Serial EEPROM Markets and Applications, 2018-2024
発行: Web-Feet Research, Inc.
ページ情報: 英文 89 Pages
As the spread of the Coronavirus pandemic impacts our lives there are so many unknowns. How long this period of uncertainty will last before the world is put to right is vague and ambiguous. What we do know is that we will recover, though in a somewhat modified form of business.
Last Fall I was asked by one of my clients to provide a forecast for serial EEPROM since it possibly could be replaced with ReRAM or RRAM. WebFeet Research saw the need for an application based serial EEPROM forecast by density. This nascent serial E2 technology is poised for growth with the acceleration of Smart Phones, IoT, 5G, sensors, DRAM/computing and automotive applications. Is the rebirth of the serial EEPROM market a passing fancy or are there intriguing market opportunities for both serial EEPROM and RRAM/PCM/MRAM/NRAM technologies? Are some serial EEPROM vendors vulnerable for cannibalization? Will the performance and high endurance of low density serial EEPROM win out over the cost savings and higher density benefits of serial NOR? WebFeet Research has analyzed the state of the serial EEPROM market to determine its viability, applications and vendors.
The serial EEPROM market followed the Flash market cycles in 2018 in gaining revenue, though 2019 resulted in a major downturn of Flash, serial EEPROM began a modest two year downward spiral. This slight decrease in SE2 revenues in 2019 was due to the shadow-ripple effect from the Flash market suffering from trade tariffs, over supply of parts, consequential price declines, and from the sluggish IoT and PC demand. With the coronavirus precipitating a recession in 2020, serial E2 could see modest -9% decline since many of its applications are only mildly impacted. WebFeet recognizes if the confinement and cure is prolonged then the long term disruption to the economy will be severe. For the sake of providing one plausible scenario, WebFeet assumes this downturn will last through Q3 2020 and begin recovery in 2021. This pandemic event will change our way of life. Whether we can or will return to a 'normal way of life previrus' is unknown. For now, WebFeet sees a return to a modest buildout of electronic devices and applications through 2024. Consequently, the long-term outlook for serial EEPROM is guardedly optimistic. Serial E2 will never disappear and will rebound, since there are many demand drivers looming in its future.
The Serial EEPROM Markets and Applications: 2018-2024 forecast, CS775SE-2020 (89 pages) provides Serial EEPROM (SE2) for revenue, units, and ASPs by density by interface and for 60+ end-use applications. Although SE2 come in small densities they could become candidates for replacement by NVM like ReRAM/CBRAM. This forecast provides a best case scenario in recovering from the COVID-19 pandemic. Contact WebFeet for a special discounted price and a bundled package with the 2019 NVM Market Shares by Vendor report.