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Market Research Report

2018 Non Volatile Memory Market Shares by Vendor

Published by WebFeet Research, Inc. Product code 304824
Published Content info 44 Pages
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2018 Non Volatile Memory Market Shares by Vendor
Published: April 14, 2019 Content info: 44 Pages
Description

2018 was banner year for Flash, DRAM and Non Volatile Memory.

The large profitability of the segment occluded the disconnect between realistic demand and an overenthusiastic supply until reality struck in Q4 last year. The usual utterances of “Blip”, “confined to the H2” and the like permeated nervous conversations regarding future market conditions. The further that we “slog” into the continuing market malaise the facts of double and triple ordering have surfaced once again. Where did all that “convertible bandwidth” that needed “storage” go? At this point its recommended that a good read to explain our 20/20 hindsight is Nassim Nicholas Taleb's book “The Black Swan - The Impact of the Highly Improbable”. What was highly improbable 6 months ago is now fact. How did we fail to see this coming? Not to worry as we'll explain.

Intel has finally introduced their Optane systems that use “their” 3D XPoint PCM memory and are on a roll to release at least one product a week. This is against some sort of rule wherein you don't attempt to compete with your customers. Intel isn't competing with their customers they are supplying them with technology that no one else can deliver.

On top of that Intel has kept their future plans secret though over time small planned leaks are published. Webfeet research views this strategy as being a completely new version of Intel's desire to remain dominant as the lead element within the Server Class community.

Intel's competitors are still taking notes and haven't divulged how they intend to respond to what appears to be a well-planned campaign. Yes, everyone complains about the 4 year gestation of Optane but the fact stands that they are shipping a product that they have sole ownership of.

Webfeet detected this plan several years ago realizing that Intel might be going for a market tier above that based on NAND-Flash. One that mimed DDR4 DRAM at lower speed and durability but would allow the directly addressable memory space to expand into the realms needed to satisfy the demands of the In-Memory Compute server segment. The absurd part of the story is everyone waited patiently for Intel to announce.

We now see companies becoming partners of Intel to take advantage of the Optane environment in which they will also become eligible to use Intel/Altera FPGAs to accelerate application specific In-Memory algorithms to pursue lucrative high margin vertical applications while the rest are waiting for Intel to become involved at JEDEC so they can begin also.

If this is irritating there's even more to come, so as the French say, get used to it because that's the way it is.

Even with the Q4 price decline the 2018 Flash memory market performed much better than expected with revenues above $60 billion, an increase of 13.2% from 2017. The NAND Flash market followed suit at 13.8%, while the NOR market grew sluggishly from 2017 by only 3.1 %. Samsung was again the 2018 revenue market leader for all NV Memories and NAND, Macronix barely maintained itself as the NOR Flash leader closely followed by Winbond and Cypress. STMicro reaffirmed the number one position in EEPROM, Cypress remained the NVRAM market leader, and Winbond held the serial NOR leadership position. This report discusses long term memory cycles including the conditions leading to the current market predicament, are we in a slight correction or a full on memory recession, is the transition from von Neuman computing (Memory and Storage) moving quickly to Persistent Memory-centric computing, and how fast are the emerging NVMs growing including XPoint as well as the emergence of NRAM.

The 2018 Non Volatile Memory Market Shares by Vendor report, CS700MS-2019, includes market shares by vendor for total Non Volatile Memory, NAND Flash, NOR Flash, serial NOR Flash, total EEPROM, serial EEPROM, parallel EEPROM, OTP ROM (EPROM and Mask ROM), and NVRAM (NVSRAM, RTC, MRAM, FeRAM/FeFET, PCM, XPoint, RRAM, NRAM and Others). Annual revenue forecasts are provided from 2017-2024 for the EEPROM, OTP ROM, and NVRAM markets. In addition, the NVSRAM market shares are broken out by vendor for Real Time Clocks (RTC) and NVSRAM from 2013-2018. This report, CS700MS-2019, is available for $2.5K and for providers of the market share data they can obtain the report with a $500 discount. WebFeet Research also has forecast the serial EEPROM (conservative and aggressive) and the NVSRAM (nvSRAM, RTC) from 2015-2024 by density for revenue, units, and ASPs, and for the serial EEPROM by interface type. This report is vital for the seasoned memory professional as well as the casual market observer.

Table of Contents
Product Code: CS700MS-2019

Table of Contents

Table of Contents

List of Figures

List of Tables

1. Executive Summary

2. Objectives and Methodology

3. Long Term Trends - Where will the Industry go from

4. Total Non-Volatile Memory Market Shares

5. Flash Memory Components

  • 5.1. Flash Vendor Market Performance

6. EEPROM Memory - Serial and Parallel

  • 6.1.1. Serial EEPROM Market
  • 6.1.2. Parallel EEPROM Market

7. Non-Volatile RAM

8. OTP ROM

9. Appendix A: Biography

List of Figures

  • Figure 1. 2017 Top Flash Vendors by Market Share Percentage
  • Figure 2. 2016 Top Flash Vendors by Market Share Percentage
  • Figure 3. Serial and Parallel EEPROM Revenue Conservative Forecast, 2016-2023
  • Figure 4. Serial and Parallel EEPROM Revenue Aggressive Forecast, 2016-2023
  • Figure 5. 2017 Serial EEPROM Market Shares by Vendor
  • Figure 6. NVRAM Revenue Forecast, 2016-2023
  • Figure 7. OTP ROM Market Forecast 2016-2023

List of Tables

  • Table 1. Total Top Twenty Five Non-Volatile Memory Market Shares 2017
  • Table 2. Flash Memory 2017 Vendor Market Shares
  • Table 3. NOR and NAND Flash Memory 2017 Vendor Market Shares
  • Table 4. Serial NOR Flash 2017 Vendor Market Shares
  • Table 5. EEPROM Revenue Conservative Forecast, 2016-2023
  • Table 6. EEPROM Revenue Aggressive Forecast, 2016-2023
  • Table 7. Total EEPROM Market Shares by Vendor
  • Table 8. Serial EEPROM Market Shares by Vendor
  • Table 9. Parallel EEPROM Market Shares by Vendor
  • Table 10. NVRAM Revenue Forecast, 2014-2023
  • Table 11. NVRAM - RTC and NVSRAM Revenues, 2012-2017
  • Table 12. NVRAM Market Shares by Vendor
  • Table 13. OTP ROM Revenue Forecast $M, 2016-2023
  • Table 14. OTP ROM Market Shares by Vendor
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