编码储存flash预测:SPI NAND型及序列NOR型flash的SWOT分析

本报告提供序列NOR型及SPI 调查NAND型flash的市场及供应商，收益、出货数、ASP、兆位数的变化与预测，各地区、供应商明细，主要供应商的SWOT分析，车载用flash的预测等汇整资料。

第1章 摘要整理

第2章 调查目的、调查手法

第3章 序列NOR市场预测

• 序列NOR型flash的收益
• 序列NOR型flash的出货量
• 序列NOR型flash的ASP
• 序列NOR型flash的兆位出货量

第4章 SLC/SPI NAND市场预测

• SLC NAND型flash的收益
• SLC NAND型flash的出货量
• SLC NAND型flash的ASP
• SLC NAND型flash的兆位出货量

第5章 NOR型快闪记忆体的市场占有率

• NORflash的市场占有率
• 序列NORflash的排行榜

第6章 序列NOR:SWOT分析

• Micron
• Cypress
• Macronix
• Winbond
• GigaDevice
• 东芝

第7章 序列NOR型flash的预测:各供应商

• 预测:各供应商
• 晶圆容量的预测:各供应商

第8章 车载用flash的预测:各供应商

• 车载用flash的预测
• 车载用序列NOR型flash收益的预测:各供应商

第9章 编码储存flash的预测

• 预测:各技术
• 收益预测:各用途
• 出货量预测:各用途

第10章 附录A:参考资料

Will the nascent serial NOR market continue its comeback through IoT and Automotive? Who is pushing the edge of Code Storage Flash? Will high density serial NOR coexist with SPI NAND?

This report provides the Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis of the six top serial NOR and SPI NAND vendors. An extensive forecast of the SLC/SPI NAND and NOR market shows the rise of revenues well beyond the $4.2 Billion shipped in 2017. This report recognizes the emergence of Code Storage Flash that supplies non volatile memory for applications needing mid-range densities (256Mbit-8Gbit). Since 3D NAND is over provisioned for use in IoT sensors and most Edge computing, many of the Code Storage vendors supply (1-8Gbit) SLC and SPI NAND. 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. Mid-high density serial NOR will migrate to SPI NAND for cost reasons, which strengthens the SPI NAND market share.

The SWOT covers Micron, Cypress, Macronix, Winbond, Toshiba 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 2022 by vendor for geographic segmentation. In addition, the vendor serial NOR monthly wafer production by wafer size is calculated from 2014-2020. 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 gain prominence, 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 2022.

For the marketing, finance 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 Flash Market Shares
• 5.2. Serial NOR 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
  • 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- Opportunities
  • 6.3.4. 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 - 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

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 2016-2022
• 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 NOR Flash Applications Unit Forecast
• Table 6: Serial NOR Unit by Density, Munits
• Table 7: Serial Combo NOR Unit by Density, Munits
• Table 8: Serial NOR Average Selling Prices (ASPs) by Density, $
• Table 9: Serial Combo NOR Average Selling Prices (ASPs) by Density, $
• Table 10: Serial NOR Flash Megabit Shipments by Application in Million Megabits
• Table 11: Serial NOR Flash Megabit Shipments by Density in Million Megabits
• Table 12: Serial Combo NOR Flash Megabit Shipments by Density in Million Megabits
• Table 13: SLC NAND Revenue by Density, 512Mbit-64Gbit $M
• Table 14: SPI NAND Revenue by Density, 512Mbit-8Gbit $M
• Table 15: Combo NAND Revenue by Density, $M
• Table 16: SLC NAND Unit by Density, Munits
• Table 17: SPI NAND Unit by Density, Munits
• Table 18: Combo NAND Unit by Density, Munits
• Table 19: SLC NAND Average Selling Prices (ASPs) by Density, $
• Table 20: SPI NAND Average Selling Prices (ASPs) by Density, $
• Table 21: Combo NAND Average Selling Prices (ASPs) by Density, $
• Table 22: SLC NAND Flash Megabit Shipments by Density in Million Megabits
• Table 23: SPI NAND Flash Megabit Shipments by Density in Million Megabits
• Table 24: Combo NAND Flash Megabit Shipments by Density in Million Megabits
• Table 13: Serial NOR Flash 2017 Vendor Market Shares
• Table 14: Parallel and Serial NOR and Serial NOR only Revenue Market Share by Vendor, 2017
• Table 15: NOR and Serial NOR Flash Revenue Forecasts by Geographical Region
• Table 16: Serial NOR Flash Revenue Forecasts by Vendor by Geographical Region
• Table 17: Serial NOR Flash Wafer K Starts per Month Forecasts by Vendor
• Table 18: Automotive Internal Flash Content Forecast, 2016-2022
• Table 19: ADAS Sub System Camera Unit Forecast
• Table 20: Automotive Flash Systems Unit Content Forecast, 2016-2022
• Table 21: Automotive Embedded Flash Drive Component Content Forecast, 2016-2022
• Table 22: Serial NOR Automotive Flash Revenue Forecasts by Vendor
• Table 23: Code Storage Flash Revenue by Technology
• Table 24: Code Storage Unit Forecast by Technology
• Table 25: Code Storage Total Revenue by Application
• Table 26: Code Storage Revenue for 256Mb and 512Mb
• Table 27: Code Storage Revenue 1Gbit and 2Gbit Forecast
• Table 28: Code Storage 4Gb and 8Gb Revenue Forecast
• Table 29: Code Storage Total Units by Application
• Table 30: Code Storage Units for 256Mb and 512Mb
• Table 31: Code Storage Units for 1Gb and 2Gb
• Table 32: Code Storage Unit Forecast for 4Gb and 8Gb