Summary

この調査レポートは、組み込みフラッシュメモリ/組み込み不揮発性メモリの用途と市場を調査・分析しています。

The study analyses the applications and markets for emFlash/emNVM into microcontrollers (4-bit, 8-bit, 16-bit, 32-bit, DSP) and programmable logic (gate arrays, standard cells, field programmable logic).  Over forty+ end-use markets most are found in the Internet of Things (IoT), which are analyzed/quantified by revenue, units, and ASPs for the emFlash/emNVM memory.  It also provides profiles of companies participating in this emMarket.

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Table of Contents

下記は旧版の目次です。最新情報はデータリソースまでお問合せください。

Table of Contents

Structure         ..................................................................................................................................................... iii
Table of Contents ..................................................................................................................................................... iv
List of Figures   ................................................................................................................................................... viii
List of Tables   ................................................................................................................................................... xiii
List of Appendices .................................................................................................................................................. xv

1  Key Observations and Conclusions .................................................................................................. 1

1.1  Markets and Applications .............................................................................................................................. 1
1.2  emFlash Technologies ................................................................................................................................... 2
1.3  Industry Players ............................................................................................................................................. 3

2  emFlash Market Summary ............................................................................................................... 4

2.1  Electronic Devices with emFlash Components ............................................................................................. 4
2.2  Components (MCU, DSP, Programmable Logic) ......................................................................................... 5
2.3  Components with emFlash ............................................................................................................................ 7
2.4  emFlash Bytes Evolution ............................................................................................................................. 10
2.5  Total emFlash Valuation ............................................................................................................................. 11

3  Research Methodology, Formulae, Technical Notes .................................................................... 13

3.1  Research Methodology ................................................................................................................................ 13
3.2  Formulae       .............................................................................................................................................. 13
3.3  Data Notes      .............................................................................................................................................. 14

4  Objectives and Scope; Analysis Methodology; Underlying Assumptions .................................. 15

4.1  Objectives and Scope .................................................................................................................................. 15
4.2  Analysis Methodology ................................................................................................................................ 15
4.2.1  emFlash Valuation Logic ......................................................................................................... 16
4.2.2  emFlash Value Assumptions ................................................................................................... 16

5  A Market Perspective on emFlash-based Components ................................................................ 18

6  An Economic and Business Strategy Perspective on emFlash Technologies .............................. 21

6.1  emFlash Economics ..................................................................................................................................... 21
6.1.1  System Economics ................................................................................................................... 21
6.1.2  Technology Economics ............................................................................................................ 22
6.2  emFlash-Driven Business Strategy.............................................................................................................. 22
6.2.1  Memory Commodization Track ............................................................................................... 23
6.2.2  Memory De-Commodization Track ......................................................................................... 23
6.2.3  Assessment of Business Strategy Options ............................................................................... 24

7  emFlash Applications and Markets ............................................................................................... 26

7.1  Consumer Market ........................................................................................................................................ 26
7.1.1  Radios    .................................................................................................................................. 31
7.1.2  MP3 / PMP............................................................................................................................... 33
7.1.3  TV Sets    .................................................................................................................................. 35
7.1.4  Set Top Boxes .......................................................................................................................... 37
7.1.5  Home Video Gateways ............................................................................................................ 39
7.1.6  Cameras   .................................................................................................................................. 41
7.1.7  Camcorders .............................................................................................................................. 43
7.1.8  Game Terminals ....................................................................................................................... 45
7.1.9  Smart Toys ............................................................................................................................... 47
7.1.10  Miscellaneous Consumer Applications .................................................................................... 49
7.2  Total Computing Market ............................................................................................................................. 50
7.2.1  Notebooks ................................................................................................................................ 54
7.2.2  Netbooks / Nettops / Chromebooks / Ultrabooks .................................................................... 56
7.2.3  Tablets/Pads ............................................................................................................................. 58
7.2.4  Touch Controller ...................................................................................................................... 60
7.2.5  Hard Disk Drives (HDD) ......................................................................................................... 62
7.2.6  Optical Disk Drive (ODD) ....................................................................................................... 64
7.2.7  SmartWatch ............................................................................................................................. 66
7.2.8  Miscellaneous Data Processing Applications .......................................................................... 68
7.3  Total Communications Market .................................................................................................................... 69
7.3.1  Modems   .................................................................................................................................. 73
7.3.2  Cell Phones .............................................................................................................................. 75
7.3.3  Pagers    .................................................................................................................................. 78
7.3.4  Miscellaneous Communications Applications ......................................................................... 80
7.4  Total Transportation Market ........................................................................................................................ 81
7.4.1  Auto Electronics ...................................................................................................................... 85
7.4.2  Global Positioning Systems (GPS) .......................................................................................... 88
7.4.3  Miscellaneous Transportation Applications............................................................................. 90
7.5  Total Industrial, Medical and Internet of Things (IoT) Applications .......................................................... 90
7.5.1  Utility Metering ....................................................................................................................... 94
7.5.2  Smart Grid................................................................................................................................ 96
7.5.3  Portable Measurement ............................................................................................................. 98
7.5.4  Sensor Calibration .................................................................................................................. 100
7.5.5  Motor Control ........................................................................................................................ 102
7.5.6  Power Management ............................................................................................................... 104
7.5.7  CAN-based Communication Nodes ....................................................................................... 106
7.5.8  Medical Monitoring ............................................................................................................... 108
7.5.9  Bluetooth Modules ................................................................................................................. 110
7.5.10  Remote Keyless Entry (RKE) ................................................................................................ 112
7.5.11  Smart Cards............................................................................................................................ 114
7.5.12  Miscellaneous Industrial/Medical Applications..................................................................... 116
7.6  Total Government Market ......................................................................................................................... 116
7.6.1  Military    ................................................................................................................................ 120
7.6.2  Avionics/Space ...................................................................................................................... 122
7.6.3  Miscellaneous Government Applications .............................................................................. 124

8  Geographic Segmentation of emFlash Demand .......................................................................... 125

8.1  World       ............................................................................................................................................ 125
8.1.1  Americas ................................................................................................................................ 127
8.1.2  Europe    ................................................................................................................................ 129
8.1.3  Japan    ................................................................................................................................ 132
8.1.4  Asia-Pacific ............................................................................................................................ 134

9  emFlash Wafer Demand................................................................................................................ 138

10  emFlash Market Players ............................................................................................................... 142

10.1  4DS       ............................................................................................................................................ 142
10.2  Adesto       ............................................................................................................................................ 142
10.3  Altis       ............................................................................................................................................ 142
10.4  Analog Devices ......................................................................................................................................... 142
10.5  Altera       ............................................................................................................................................ 142
10.6  AMI Semiconductor (acquired by ON Semiconductor) ............................................................................ 142
10.7  Atmel       ............................................................................................................................................ 143
10.8  CMX       ............................................................................................................................................ 143
10.9  Credence       ............................................................................................................................................ 143
10.10 Crocus       ............................................................................................................................................ 143
10.11 CrossBar       ............................................................................................................................................ 143
10.12 Cyan Technology ...................................................................................................................................... 143
10.13 Cypress       ............................................................................................................................................ 143
10.14 Cadence (acquired Denali Software) ......................................................................................................... 144
10.15 EM Microelectronic Marin ........................................................................................................................ 144
10.16 Everspin       ............................................................................................................................................ 144
10.17 Freescale Semiconductor ........................................................................................................................... 144
10.18 Fujitsu       ............................................................................................................................................ 144
10.19 Giantec Semiconductor ............................................................................................................................. 144
10.20 GlobalFoundries (formerly Chartered) ...................................................................................................... 144
10.21 Grace Semiconductor ................................................................................................................................ 144
10.22 Hua Hong NEC (HHNEC) ........................................................................................................................ 145
10.23 IMEC       ............................................................................................................................................ 145
10.24 Infineon       ............................................................................................................................................ 145
10.25 Integrated Silicon Solution ........................................................................................................................ 145
10.26 Intel       ............................................................................................................................................ 145
10.27 LSI Logic       ............................................................................................................................................ 145
10.28 Macronix       ............................................................................................................................................ 145
10.29 MagnaChip Semiconductor ....................................................................................................................... 146
10.30 Matsushita      ............................................................................................................................................ 146
10.31 Maxim       ............................................................................................................................................ 146
10.32 Mentor Graphics ........................................................................................................................................ 146
10.33 Microchip Technology .............................................................................................................................. 146
10.34 Microsemi (acquired Actel) ....................................................................................................................... 146
10.35 National Semiconductor ............................................................................................................................ 147
10.36 NEC (acquired by Renesas)....................................................................................................................... 147
10.37 NXP Semiconductor .................................................................................................................................. 147
10.38 ON Semiconductor (acquired Sanyo) ........................................................................................................ 147
10.39 Panasonic       ............................................................................................................................................ 147
10.40 Rambus (acquired Unity Semiconductor) ................................................................................................. 147
10.41 Ramtron (acquired by Cypress) ................................................................................................................. 148
10.42 Renesas       ............................................................................................................................................ 148
10.43 Rohm (formerly OKI) ............................................................................................................................... 148
10.44 Samsung       ............................................................................................................................................ 148
10.45 Semiconductor Manufacturing International Corporation (SMIC) ........................................................... 148
10.46 Sidense       ............................................................................................................................................ 148
10.47 Silicon Laboratories .................................................................................................................................. 148
10.48 Silicon Storage Technology (subsidiary of Microchip) ............................................................................ 149
10.49 SilTera – Chip Memory Technology ......................................................................................................... 149
10.50 Spansion       ............................................................................................................................................ 149
10.51 ST Microelectronics .................................................................................................................................. 150
10.52 Synopsys       ............................................................................................................................................ 150
10.53 Texas Instruments ...................................................................................................................................... 150
10.54 Toshiba       ............................................................................................................................................ 150
10.55 TowerJazz Semiconductor......................................................................................................................... 150
10.56 TSMC       ............................................................................................................................................ 151
10.57 Ubicom       ............................................................................................................................................ 151
10.58 UMC       ............................................................................................................................................ 151
10.59 Vanguard       ............................................................................................................................................ 151
10.60 Winbond       ............................................................................................................................................ 151
10.61 Xilinx       ............................................................................................................................................ 151
10.62 XMC       ............................................................................................................................................ 151
10.63 Zilog       ............................................................................................................................................ 151

11  Appendices ..................................................................................................................................... 153
12  About Web-Feet Research ............................................................................................................ 159