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世界のメモリ市場：種類別（DRAM、NAND、その他）、需要別、供給別、地域別の市場規模と予測、COVID-19の影響分析、2028年までの予測分析


Global Memory Market: Analysis By Type (DRAM, NAND and Others), By Demand, By Supply, By Region Size & Forecast with Impact Analysis of COVID-19 and Forecast up to 2028

メモリーは、コンピューターが素早く到達するために必要な命令やデータを電子的に保持する場所である。即座に使用するための情報が保存される場所である。メモリーがなければコンピューターは正常に機能しないた... もっと見る

　

　

出版社 出版年月 電子版価格 ページ数 言語
Daedal Research
デダルリサーチ 		2023年10月18日 US$2,250
シングルユーザライセンス（印刷不可）
ライセンス・価格情報
注文方法はこちら 		123 英語

　

サマリー

メモリーは、コンピューターが素早く到達するために必要な命令やデータを電子的に保持する場所である。即座に使用するための情報が保存される場所である。メモリーがなければコンピューターは正常に機能しないため、メモリーはコンピューターの基本的な機能のひとつです。メモリーは、コンピューターのオペレーティング・システム、ハードウェア、ソフトウェアにも使用される。2022年、世界のメモリー市場は1,101億6,000万米ドルと評価され、2028年には1,660億4,000万米ドルに達する見込みである。

2023年のメモリー市場は、インフレと、特に個人消費に依存する最終市場における需要の弱体化により減少に転じるだろう。世界的なチップ不足により、企業は必要なメモリーチップを入手することが困難になっている。このため、需要が滞留しているが、チップ不足が解消されれば解消される可能性が高い。しかし、より高速で信頼性が高く、電力効率の高いメモリー・ソリューションへの需要が高まるにつれ、市場は拡大し、この分野で事業を展開する企業に新たなビジネスチャンスをもたらすと予想される。次世代コネクテッド自動車と自動車安全システムにおけるメモリとストレージ・デバイスの需要の高まりが、市場の成長に寄与している。世界のメモリ市場価値は、2023～2028年の予測期間中にCAGR 19.54%で成長すると予測されている。

市場細分化分析：

タイプ別：報告書によると、世界のメモリ市場は3つのタイプに区分される：DRAM、NAND、その他である。DRAMは、高性能コンピューティング、クラウドサービス、ゲーム、人工知能、機械学習など、さまざまな産業や用途で不可欠な技術であるため、2022年の市場シェアは過半数を占め、年平均成長率も最も速い。技術が進化し続ける中、DRAM市場は、堅牢なコンピューティングシステム、データ中心のアプリケーション、拡大し続けるモバイルデバイスやクラウド主導のサービスに対する需要の高まりによって、その堅牢性を維持している。2022年のDRAM市場規模は、需要の低迷とベンダーの大幅な在庫により減少し、供給過剰による大幅な価格下落が予想される。

需要別：本レポートでは、DRAMとNANDメモリの市場を需要別に示している。DRAMは、最新のプロセッサに必要なメモリ容量と速度を提供する上で重要な役割を果たしている。また、クラウドコンピューティングとデータセンターサービスの成長により、DRAMの需要は大幅に増加している。2023年には、モバイルおよびPCの在庫補充に若干の明るい兆しが見られることから、DRAM需要は増加するだろう。DRAM市場は、さらにアプリケーション別（サーバー、モバイルDRAM、PC DRAM、その他）に区分される。AIやMLタスクに使用されるサーバーは、これらのワークロードのメモリ需要を満たすため、大容量かつ高速なDRAMを搭載することが多いため、サーバーセグメントが2022年の市場で大半のシェアを獲得した。

同様に、今後数年間は、主に買い替えサイクルと、より高速で効率的な技術への需要によって、アプリケーション全体のNANDの需要成長が続くと予想される。NANDメモリ市場は、アプリケーション（SSD、スマートフォン、タブレット、フラッシュカード、USB、その他）ごとに細分化されている。SSD用NANDメモリは、SSDのデータ永久保存を可能にし、高い性能と耐久性を提供するため、2022年には市場の大半のシェアを獲得した。

供給別：DRAMとNANDメモリ市場についても、その需要ベースで示されている。DRAMの供給は、半導体産業が製造プロセスを継続的に進歩させ、より小型で効率的なDRAMチップの製造を可能にしたため、増加すると予想される。

ここ数年、NANDメモリメーカーは数十億ドル規模の新規工場への投資を発表している。これにより、NANDメモリの供給量は今後数年で大幅に増加する。例えば、2023年1月、TSMCは新しい5nmプロセスの量産を開始したと発表した。

地域別本レポートは、韓国、日本、中国、台湾、米国の供給に基づいてメモリ市場を洞察している。韓国のメモリ市場供給は2022年に最も高い市場シェアを獲得した。韓国企業は将来の市場成長につながる事業を拡大しており、例えばSK Hynixはインドの半導体製造奨励制度を評価し、同国でのパッケージング施設設立の見通しを探るために同センターと接触している。一方、中国メモリ市場の供給は、中国がDRAMとNANDチップの生産を試みているため、市場のCAGRが最も高い。中国政府は近年、半導体産業に多額の投資を行っている。この投資により、メモリーチップの国内生産が促進され、輸入への依存度が低下している。

世界のメモリー市場ダイナミクス：

成長ドライバー：5G技術は、通信、接続、技術との相互作用の方法に変革をもたらすため、世界メモリ市場の成長促進において極めて重要な役割を果たす。4K、ひいては8Kビデオコンテンツのストリーミング、拡張現実（AR）および仮想現実（VR）アプリケーション、クラウドゲーム、高解像度ビデオ会議が普及する。こうしたデータを多用するタスクは、メモリ・コンポーネントの需要を急増させるだろう。さらに、IoT機器の普及、スマートフォンの普及、さまざまな産業での半導体部品の使用増加、データストレージの需要増加、データセンターの設立増加、ゲーム＆エンターテインメント産業の台頭などにより、市場の拡大が見込まれる。

課題：市場の拡大は、周期的な需要によって妨げられると予測される。メモリー市場は非常に周期的で、供給過剰で価格が下落する時期があれば、需要が高まって価格が上昇する時期もある。こうしたサイクルを管理することは、メーカーにとって大きな課題となる。メモリー製品は季節的な需要パターンを示すことが多い。メモリー市場が直面するその他の課題には、参入障壁などがある。

トレンド：世界のメモリー市場で観察される最も明確で広範なトレンドの1つは、高帯域幅メモリーTAMの成長である。HBMは新しいタイプのCPU/GPUメモリ（「RAM」）で、高層ビルのフロアのようにメモリチップを垂直に積み重ねる。ゲーマーがより小型でパワフルなPCを求める傾向が強まるなか、かさばるGDDR5チップを廃止してHBMを採用することで、より小型でパンチの効いたエキサイティングな新しいフォームファクターのデバイスを実現できる。予測期間中にメモリ市場の成長を促進すると思われる市場動向には、人工知能と機械学習、MRAMメモリなどの次世代メモリなどがある。

COVID-19の影響分析と今後の展望：

COVID-19はメモリ市場に大きな影響を与えた。在宅勤務におけるノートパソコンなどの利用増加により2020年に市場が拡大し、メモリ市場にプラスの影響を与えた。

競争環境と最近の動向：

世界のメモリー市場は集中しており、サムスンとマイクロンという2つの主要サプライヤーが市場の50％以上を占めている。

世界メモリー市場の主要プレーヤーは以下の通り：

サムスン電子
マイクロン・テクノロジー
インフィニオン・テクノロジーズAG
インテル コーポレーション
マイクロチップ・テクノロジー
マクロニクス・インターナショナルLtd.
SKハイニックス
ウィンボンド・エレクトロニクス・コーポレーション
南亜科技股份有限公司
KIOXIAホールディングス
長江メモリ・テクノロジーズ
インテグレーテッド・シリコン・ソリューション

主要プレーヤーは、この市場での競争力を維持するため、新製品の発売や新興市場への製品投入など、戦略的な取り組みに絶えず投資している。例えば、サムスン電子は2023年5月、新しい3ナノメートル（nm）DRAMチップの量産を開始したと発表した。これらのチップは、世界で初めて3nmプロセスで製造されたもので、旧世代に比べて性能と電力効率が大幅に向上している。2023年4月、SKハイニックスはまた、新しい16ギガビット（Gb）LPDDR5 DRAMチップの量産を開始したことを発表しました。


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目次

1. Executive Summary 2. Introduction 2.1 Memory: An Overview 2.1.1 Types of Memory 2.2 Memory Segmentation: An Overview 2.2.1 Memory Segmentation 3. Global Market Analysis 3.1 Global Memory Market: An Analysis 3.1.1 Global Memory Market: An Overview 3.1.2 Global Memory Market by Value 3.1.3 Global Memory Market by Type (DRAM, NAND and Others) 3.1.4 Global Memory Market by Supply 3.1.5 Global Memory Market Supply by Region (South Korea, Taiwan, Japan, China and the US) 3.2 Global Memory Market: Type Analysis 3.2.1 Global Memory Market by Type: An Overview 3.2.2 Global DRAM Market by Value 3.2.3 Global NAND Memory Market by Value 3.2.4 Global Other Memory Market by Value 3.3 Global DRAM Market: An Analysis 3.3.1 Global DRAM Market Demand: An Overview 3.3.2 Global DRAM Market by Demand 3.3.3 Global DRAM Market Demand by Application (Server, Mobile DRAM, PC DRAM and Others) 3.3.4 Global DRAM Market by Supply 3.4 Global DRAM Market: Application Analysis 3.4.1 Global DRAM Market Demand by Application: An Overview 3.4.2 Global Server DRAM Market by Demand 3.4.3 Global Mobile DRAM Market by Demand 3.4.4 Global PC DRAM Market by Demand 3.4.5 Global PC DRAM Market Demand by Application (Upgrades & other data processing, Notebook and Desktop) 3.4.6 Global Others Application DRAM Market by Demand 3.5 Global NAND Memory Market: An Analysis 3.5.1 Global NAND Memory Market Demand: An Overview 3.5.2 Global NAND Memory Market by Demand 3.5.3 Global NAND Memory Market Demand by Application (SSD, Smartphones, Tablets, Flash cards, USB and others) 3.5.4 Global NAND Memory Market by Supply 3.6 Global NAND Memory Market: Application Analysis 3.6.1 Global NAND Memory Market Demand by Application: An Overview 3.6.2 Global SSD NAND Memory Market by Demand 3.6.3 Global Smartphones NAND Memory Market by Demand 3.6.4 Global Tablets NAND Memory Market by Demand 3.6.5 Global Flash cards NAND Memory Market by Demand 3.6.6 Global USB NAND Memory Market by Demand 3.6.7 Global Other Application NAND Memory Market by Demand 4. Regional Market Analysis 4.1 South Korea Memory Market Supply: An Analysis 4.1.1 South Korea Memory Market Supply: An Overview 4.1.2 South Korea Memory Market by Supply 4.2 Taiwan Memory Market Supply: An Analysis 4.2.1 Taiwan Memory Market Supply: An Overview 4.2.2 Taiwan Memory Market by Supply 4.3 Japan Memory Market Supply: An Analysis 4.3.1 Japan Memory Market Supply: An Overview 4.3.2 Japan Memory Market by Supply 4.4 China Memory Market Supply: An Analysis 4.4.1 China Memory Market Supply: An Overview 4.4.2 China Memory Market by Supply 4.5 The US Memory Market Supply: An Analysis 4.5.1 The US Memory Market Supply: An Overview 4.5.2 The US Memory Market by Supply 5. Impact of COVID-19 5.1 Impact of COVID-19 on Memory Market 5.1.1 Impact of COVID-19 on Memory Market 5.1.2 Post COVID-19 Impact 6. Market Dynamics 6.1 Growth Drivers 6.1.1 Rising Emergence of 5G Technology 6.1.2 Rising Penetration of IoT Devices 6.1.3 Growing Use of DRAM in Smartphones 6.1.4 Growing Establishment of Data Centers 6.1.5 Rising Use of Semiconductor Components across Various Industries 6.1.6 Increasing Demand for Data Storage 6.1.7 Rise in Gaming & Entertainment Industry 6.2 Challenges 6.2.1 Cyclical Demand 6.2.2 Barriers to Entry 6.3 Market Trends 6.3.1 Growth in High Bandwidth Memory TAM 6.3.2 Artificial Intelligence and Machine Learning 6.3.3 Next-generation Memories Like MRAM Memories 7. Competitive Landscape 7.1 Global Memory Players by Market Share 7.2 Global DRAM Memory Players by Market Share 7.3 Global NAND Memory Players by Market Share 7.4 Global High Bandwidth Memory (HBM) Players by Market Share 7.5 Global DRAM Market Players by Capex Comparison 8. Company Profiles 8.1 Samsung Electronics Co., Ltd. 8.1.1 Business Overview 8.1.2 Operating Segments 8.1.3 Business Strategy 8.2 Micron Technology, Inc. 8.2.1 Business Overview 8.2.2 Operating Segments 8.2.3 Business Strategy 8.3 Infineon Technologies AG 8.3.1 Business Overview 8.3.2 Operating Segments 8.3.3 Business Strategy 8.4 Intel Corporation 8.4.1 Business Overview 8.4.2 Operating Segments 8.4.3 Business Strategies 8.5 Microchip Technology Inc. 8.5.1 Business Overview 8.5.2 Operating Segments 8.5.3 Business Strategy 8.6 Macronix International Co. Ltd. 8.6.1 Business Overview 8.6.2 Operating Segments 8.6.3 Business Strategy 8.7 SK Hynix Inc. 8.7.1 Business Overview 8.7.2 Operating Regions 8.7.3 Business Strategy 8.8 Winbond Electronics Corporation 8.8.1 Business Overview 8.8.2 Operating Segments 8.8.3 Business Strategy 8.9 Nanya Technology Corp 8.9.1 Business Overview 8.9.2 Operating Segments 8.9.3 Business Strategy 8.10 KIOXIA Holdings Corporation 8.10.1 Business Overview 8.10.2 Business Strategy 8.11 Yangtze Memory Technologies Corp 8.11.1 Business Overview 8.11.2 Business Strategy 8.12 Integrated Silicon Solution, Inc. 8.12.1 Business Overview List of Figures Figure 1: Types of Memory
Figure 2: Memory Segmentation
Figure 3: Global Memory Market by Value; 2018-2022 (US$ Billion)
Figure 4: Global Memory Market by Value; 2023-2028 (US$ Billion)
Figure 5: Global Memory Market by Type; 2022 (Percentage, %)
Figure 6: Global Memory Market by Supply; 2021-2022 (Million)
Figure 7: Global Memory Market by Supply; 2023-2028 (Million)
Figure 8: Global Memory Market Supply by Region; 2022 (Percentage, %)
Figure 9: Global DRAM Market by Value; 2018-2022 (US$ Billion)
Figure 10: Global DRAM Market by Value; 2023-2028 (US$ Billion)
Figure 11: Global NAND Memory Market by Value; 2018-2022 (US$ Billion)
Figure 12: Global NAND Memory Market by Value; 2023-2028 (US$ Billion)
Figure 13: Global Other Memory Market by Value; 2018-2022 (US$ Billion)
Figure 14: Global Other Memory Market by Value; 2023-2028 (US$ Billion)
Figure 15: Global DRAM Market by Demand; 2021-2022 (Million)
Figure 16: Global DRAM Market by Demand; 2023-2028 (Million)
Figure 17: Global DRAM Market Demand by Application; 2022 (Percentage, %)
Figure 18: Global DRAM Market by Supply; 2021-2022 (Million)
Figure 19: Global DRAM Market by Supply; 2023-2028 (Million)
Figure 20: Global Server DRAM Market by Demand; 2021-2022 (Million)
Figure 21: Global Server DRAM Market by Demand; 2023-2028 (Million)
Figure 22: Global Mobile DRAM Market by Demand; 2021-2022 (Million)
Figure 23: Global Mobile DRAM Market by Demand; 2023-2028 (Million)
Figure 24: Global PC DRAM Market by Demand; 2021-2022 (Million)
Figure 25: Global PC DRAM Market by Demand; 2023-2028 (Million)
Figure 26: Global PC DRAM Market Demand by Application; 2022 (Percentage, %)
Figure 27: Global Others Application DRAM Market by Demand; 2021-2022 (Million)
Figure 28: Global Others Application DRAM Market by Demand; 2023-2028 (Million)
Figure 29: Global NAND Memory Market by Demand; 2021-2022 (Million)
Figure 30: Global NAND Memory Market by Demand; 2023-2028 (Million)
Figure 31: Global NAND Memory Market Demand by Application; 2022 (Percentage, %)
Figure 32: Global NAND Memory Market by Supply; 2021-2022 (Million)
Figure 33: Global NAND Memory Market by Supply; 2023-2028 (Million)
Figure 34: Global SSD NAND Memory Market by Demand; 2021-2022 (Million)
Figure 35: Global SSD NAND Memory Market by Demand; 2023-2028 (Million)
Figure 36: Global Smartphones NAND Memory Market by Demand; 2021-2022 (Million)
Figure 37: Global Smartphones NAND Memory Market by Demand; 2023-2028 (Million)
Figure 38: Global Tablets NAND Memory Market by Demand; 2021-2022 (Thousand)
Figure 39: Global Tablets NAND Memory Market by Demand; 2023-2028 (Million)
Figure 40: Global Flash cards NAND Memory Market by Demand; 2021-2022 (Thousand)
Figure 41: Global Flash cards NAND Memory Market by Demand; 2023-2028 (Million)
Figure 42: Global USB NAND Memory Market by Demand; 2021-2022 (Thousand)
Figure 43: Global USB NAND Memory Market by Demand; 2023-2028 (Thousand)
Figure 44: Global Other Application NAND Memory Market by Demand; 2021-2022 (Million)
Figure 45: Global Other Application NAND Memory Market by Demand; 2023-2028 (Million)
Figure 46: South Korea Memory Market by Supply; 2022-2028 (Million)
Figure 47: Taiwan Memory Market by Supply; 2022-2028 (Million)
Figure 48: Japan Memory Market by Supply; 2022-2028 (Million)
Figure 49: China Memory Market by Supply; 2022-2028 (Million)
Figure 50: The US Memory Market by Supply; 2022-2028 (Million
Figure 51: Global Population Coverage by 5G Technology; 2022 and 2028 (Percentage, %)
Figure 52: Global Active IoT Connections (Installed Base); 2015-2027 (Billion)
Figure 53: Global DRAM Shipments across Smartphones; 2020-2025 (Million)
Figure 54: Global Data Centers Spending; 2020-2023 (US$ Billion)
Figure 55: Global DRAM ASP Change; 2022-2025 (Percentage, %)
Figure 56: Global High Bandwidth Memory Market Revenue; 2022-2025 (US$ Billion)
Figure 57: Global Artificial Intelligence Market; 2021-2030 (US$ Billion)
Figure 58: Global Memory Players by Market Share; 2022 (Percentage, %)
Figure 59: Global DRAM Players by Market Share; 2022 (Percentage, %)
Figure 60: Global NAND Memory Players by Market Share; 2022 (Percentage, %)
Figure 61: Global High Bandwidth Memory (HBM) Players by Market Share; 2022 (Percentage, %)
Figure 62: Samsung Electronics Co., Ltd. Net Revenue by Segments; 2022 (Percentage, %)
Figure 63: Micron Technology, Inc. Revenue by Segments; 2022 (Percentage, %)
Figure 64: Infineon Technologies AG Revenue by Segments; 2022 (Percentage, %)
Figure 65: Intel Corporation Revenue by Segments; 2022 (Percentage, %)
Figure 66: Microchip Technology Inc., Net sales by Segment; 2023 (Percentage, %)
Figure 67: Macronix International Co. Ltd. Revenue by Segments; 2022 (Percentage, %)
Figure 68: SK Hynix Inc. Revenue by Regions; 2022 (Percentage, %)
Figure 69: Winbond Electronics Corporation Revenue by Segments; 2022 (Percentage, %)
Figure 70: Nanya Technology Corp Revenue by Segments; 2022 (Percentage, %)
Table 1: Global DRAM Market Players by Capex Comparison; US$ Billion

　

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Summary

Memory is the electronic holding place for the instructions and data a computer needs to reach quickly. It's where information is stored for immediate use. Memory is one of the basic functions of a computer, because without it, a computer would not be able to function properly. Memory is also used by a computer's operating system, hardware and software. In 2022, the global memory market was valued at US$110.16 billion, and is probable to reach US$166.04 billion by 2028.

The memory market would experience decline in 2023 due to inflation and weakening demand in end markets, particularly those relying on consumer spending. The Global chip shortage has made it difficult for companies to get the memory chips they need. This has led to a backlog of demand, which is likely to be released once the chip shortage is resolved. However, as the demand for faster, more reliable, and power-efficient memory solutions rises, the market is expected to expand, opening new opportunities for businesses operating in this sector. The rise in demand for memory and storage devices in next-generation connected automobiles and automotive safety systems is credited for the market’s growth. The global memory market value is projected to grow at a CAGR of 19.54%, during the forecast period of 2023-2028.

Market Segmentation Analysis:

By Type: According to the report, the global memory market is segmented into three types: DRAM, NAND and Others. DRAM segment acquired majority of share in the market in 2022 and has the fastest CAGR, as this technology proves indispensable across a multitude of industries and applications, spanning high-performance computing, cloud services, gaming, artificial intelligence, and machine learning. As technology continues evolving, the DRAM market maintains its robustness, driven by the escalating demand for robust computing systems, data-centric applications, and the ever-expanding universe of mobile devices and cloud-driven services. The DRAM value declined in 2022 due to weak demand and significant vendor inventory, this will create oversupply resulting in strong price declines.

By Demand: The DRAM and NAND memory market are shown on the basis of their demand in the report. DRAM plays a crucial role in providing the necessary memory capacity and speed for modern processors. Also, the growth of cloud computing and data center services has led to a substantial increase in the demand for DRAM. The demand for DRAM would increase in 2023, on the back of minor green shoots in inventory restocking in mobile and PC. The DRAM market demand is further segmented on application (Server, Mobile DRAM, PC DRAM and Others). Server segment acquired majority of share in the market in 2022, as servers used in AI and ML tasks often feature high-capacity and high-speed DRAM to meet the memory demands of these workloads.

Similarly, it is expected that demand growth for NAND across applications to continue heading in the coming years, mainly driven by the replacement cycle and demand for faster, efficient technology. NAND memory market demand is further sub segmented on the basis of application (SSD, Smartphones, Tablets, Flash cards, USB and others). SSD NAND memory demand acquired majority of share in the market in 2022, as they allow SSDs to store data permanently and to provide high performance and durability.

By Supply: The DRAM and NAND memory market are also shown on the basis of their demand in the report. The DRAM supply is expected to rise as the semiconductor industry continually advances its manufacturing processes, allowing for the production of smaller and more efficient DRAM chips.

In recent years, NAND memory manufacturers have announced billions of dollars in investments in new fabs. This will lead to a significant increase in NAND memory supply in the coming years. For instance, in January 2023, TSMC announced that it had begun mass production of its new 5 nm process.

By Region: The report provides insight into the memory market based on the supply, namely South Korea, Japan, China, Taiwan and the US. South Korea memory market supply enjoyed the highest market share in 2022, as South Korean companies are expanding the business which would grow the market in the future, for instance, SK Hynix is evaluating India’s semiconductor manufacturing incentive scheme and is in touch with the Centre to explore the prospects of setting up a packaging facility in the country. Whereas, China memory market supply has the highest CAGR in the market, as China is attempting to produce DRAM and NAND chips. The Chinese government has made significant investments in the semiconductor industry in recent years. This investment is helping to boost domestic production of memory chips and reduce reliance on imports.

Global Memory Market Dynamics:

Growth Drivers: 5G technology plays a pivotal role in driving growth in the global memory market due to its transformative impact on the way one communicate, connect, and interact with technology. Streaming 4K and eventually 8K video content, augmented reality (AR) and virtual reality (VR) applications, cloud gaming, and high-resolution video conferencing will become more prevalent. These data-heavy tasks will create a surge in demand for memory components. Further, the market is expected to increase due to rising penetration of IOT devices, proliferation of smartphones, increasing use of semiconductor components across various industries, increasing demand for data storage, growing establishment of data centers, rise in gaming & entertainment industry, etc.

Challenges: The market's expansion is projected to be hampered by cyclical demand. The memory market is highly cyclical, with periods of oversupply and price declines followed by periods of high demand and price increases. Managing these cycles poses a significant challenge for manufacturers. Memory products often exhibit seasonal demand patterns. The other challenges that memory market faces include barriers to entry, etc.

Trends: One of the most distinct and pervasive trends observed in the global memory market is growth in high bandwidth memory TAM. HBM is a new type of CPU/GPU memory (“RAM”) that vertically stacks memory chips, like floors in a skyscraper. As gamers increasingly expect smaller and more powerful PCs, the elimination of bulky GDDR5 chips in favor of HBM can enable devices with exciting new form factors that pack a punch in a smaller size. More trends in the market are believed to augment the growth of memory market during the forecasted period include, artificial intelligence and machine learning, next-generation memories like MRAM memories, etc.

Impact Analysis of COVID-19 and Way Forward:

The COVID-19 had a significant impact on memory market. The market increased in 2020 due to the increased use of laptops and other devices in work from home, which impacted positively for memory market.

Competitive Landscape and Recent Developments:

Global memory market is concentrated, with two main suppliers in the market, namely Samsung and Micron accounting for more than 50% of the market.

Key players of global memory market are:

Samsung Electronics Co., Ltd.
Micron Technology, Inc.
Infineon Technologies AG
Intel Corporation
Microchip Technology Inc.
Macronix International Co. Ltd.
SK Hynix Inc.
Winbond Electronics Corporation
Nanya Technology Corp
KIOXIA Holdings Corporation
Yangtze Memory Technologies Corp
Integrated Silicon Solution, Inc.

The key players are constantly investing in strategic initiatives, such as new product launches, introducing their products to emerging markets and more, to maintain a competitive edge in this market. For instance, in May 2023, Samsung Electronics announced that it had begun mass production of its new 3-nanometer (nm) DRAM chips. These chips are the first in the world to be manufactured using the 3nm process, and they offer significant performance and power efficiency improvements over previous generations. In April 2023, SK Hynix also announced that it had begun mass production of its new 16-gigabit (Gb) LPDDR5 DRAM chips.



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Table of Contents

1. Executive Summary 2. Introduction 2.1 Memory: An Overview 2.1.1 Types of Memory 2.2 Memory Segmentation: An Overview 2.2.1 Memory Segmentation 3. Global Market Analysis 3.1 Global Memory Market: An Analysis 3.1.1 Global Memory Market: An Overview 3.1.2 Global Memory Market by Value 3.1.3 Global Memory Market by Type (DRAM, NAND and Others) 3.1.4 Global Memory Market by Supply 3.1.5 Global Memory Market Supply by Region (South Korea, Taiwan, Japan, China and the US) 3.2 Global Memory Market: Type Analysis 3.2.1 Global Memory Market by Type: An Overview 3.2.2 Global DRAM Market by Value 3.2.3 Global NAND Memory Market by Value 3.2.4 Global Other Memory Market by Value 3.3 Global DRAM Market: An Analysis 3.3.1 Global DRAM Market Demand: An Overview 3.3.2 Global DRAM Market by Demand 3.3.3 Global DRAM Market Demand by Application (Server, Mobile DRAM, PC DRAM and Others) 3.3.4 Global DRAM Market by Supply 3.4 Global DRAM Market: Application Analysis 3.4.1 Global DRAM Market Demand by Application: An Overview 3.4.2 Global Server DRAM Market by Demand 3.4.3 Global Mobile DRAM Market by Demand 3.4.4 Global PC DRAM Market by Demand 3.4.5 Global PC DRAM Market Demand by Application (Upgrades & other data processing, Notebook and Desktop) 3.4.6 Global Others Application DRAM Market by Demand 3.5 Global NAND Memory Market: An Analysis 3.5.1 Global NAND Memory Market Demand: An Overview 3.5.2 Global NAND Memory Market by Demand 3.5.3 Global NAND Memory Market Demand by Application (SSD, Smartphones, Tablets, Flash cards, USB and others) 3.5.4 Global NAND Memory Market by Supply 3.6 Global NAND Memory Market: Application Analysis 3.6.1 Global NAND Memory Market Demand by Application: An Overview 3.6.2 Global SSD NAND Memory Market by Demand 3.6.3 Global Smartphones NAND Memory Market by Demand 3.6.4 Global Tablets NAND Memory Market by Demand 3.6.5 Global Flash cards NAND Memory Market by Demand 3.6.6 Global USB NAND Memory Market by Demand 3.6.7 Global Other Application NAND Memory Market by Demand 4. Regional Market Analysis 4.1 South Korea Memory Market Supply: An Analysis 4.1.1 South Korea Memory Market Supply: An Overview 4.1.2 South Korea Memory Market by Supply 4.2 Taiwan Memory Market Supply: An Analysis 4.2.1 Taiwan Memory Market Supply: An Overview 4.2.2 Taiwan Memory Market by Supply 4.3 Japan Memory Market Supply: An Analysis 4.3.1 Japan Memory Market Supply: An Overview 4.3.2 Japan Memory Market by Supply 4.4 China Memory Market Supply: An Analysis 4.4.1 China Memory Market Supply: An Overview 4.4.2 China Memory Market by Supply 4.5 The US Memory Market Supply: An Analysis 4.5.1 The US Memory Market Supply: An Overview 4.5.2 The US Memory Market by Supply 5. Impact of COVID-19 5.1 Impact of COVID-19 on Memory Market 5.1.1 Impact of COVID-19 on Memory Market 5.1.2 Post COVID-19 Impact 6. Market Dynamics 6.1 Growth Drivers 6.1.1 Rising Emergence of 5G Technology 6.1.2 Rising Penetration of IoT Devices 6.1.3 Growing Use of DRAM in Smartphones 6.1.4 Growing Establishment of Data Centers 6.1.5 Rising Use of Semiconductor Components across Various Industries 6.1.6 Increasing Demand for Data Storage 6.1.7 Rise in Gaming & Entertainment Industry 6.2 Challenges 6.2.1 Cyclical Demand 6.2.2 Barriers to Entry 6.3 Market Trends 6.3.1 Growth in High Bandwidth Memory TAM 6.3.2 Artificial Intelligence and Machine Learning 6.3.3 Next-generation Memories Like MRAM Memories 7. Competitive Landscape 7.1 Global Memory Players by Market Share 7.2 Global DRAM Memory Players by Market Share 7.3 Global NAND Memory Players by Market Share 7.4 Global High Bandwidth Memory (HBM) Players by Market Share 7.5 Global DRAM Market Players by Capex Comparison 8. Company Profiles 8.1 Samsung Electronics Co., Ltd. 8.1.1 Business Overview 8.1.2 Operating Segments 8.1.3 Business Strategy 8.2 Micron Technology, Inc. 8.2.1 Business Overview 8.2.2 Operating Segments 8.2.3 Business Strategy 8.3 Infineon Technologies AG 8.3.1 Business Overview 8.3.2 Operating Segments 8.3.3 Business Strategy 8.4 Intel Corporation 8.4.1 Business Overview 8.4.2 Operating Segments 8.4.3 Business Strategies 8.5 Microchip Technology Inc. 8.5.1 Business Overview 8.5.2 Operating Segments 8.5.3 Business Strategy 8.6 Macronix International Co. Ltd. 8.6.1 Business Overview 8.6.2 Operating Segments 8.6.3 Business Strategy 8.7 SK Hynix Inc. 8.7.1 Business Overview 8.7.2 Operating Regions 8.7.3 Business Strategy 8.8 Winbond Electronics Corporation 8.8.1 Business Overview 8.8.2 Operating Segments 8.8.3 Business Strategy 8.9 Nanya Technology Corp 8.9.1 Business Overview 8.9.2 Operating Segments 8.9.3 Business Strategy 8.10 KIOXIA Holdings Corporation 8.10.1 Business Overview 8.10.2 Business Strategy 8.11 Yangtze Memory Technologies Corp 8.11.1 Business Overview 8.11.2 Business Strategy 8.12 Integrated Silicon Solution, Inc. 8.12.1 Business Overview List of Figures Figure 1: Types of Memory
Figure 2: Memory Segmentation
Figure 3: Global Memory Market by Value; 2018-2022 (US$ Billion)
Figure 4: Global Memory Market by Value; 2023-2028 (US$ Billion)
Figure 5: Global Memory Market by Type; 2022 (Percentage, %)
Figure 6: Global Memory Market by Supply; 2021-2022 (Million)
Figure 7: Global Memory Market by Supply; 2023-2028 (Million)
Figure 8: Global Memory Market Supply by Region; 2022 (Percentage, %)
Figure 9: Global DRAM Market by Value; 2018-2022 (US$ Billion)
Figure 10: Global DRAM Market by Value; 2023-2028 (US$ Billion)
Figure 11: Global NAND Memory Market by Value; 2018-2022 (US$ Billion)
Figure 12: Global NAND Memory Market by Value; 2023-2028 (US$ Billion)
Figure 13: Global Other Memory Market by Value; 2018-2022 (US$ Billion)
Figure 14: Global Other Memory Market by Value; 2023-2028 (US$ Billion)
Figure 15: Global DRAM Market by Demand; 2021-2022 (Million)
Figure 16: Global DRAM Market by Demand; 2023-2028 (Million)
Figure 17: Global DRAM Market Demand by Application; 2022 (Percentage, %)
Figure 18: Global DRAM Market by Supply; 2021-2022 (Million)
Figure 19: Global DRAM Market by Supply; 2023-2028 (Million)
Figure 20: Global Server DRAM Market by Demand; 2021-2022 (Million)
Figure 21: Global Server DRAM Market by Demand; 2023-2028 (Million)
Figure 22: Global Mobile DRAM Market by Demand; 2021-2022 (Million)
Figure 23: Global Mobile DRAM Market by Demand; 2023-2028 (Million)
Figure 24: Global PC DRAM Market by Demand; 2021-2022 (Million)
Figure 25: Global PC DRAM Market by Demand; 2023-2028 (Million)
Figure 26: Global PC DRAM Market Demand by Application; 2022 (Percentage, %)
Figure 27: Global Others Application DRAM Market by Demand; 2021-2022 (Million)
Figure 28: Global Others Application DRAM Market by Demand; 2023-2028 (Million)
Figure 29: Global NAND Memory Market by Demand; 2021-2022 (Million)
Figure 30: Global NAND Memory Market by Demand; 2023-2028 (Million)
Figure 31: Global NAND Memory Market Demand by Application; 2022 (Percentage, %)
Figure 32: Global NAND Memory Market by Supply; 2021-2022 (Million)
Figure 33: Global NAND Memory Market by Supply; 2023-2028 (Million)
Figure 34: Global SSD NAND Memory Market by Demand; 2021-2022 (Million)
Figure 35: Global SSD NAND Memory Market by Demand; 2023-2028 (Million)
Figure 36: Global Smartphones NAND Memory Market by Demand; 2021-2022 (Million)
Figure 37: Global Smartphones NAND Memory Market by Demand; 2023-2028 (Million)
Figure 38: Global Tablets NAND Memory Market by Demand; 2021-2022 (Thousand)
Figure 39: Global Tablets NAND Memory Market by Demand; 2023-2028 (Million)
Figure 40: Global Flash cards NAND Memory Market by Demand; 2021-2022 (Thousand)
Figure 41: Global Flash cards NAND Memory Market by Demand; 2023-2028 (Million)
Figure 42: Global USB NAND Memory Market by Demand; 2021-2022 (Thousand)
Figure 43: Global USB NAND Memory Market by Demand; 2023-2028 (Thousand)
Figure 44: Global Other Application NAND Memory Market by Demand; 2021-2022 (Million)
Figure 45: Global Other Application NAND Memory Market by Demand; 2023-2028 (Million)
Figure 46: South Korea Memory Market by Supply; 2022-2028 (Million)
Figure 47: Taiwan Memory Market by Supply; 2022-2028 (Million)
Figure 48: Japan Memory Market by Supply; 2022-2028 (Million)
Figure 49: China Memory Market by Supply; 2022-2028 (Million)
Figure 50: The US Memory Market by Supply; 2022-2028 (Million
Figure 51: Global Population Coverage by 5G Technology; 2022 and 2028 (Percentage, %)
Figure 52: Global Active IoT Connections (Installed Base); 2015-2027 (Billion)
Figure 53: Global DRAM Shipments across Smartphones; 2020-2025 (Million)
Figure 54: Global Data Centers Spending; 2020-2023 (US$ Billion)
Figure 55: Global DRAM ASP Change; 2022-2025 (Percentage, %)
Figure 56: Global High Bandwidth Memory Market Revenue; 2022-2025 (US$ Billion)
Figure 57: Global Artificial Intelligence Market; 2021-2030 (US$ Billion)
Figure 58: Global Memory Players by Market Share; 2022 (Percentage, %)
Figure 59: Global DRAM Players by Market Share; 2022 (Percentage, %)
Figure 60: Global NAND Memory Players by Market Share; 2022 (Percentage, %)
Figure 61: Global High Bandwidth Memory (HBM) Players by Market Share; 2022 (Percentage, %)
Figure 62: Samsung Electronics Co., Ltd. Net Revenue by Segments; 2022 (Percentage, %)
Figure 63: Micron Technology, Inc. Revenue by Segments; 2022 (Percentage, %)
Figure 64: Infineon Technologies AG Revenue by Segments; 2022 (Percentage, %)
Figure 65: Intel Corporation Revenue by Segments; 2022 (Percentage, %)
Figure 66: Microchip Technology Inc., Net sales by Segment; 2023 (Percentage, %)
Figure 67: Macronix International Co. Ltd. Revenue by Segments; 2022 (Percentage, %)
Figure 68: SK Hynix Inc. Revenue by Regions; 2022 (Percentage, %)
Figure 69: Winbond Electronics Corporation Revenue by Segments; 2022 (Percentage, %)
Figure 70: Nanya Technology Corp Revenue by Segments; 2022 (Percentage, %)
Table 1: Global DRAM Market Players by Capex Comparison; US$ Billion

　

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