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Market Research Report
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1051503

Code Storage Flash Forecast - SPI NAND and Serial NOR Flash SWOT Analysis
Published: | Web-Feet Research, Inc. | 90 Pages | Delivery time: 1-2 business days

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Code Storage Flash Forecast - SPI NAND and Serial NOR Flash SWOT Analysis
Published: January 6, 2022
Web-Feet Research, Inc.
Content info: 90 Pages
Delivery time: 1-2 business days
  • Description
  • Table of Contents
  • List of Tables

Code Storage Flash Market - Serial NOR, 3D NOR or SPI NAND?

Will the Serial NOR market continue its comeback through IoT and 5G? Who is pushing the edge of Code Storage Flash? Can 3D NOR replace the low cost value proposition of SPI NAND?

This report 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 mid-range densities (256Mbit-8Gbit). Serial NOR provides high speed access for 256Mbit-4Gbit densities, many of the Code Storage vendors supply (512Mb-8Gbit) SLC and SPI NAND and beginning in 2023 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 would replace SPI NAND. New this year are market shares for the SLC/SPI NAND vendors for 2018-2020 and a projection for 2021. Over the forecast period, the SPI NAND volumes will overtake SLC NAND since the IoT users will convert from a parallel interface to serial NAND. In the near term, mid-high density serial NOR 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 (recently added) 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 2026 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. In addition, the 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 2026.

For the marketing, finance or strategic planning professional this report is essential.

Product Code: CS575CA-2022

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

List of Figures

  • Figure 1: Automotive Flash Usage Sub Systems
  • Figure 2: Six Levels of Autonomous Vehicles
  • Figure 3: Automotive Code Storage Flash Revenue Forecast
  • Figure 4: EFD NAND Automotive Revenue 2019-2026
  • Figure 5: Code Storage Revenue by Technology
  • Figure 6: Code Storage Flash Unit Forecast by Technology

List of Tables

  • Table 1: Serial NOR Flash Unit Applications Density Sweet Spot
  • Table 2: Serial NOR Flash Applications Revenue Forecast
  • Table 3: Serial NOR Revenue by Density, 512Kbit-2Gbit $M
  • Table 4: Serial Combo NOR Revenue by Density, $M
  • Table 5: Serial 3D NOR Revenue by Density, $M
  • Table 6: Serial NOR Flash Applications Unit Forecast
  • Table 7: Serial NOR Unit by Density, Munits
  • Table 8: Serial Combo NOR Unit by Density, Munits
  • Table 9: Serial 3D NOR Unit by Density, Munits
  • Table 10: Serial NOR Average Selling Prices (ASPs) by Density, $
  • Table 11: Serial Combo NOR Average Selling Prices (ASPs) by Density, $
  • Table 11: Serial Combo NOR Average Selling Prices (ASPs) by Density, $
  • Table 10: Serial NOR Flash Megabit Shipments by Application in Million Megabits
  • Table 14: Serial NOR Flash Megabit Shipments by Density in Million Megabits
  • Table 15: Serial Combo NOR Flash Megabit Shipments by Density in Million Megabits
  • Table 16: Serial 3D NOR Flash Megabit Shipments by Density in Million Megabits
  • Table 17: SLC/SPI NAND Flash Unit Applications Density Sweet Spot
  • Table 18: SLC NAND Revenue by Density, 512Mbit-64Gbit $M
  • Table 19: SPI NAND Revenue by Density, 512Mbit-8Gbit $M
  • Table 20: Combo NAND Revenue by Density, $M
  • Table 21: SLC NAND Unit by Density, Munits
  • Table 22: SPI NAND Unit by Density, Munits
  • Table 23: Combo NAND Unit by Density, Munits
  • Table 24: SLC NAND Average Selling Prices (ASPs) by Density, $
  • Table 25: SPI NAND Average Selling Prices (ASPs) by Density, $
  • Table 26: Combo NAND Average Selling Prices (ASPs) by Density, $
  • Table 27: SLC NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 28: SPI NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 29: Combo NAND Flash Megabit Shipments by Density in Million Megabits
  • Table 30: Serial NOR Flash 2020 Vendor Market Shares
  • Table 31: SLC NAND Flash 2018-2020 Vendor Market Shares
  • Table 32: SLC NAND Flash 2021 Vendor Market Shares
  • Table 33: Parallel and Serial NOR and Serial NOR only Revenue Market Share by Vendor, 2020
  • Table 34: NOR and Serial NOR Flash Revenue Forecasts by Geographical Region
  • Table 35: Serial NOR Flash Revenue Forecasts by Vendor by Geographical Region
  • Table 36: Serial NOR Flash Wafer K Starts per Month Forecasts by Vendor
  • Table 37: Automotive Internal Flash Content Forecast, 2019-2026
  • Table 38: ADAS Sub System Camera Unit Forecast
  • Table 39: Automotive Flash Systems Unit Content Forecast, 2019-2026
  • Table 40: Automotive Embedded Flash Drive Component Content Forecast, 2019-2026
  • Table 41: Serial NOR Automotive Flash Revenue Forecasts by Vendor
  • Table 42: Code Storage Flash Revenue by Technology
  • Table 43: Code Storage Unit Forecast by Technology
  • Table 44: Code Storage Total Revenue by Application
  • Table 45: Code Storage Revenue for 256Mb and 512Mb
  • Table 46: Code Storage Revenue 1Gbit and 2Gbit Forecast
  • Table 47: Code Storage Revenue 4Gb and 8Gb Forecast
  • Table 48: Code Storage Total Units by Application
  • Table 49: Code Storage Units for 256Mb and 512Mb
  • Table 50: Code Storage Units for 1Gb and 2Gb
  • Table 51: Code Storage Unit Forecast for 4Gb and 8Gb