세계의 반도체 메모리 시장은 최근 몇 년간 현저한 성장을 이루고 있으며 앞으로도 강력한 성장 속도를 유지할 것으로 예상됩니다. 세계 반도체 메모리 시장 규모는 수익 기준으로 2022년 약 1,216억 달러에서 예측 기간 동안 10.8%의 CAGR로 성장을 지속하여 2030년에는 2,762억 2,000만 달러 규모로 성장할 것으로 예측됩니다.
반도체 메모리 시장은 데이터 집약적인 용도 수요 증가로 급속히 확대되고 있습니다. AI, 머신러닝, 빅데이터 애널리틱스, 클라우드 컴퓨팅 등 신기술은 대량의 데이터를 효율적으로 처리하고 저장하기 위한 대용량 및 고속 메모리 솔루션에 크게 의존하고 있습니다.
또한 기업 데이터센터 확대도 반도체 메모리 시장의 급성장의 주요 요인입니다. 조직이 클라우드 서비스에 의존하고 디지털 변환에 종사하는 경향이 커짐에 따라 고성능 메모리 솔루션에 대한 요구가 커지고 있습니다. 데이터센터는 엄청나게 증가하는 데이터 로드를 잘 관리해야 하며 신속한 데이터 액세스와 처리 능력이 필요합니다. 이러한 수요에 부응하기 위해 반도체 제조업체는 데이터센터 요구 사항에 맞게 맞춤형 고성능 메모리 장치를 개발하고 있습니다.
또한 소비자 가전은 광범위한 용도와 요구의 진화로 반도체 메모리 시장에서 중요한 역할을 하고 있습니다. 메모리 솔루션은 스마트폰, 태블릿, 스마트 TV, IoT 가젯과 같은 장치로 데이터 스토리지, 프로세싱 및 사용자 환경에 사용됩니다. 반도체 기업은 보다 빠르고 효율적인 디바이스를 요구하는 소비자의 욕구에 맞추어 기술 혁신을 위해 대용량, 고속, 에너지 효율적인 메모리 솔루션을 개발하고 있습니다. 소비자 가전 수요는 반도체 메모리 시장의 현저한 성장과 발전을 촉진하고 있습니다.
세계의 반도체 메모리(Semiconductor Memory) 시장을 조사했으며, 시장 정의 및 개요/시장 규모 추이 및 예측/각종 구분·지역별 상세 분석/산업 구조/시장 성장에 대한 영향 요인 분석/사례 연구/경쟁 구도/주요 기업 개요 등을 정리했습니다.
Global semiconductor memory market has experienced significant growth in recent years and is expected to maintain a strong pace of expansion in the coming years. With projected revenue of approximately USD 121.6 billion in 2022, the market is forecasted to reach a value of USD 276.22 billion by 2030, displaying a robust CAGR of 10.8% from 2023 to 2030.
Semiconductor memory has various advantages, including fast data access, low power consumption, small size, and durability. It offers non-volatile storage for vital data, ensuring that information is retained even if power is lost. Its flexibility, including RAM and ROM, makes it indispensable in a wide range of applications, from computing to consumer electronics.
The semiconductor memory market is expanding rapidly, fueled by the expansion of data-intensive applications such as AI and IoT, which is driving the demand for high-capacity memory solutions. In addition, the growth of smartphones and linked gadgets is increasing demand for mobile memory. Subsequently, advancements in autonomous vehicles are increasing the need for dependable and fast memory solutions, demonstrating the market's consistent growth.
According to the Semiconductor Industry Association (SIA), global semiconductor sales stood at USD 124.5 billion in Q2 2023, a 4.7% quarterly increase but a 17.3% decrease from the same time in 2022. June 2023 sales exceeded USD 41.5 billion, representing a 1.7% monthly gain, as the fourth consecutive month of growth. This increasing trend indicates a positive market resurgence in H2 2023. Regionally, sales increased in the Americas, China, Japan, and Europe, while Asia-Pacific and other areas witnessed a minor dip. Europe had a 7.6% YoY gain, but other areas saw reductions, underlining the necessity for adaptation in the semiconductor memory market.
For instance, in August 2023, Micron developed CZ120 memory extension modules in 128GB and 256GB capacities with a PCIe Gen5 x8 interface that supports CXL standards and is suitable for applications such as AI, SaaS, and high-performance computing.
The semiconductor memory market is expanding rapidly due to increased demand for data-intensive applications. Emerging technologies such as artificial intelligence, machine learning, big data analytics, and cloud computing rely largely on high-capacity and high-speed memory solutions to process and store massive quantities of data effectively. AI-driven applications, for example, need rapid data access and manipulation, necessitating the need for faster and more powerful memory solutions. The trend is encouraging semiconductor makers to innovate and produce memory solutions that can match the rising requirements of various applications, hence strengthening the semiconductor memory market can cater to the data-driven digital world.
For example, in July 2023, Micron introduced the industry's fastest and highest-capacity HBM3 Gen2 memory, offering 24GB with over 1.2TB/s bandwidth, improved power efficiency and support for AI applications, enhancing semiconductor memory capabilities .
The semiconductor memory market is expanding rapidly, mostly due to the expansion of enterprise data centers. The need for high-performance memory solutions is rising as organizations increasingly rely on cloud services and engage in digital transformation initiatives. Data centers must successfully manage massive and rising data loads, needing speedy data access and processing capabilities. To meet these demands, semiconductor makers are creating enhanced memory devices customized to data center requirements. This strategic alignment with the growing requirements of modern enterprise data centers is a critical driver in the semiconductor memory market's continued growth, ensuring it stays an important component of the digital infrastructure ecosystem.
For example, in May 2023, Micron introduced the Crucial Pro Series, which includes high-performance memory and storage systems aiming at gamers, content producers, and professionals. The Crucial T700 Gen5 SSD has sequential read/write speeds of up to 12,400MB/s and 11,800MB/s, respectively, and Crucial Pro DRAM boosts system performance, bandwidth, and responsiveness.
Consumer electronics serve a crucial part in the semiconductor memory market, owing to its widespread application and evolving needs. Memory solutions are used in devices such as smartphones, tablets, smart TVs, and IoT gadgets for data storage, processing, and user experiences. Semiconductor companies engage in innovation to suit consumers' aspirations for faster and more efficient devices, developing high-capacity, quicker, and energy-efficient memory solutions. Consumer electronics demand continues to fuel significant growth and development in the semiconductor memory market.
For instance, in July 2023, Samsung created the industry's first GDDR7 DRAM, which provides 1.4 times performance and 20% more power efficiency than GDDR6. It intends to improve visual performance while expanding into AI, HPC, and automotive applications .
Asia-Pacific dominates the semiconductor memory market due to the presence of industry heavyweights such as South Korea's Samsung Electronics and SK Hynix, Taiwan's TSMC, and other key manufacturers. These businesses profit from cutting-edge technology, large manufacturing capacity, and economies of scale. Furthermore, the region has a qualified workforce, a solid infrastructure, and government backing for R&D. The confluence of circumstances enables Asia-Pacific semiconductor companies to maintain a competitive edge in the production of memory chips, which are critical components in cellphones, personal computers, and numerous electronic gadgets, therefore strengthening their worldwide market leadership.
For instance, in January 2023, Micron unveiled the 9400 NVMe SSD, which provides over 30TB of storage, higher performance, and increased power efficiency for demanding data center workloads. This high-density drive redefines PCIe Gen4 storage by outperforming mixed IO and real-world workloads.
Government efforts have the potential to have a substantial effect on the growth of the semiconductor memory market. Subsidies and advantageous regulations for the semiconductor sector, as well as investment in R&D, can boost innovation and output. Furthermore, legislation supporting energy-efficient and sustainable memory solutions has the potential to affect market trends. Government assistance may boost a country's competitiveness in the global semiconductor market by attracting investments, supporting technical developments, and contributing to the expansion of the semiconductor memory market.
For example, in February 2023, The Biden-Harris Administration launched CHIPS for America, with a cost of USD 50 billion to boost semiconductor production in the United States, generate employment, and improve national security. It solicits facility development proposals, provides different rewards, and promotes the Investment Tax Credit to support domestic production and innovation, in line with President Biden's economic agenda.
The pandemic of COVID-19 had a significant influence on the semiconductor memory market. Before the pandemic, the market was continuously expanding as a crucial component of numerous medical equipment. Throughout the pandemic, the demand for medical devices, such as ventilatory devices, portable ultrasound devices, and diagnostic equipment, soared due to the urgent need for COVID-19 treatment and monitoring. As a result, the need for semiconductor memory to power these devices has skyrocketed. Following the pandemic, the semiconductor memory market continued to prosper as telemedicine, remote work, and digital communication became more prevalent, increasing the dependence on semiconductor technology in healthcare and beyond.
The Russia-Ukraine war had an important impact on the semiconductor memory market, owing to the role of countries in the semiconductor supply chain. Ukraine was a major supplier of raw materials, particularly semiconductor-grade neon, which is required for chip fabrication. Russia was critical in this regard, contributing 45% of the worldwide palladium used in memory and sensor circuits. The conflict interrupted the supply of these critical minerals, potentially resulting in production limitations, supply shortages, and price rises for semiconductors. The interconnectedness of the global semiconductor sector makes it vulnerable to such geopolitical crises, influencing chip capacity and costs.
Major participants in the semiconductor memory market are: Intel Corporation, Samsung Semiconductor, Inc., Taiwan Semiconductor Manufacturing Company Limited, Qualcomm Technologies, Inc., and NVIDIA Corporation. These industrial giants are always driving innovation and technical improvements, hence altering the market landscape. With rising demand for memory solutions in industries such as data centers, consumer electronics, and automotive applications, the market is set to expand significantly. However, market dynamics can be influenced by issues such as supply chain interruptions and geopolitical events. To remain competitive, businesses must prioritize R&D, strategic alliances, and satisfying changing client expectations.
In June 2023, Micron launched UFS 4.0 mobile storage, which uses superior 232-layer 3D NAND to enable industry-leading performance for flagship smartphones, such as rapid bootups, app launches, and video downloads.
In May 2023, Samsung Electronics began mass production of its 16-gigabit (Gb) DDR5 DRAM utilizing advanced 12nm-class process technology, to provide high-performance, power-efficient solutions for next-generation computing, including AI applications .
All segments will be provided for all regions and countries covered:
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.