세계의 반도체 메모리 시장 : 예측(2025-2030년)

The semiconductor memory market is projected to grow at a CAGR of 23.12% over the forecast period, from US$114.981 billion in 2025 to US$325.345 billion by 2030.

The growing use of semiconductor components in a variety of industries, such as automotive, consumer electronics, and IT & telecom, is expected to propel the market's growth on a global basis. It is a necessary electronic device that uses integrated circuit (IC) technology to function as computer memory or chips. The development of semiconductor technology, which includes refining procedures, energy efficiency, and chip capacity optimization, has opened the door for innovative memory solutions suited to various industries.

Moreover, the widespread use of smartphones and other portable devices has created an unprecedented demand for high-performance chips that can meet the changing needs and aspirations of modern users by providing seamless user experiences, quick app loading times, and seamless multitasking capabilities. For instance, in 2023, the smartphone market in India shipped 146 million units, exhibiting a nominal year-over-year (YoY) growth of 1%, as per the International Data Corporation's (IDC) Worldwide Quarterly Mobile Phone Tracker. After a steep 10% drop in the first half of the year, the second half of the year grew by 11% YoY in 2H23. With 37 million units shipped, 4Q23 grew by 26% YoY. This was largely due to stronger-than-expected shipments in the second half of the quarter, which included the launch of several new models.

Additionally, the market's growth is also being driven by the dynamic adoption of memory-centric components in innovative products like wearables, smartphones, and electronic gadgets. In addition, the growing dependence of the electronics and automotive industries on semiconductor devices-such as DRAM and Flash ROM-is driving up demand for integrated chips and devices.

The demand for smart devices, consumer electronics, smartphones, and workstations across the globe emphasizes the need for chips with advanced technology.

As a result, the market is experiencing a remarkable period of expansion, offering numerous opportunities for companies involved in this sector.

Semiconductor memory market drivers

• Growing demand from the automotive industry.

Memory solutions are increasingly being used in automotive safety systems due to their excellent performance and low power consumption benefits. Memory solutions are essential to the development of autonomous driving capabilities, especially for comprehensive in-vehicle infotainment (IVI) systems and vehicle-to-everything (V2X) connectivity. Power memory solutions are needed for these technologies, and Samsung and other companies are leading the charge. Consequently, during the projected period, these factors are anticipated to fuel the growth of the global semiconductor memory market.

Moreover, the market is also growing due to the increasing use of software and electronic components in modern vehicles. Accordingly, as cars get increasingly linked and integrated with smart technologies, there is an increasing need for high-capacity memory solutions, which is driving up market growth. The market is expanding due to the increased use of hybrid and electric vehicles (EVs), which need sophisticated memory systems for energy efficiency and battery management. For instance, according to the International Energy Agency, the stock of battery electric vehicles increased in the United States from 1.5 million in 2021 to 2.1 million in 2022.

Additionally, a favorable outlook for market growth is being created by the growing use of artificial intelligence (AI) and machine learning (ML) in automotive systems for applications like autonomous driving and predictive maintenance. Moreover, modern innovations from manufacturers are enable to keep a competitive edge in a market that is changing rapidly. For instance, in July 2023, a leading global provider of cutting-edge semiconductor technology, Samsung Electronics, announced that mass production of its new automotive Universal Flash Storage (UFS) 3.1 memory solution, which is designed for in-car infotainment (IVI) systems, has begun. With the lowest energy consumption in the industry, the new solution enables automakers to give customers the best possible mobility experience. To accommodate varying customer needs, the UFS 3.1 lineup was made available in 128, 256, and 512 gigabytes (GB) variants. The improved lineup enables future automotive applications, like electric or driverless vehicles, to manage battery life more effectively.

Semiconductor memory market geographical outlook

• The semiconductor memory market is segmented into five regions worldwide:

Geography-wise, the market of Semiconductor memory is divided into North America, South America, Europe, the Middle East and Africa, and Asia Pacific. The United States, semiconductor memory market is anticipated to grow owing to various factors, including technological innovation, and growing demand for high-performance computing. This high-performance computing includes services used in multiple sectors including data centers, artificial AI, and edge computing.

With a total of $246.4 billion in 2021, the semiconductor sector in the United States contributed significantly to the GDP's Gross Value Added (GVA). This included $55.8 billion in direct GVA, $98.6 billion in indirect GVA, and $92.0 billion in induced GVA. The semiconductor industry's strong performance is a reflection of its vital position in the American economy and plays a significant role in fueling the semiconductor memory market during the forecast period.

Furthermore, the increasing need for high-performance computing and the burgeoning use of 5G services are further driving the semiconductor memory market. For instance, to provide carriers with up to $9 billion in Universal Service Fund funding to provide advanced 5G mobile wireless services in rural America (including up to $680 million for deployment on tribal territories), the Commission created the 5G Fund for Rural America in October 2020. Additionally, the Fund allows at least $1 billion expressly for deployments supporting the requirements of precision agriculture.

Apart from this, the semiconductor industry is greatly impacted by the growing focus of the United States government on the nation. Over $200 billion in private investments were made by American and international companies between 2020 and 2022 to increase domestic manufacturing capacities for semiconductor fabrication, equipment, and materials across 16 states. The largest investments went towards logic and memory chip fabrication facilities in Arizona, Texas, Idaho, Ohio, and New York.

Reasons for buying this report:-

• Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, other sub- segments.
• Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
• Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape up future market developments.
• Actionable Recommendations: Utilize the insights to exercise strategic decision to uncover new business streams and revenues in a dynamic environment.
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Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

• Historical data & forecasts from 2022 to 2030
• Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, Customer Behaviour, and Trend Analysis
• Competitive Positioning, Strategies, and Market Share Analysis
• Revenue Growth and Forecast Assessment of segments and regions including countries
• Company Profiling (Strategies, Products, Financial Information, and Key Developments among others)

The semiconductor memory market is segmented and analyzed as follows:

By Type

• NAND
• DRAM

By Industry Vertical

• Consumer Electronics
• Communication & Technology
• Automotive
• Manufacturing

By Geography

• Americas

By Type

By Industry Vertical

By Country

• United States
• Canada
• Brazil
• Others
• Europe, Middle East, and Africa

By Type

By Industry Vertical

By Country

• Germany
• France
• United Kingdom
• Italy
• Others
• Asia Pacific

By Type

By Industry Vertical

By Country

• China
• Japan
• India
• Taiwan
• Others

TABLE OF CONTENTS

1. INTRODUCTION

• 1.1. Market Overview
• 1.2. Market Definition
• 1.3. Scope of the Study
• 1.4. Market Segmentation
• 1.5. Currency
• 1.6. Assumptions
• 1.7. Base and Forecast Years Timeline
• 1.8. Key Benefits for the Stakeholders

2. RESEARCH METHODOLOGY

• 2.1. Research Design
• 2.2. Research Process

3. EXECUTIVE SUMMARY

• 3.1. Key Findings
• 3.2. Analyst View

4. MARKET DYNAMICS

• 4.1. Market Drivers
• 4.2. Market Restraints
• 4.3. Porter's Five Forces Analysis
  • 4.3.1. Bargaining Power of Supplier
  • 4.3.2. Bargaining Power of Buyers
  • 4.3.3. Threat of New Entrants
  • 4.3.4. Threat of Substitutes
  • 4.3.5. Competitive Rivalry in the Industry
• 4.4. Industry Value Chain Analysis

5. SEMICONDUCTOR MEMORY MARKET BY TYPE

• 5.1. Introduction
• 5.2. NAND
• 5.3. DRAM

6. SEMICONDUCTOR MEMORY MARKET BY INDUSTRY VERTICAL

• 6.1. Introduction
• 6.2. Consumer Electronics
• 6.3. Communication & Technology
• 6.4. Automotive
• 6.5. Manufacturing

7. SEMICONDUCTOR MEMORY MARKET BY GEOGRAPHY

• 7.1. Introduction
• 7.2. Americas
  • 7.2.1. By Type
  • 7.2.2. By Industry Vertical
  • 7.2.3. By Country
    • 7.2.3.1. United States
    • 7.2.3.2. Canada
    • 7.2.3.3. Brazil
    • 7.2.3.4. Others
• 7.3. Europe, Middle East, and Africa
  • 7.3.1. By Type
  • 7.3.2. By Industry Vertical
  • 7.3.3. By Country
    • 7.3.3.1. Germany
    • 7.3.3.2. France
    • 7.3.3.3. United Kingdom
    • 7.3.3.4. Italy
    • 7.3.3.5. Others
• 7.4. Asia Pacific
  • 7.4.1. By Type
  • 7.4.2. By Industry Vertical
  • 7.4.3. By Country
    • 7.4.3.1. China
    • 7.4.3.2. Japan
    • 7.4.3.3. India
    • 7.4.3.4. Taiwan
    • 7.4.3.5. Others

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 8.1. Major Players and Strategy Analysis
• 8.2. Market Share Analysis
• 8.3. Mergers, Acquisitions, Agreements, and Collaborations
• 8.4. Competitive Dashboard

9. COMPANY PROFILES

• 9.1. Samsung Corporation
• 9.2. Intel Corporation
• 9.3. Micron Technology
• 9.4. SK Hynix
• 9.5. Western Digital Corporation
• 9.6. Toshiba Corporation
• 9.7. ATP Electronics
• 9.8. Taiwan Semiconductor Manufacturing Company Limited
• 9.9. Texas Instruments Incorporated
• 9.10. Infineon Technologies AG
• 9.11. IBM Corporation