Summary
WebFeet Research, Inc., an industry leading Non Volatile Memory and Storage market research firm, releases the fifth annual report, which provides the Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis of the seven top serial NOR and SPI NAND vendors.
コードストレージフラッシュメモリ：SPI NANDとシリアルNOR型フラッシュのSWOT分析
Code Storage Flash Forecast - SPI NAND and Serial NOR Flash SWOT Analysis(CS575CA-2023)
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.
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Table of Contents
※以下目次は2020年12月出版のものです。
最新版は別途、データリソースまでお尋ね下さい。
Table of Contents
List of Figures ...................... v
List of Tables ...................... vi
1 Executive Summary ..................... 1
2 Objectives and Methodology .................... 3
3 Serial NOR Market Forecasts ................... 5
3.1 Serial NOR Flash Revenue Shipments ................. 7
3.2 Serial NOR Flash Unit Shipments ................ 10
3.3 Serial NOR Flash Average Selling Prices (ASPs) ............. 13
3.4 Serial NOR Flash Megabit Shipments ................ 15
4 SLC/SPI NAND Market Forecasts .................. 17
4.1 SLC NAND Flash Revenue Shipments .............. 18
4.2 SLC NAND Flash Unit Shipments .................. 21
4.3 SLC NAND Flash Average Selling Prices (ASPs) ............ 23
4.4 SLC NAND Flash Megabit Shipments ................. 25
5 NOR Flash Memory Market Shares ................ 26
5.1 NOR and SLC NAND Flash Market Shares ............... 27
5.2 Serial NOR Flash rankings .................. 28
5.3 SLC NAND Flash rankings .................... 30
6 Serial NOR SWOT Analysis .................. 32
6.1 Serial NOR SWOT - Micron ................. 32
6.1.1 Serial NOR SWOT - Strengths .................. 33
6.1.2 Serial NOR SWOT - Weaknesses ................ 34
6.1.3 Serial NOR SWOT - Opportunities ................. 34
6.1.4 Serial NOR SWOT - Threats .................. 35
6.2 Serial NOR SWOT - Cypress ................ 35
6.2.1 Serial NOR SWOT - Strengths .................. 35
6.2.2 Serial NOR SWOT - Weaknesses ................ 37
6.2.3 Serial NOR SWOT - Opportunities ................. 37
6.2.4 Serial NOR SWOT - Threats .................. 38
6.3 Serial NOR SWOT - Macronix ................ 38
6.3.1 Serial NOR SWOT - Strengths .................. 39
6.3.2 Serial NOR SWOT - Weaknesses ................ 40
6.3.3 Serial NOR SWOT - Opportunities ................. 40
6.3.4 Serial NOR SWOT - Threats .................. 40
6.4 Serial NOR SWOT - Winbond ................. 41
6.4.1 Serial NOR SWOT - Strengths .................. 41
6.4.2 Serial NOR SWOT - Weaknesses ................ 42
6.4.3 Serial NOR SWOT - Opportunities ................. 43
6.4.4 Serial NOR SWOT - Threats .................. 43
6.5 Serial NOR SWOT - GigaDevice ................ 44
6.5.1 Serial NOR SWOT - Strengths .................. 44
6.5.2 Serial NOR SWOT - Weaknesses ................ 45
6.5.3 Serial NOR SWOT - Opportunities ................. 45
6.5.4 Serial NOR SWOT - Threats .................. 46
6.6 Serial NAND SWOT - Kioxia (Toshiba) .............. 46
6.6.1 Serial NAND SWOT - Strengths .................. 47
6.6.2 Serial NAND SWOT - Weaknesses ................ 47
6.6.3 Serial NAND SWOT - Opportunities ................. 48
6.6.4 Serial NAND SWOT - Threats .................. 48
7 Serial NOR Flash Forecast by Vendor ............... 49
7.1 Serial NOR Flash Forecast by Vendor ............... 49
7.2 Serial NOR Flash Wafer Capacity Forecast by Vendor ........... 50
8 Automotive Flash Forecast by Vendor .................. 52
8.1 Automotive Flash Forecast ................. 52
8.2 Serial NOR Automotive Flash Revenue by Vendor .......... 63
9 Code Storage Flash Forecast.................. 65
9.1 Code Storage Flash Forecast by Technology............... 65
9.2 Code Storage Flash Revenue Forecast by Application ............ 68
9.2 Code Storage Flash Unit Forecast by Application ............. 73
List of Figures
Figure 1 Automotive Flash Usage Sub Systems .............. 52
Figure 2 Six Levels of Autonomous Vehicles .............. 53
Figure 3 Automotive Code Storage Flash Revenue Forecast ............ 54
Figure 4 EFD NAND Automotive Revenue 2018-2025 .............. 61
Figure 5 Code Storage Revenue by Technology ................ 65
Figure 6 Code Storage Flash Unit Forecast by Technology ........... 67
List of Tables
Table 1 Serial NOR Flash Unit Applications Density Sweet Spot ............ 6
Table 2 Serial NOR Flash Applications Revenue Forecast ........... 8
Table 3 Serial NOR Revenue by Density, 512Kbit-2Gbit $M ............ 9
Table 4 Serial Combo NOR Revenue by Density, $M ............. 10
Table 5 Serial NOR Flash Applications Unit Forecast ............. 11
Table 6 Serial NOR Unit by Density, Munits ............... 12
Table 7 Serial Combo NOR Unit by Density, Munits .............. 13
Table 8 Serial NOR Average Selling Prices (ASPs) by Density, $ ......... 14
Table 9 Serial Combo NOR Average Selling Prices (ASPs) by Density, $ ......... 14
Table 10 Serial NOR Flash Megabit Shipments by Application in Million Megabits .... 15
Table 11 Serial NOR Flash Megabit Shipments by Density in Million Megabits ........ 16
Table 12 Serial Combo NOR Flash Megabit Shipments by Density in Million Megabits .... 16
Table 13 SLC/SPI NAND Flash Unit Applications Density Sweet Spot ......... 18
Table 14 SLC NAND Revenue by Density, 512Mbit-64Gbit $M ........... 19
Table 15 SPI NAND Revenue by Density, 512Mbit-8Gbit $M ........... 20
Table 16 Combo NAND Revenue by Density, $M ............ 21
Table 17 SLC NAND Unit by Density, Munits ............... 22
Table 18 SPI NAND Unit by Density, Munits ................ 22
Table 19 Combo NAND Unit by Density, Munits ............. 23
Table 20 SLC NAND Average Selling Prices (ASPs) by Density, $ ......... 24
Table 21 SPI NAND Average Selling Prices (ASPs) by Density, $ ........ 24
Table 22 Combo NAND Average Selling Prices (ASPs) by Density, $ ........ 24
Table 23 SLC NAND Flash Megabit Shipments by Density in Million Megabits ....... 25
Table 24 SPI NAND Flash Megabit Shipments by Density in Million Megabits ........ 25
Table 25 Combo NAND Flash Megabit Shipments by Density in Million Megabits ..... 25
Table 26 Serial NOR Flash 2018 Vendor Market Shares ............ 30
Table 27 SLC NAND Flash 2017-2019 Vendor Market Shares ........... 30
Table 28 SLC NAND Flash 2020 Vendor Market Shares ........... 31
Table 29 Parallel and Serial NOR and Serial NOR only Revenue Market Share by Vendor, 2019 .. 32
Table 30 NOR and Serial NOR Flash Revenue Forecasts by Geographical Region .... 49
Table 31 Serial NOR Flash Revenue Forecasts by Vendor by Geographical Region ..... 50
Table 32 Serial NOR Flash Wafer K Starts per Month Forecasts by Vendor ........ 51
Table 33 Automotive Internal Flash Content Forecast, 2018-2025 ......... 55
Table 34 ADAS Sub System Camera Unit Forecast .............. 58
Table 35 Automotive Flash Systems Unit Content Forecast, 2018-2025 ......... 59
Table 36 Automotive Embedded Flash Drive Component Content Forecast, 2018-2025 ..... 61
Table 37 Serial NOR Automotive Flash Revenue Forecasts by Vendor .......... 64
Table 38 Code Storage Flash Revenue by Technology ............ 66
Table 39 Code Storage Unit Forecast by Technology .............. 68
Table 40 Code Storage Total Revenue by Application ............. 69
Table 41 Code Storage Revenue for 256Mb and 512Mb ............ 70
Table 42 Code Storage Revenue 1Gbit and 2Gbit Forecast ........... 71
Table 43 Code Storage Revenue 4Gb and 8Gb Forecast ............. 72
Table 44 Code Storage Total Units by Application ............ 73
Table 45 Code Storage Units for 256Mb and 512Mb ............ 74
Table 46 Code Storage Units for 1Gb and 2Gb ............... 75
Table 47 Code Storage Unit Forecast for 4Gb and 8Gb .............. 76
