表紙:コードストレージフラッシュ市場の予測-SPI NANDとシリアルNORフラッシュのSWOT分析
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1267292

コードストレージフラッシュ市場の予測-SPI NANDとシリアルNORフラッシュのSWOT分析

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

出版日: | 発行: Web-Feet Research, Inc. | ページ情報: 英文 92 Pages | 納期: 即納可能 即納可能とは

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コードストレージフラッシュ市場の予測-SPI NANDとシリアルNORフラッシュのSWOT分析
出版日: 2023年04月25日
発行: Web-Feet Research, Inc.
ページ情報: 英文 92 Pages
納期: 即納可能 即納可能とは
  • 全表示
  • 概要
  • 図表
  • 目次
概要

当レポートは、コードストレージフラッシュ市場について調査し、シリアルNORとSPI NANDのトップベンダー7社の強み、弱み、機会、脅威(SWOT)分析を行うとともに、セグメント別の市場シェア、ベンダー別予測などをまとめています。

目次

第1章 エグゼクティブサマリー

第2章 目的と調査手法

第3章 シリアルNORの市場予測

  • シリアルNORフラッシュの出荷収益
  • シリアルNORフラッシュの出荷台数
  • シリアルNORフラッシュの平均販売価格(ASP)
  • シリアルNORフラッシュのメガビット出荷数

第4章 SLC/SPI NAND市場予測

  • SLC NANDフラッシュの出荷収益
  • SLC NANDフラッシュの出荷台数
  • SLC NANDフラッシュの平均販売価格(ASP)
  • SLC NANDフラッシュのメガビット出荷数

第5章 NORフラッシュメモリの市場シェア

  • NORおよびSLC NANDフラッシュの市場シェア
  • シリアルNORフラッシュランキング
  • SLC NANDフラッシュランキング

第6章 シリアルNOR SWOT分析

  • シリアルNOR SWOT-Micron
  • シリアルNOR SWOT-Cypress/Infineon
  • シリアルNOR SWOT-Macronix
  • シリアルNOR SWOT-Winbond
  • シリアルNOR SWOT-GigaDevice
  • シリアルNAND SWOT-Kioxia (Toshiba)
  • シリアルNAND SWOT-Sky High

第7章 シリアルNORフラッシュ予測、ベンダー別

  • シリアルNORフラッシュ予測、ベンダー別
  • シリアルNORフラッシュウエハ容量予測、ベンダー別

第8章 自動車用フラッシュ予測、ベンダー別

  • 自動車フラッシュ予測
  • シリアルNOR自動車用フラッシュの収益、ベンダー別

第9章 コードストレージフラッシュ予測

  • コードストレージフラッシュ予測、技術別
  • コードストレージフラッシュ収益予測、用途別
  • コードストレージフラッシュ台数予測、用途別

第10章 付録A:関連情報

図表

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
目次
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