Application, 2021
Figure 22 : EMEA Market Shares of Memory Chips, by Sub-Region, 2021
Figure 23 : EMEA Market Shares of Memory Chips, by Type, 2021
Figure 24 : EMEA Market Shares of Volatile Memory Chips, by Type, 2021
Figure 25 : EMEA Market Shares of Nonvolatile Memory Chips, by Type, 2021
Figure 26 : EMEA Market Shares of Memory Chips, by Interface, 2021
Figure 27 : EMEA Market Shares of Memory Chips, by Application, 2021
Figure 28 : Global Market Shares of DRAM, by Player, 2021
Figure 29 : Global Market Shares of NAND, by Player, 2021
Figure 30 : Distribution Share of Key Strategies Implemented by Memory Chip Players, 2020–2023*
Figure 31 : Broadcom Inc.: Sales Share, by Business Segment, 2021
Figure 32 : Broadcom Inc.: Sales Share, by Region, 2021
Figure 33 : Corsair Gaming, Inc.: Sales Share, by Business Segment, 2021
Figure 34 : Corsair Gaming, Inc.: Sales Share, by Region, 2021
Figure 35 : Dell Technologies Inc.: Sales Share, by Business Segment, 2021
Figure 36 : Dell Technologies Inc.: Sales Share, by Region, 2021
Figure 37 : Everspin Technologies, Inc.: Sales Share, by Region, 2021
Figure 38 : Fujitsu Ltd.: Sales Share, by Business Segment, 2021
Figure 39 : Fujitsu Ltd.: Sales Share, by Region, 2021
Figure 40 : HPE Co.: Sales Share, by Business Segment, 2021
Figure 41 : HPE Co.: Sales Share, by Region, 2021
Figure 42 : Infineon Technologies AG: Sales Share, by Business Segment, 2021
Figure 43 : Infineon Technologies AG: Sales Share, by Region, 2021
Figure 44 : Intel Corp.: Sales Share, by Business Segment, 2021
Figure 45 : Intel Corp.: Sales Share, by Region, 2021
Figure 46 : Micron Technology, Inc.: Sales Share, by Business Segment, 2021
Figure 47 : Micron Technology, Inc.: Sales Share, by Region, 2021
Figure 48 : Nanya Technology Corp.: Sales Share, by Product Segment, 2021
Figure 49 : Nanya Technology Corp.: Sales Share, by Region, 2021
Figure 50 : Renesas Electronics Corp.: Sales Share, by Business Segment, 2021
Figure 51 : Renesas Electronics Corp.: Sales Share, by Region, 2021
Figure 52 : Samsung Electronics Co., Ltd.: Sales Share, by Business Segment, 2021
Figure 53 : Samsung Electronics Co., Ltd.: Sales Share, by Region, 2021
Figure 54 : SK Hynix Inc.: Sales Share, by Business Segment, 2021
Figure 55 : SK Hynix Inc.: Sales Share, by Region, 2021
Figure 56 : Texas Instruments Inc.: Sales Share, by Business Segment, 2021
Figure 57 : Texas Instruments Inc.: Sales Share, by Region, 2021
Figure 58 : Transcend Information Inc.: Sales Share, by Business Segment, 2021
Figure 59 : Transcend Information Inc.: Sales Share, by Region, 2021
Figure 60 : Western Digital Corp.: Sales Share, by Business Segment, 2021
Figure 61 : Western Digital Corp.: Sales Share, by Region, 2021