シリアルEEPROMの市場と用途：2018年～2024年

シリアルEEPROM市場は、2018年にフラッシュ市場のサイクルをたどって収益を得ましたが、2019年はフラッシュが大幅に落ち込み、シリアルEEPROMは2年間の緩やかなスパイラルを始めました。 2019年のSE2収益のこのわずかな減少は、フラッシュ市場が貿易関税、部品の供給過剰、結果として生じる価格の下落、およびIoTとPCの需要の低迷の波及効果によるものです。

当レポートでは、シリアルEEPROM市場について調査しており、地域別の予測やセグメント別による市場分析、市場シェア、市場展望などについて、包括的に分析しています。

目次

図のリスト

テーブルのリスト

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EEPROM市場

• 最終用途別の市場出荷
• 地域別の収入予測

第4章 メモリとストレージに関する市場の展望

• 電子デバイス市場
  • 機能ベースの市場セグメンテーション
  • デバイスベースの市場セグメンテーション
  • 使用モデルベースの市場セグメンテーション
  • メモリ/ストレージ機能ベースの市場セグメンテーション
  • 市場セグメンテーションの要約
• メモリ/ストレージの市場セグメンテーションの概要
• データセンターへのIoT - メモリ/ストレージ市場のセグメンテーション

第5章 シリアルEEPROM市場

• シリアルEEPROM出荷収益
• シリアルEEPROM出荷数
• シリアルEEPROMの平均販売価格（ASP）

第6章 シリアルEEPROMの最終用途アプリケーション

• 詳細なEEPROM市場の最終用途
• 最終用途市場の計算
  • DRAM
  • コンピュータと周辺機器
  • プリンターインクカートリッジ
• 電話と通信の最終用途市場
  • スマートフォンと周辺機器
  • 電気通信
• ホームIoTの最終用途市場
  • エンターテイメント - テレビおよび周辺機器
  • 家電とシステム
• 産業最終用途市場
  • 産業用デバイスと周辺機器
• パーソナルIoT最終用途市場
  • パーソナルIoT - パーソナルペリフェラル
• 自動車の最終用途市場
  • 自動車用フラッシュ/ EEPROM予測
  • 自動車用EEPROMの最終使用予測
  • 自動車 - サブシステム

第7章 シリアルEEPROMメモリ市場シェア

• シリアルEEPROM市場
• パラレルEEPROM市場

第8章 付録A：伝記

List of Figures

• Figure 1. Serial and Parallel EEPROM Revenue Conservative Forecast, 2018-2024
• Figure 2. Serial and Parallel EEPROM Revenue Aggressive Forecast, 2018-2024Error! Bookmark not defined
• Figure 3. Serial EEPROM Memory Revenue, Units, and ASPs, 2018-2024
• Figure 4. Serial EEPROM Revenue Forecast by End-Use Markets, 2018-2024
• Figure 5. Serial EEPROM Revenue Forecast by Geographic Region, 2018-2024
• Figure 6. Function-based market segmentation
• Figure 7. Use/Platform Market diversification trend
• Figure 8. New market segmentation trends
• Figure 9. Evolution trend for mobile terminal characteristics
• Figure 10. Functional Market Segmentation Matched with NAND Component Features
• Figure 11. Memory/Storage Function-based Market Segmentation
• Figure 12. Transition path for device market segmentation criteria
• Figure 17 Automotive Flash/EEPROM Usage Sub Systems
• Figure 14 Six Levels of Autonomous Vehicles
• Figure 15. 2018 Serial EEPROM Market Shares by Vendor

List of Tables

• Table 1. EEPROM Revenue Conservative Forecast, 2018-2024
• Table 2. EEPROM Revenue Aggressive Forecast, 2018-2024
• Table 3. Serial EEPROM Memory Revenue, Units, ASPs, 2015-2024
• Table 4. Serial EEPROM Revenue Forecast by End-Use Markets, in$ Millions, 2018-2024
• Table 5. Serial EEPROM Revenue by Geographic Region, $M, 2018-2024
• Table 6. Device-based market segmentation
• Table 7. Market Segmentation: Old vs. Mature vs. Emerging
• Table 8. Cloud-Edge Computing Architecture
• Table 9. IoT to Data Center EEPROM segmentation trends
• Table 10 Serial EEPROM Total Revenue by Density
• Table 11 Serial EEPROM Revenue by Density for I2C, 2Kbit-2Mbit $M
• Table 12 Serial EEPROM Revenue by Density for SPI, 4Kbit-2Mbit $M
• Table 13 Serial EEPROM Revenue by Density for MicroWire, 2Kbit-16Kbit $M
• Table 14 Serial EEPROM Units by Density for Total, 256b-2Mbit Munits
• Table 15 Serial EEPROM Units by Density for I2C, 2Kbit-2Mbit Munits
• Table 16 Serial EEPROM Units by Density for SPI, 4Kbit-2Mbit Munits
• Table 17 Serial EEPROM Units by Density for MicroWire, 256b-16Mbit Munits
• Table 18 Serial EEPROM Average Selling Prices (ASPs) by Density, $
• Table 19. End-Use Application Units
• Table 20. End-Use Market Revenue by Application in $ Millions, 2018-2024
• Table 21. Serial E2 End-Use by Application SE2 Units, 2018-2024
• Table 22. Serial E2 Compute End-Use density forecast: Units, ASPs, Revenue
• Table 23. Serial E2 Compute Applications by Density and Interface
• Table 24. SE2 Usage for DRAM DIMM Applications, 2018-2024
• Table 25. PC Peripheral Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 26. WebCam and Modem Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 27. Motherboard and HDD Forecast for SE2 Units and Revenue by Density, 2018-2024
• Table 28. Printer Ink Cartridge Forecast for SE2 Units and Revenue by Density, 2018-2024
• Table 29. Serial E2 Communications End-Use density forecast: Units, ASPs, Revenue
• Table 30. Serial E2 Communications Applications by Density and Interface
• Table 31. SE2 Usage for Smart Phone Applications, 2018-2024
• Table 32. SE2 Usage for Smart Phone Camera Applications, 2018-2024
• Table 33. SE2 Usage for Smart Phone Camera Applications, 2018-2024
• Table 34. Base Stations and Switches Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 35. Transceiver, Cable and Wireless Connectivity Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 36. Serial E2 Home End-Use density forecast: Units, ASPs, Revenue
• Table 37. Serial E2 Home Applications by Density and Interface
• Table 38. SE2 Usage for HDTV Applications, 2018-2024
• Table 39. SE2 Usage for Smart Speaker Applications, 2018-2024
• Table 39. SE2 Usage for Headset, Hearables Applications, 2018-2024
• Table 41. SE2 Usage for Remote Controls Applications, 2018-2024
• Table 42. Surveillance Systems Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 43. Lighting and Lighting Control Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 44. Temperature Control and Security Systems Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 45. Serial E2 Industrial End-Use density forecast: Units, ASPs, Revenue
• Table 46. Serial E2 Industrial Applications by Density and Interface
• Table 47. SE2 Usage for Programmable Controller Applications, 2018-2024
• Table 48. SE2 Usage for Smart Meter and Surveillance Applications, 2018-2024
• Table 49. SE2 Usage for ATM Automation Applications, 2018-2024
• Table 50. SE2 Usage for POS Applications, 2018-2024
• Table 51. LED Displays and Signage Systems Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 52. Serial E2 Personal End-Use density forecast: Units, ASPs, Revenue
• Table 53. Serial E2 Personal Applications by Density and Interface
• Table 54. e-Cigarette Unit Forecast - 2017-2024
• Table 55. SE2 Usage for e-Cigarette, 2018-2024
• Table 56. SE2 Usage for Shaver and Toothbrushes Applications, 2018-2024
• Table 57. SE2 Usage for Massagers Applications, 2018-2024
• Table 58. SE2 Usage for Wearables Applications, 2018-2024
• Table 59. Healthcare Systems Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 60. Automotive and Automotive Systems Forecast, 2018-2024
• Table 61. Serial E2 Automotive End-Use density forecast: Units, ASPs, Revenue
• Table 62. Serial E2 Automotive Applications by Density and Interface
• Table 63. Automotive ADAS Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 64. Automotive Camera Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 65. Automotive Car Audio/Navigation Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 66. Automotive Powertrain, Chassis, Body Forecast for SE2 Units, ASP, Revenue by Density, 2018-2024
• Table 67. Total EEPROM Market Shares by Vendor
• Table 68. Serial EEPROM Market Shares by Vendor
• Table 69. Parallel EEPROM Market Shares by Vendor

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.

Table of Contents

List of Figures

List of Tables

1 Executive Summary

2 Objectives and Methodology

3 Serial EEPROM Markets

• End-Use Market Shipments
• EEPROM Revenue Forecast by Geographic Region

4 A Market Perspective on Memory and Storage

• 4.1 The Electronic Device Market
  • 4.1.1 Function-based Market Segmentation
  • 4.1.2 Device-based Market Segmentation
  • 4.1.3 Use Model-based Market Segmentation
  • 4.1.4 Memory/Storage Function-based Market Segmentation
  • 4.1.5 Market Segmentation Summary
• 4.2 Market Segmentation Summary for Memory / Storage
• 4.3 IoT to Data Center - Memory/Storage Market Segmentation

5 Serial EEPROM Markets

• 5.1 Serial EEPROM Revenue Shipments
• 5.2 Serial EEPROM Unit Shipments
• 5.3 Serial EEPROM Average Selling Prices (ASPs)

6 Serial EEPROM End Use Applications

• 6.1 End-Use Detailed EEPROM Markets
• 6.4 Compute End-Use Market
  • 6.4.1 DRAM
  • 6.4.2 Computer and Peripherals
  • 6.4.3 Printer Ink Cartridges
• 6.5 Phones and Communications End-Use Market
  • 6.5.1 Smart Phone and Peripherals
  • 6.5.2 Telecommunications
• 6.6 Home IoT End-Use Market
  • 6.6.1 Entertainment - TV and Peripherals
  • 6.6.2 Home Appliances and Systems
• 6.7 Industrial End-Use Market
  • 6.7.1 Industrial Devices and Peripherals
• 6.8 Personal IoT End-Use Market
  • 6.8.1 Personal IoT - Personal Peripherals
• 6.9 Automotive End-Use Market
  • 6.9.1 Automotive Flash/EEPROM Forecast
  • 6.9.2 Automotive EEPROM End-Use Forecast
  • 6.9.3 Automotive - Sub-Systems

7 Serial EEPROM Memory Market Shares

• Serial EEPROM Market
• Parallel EEPROM Market

8 Appendix A: Biography