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1692113

NOR快閃記憶體：市場佔有率分析、產業趨勢與統計資料、成長預測（2025-2030）

NOR Flash Memory - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 168 Pages | 商品交期: 2-3個工作天內

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簡介目錄

NOR快閃記憶體市場規模預計在2025年為28.5億美元，預計到2030年將達到38.2億美元，預測期內（2025-2030年）的複合年成長率為6.01%。

就出貨量而言，預計將從2025年的50億台成長到2030年的86.7億台，預測期間（2025-2030年）的複合年成長率為11.63%。

NOR快閃記憶體市場-IMG1

由於汽車、家電等各種應用的需求不斷成長，NOR 快閃記憶體領域呈現快速成長率。 NOR Flash 是一種記憶體，也是一種非揮發性儲存技術。

主要亮點

  • 消費性電子設備早已成為現代生活方式的重要組成部分。過去兩年，受智慧型手機、智慧電視和智慧家電需求成長的推動，全球消費性電子市場重新獲得成長動力。
  • 然而，由於通貨膨脹上升、個人消費下降以及消費者前景惡化，預計 2023 年全球智慧型手機需求將較 2022 年顯著下降，預計將對 NOR 快閃記憶體市場造成拖累。由於庫存和需求增加，NOR Flash 平均售價大幅下降。由於經濟成長放緩、地緣政治緊張局勢加劇以及產業季節性波動，終端用戶消費性電子市場需求疲軟，導致下游庫存問題蔓延至上游記憶體晶片供應商，影響產品需求和價格。
  • 相反，由於5G智慧型手機需求的增加以及各國5G網路連線的擴展，預計2024年市場將略有復甦。 5G智慧型手機的廣泛應用和全球資料中心的增加將推動市場成長。考慮到快閃記憶體的性能及其對消費市場的吸引力，很容易看出需求為何成長如此迅速。
  • 隨著終端用戶對 NOR 快閃記憶體的需求增加，研發成本預計也會增加。美光等供應商宣布將投資 150 億美元在愛達荷州博伊西市建造一個新的製造工廠，用於生產記憶體。
  • 此外，該公司計劃將新製造工廠與其總部研發中心設在同一地點，以加強技術部署、提高營運效率並加快產品上市時間。這將服務於汽車、資料中心、人工智慧和5G記憶體應用等行業。這對研發和製造過程來說意味著昂貴的設置，帶來了挑戰。
  • 展望未來，全球經濟環境依然高度不確定性，記憶體產業在觸及經濟週期底部後正等待反彈。因此，NOR快閃記憶體的主要供應商正在努力加強研發並收益佔有率佔有率，因為地緣政治緊張局勢和低迷的市場預計不會改變這些趨勢的方向。

NOR快閃記憶體市場趨勢

消費性電子終端用戶產業預計將佔據主要市場佔有率

  • 目前，消費性電子產品領域是市場上最突出的領域之一。 NOR Flash 通常部署為嵌入式設備，用於在許多攜帶式消費產品（如相機、穿戴式設備和行動電話）中運行程式碼。因此，近年來這些產品的使用量大幅增加，推動了所研究市場的需求。
  • 例如，根據2023年美國消費者技術所有權和市場潛力研究，儘管經濟環境複雜，但仍有約84%的美國家庭計劃在未來12個月內購買科技產品，其中行動電話和無線技術產品是消費者想要購買的科技產品類別的領先者。
  • 此外，智慧型手機在美國家庭中無處不在，37％的家庭計劃在未來12個月內購買新智慧型手機，其中99％是重複購買者，這使得美國成為一個飽和但忠誠的科技市場。因此，到2023年，全球行動電話用戶數量將從上一年的約86億增加到近89億。根據通訊（ITU）的數據，2019年行動上網用戶數首次超過80億。
  • 5G的商業化將會在所研究的市場中引發全球趨勢。例如，向 5G 的重大轉變將加速對先進行動裝置的需求。根據愛立信發布的行動報告，預計到2029年底，5G行動用戶數將達到53億人。
  • 此外，2023年第三季將新增1.63億5G用戶，總合達到14億人。預計此類事件也將推動對消費性電子產品的需求，從而促進所研究市場的成長。

中國可望佔主要市場佔有率

  • 中國攜帶式電子設備的成長趨勢以及物聯網等先進技術的滲透是推動NOR快閃記憶體市場成長的一些因素。中國電銷量的成長，帶動了NOR Flash市場的發展。
  • 根據國務院介紹，近年來我國家電業穩定成長。 2023年前七個月，電腦、通訊和電子製造業利潤增加至2,763.2億元人民幣（約383.9億美元）。預計2023年行動電話產量將達8.1億部，其中智慧型手機產量為5.93億部。
  • 工業和資訊化部和財政部表示，中國計劃增加高階電子產品供應，以擴大消費，並提振經濟。中國力求2024年，5G行動電話出貨量佔國內行動電話市場的85%以上，將鼓勵NOR快閃製造商自主開發，並支持國家經濟。
  • 國內消費需求旺盛，進一步刺激了電子製造業在中國的集中度，為中國物聯網產品的大幅發展奠定了基礎。主導大力投入基礎建設，為中國的物聯網發展帶來了巨大利益。例如，中國公佈了發展新型物聯網基礎設施的三年規劃（2021-2023），目標是到2023年在主要城市完成新型物聯網基礎設施建設。這些努力預計將促進物聯網智慧設備的成長，從而推動市場成長。
  • 中國憑藉國內市場的穩定表現和巨大的潛力，被公認為汽車和運輸業的領導者之一。除了鞏固其作為全球最大汽車製造商的地位之外，中國工業信部預測到2025年國內汽車產量將達到3,500萬輛。此外，基於中國汽車物流市場預測，預計到2025年，純電動車在新能源乘用車類別中的市場佔有率將達到84%，從而帶來諸如將ADAS融入純電動車等重要技術突破。
  • 根據中汽協統計，2023年8月中國新能源車銷量為84.6萬輛，其中乘用車80.8萬輛，商用電動車3.9萬輛。其中，純電動車（BEV）保有量為55.9萬輛，插電式混合動力車（PHEV）保有量為24.8萬輛。預計中國將在2024年達到智慧駕駛系統應用的閾值。隨著自動駕駛等級的採用，汽車更換週期預計將變得更短。密集的消費者教育和媒體曝光正在加速中國消費者向智慧駕駛的轉變，供應量可能會增加。

NOR快閃記憶體市場概況

NOR快閃記憶體市場半固體，由英飛凌、美光科技、北京兆易創新科技股份有限公司和華邦電子股份有限公司等大型供應商主導。較高的進入門檻使得新進業者難以進入市場，但現有供應商正在投資創新新產品的研發。

  • 2024 年 4 月：美光科技公司宣布推出最新創新產品－美光串列 NOR 快閃記憶體。該記憶體旨在提高從汽車、工業到家用電子電器等各種應用的性能和可靠性。 Micron 串行 NOR 快閃記憶體具有更快的讀寫速度、更大的資訊儲存容量和更高的耐用性。這項進步使其能夠用於那些必須快速可靠地儲存和搜尋資料的苛刻應用。
  • 2024年2月，兆易創新半導體與EKOM Elektronik簽署協議，銷售該公司的產品。為了滿足土耳其市場的需求並促進電子產業的健康發展，此次夥伴關係將把兆易創新的產品線擴展到能夠實現必要突破的領域。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概覽
  • 產業吸引力－波特五力分析
    • 新進入者的威脅
    • 買家的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭強度
  • 產業價值鏈分析
  • 宏觀趨勢如何影響市場

第5章市場動態

  • 市場促進因素
    • 數位化不斷提高以及以數據為中心的應用程式的出現
    • 智慧汽車的演變
  • 市場限制
    • 研發和製造成本高
    • 替代方案的可用性

第6章市場區隔

  • 按類型
    • 串行NOR快閃記憶體
    • 並行NOR快閃記憶體
  • 按最終用戶應用程式
    • 消費性電子產品
    • 通訊設備
    • 車
    • 工業的
    • 其他用途
  • 按地區
    • 美洲
    • 歐洲
    • 日本
    • 中國
    • 世界其他地區
  • 按密度
    • 2Mbit 以下的 NOR
    • < 4Mbit (> 2MB) NOR
    • 高達 8Mbit（超過 4MB）NOR
    • 16Mbit或更少（超過8MB）NOR
    • 高達 32Mbit（超過 16MB）NOR
    • 高達 64 Mbit（超過 32 MB）NOR
    • 其他密度

第7章競爭格局

  • 公司簡介
    • Infineon Technologies AG
    • Micron Technology Inc.
    • GigaDevice Semiconductor Inc.
    • Macronix International Co. Ltd
    • Winbond Electronics Corporation
    • Integrated Silicon Solution Inc.
    • Microchip Technology Inc.
    • Renesas Electronics Corporation
    • Elite Semiconductor Microelectronics Technology Inc.
    • Wuhan Xinxin Semiconductor Manufacturing Co. Ltd（XMC）

第 8 章供應商市場佔有率

第9章投資分析

第10章 市場機會與未來趨勢

第11章定價分析

簡介目錄
Product Code: 90646

The NOR Flash Memory Market size is estimated at USD 2.85 billion in 2025, and is expected to reach USD 3.82 billion by 2030, at a CAGR of 6.01% during the forecast period (2025-2030). In terms of shipment volume, the market is expected to grow from 5.00 billion units in 2025 to 8.67 billion units by 2030, at a CAGR of 11.63% during the forecast period (2025-2030).

NOR Flash Memory - Market - IMG1

The NOR flash memory sectors are witnessing a rapid growth rate due to their demand growth in various applications from automotive to consumer electronics. NOR flash is a memory and one of the types of non-volatile storage technologies.

Key Highlights

  • Consumer electronics devices have long been an integral part of modern lifestyles. Driven by the increasing demand for smartphones, smart TVs, and smart home appliances, the global consumer electronics market has regained its momentum over the past two years.
  • However, the worldwide smartphone demand observed a noteworthy decline in 2023 compared to 2022 due to ongoing inflation, decreased consumer spending, and a weaker consumer outlook, which is expected to hamper the NOR flash memory market. The ASP of NOR flash declined significantly owing to growing stockpiles and demand. Due to weak demand in the end-user consumer electronics market as a result of sluggish economic growth, rising geopolitical tensions, and seasonal fluctuations in the industry, downstream inventory issues trickled to upstream memory chip suppliers, impacting both product demand and prices.
  • On the contrary, the market is expected to recover slightly in FY 2024 owing to increased demand for 5G smartphones and growing 5G network connectivity across the nations. The increased proliferation of 5G smartphones and an increasing number of data centers worldwide drive the market's growth. Given the capabilities and attractiveness of flash memory to the consumer market, it is clear why demand for it has rapidly grown.
  • Research and development costs are anticipated to increase with the growing end-user requirements for NOR flash memory. Vendors such as Micron announced an investment of USD 15 billion to build a new fabrication facility for memory manufacturing in Boise, Idaho.
  • Moreover, the company plans to co-locate the new manufacturing fab with Micron's R&D center at its headquarters to enhance technology deployment and improve time to market with operational efficiency. This will cater to industries like automotive, data centers, and memory applications in artificial intelligence and 5G. This indicates the costly setup for the research and development and fabrication process and drives the challenges.
  • Looking forward to the future, the global economic environment is still highly uncertain, and the memory industry is waiting to bounce back after bottoming out in the business cycle. Thus, major suppliers of NOR flash memory are working toward strengthening their R&D and increasing their revenue share for automotive products, especially EVs, as the direction of these trends is not expected to change due to geopolitical tensions or market downturns.

NOR Flash Memory Market Trends

Consumer Electronics End-user Industry Segment is Expected to Hold Significant Market Share

  • Currently, the consumer electronics segment is one of the most prominent segments in the market. NOR flash is often deployed as an embedded device for code execution in many portable consumer products, such as cameras, wearables, or mobile phones. As such, the significant growth in the usage of these products in recent years is driving the demand for the market studied.
  • For instance, according to the 2023 US Consumer Technology Ownership and Market Potential Study, despite complex economic times, about 84% of US households make plans to purchase tech products in the next 12 months, with mobile and wireless tech products leading the categories of tech products that consumers want to buy.
  • Moreover, smartphones are omnipresent in US households, and 37% of households plan to buy a new smartphone in the next 12 months, out of which 99% will be repeat buyers, indicating a saturated but loyal technology market. As a result, in 2023, there were almost 8.9 billion mobile phone subscriptions worldwide, up from around 8.6 billion the previous year. The number of subscriptions exceeded 8 billion for the first time in 2019, according to the International Telecommunication Union (ITU).
  • The commercialization of 5G proliferates global trends in the market studied. For instance, the significant transition toward 5G accelerates the demand for advanced mobile devices. According to the Ericsson Mobility Report released, 5G mobile subscriptions are anticipated to reach 5.3 billion by the end of 2029.
  • Further, during the third quarter of 2023, 163 million 5G subscriptions were added to make up a total of 1.4 billion. Such events are also expected to drive the demand for consumer electronics, thereby boosting the growth of the market studied.

China is Expected to Hold a Major Market Share

  • The rising trend of portable electronic devices and the penetration of advanced technologies, such as IoT, in China are among the factors driving the growth of the NOR flash memory market. The increase in consumer electronics sales in China is escalating the development of the NOR flash market.
  • According to the State Council, China's consumer electronics industry has grown steadily over the past few years. In the first seven months of 2023, computer, communications, and electronic device manufacturers saw their profits rise to CNY 276.32 billion (about USD 38.39 billion). In 2023, mobile phone production reached 810 million units, including 593 million smartphones.
  • The Ministry of Industry and Information Technology and the Ministry of Finance stated that China plans to surge the supply of high-end electronic devices to increase consumption and strengthen the economy. China will strive to ensure that 5G mobile phone shipments account for over 85% of the domestic mobile phone market by 2024. These initiatives will encourage NOR Flash memory manufacturers to develop in-house and support the country's economy.
  • The concentration of electronics manufacturing in China has laid a foundation for the substantial development of IoT products in the country, further stimulated by high domestic consumer demand. Heavy state-led spending on enabling infrastructure has a great advantage on IoT development in China. For instance, China announced a three-year plan for new IoT infrastructure development (2021-2023), aiming to complete new IoT infrastructure in major cities by 2023. These initiatives are expected to fuel the growth of IoT-enabled smart devices and facilitate the market's growth.
  • China has been recognized as one of the leaders in the automobile and transport industry due to the consistent performance of the national market and its immense potential. In addition to strengthening its position as the world's largest car manufacturer, the Chinese Ministry of Industry and Information Technology projects that domestic vehicle production will reach 35 million by 2025. Furthermore, it is projected that by 2025, the market share of BEVs in a new energy passenger car category will be 84% and lead to significant technical developments, such as integrating ADAS into BEVs based on projections from the Chinese automotive logistics market.
  • According to CAAM, China's new energy vehicle sales amounted to 846,000 units, 808,000 of which were passenger EVs, and 39,000 were commercial electric vehicles during August 2023. Sales of BEVs and PHEVs were 559,000 and 248,000 vehicles, respectively. China is expected to have reached a threshold for adopting smart driving systems by 2024. Increased adoption of AD levels could shorten the vehicle replacement cycle, which is scheduled to be shorter. Intensive consumer education and media exposure, which will accelerate the shift of Chinese consumers toward intelligent driving, is likely to accompany a rise in supply.

NOR Flash Memory Market Overview

The NOR flash memory market is semi-consolidated, with major vendors such as Infineon, Micron Technology, GigaDevice Semiconductor (Beijing) Inc., and Winbond Electronics Corporation dominating it. High entry barriers make it tough for new players to enter the market, but existing vendors are investing in the research and development of new and innovative products.

  • April 2024: Micron Technology Inc. announced the launch of its latest innovation, the Micron Serial NOR Flash Memory. It is designed to improve the performance and reliability of various applications, e.g., from automotive and industrial to consumer electronics. Micron Serial NOR Flash Memory offers substantial reading and writing speed improvements, more information storage capacity, and improved endurance. This advancement allows it to be used for demanding applications in which data is stored and retrieved quickly and reliably.
  • February 2024: GigaDevice Semiconductor signed an agreement with EKOM Elektronik to distribute its products. To meet the needs of Turkey's market and contribute to healthy growth in the electronics sector, this partnership would extend GigaDevice's product line into areas where it can make necessary breakthroughs.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Impact of Macro Trends in the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Digitalization and Emergence of Data-centric Applications
    • 5.1.2 Increasing Evolution of Smart Vehicles
  • 5.2 Market Restraints
    • 5.2.1 High Cost of R&D and Fabrication
    • 5.2.2 Availability of Substitutes

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Serial NOR Flash
    • 6.1.2 Parallel NOR Flash
  • 6.2 By End-user Application
    • 6.2.1 Consumer Electronics
    • 6.2.2 Communication
    • 6.2.3 Automotive
    • 6.2.4 Industrial
    • 6.2.5 Other End-user Applications
  • 6.3 By Geography
    • 6.3.1 Americas
    • 6.3.2 Europe
    • 6.3.3 Japan
    • 6.3.4 China
    • 6.3.5 Rest of the World
  • 6.4 By Density
    • 6.4.1 2 MEGABIT and LESS NOR
    • 6.4.2 4 MEGABIT and LESS (>2 MB) NOR
    • 6.4.3 8 MEGABIT and LESS (>4 MB) NOR
    • 6.4.4 16 MEGABIT and LESS (>8 MB) NOR
    • 6.4.5 32 MEGABIT and LESS (>16 MB) NOR
    • 6.4.6 64 MEGABIT and LESS (>32 MB) NOR
    • 6.4.7 Other Densities

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Infineon Technologies AG
    • 7.1.2 Micron Technology Inc.
    • 7.1.3 GigaDevice Semiconductor Inc.
    • 7.1.4 Macronix International Co. Ltd
    • 7.1.5 Winbond Electronics Corporation
    • 7.1.6 Integrated Silicon Solution Inc.
    • 7.1.7 Microchip Technology Inc.
    • 7.1.8 Renesas Electronics Corporation
    • 7.1.9 Elite Semiconductor Microelectronics Technology Inc.
    • 7.1.10 Wuhan Xinxin Semiconductor Manufacturing Co. Ltd (XMC)

8 VENDOR MARKET SHARE

9 INVESTMENT ANALYSIS

10 MARKET OPPORTUNITES AND FUTURE TRENDS

11 PRICING ANALYSIS