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Essence! Development Status Evaluation and Trend Forecast of Memory Industry in 2023

2024-07-18 08:26:20  来源:尚普咨询  浏览量:0

存储器是指能够存储和读取数据的电子元件,根据其工作原理和功能特点,可以分为易失性存储器和非易失性存储器两大类。易失性存储器主要包括动态随机存取存储器(DRAM)和静态随机存取存储器(SRAM), its characteristic is that data will be lost after power failure, but the read and write speed is fast, suitable for scenarios such as cache and main memory. Non-volatile memory consists primarily of read-only memory (ROM)、闪存(Flash) and new non-volatile memory (NVM),其特点是在断电后数据不会丢失,但读写速度相对较慢,适用于固态硬盘、移动设备、物联网等场景。

According to data from the Champ Consulting Group,2022年全球存储器市场规模达到1.2万亿美元,其中易失性存储器占比约60%,非易失性存储器占比约40%. Expected2023The global memory market size will grow1.4万亿美元,其中易失性存储器占比约58%,非易失性存储器占比约42%。从地区分布来看,亚洲是全球最大的存储器市场,占全球市场份额的70%以上,其中中国、韩国、日本和台湾是主要的生产和消费国家。欧洲和北美则分别占全球市场份额的15%and10%Around, mainly consumption-based.

从技术发展来看,目前全球主流的易失性存储器技术是DRAMandSRAM, in whichDRAM主要采用10纳米以下的工艺制造,SRAM则采用7纳米以下的工艺制造。随着工艺的不断进步,DRAMandSRAMThe capacity, speed and power consumption have been improved, but at the same time, it also faces problems such as physical limits, increased costs and decreased reliability. As a result, some new volatile memory technologies are being developed, such as magnetic random access memory (MRAM)、阻变随机存取存储器(RRAM)、铁电随机存取存储器(FRAM)等,这些技术具有更高的密度、更低的功耗和更好的可靠性等优势,有望在未来替代或补充传统的DRAMandSRAM

目前全球主流的非易失性存储器技术是闪存,其中以三维堆栈式闪存(3D NAND)为主,其采用垂直堆栈的方式,将单个晶圆上的存储单元层数增加到128层以上,从而提高了存储密度和容量,降低了成本和功耗。目前全球主要的3D NAND生产厂商有三星、英特尔、美光、SK海力士、东芝和西部数据等,其中三星和SK海力士已经推出了176层的3D NAND产品,预计2023年将推出200层以上的产品。除了3D NAND外,一些新型非易失性存储器技术也在发展中,如相变存储器(PCM)、磁阻存储器(MRAM)、阻变存储器(RRAM)等,这些技术具有更高的速度、更低的延迟和更好的耐久性等优势,有望在未来应用于高性能计算、人工智能等领域。

尚普咨询认为,未来存储器行业的发展趋势主要有以下几点:

The demand for memory will continue to grow, especially in emerging fields such as big data, cloud computing, and artificial intelligence. The demand for high-capacity, high-speed, and high-reliability memory will continue to expand.

存储器技术将不断创新,尤其是在新型易失性存储器和新型非易失性存储器方面,将有更多的突破和应用,形成与传统存储器技术的互补和竞争。

存储器产业链将进一步优化,尤其是在中国,将加快发展自主可控的存储器技术和产业,提高在全球市场的竞争力和影响力。

存储器安全问题将日益突出,尤其是在数据安全、供应链安全、网络安全等方面,将需要加强法规制定、标准建设、监管执行等措施,保障存储器行业的健康发展。

总之,存储器行业是一个充满机遇和挑战的行业,随着信息技术的不断进步和数字经济的不断发展,存储器行业将迎来更广阔的市场空间和更激烈的技术竞争。存储器行业的相关企业和投资者应该密切关注行业的动态变化,把握行业的发展趋势,加强技术创新和产业合作,提升自身的核心竞争力,为推动存储器行业的高质量发展做出贡献。



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