¼¼°èÀÇ ¸Þ¸ð¸® ¹× ½ºÅ丮Áö ±â¼ú ½ÃÀå(2026-2036³â)
The Global Memory and Storage Technology Market 2026-2036
»óǰÄÚµå : 1745944
¸®¼­Ä¡»ç : Future Markets, Inc.
¹ßÇàÀÏ : 2025³â 06¿ù
ÆäÀÌÁö Á¤º¸ : ¿µ¹® 379 Pages, 172 Tables, 87 Figures
 ¶óÀ̼±½º & °¡°Ý (ºÎ°¡¼¼ º°µµ)
¡Ì 1,200 £Ü 2,243,000
PDF (Single User License) help
PDF º¸°í¼­¸¦ 1¸í¸¸ ÀÌ¿ëÇÒ ¼ö ÀÖ´Â ¶óÀ̼±½ºÀÔ´Ï´Ù. Àμ⠰¡´ÉÇϸç Àμ⹰ÀÇ ÀÌ¿ë ¹üÀ§´Â PDF ÀÌ¿ë ¹üÀ§¿Í µ¿ÀÏÇÕ´Ï´Ù.


Çѱ۸ñÂ÷

¼¼°è ¸Þ¸ð¸® ¹× ½ºÅ丮Áö ±â¼ú ½ÃÀå ±Ô¸ð´Â AI, °í¼º´É ÄÄÇ»ÆÃ, Â÷¼¼´ë µ¥ÀÌÅÍ ÀÎÇÁ¶óÀÇ Æø¹ßÀûÀÎ ¼ö¿ä·Î ÀÎÇØ 2036³â±îÁö 4,000¾ï ´Þ·¯ ÀÌ»ó¿¡ ´ÞÇÒ °ÍÀ¸·Î ¿¹»óµÇ¸ç, ´ëÆøÀûÀÎ È®´ë°¡ ¿¹»óµË´Ï´Ù. 2022³âºÎÅÍ 2023³â±îÁöÀÇ ½É°¢ÇÑ °æ±âħü·ÎºÎÅÍ È¸º¹ÇÑ ÈÄ, ÀÌ »ê¾÷Àº 2025³â¿¡ 2,000¾ï ´Þ·¯¸¦ ³Ñ´Â ±â·ÏÀûÀÎ ¼öÀÍÀ» ´Þ¼ºÇϰí ÀÖÀ¸¸ç, AI ¿öÅ©·Îµå¿¡ ÀÇÇØ ±Ùº»ÀûÀ¸·Î ÇüŸ¦ ¹Ù²Û Áö¼ÓÀûÀÎ ¼ºÀå ±ËµµÀÇ °³¸·À» ¾Ë¸®°í ÀÖ½À´Ï´Ù.

HBM(High Bandwidth Memory)ÀÌ ½ÃÀå¿¡¼­ °¡Àå ¿ªµ¿ÀûÀÎ ºÎ¹®À¸·Î ºÎ»óÇϰí ÀÖ½À´Ï´Ù. AI ±³À° ¹× Ãß·ÐÀÇ ¿ëµµ´Â Àü·Ê¾ø´Â ¸Þ¸ð¸® ´ë¿ªÆøÀ» ¿ä±¸Çϱ⠶§¹®¿¡ DRAM ½ÃÀå Àüü¿¡¼­ Â÷ÁöÇÏ´Â HBMÀÇ Á¡À¯À²Àº 10³â ÈıîÁö 50%¸¦ º¸ÀÏ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. »ï¼º, SK hynix, MicronÀ» ºñ·ÔÇÑ ÁÖ¿ä Á¦Á¶¾÷üµéÀº HBM3E »ý»êÀ» Àû±ØÀûÀ¸·Î È®´ëÇϰí ÀÖÀ¸¸ç Â÷¼¼´ë HBM4 ±â¼úÀº Ãß°¡ÀûÀÎ ¼º´É Çâ»óÀ» ¾à¼ÓÇÕ´Ï´Ù. NAND Ç÷¡½Ã ±â¼úÀº 3D ½ºÄÉÀϸµ Çõ½ÅÀ» ÅëÇØ ÁøÈ­¸¦ °è¼ÓÇϰí ÀÖÀ¸¸ç, °¢ Á¦Á¶¾÷ü´Â °í±Þ CBA(CMOS º»µå ¾î·¹ÀÌ) ¾ÆÅ°ÅØÃ³¸¦ »ç¿ëÇÏ¿© 300°³ ÀÌ»óÀÇ ·¹À̾ ³Ñ¾î°¡°í ÀÖ½À´Ï´Ù. YMTCÀÇ Xtacking 4.0 ±â¼ú°ú »ê¾÷ PLC ½ºÅ丮Áö·ÎÀÇ ÀüȯÀº ÀÌ ºÎ¼­ÀÇ Áö¼ÓÀûÀÎ ¹Ðµµ Çâ»óÀ» º¸¿©ÁÝ´Ï´Ù. ÇÑÆí, ÀÚ±âÀúÇ× RAM(MRAM), ÀúÇ׺¯È­Çü RAM(ReRAM), °­À¯Àüü RAM(FeRAM) µîÀÇ »õ·Î¿î ¸Þ¸ð¸® ±â¼úÀº ƯÈ÷ ÀÓº£µðµå ¾ÖÇø®ÄÉÀ̼ǰú ¿§Áö ÄÄÇ»ÆÃ µð¹ÙÀ̽º¿¡¼­ »ó¾÷ÀûÀÎ ±â¼¼¸¦ ´Ã¸®°í ÀÖ½À´Ï´Ù.

Áß±¹ ¸Þ¸ð¸® Á¦Á¶¾÷ü´Â YMTC°¡ 294ÃþÀÎ 3D NAND »ý»êÀ» ´Þ¼ºÇϰí CXMT°¡ ±¹»ê DDR5 ¸ðµâÀÇ ¹ß¸Å¿¡ ¼º°øÇÏ´Â µî °æÀï ¿ªÇÐÀ» ±Ùº»ÀûÀ¸·Î ¹Ù²Ù°í ÀÖ½À´Ï´Ù. ¼¼°èÀÇ ÁÖ¿ä ±â¾÷Àº °í±Þ Á¦Ç°ÀÇ °³¹ß°ú ¼±Áø ±â¼úÀÇ Ã¤ÅÃÀ» °¡¼ÓÈ­ÇÒ ¼ö ¾ø°Ô µÇ°í ÀÖ½À´Ï´Ù. SwaySure Technology¿Í °°Àº ½Å±Ô ÁøÃâ±â¾÷Àº ±¹³» °ø±Þ¸ÁÀ» °­È­ÇÏ´Â µî Áß±¹ ±â¾÷Àº ´«ºÎ½Å ±â¼úÀÇ Áøº¸¸¦ º¸À̰í ÀÖ½À´Ï´Ù.

µ¥ÀÌÅͼ¾ÅÍ¿Í Å¬¶ó¿ìµå ÀÎÇÁ¶ó´Â ÃÖ´ëÀÇ ¼ºÀå ÃËÁø¿äÀÎÀ¸·Î AI/ML ¿öÅ©·Îµå¿¡ ÃÖÀûÈ­µÈ Á¤±³È­°¡ ÁøÇàµÇ´Â ½ºÅ丮Áö ¼Ö·ç¼ÇÀ» ¼ÒºñÇϰí ÀÖ½À´Ï´Ù. ÇÏÀÌÆÛ½ºÄÉÀÏ È¯°æ¿¡¼­ ±âÁ¸ HDD¿¡ ºñÇØ QLC SSDÀÇ °æÁ¦Àû ÀÌÁ¡Àº ½ºÅ丮Áö ½ÃÄö½ÌÀ» À籸¼ºÇϰí ÀÖÀ¸¸ç, 10PB QLC ¹èÆ÷´Â ±âÁ¸ÀÇ °èÃþÀû ½ºÅ丮Áö ¾ÆÅ°ÅØÃ³¿¡ ºñÇØ 3,000¸¸ ´Þ·¯¸¦ ³Ñ´Â ºñ¿ë Àý°¨À» ½ÇÇöÇϰí ÀÖ½À´Ï´Ù. ÀÚÀ²ÁÖÇà Â÷·®°ú IoT ÀåÄ¡°¡ °í¼º´É, ½Å·Ú¼º ³ôÀº ¸Þ¸ð¸® ¼Ö·ç¼ÇÀ» ÇÊ¿ä·Î Çϱ⠶§¹®¿¡ ¼ö¿ä°¡ ´õ ¸¹Àº º¤Å͸¦ ¸¸µé¾î³»°í ÀÖ½À´Ï´Ù. DRAM ¾ÆÅ°ÅØÃ³, ¼öÁ÷ Æ®·£Áö½ºÅÍ ¼³°è, »õ·Î¿î ¼¿ ±¸Á¶´Â 2030³â ÀÌÈÄÀÇ Áß¿äÇÑ ±â¼úÀû °æ·Î°¡ µÇ°í ÀÖ½À´Ï´Ù.

¿¡³ÊÁö È¿À²ÀûÀÎ ¼³°è¿Í ¼øÈ¯ °æÁ¦¿¡ ´ëÇÑ ÅõÀÚ¿¡ ÅõÀÚÇÏ´Â Á¦Á¶¾÷ü¸¦ Áß½ÉÀ¸·Î ȯ°æ Áö¼Ó°¡´É¼ºÀÌ Á¡Á¡ ´õ ±â¼ú °³¹ß¿¡ ¿µÇâÀ» ¹ÌÄ¡°í ÀÖ½À´Ï´Ù. 2036³â±îÁöÀÇ ¸Þ¸ð¸® ¹× ½ºÅ丮Áö ±â¼ú ½ÃÀåÀº AIÀÇ º¸±Þ, ±â¼úÀû ºê·¹ÀÌÅ©½º·çÀÇ ´Þ¼º, °æÀï ±¸µµÀÇ ÁøÈ­¿¡ ÀÇÇÑ ±Ùº»ÀûÀÎ º¯È­¸¦ ³ªÅ¸³À´Ï´Ù. ¼º°ø¿¡´Â º¹ÀâÇÑ ½ºÄÉÀϸµÀÇ °úÁ¦¸¦ ±Øº¹Çϸ鼭, ¸ðµç ½ÃÀå ºÎ¹®¿¡ °ÉÄ£ Â÷¼¼´ë ÄÄÇ»ÆÃ ¿ëµµ·ÎºÎÅÍÀÇ Æø¹ßÀûÀÎ ¼ö¿ä¸¦ Ȱ¿ëÇÒ Çʿ䰡 ÀÖ½À´Ï´Ù.

ÀÌ º¸°í¼­´Â Àü ¼¼°è ¸Þ¸ð¸® ¹× ½ºÅ丮Áö ±â¼ú ½ÃÀåÀ» Á¶»çÇßÀ¸¸ç, °¢ ºÎ¹® ½ÃÀå ¼öÀÍ ¿¹Ãø, ÷´Ü ±â¼ú ºÐ¼® ¹× ·Îµå¸Ê, ±â¾÷ 164°³ ÇÁ·ÎÆÄÀÏ µîÀÇ Á¤º¸¸¦ Á¦°øÇÕ´Ï´Ù.

¸ñÂ÷

Á¦1Àå ÁÖ¿ä ¿ä¾à

Á¦2Àå ¼Ò°³

Á¦3Àå ½ÃÀå ¿¹Ãø(2026³â-2036³â)

Á¦4Àå DRAM ±â¼ú ºÐ¼® ¹× ·Îµå¸Ê

Á¦5Àå NAND Ç÷¡½Ã ±â¼ú ºÐ¼® ¹× ·Îµå¸Ê

Á¦6Àå »õ·Î¿î ¸Þ¸ð¸® ±â¼ú

Á¦7Àå °ø±Þ¸Á ¹× Á¦Á¶ ºÐ¼®

Á¦8Àå Áö¿ª ½ÃÀå ºÐ¼®

Á¦9Àå ¿ëµµ

Á¦10Àå ÷´Ü ÆÐŰ¡°ú ÅëÇÕ ±â¼ú

Á¦11Àå Áö¼Ó°¡´É¼º°ú ȯ°æ¿¡ ¹ÌÄ¡´Â ¿µÇâ

Á¦12Àå °¡°Ý ¼³Á¤ ºÐ¼®°ú °æÁ¦ ¸ðµ¨

Á¦13Àå ±â¼ú ·Îµå¸Ê°ú ¹Ì·¡ÀÇ ¹ßÀü

Á¦14Àå ±â¾÷ ÇÁ·ÎÆÄÀÏ(±â¾÷ 164»çÀÇ ÇÁ·ÎÆÄÀÏ)

Á¦15Àå ºÎ·Ï

Á¦16Àå Âü°í¹®Çå

SHW
¿µ¹® ¸ñÂ÷

¿µ¹®¸ñÂ÷

The global memory and storage technology market is poised for significant expansion, projected to exceed $400 billion by 2036, driven by explosive demand from artificial intelligence, high-performance computing, and next-generation data infrastructure. After recovering from the severe cyclical downturn of 2022-2023, the industry achieved record revenues surpassing $200 billion in 2025, marking the beginning of a sustained growth trajectory fundamentally reshaped by AI workloads.

High Bandwidth Memory (HBM) emerges as the market's most dynamic segment. HBM's share of the total DRAM market is expected to reach 50% by decade's end, as AI training and inference applications demand unprecedented memory bandwidth. Leading manufacturers including Samsung, SK hynix, and Micron are aggressively scaling HBM3E production, with next-generation HBM4 technology promising even greater performance gains. NAND flash technology continues evolving through 3D scaling innovations, with manufacturers pushing beyond 300 layers using advanced CMOS Bonded Array (CBA) architectures. YMTC's Xtacking 4.0 technology and the industry's transition to Penta-Level Cell (PLC) storage demonstrate the sector's relentless density improvements. Meanwhile, emerging memory technologies-including Magnetoresistive RAM (MRAM), Resistive RAM (ReRAM), and Ferroelectric RAM (FeRAM)-are gaining commercial traction, particularly in embedded applications and edge computing devices.

Chinese memory manufacturers are fundamentally altering competitive dynamics, with YMTC achieving 294-layer 3D NAND production and CXMT successfully launching domestic DDR5 modules. China's memory market share continues expanding across consumer and enterprise segments, forcing global leaders to accelerate premium product development and advanced technology adoption. Despite ongoing U.S. export restrictions, Chinese companies demonstrate remarkable technological progress, with JHICC ramping capacity and new entrants like SwaySure Technology strengthening domestic supply chains.

Data centers and cloud infrastructure represent the largest growth driver, consuming increasingly sophisticated storage solutions optimized for AI/ML workloads. The economic advantages of QLC SSDs over traditional HDDs in hyperscale environments are reshaping storage hierarchies, with 10PB QLC deployments delivering $30+ million cost savings over traditional tiered storage architectures. Edge computing and automotive applications create additional demand vectors, as autonomous vehicles and IoT devices require high-performance, reliable memory solutions. The industry faces mounting scaling challenges as conventional planar technologies approach physical limits. 3D DRAM architectures, vertical transistor designs, and novel cell structures represent critical technological pathways beyond 2030. Advanced packaging innovations, including wafer-to-wafer bonding and chiplet integration, enable continued performance improvements while managing manufacturing complexity.

Environmental sustainability increasingly influences technology development, with manufacturers investing in energy-efficient designs and circular economy initiatives. Geopolitical tensions continue reshaping global supply chains, driving regionalization trends and technology transfer restrictions that impact long-term market dynamics. The memory and storage technology market to 2036 represents a fundamental transformation driven by AI proliferation, technological breakthrough achievements, and evolving competitive landscapes. Success requires navigating complex scaling challenges while capitalizing on explosive demand from next-generation computing applications across all market segments.

"The Global Memory and Storage Technology Market 2026-2036" provides insights into the rapidly evolving memory and storage landscape, delivering critical analysis for technology leaders, investors, and strategic decision-makers navigating the industry's transformation through 2036.

Report contents include:

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. INTRODUCTION

3. MARKET FORECASTS (2026-2036)

4. DRAM TECHNOLOGY ANALYSIS AND ROADMAPS

5. NAND FLASH TECHNOLOGY ANALYSIS AND ROADMAPS

6. EMERGING MEMORY TECHNOLOGIES

7. SUPPLY CHAIN AND MANUFACTURING ANALYSIS

8. REGIONAL MARKET ANALYSIS

9. APPLICATIONS

10. ADVANCED PACKAGING AND INTEGRATION TECHNOLOGIES

11. SUSTAINABILITY AND ENVIRONMENTAL IMPACT

12. PRICING ANALYSIS AND ECONOMIC MODELS

13. TECHNOLOGY ROADMAPS AND FUTURE DEVELOPMENTS

14. COMPANY PROFILES (164 company profiles

15. APPENDICES

16. REFERENCES

(ÁÖ)±Û·Î¹úÀÎÆ÷¸ÞÀÌ¼Ç 02-2025-2992 kr-info@giikorea.co.kr
¨Ï Copyright Global Information, Inc. All rights reserved.
PC¹öÀü º¸±â