Global Information
회사소개 | 문의 | 위시리스트

세계 및 중국의 메모리 산업(2019-2025년)

Global and China Memory Industry Report, 2019-2025

리서치사 ResearchInChina
발행일 2019년 05월 상품 코드 210298
페이지 정보 영문 145 Pages
가격
US $ 2,600 ₩ 3,186,000 Unprintable PDF by E-mail (Single User License) help
1명만 이용할 수 있는 라이선스입니다. PDF 파일은 Copy & Paste 가 되지 않으며, 인쇄 또한 불가능합니다.
US $ 2,800 ₩ 3,431,000 Hard Copy help
동일 기업 내에서 공유하여 이용할 수 있는 라이선스입니다. 이용 인원수 제한은 없습니다.
US $ 3,900 ₩ 4,780,000 Printable & Editable PDF by E-mail (Enterprise-wide License) help
구매기업과 모회사, 자회사, 관련 회사 등 회사 전체에서 인원수에 제한없이 이용할 수 있는 라이선스입니다. PDF파일은 Copy & Paste 가 가능합니다. 인쇄횟수에 제한은 없으나, 인쇄물의 이용 범위는 PDF 이용 범위에 준합니다.


세계 및 중국의 메모리 산업(2019-2025년) Global and China Memory Industry Report, 2019-2025
발행일 : 2019년 05월 페이지 정보 : 영문 145 Pages

세계의 메모리 시장은 2018년에 1,534억 달러에 달하고, 전년동기비 23.7% 증가했습니다. 2025년에는 2,706억 달러까지 확대되고, 2018-2025년 연평균 성장률(CAGR)로 8.4%의 성장이 예측됩니다.

세계 및 중국의 메모리(Memory) 산업에 대해 조사 분석했으며, 개요, 용도, 산업 분석, 주요 벤더 등에 대한 체계적인 정보를 제공합니다.

제1장 메모리 기술 동향

  • TLC
  • 3D NAND
  • 첨단 NVM

제2장 메모리 시장

  • 세계의 메모리 시장
  • DRAM 수요와 공급
  • NAND 수요와 공급
  • 세계의 휴대폰 시장 및 산업
  • 중국의 휴대폰 시장
  • 노트북 PC 시장
  • 태블릿 PC 시장
  • 서버
  • 기업용 SSD 시장

제3장 메모리 산업

  • 메모리 산업 체인
  • 메모리 벤더의 시장 점유율
  • 메모리 벤더의 순위
  • 노어플래시(NorFlash) 벤더의 시장 점유율
  • 주류 메모리 분야로의 참여에 어려움을 겪고 있는 중국 본토의 벤더

제4장 메모리 벤더

  • SAMSUNG
  • SK HYNIX
  • MICRON
  • INOTERA
  • NANYA TECHNOLOGY
  • SANDISK
  • MACRONIX
  • ESMT
  • ETRON
  • ISSI
  • WINBOND ELECTRONIC
  • CYPRESS
  • GIGADEVICE
  • TOSHIBA

제5장 메모리 산업 체인 벤더

  • PTI
  • CHIPMOS
  • FATC
  • ADATA
  • SILICON MOTION
KSM 19.05.20

이 페이지에 게재되어 있는 내용은 최신판과 약간 차이가 있을 수 있으므로 영문목차를 함께 참조하여 주시기 바랍니다. 기타 자세한 사항은 문의 바랍니다.

Selected Charts

  • Classification of Memory
  • Comparison between Various Types of Memory
  • Emerging NVM Time to Market by Application, 2014-2020
  • Comparison of Emerging Memory and Established Memory
  • Global Memory Market Size, 2009-2016E
  • Global Memory Market by Type, 2014
  • Automotive Memory Market Size, 2008-2015
  • Automotive Memory Market by Technology, 2010-2015
  • DRAM Industry CAPEX, 2008-2015
  • DRAM Oversupply Ratio, 2013-2016
  • DRAM Demand by Devices, 2013-2015
  • DRAM GB/SystemDRAM GB/System, 2013-2015
  • DRAM Oversupply Ratio, Q1/2014-Q4/2016
  • NAND Industry CAPEX, 2008-2015
  • Global Mobile Phone Shipments, 2007-2015
  • Global 3G/4G Mobile Phone Shipments by Region, 2011-2014
  • Worldwide Smartphone Sales to End Users by Vendor in 2014 (Thousands of Units)
  • Worldwide Smartphone Sales to End Users by Operating System in 2014 (Thousands of Units)
  • Shipments of Top 10 Mobile Phone Vendors Worldwide, 2014
  • Monthly Shipments of China Mobile Phone Market, Jan 2013-Dec 2014
  • Market Share of Major Smartphone Vendors in China, 2014
  • Market Share of Major 4G Mobile Phone Vendors in China, 2014
  • Notebook Computer Shipments, 2008-2015
  • Shipments of Major Notebook ODM Vendors Worldwide, 2010-2014
  • Global Tablet PC Shipments, 2011-2016E
  • Shipments of Top 5 Tablet PC Vendors, Q4/2014
  • Shipments, Market Share and Growth of Top 5 Tablet PC Vendors, 2014
  • Global Server Market Size, 2013-2018E
  • Top 5 Corporate Family, Worldwide Server Systems Factory Revenue, 2013
  • Top 5 Corporate Family, Worldwide Server Systems Factory Revenue, Q4/2014
  • Worldwide: Server Vendor Shipments, Q4/2014 (Units)
  • Worldwide: Server Vendor Revenue, Q4/2014 (U.S. Dollars)
  • EMEA Server Vendor Revenue, Q4/2014 (U.S. Dollars)
  • EMEA Server Shipment, Q4/2014 (Units)
  • Market Share of Server Brand Vendors Worldwide, 2015
  • Market Share of Server OEMs Worldwide, 2015
  • Supply Relationship between OEMs and Server Brand Vendors
  • Memory Industry Chain
  • Market Share of Branded DRAM Vendors, Q1-Q4/2014
  • Market Share of Branded NAND Vendors, Q1-Q4/2014
  • Market Share of Mobile DRAM Vendors, Q1-Q4/2014
  • Memory Vendor Rankings by Revenue, 2013-2015
  • Revenue and Operating Margin of Memory Design Companies
  • Operating Margin of Major Memory Vendors, 2013-2014
  • Market Share of Major NorFlash Vendors, 2012
  • Market Share of Major NorFlash Vendors, 2014
  • Revenue and Operating Margin of Samsung Memory Division, 2010-2015
  • Revenue Breakdown of Samsung Memory Division by Product, 2010-2015
  • Revenue Breakdown of Samsung Memory Division by Application, 2014
  • Samsung DRAM/NAND Operating Margin, 2010-2015
  • Samsung DRAM Shipments, 2012-2015
  • Samsung DRAM ASP, 2012-2015
  • Samsung DRAM Fab Input (12inch Wafer), 2013-2015
  • Samsung NAND Shipments, 2012-2015
  • Samsung NAND ASP, 2012-2015
  • Samsung NAND Fab Input (12inch Wafer), 2013-2015
  • Samsung System LSI Revenue vs Operating Margin, 2010-2015
  • SK Hynix Revenue vs Operating Margin, 2008-2015
  • SK Hynix EBITDA vs Net Margin, Q1/2013-Q4/2014
  • SK Hynix Assets vs Liabilities, 2008-2014
  • SK Hynix Revenue Mix by Product, 2008-2014
  • SK Hynix Revenue Mix by Application, Q1/2015
  • SK Hynix DRAM Shipments vs ASP, 2013-2016
  • SK Hynix NAND Shipments vs ASP, 2013-2016
  • Micron Revenue vs Operating Margin, FY2008-FY2015
  • Micron Revenue vs Net Income, FY2008-FY2015
  • Micron Revenue Mix by Segment, FY2012-FY2015
  • Micro Gross Margin by Segment, FY2012-FY2015
  • Micron Revenue Mix by Location, FY2012-FY2015
  • Micro Customers
  • Micron Roadmap
  • Inotera Revenue vs Gross Margin, 2008-2015
  • Inotera Balance Sheet & Key Indices, Q1/2015
  • Inotera Cash Flow, Q1/2015
  • Inotera Monthly Revenue, Mar 2013-Mar 2015
  • Framework of Nanya, Micron & Inotera
  • Nanya Revenue vs Gross Margin, 2008-2015
  • Nanya Quarterly Revenue vs Gross Margin, Q2/2012-Q1/2015
  • Nanya Mix by Application, Q1/2013-Q1/2015
  • Nanya Mix by Application, 2012-2015
  • Nanya CAPEX, 2011-2015
  • Nanya Shipments, 2011-2015
  • SanDisk Revenue vs Gross Margin, 2009-2015
  • Sandisk Revenue Mix by Application, 2009-2015
  • SanDisk Revenue by Location, 2011-2013
  • Macronix Organization
  • Macronix Revenue vs Gross Margin, 2008-2015
  • Macronix Revenue by Segment, 2013-2015
  • Macronix ROM Shipments, Q1/2011-Q1/2015
  • Macronix ROM Revenue Mix by Tech, 2013-2015
  • Macronix NOR Shipments, Q1/2011-Q1/2015
  • Macronix NOR Revenue Mix by Tech, 2013-2015
  • Macronix NOR Revenue Breakdown, Q1/2015
  • Macronix SLC NAND Shipments, 2013-2015
  • ESMT Revenue vs Gross Margin, 2009-2015
  • ESMT Monthly Revenue, Mar 2013-Mar 2015
  • Etron Revenue vs Gross Margin, 2009-2015
  • Etron Monthly Revenue, Mar 2013-Mar 2015
  • ISSI Revenue vs Gross Margin, 2008-2015
  • ISSI Revenue by Segment, 2014
  • ISSI Customers
  • ISSI Revenue by Product, FY2009\FY2014
  • ISSI Automotive Market Revenue, FY2009\FY2014
  • Winbond Organization
  • Winbond Revenue vs Gross Margin, 2009-2015
  • Winbond Quarterly Revenue vs Gross Margin, Q2/2013-Q1/2015
  • Winbond Revenue by Application, 2014-2015
  • Winbond Revenue by Geometry, 2013-2015
  • Winbond CAPEX, 2010-2015
  • Winbond Revenue by Segment, 2011-2015
  • Cypress Revenue vs Operating Margin, 2007-2014
  • Cypress Revenue by Business, 2009-2014
  • Cypress Revenue by Region, 2009-2014
  • Spansion Revenue vs Gross Margin, 2009-2013
  • Spansion Revenue by Region, 2011-2013
  • New Cypress Revenue by Application
  • GigaDevice Balance Sheet, 2011-2013
  • GigaDevice Revenue vs Operating Income, 2011-2013
  • GigaDevice Cash Flow, 2011-2013
  • GigaDevice Financial Indicators, 2011-2013
  • GigaDevice Customer Distribution, 2013
  • GigaDevice Supplier Distribution, 2013
  • Toshiba Revenue by Segment, FY2011-FY2015
  • Toshiba Electronic Devices & Components Segment Revenue by Product, FY2011-FY2015
  • PTI Organization
  • PTI Revenue vs Gross Margin, 2008-2015
  • PTI Monthly Revenue, Mar 2013-Mar 2015
  • PTI Revenue Mix by Application, Q1/2014-Q1/2015
  • ChipMOS Revenue vs Gross Margin, 2003-2014
  • ChipMOS Revenue vs Operating Margin, 2009-2014
  • ChipMOS Revenue by Business, 2010-2014
  • ChipMOS Revenue by Product, 2010-2014
  • ChipMOS Utilization Rate vs EBITDA Margin, 2010-2014
  • ChipMOS Cash Flow and CAPEX, 2009-2014
  • ChipMOS Roadmap, 2014-2016
  • ChipMOS Technology Development & Business Alignment
  • Formosa Plastics Organization
  • FATC Organization
  • FATC Revenue vs Operating Margin, 2006-2015
  • FATC Revenue vs Gross Margin, 2009-2015
  • FATC Monthly Revenue, Mar 2013-Mar 2015
  • ADATA Revenue vs Gross Margin, 2008-2015
  • ADATA Monthly Revenue, Mar 2013-Mar 2015
  • ADATA Revenue by Segment, 2011-2015
  • ADATA Worldwide
  • SIMO Revenue vs Gross Margin, 2010-2015

In 2018, global memory market was worth USD153.4 billion, surging by 23.7% from a year earlier thanks to rising prices as a result of robust demand from mobile phones and cloud services and a higher supplier concentration. Global memory demand will continue to increase as emerging technologies such as AI, AR/VR and internet of things (IoT) rise and downstream sectors like consumer and automotive electronics need much more. It is predicted that global memory market size will hit USD270.6 billion in 2025, at a CAGR of 8.4% between 2018 and 2025.

Memories are led by DRAM and Flash. Dynamic random access memory (DRAM) is used the most widely in systems for its excellent performance and lower cost than its peers in spite of volatility when powered down. In 2018, global DRAM market was valued at USD94.8 billion or so, a 30.2% jump on the previous year; Flash memory chip, the most common non-volatile memory, finds the broadest application in mass storage field because it is non-volatile even if power is turned off. In 2018, NAND Flash sales leaped by 14.4% to USD56.3 billon on an annualized basis; NOR Flash sales were approximately USD1.9 billion; market size of other memories (including static random-access memory (SRAM)) reached a combined roughly USD400 million.

Memory market segments vary in competitive pattern. In global DRAM market, Samsung Electronics remains the bellwether sweeping 46% market shares, and its four DRAM plants all with 12-inch production lines can produce 395,000 units a month; another Korean vendor SK Hynix branching out from Hyundai Technology, takes a 28% share, making itself the world's second largest DRAM vendor, with an 8-inch wafer production line and two 12-inch lines in Korea, an 8-inch line in Oregon, the US and a 12-inch line in Wuxi, China; America's Micron Technology is in the third place commanding 21% of the market and boasting a DRAM capacity of about 340,000 units per month after acquiring ELPIDA and Rexchip and integrating Inotera Memories' capacity.

As for NAND Flash, the global market has been monopolized by five vendors, i.e., Samsung, Toshiba, Micron, SK Hynix and Western Digital, with the CR5 reaching a staggering 98%. Samsung Electronics whose NAND Flash capacity stands at 560,000 units per month has decided to expand Phase II of its plant in Xi'an city, China for a larger NAND Flash capacity. Toshiba and Western Digital will keep their partnership, with a collective capacity of 510,000 units per month; Toshiba's Fab 6 still under construction will start 96-layer 3D NAND capacity expansion plan; also, its Fab 7 has been kicked off, and will become operational in the second half of 2019 for producing 96-layer-above 3D NAND and go into mass production in 2020. Micron has a monthly capacity of 350,000 units and proposes construction of Phase III of its fab. SK Hynix will build another new plant, M15, on the site of its existing plant in Cheongju, Korea, to produce 96-layer-above 3D NAND, and put it into use in 2019, with a monthly capacity of 50,000 units. Chinese player Yangtze Memory Technologies Co., Ltd. under Tsinghua Unigroup will see the capacity of its manufacturing base in Wuhan City reach 150,000 units at the end of 2019.

‘Global & China Memory Industry Report, 2019-2025’ highlights the following:

  • Memory overview (definition and classification, industry chain and technology roadmap);
  • Memory applications (mobile phone, tablet PC, notebook computer and server);
  • Memory industry (market size and segments (DRAM, NAND Flash, NOR Flash, etc.));
  • 14 memory vendors (Samsung Electronics, SK Hynix, Micron, etc.) (operation, main products, production layout, output and sales, development strategy, etc.).

Table of Contents

1. Memory Technology Trends

  • 1.1. TLC
  • 1.2. 3D NAND
  • 1.3. Emerging NVM

2. Memory Market

  • 2.1. Global Memory Market
  • 2.2. DRAM Supply & Demand
  • 2.3. NAND Supply & Demand
  • 2.4. Global Mobile Phone Market and Industry
  • 2.5. China Mobile Phone Market
  • 2.6. Notebook Computer Market
  • 2.7. Tablet PC Market
  • 2.8. Server
    • 2.8.1. Server Market
    • 2.8.2. Server Industry
  • 2.9. Enterprise SSD Market

3. Memory Industry

  • 3.1. Memory Industry Chain
  • 3.2. Memory Vendor Market Share
  • 3.3. Memory Vendor Rankings
  • 3.4. NorFlash Vendor Market Share
  • 3.5. Chinese Mainland Vendors Beset with Difficulties into Mainstream Memory Areas

4. Memory Vendors

  • 4.1. SAMSUNG
  • 4.2. SK HYNIX
  • 4.3. MICRON
  • 4.4. INOTERA
  • 4.5. NANYA TECHNOLOGY
  • 4.6. SANDISK
  • 4.7. MACRONIX
  • 4.8. ESMT
  • 4.9. ETRON
  • 4.10. ISSI
  • 4.11. WINBOND ELECTRONIC
  • 4.12. CYPRESS
  • 4.13. GIGADEVICE
  • 4.14. TOSHIBA

5. Memory Industry Chain Vendors

  • 5.1. PTI
  • 5.2. CHIPMOS
  • 5.3. FATC
  • 5.4. ADATA
  • 5.5. SILICON MOTION
Back to Top
전화 문의
F A Q