코드 스토리지 플래시 시장 전망 - SPI NAND와 직렬 NOR 플래시의 SWOT 분석

Will the Serial NOR market show its strength through IoT and 5G? Amidst the downturn Who is pushing the boundaries of Code Storage Flash? Can 3D NOR replace the low cost value proposition of SPI NAND?

This report, “Code Storage Flash Forecast - SPI NAND and Serial NOR Flash SWOT Analysis ” provides the Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis of the seven top serial NOR and SPI NAND vendors. 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.

Table of Contents

List of Figures

List of Tables

1. Executive Summary

2. Objectives and Methodology

3. Serial NOR Market Forecasts

• 3.1. Serial NOR Flash Revenue Shipments
• 3.2. Serial NOR Flash Unit Shipments
• 3.3. Serial NOR Flash Average Selling Prices (ASPs)
• 3.4. Serial NOR Flash Megabit Shipments

4. SLC/SPI NAND Market Forecasts

• 4.1. SLC NAND Flash Revenue Shipments
• 4.2. SLC NAND Flash Unit Shipments
• 4.3. SLC NAND Flash Average Selling Prices (ASPs)
• 4.4. SLC NAND Flash Megabit Shipments

5. NOR Flash Memory Market Shares

• 5.1. NOR and SLC NAND Flash Market Shares
• 5.2. Serial NOR Flash rankings
• 5.3. SLC NAND Flash rankings

6. Serial NOR SWOT Analysis

• 6.1. Serial NOR SWOT-Micron
  • 6.1.1. Serial NOR SWOT-Strengths
  • 6.1.2. Serial NOR SWOT-Weaknesses
  • 6.1.3. Serial NOR SWOT-Opportunities
  • 6.1.4. Serial NOR SWOT-Threats
• 6.2. Serial NOR SWOT-Cypress/Infineon
  • 6.2.1. Serial NOR SWOT-Strengths
  • 6.2.2. Serial NOR SWOT-Weaknesses
  • 6.2.3. Serial NOR SWOT-Opportunities
  • 6.2.4. Serial NOR SWOT-Threats
• 6.3. Serial NOR SWOT-Macronix
  • 6.3.1. Serial NOR SWOT-Strengths
  • 6.3.2. Serial NOR SWOT-Weaknesses
  • 6.3.3. Serial NOR SWOT-Threats
• 6.4. Serial NOR SWOT-Winbond
  • 6.4.1. Serial NOR SWOT-Strengths
  • 6.4.2. Serial NOR SWOT-Weaknesses
  • 6.4.3. Serial NOR SWOT-Opportunities
  • 6.4.4. Serial NOR SWOT-Threats
• 6.5. Serial NOR SWOT-GigaDevice
  • 6.5.1. Serial NOR SWOT-Strengths
  • 6.5.2. Serial NOR SWOT-Weaknesses
  • 6.5.3. Serial NOR SWOT-Opportunities
  • 6.5.4. Serial NOR SWOT-Threats
• 6.6. Serial NAND SWOT-Kioxia (Toshiba)
  • 6.6.1. Serial NAND SWOT-Strengths
  • 6.6.2. Serial NAND SWOT-Weaknesses
  • 6.6.3. Serial NAND SWOT-Opportunities
  • 6.6.4. Serial NAND SWOT-Threats
• 6.1. Serial NAND SWOT-Sky High
  • 6.1.1. Serial NAND SWOT-Strengths
  • 6.1.2. Serial NAND SWOT-Weaknesses
  • 6.1.3. Serial NAND SWOT-Opportunities
  • 6.1.4. Serial NAND SWOT-Threats

7. Serial NOR Flash Forecast by Vendor

• 7.1. Serial NOR Flash Forecast by Vendor
• 7.2. Serial NOR Flash Wafer Capacity Forecast by Vendor

8. Automotive Flash Forecast by Vendor

• 8.1. Automotive Flash Forecast
• 8.2. Serial NOR Automotive Flash Revenue by Vendor

9. Code Storage Flash Forecast

• 9.1. Code Storage Flash Forecast by Technology
• 9.2. Code Storage Flash Revenue Forecast by Application
• 9.2. Code Storage Flash Unit Forecast by Application

10. Appendix A: Biography