인공지능(AI), 머신러닝(ML), 사물인터넷(IoT) 등 다양한 분야에서 데이터베이스 용도이 빠르게 성장하면서 차세대 메모리 시장 수요를 견인하고 있습니다. 기업이 더 나은 의사결정, 업무 효율성 및 고객 경험을 위해 빅데이터를 활용하고자 하는 열망으로 인해 대용량 및 고속 메모리 솔루션의 중요성이 점점 더 커지고 있으며, 2024년에는 44억 9,000만 달러의 매출을 돌파하고 2031년에는 약 304억 1,000만 달러의 평가액에 도달할 것으로 예상됩니다.
클라우드 컴퓨팅과 모바일 기기의 확산으로 차세대 메모리 솔루션에 대한 수요가 증가하고 있습니다. 더 많은 기업이 클라우드 플랫폼으로 전환함에 따라 대용량 워크로드를 처리하고 빠른 데이터 검색을 제공할 수 있는 탄력적인 메모리 아키텍처에 대한 수요가 중요해지면서 2024-2031년 연평균 복합 성장률(CAGR) 27.03% 시장 성장률을 보일 것으로 예상됩니다.
차세대 메모리 시장 정의/개요
차세대 메모리(NGM)는 DRAM이나 낸드플래시와 같은 기존 메모리 시스템의 한계를 극복할 수 있는 개선된 메모리 기술을 말합니다. 이러한 새로운 유형의 메모리는 인공지능(AI), 머신러닝, 빅데이터 분석, 사물인터넷(IoT)과 같은 현재 용도 증가하는 수요에 대응하기 위해 속도, 효율성, 확장성을 향상시키는 것을 목표로 합니다.
이 기술은 산업 전반의 성능과 효율성을 향상시키는 다양한 용도에 점차적으로 통합되고 있습니다. 중요한 용도 중 하나는 더 빠른 데이터 처리가 요구되는 고성능 컴퓨팅(HPC)입니다. 슈퍼컴퓨터와 데이터센터는 3D NAND 및 확장형 DRAM과 같은 기술을 활용하여 실시간 분석 및 고속 데이터 액세스를 실현하고 있습니다.
차세대 메모리(NGM) 기술의 향후 적용은 다양한 산업 분야에서 데이터 저장 및 처리 능력을 변화시킬 것으로 예상됩니다. 주목할 만한 용도 중 하나는 인공지능(AI)과 머신러닝으로, NGM을 통해 데이터 액세스 및 처리 속도가 빨라질 것으로 예상됩니다.
고성능 데이터 처리에 대한 수요 증가는 차세대 메모리 시장의 주요 촉진요인입니다. 이러한 추세는 데이터 출력의 기하급수적 증가, 데이터 집약적 용도의 확산, 인공지능(AI), 머신러닝(ML), 사물인터넷(IoT) 등 첨단 기술의 수용 확대에 따른 것입니다. IDC(International Data Corporation)에 따르면 세계 데이터 영역은 2018년 33제타바이트에서 2025년 175제타바이트로 증가할 것으로 예상되며, 이는 CAGR이 61%를 나타낼 것으로 예상됩니다.
또한 미국 에너지부에 따르면 데이터센터는 현재 미국 전체 전력의 약 2%를 사용하고 있으며, 이 수치는 2030년까지 8%로 증가할 것으로 예상됩니다. 이는 데이터 처리 수요 증가에 대응하기 위해 보다 에너지 효율적인 메모리 솔루션의 필요성을 강조하고 있으며, 2020-2022년 미국 과학재단(NSF)은 AI 연구 및 개발 활동에 5억 달러 이상의 자금을 지원했습니다. 또한 2019년 미국 정부가 발표한 미국 AI 구상은 AI 혁신을 촉진하기 위한 것으로, 고성능 메모리 솔루션에 대한 수요를 증가시키고 있습니다.
제조 비용의 상승은 차세대 메모리 시장의 성장을 크게 저해할 수 있습니다. 제조업체들이 고성능 메모리 솔루션을 제공하기 위해 첨단 기술과 새로운 공정을 도입할 경우, R&D, 장비 및 시설에 필요한 초기 자본이 많이 소요될 수 있습니다. 특히 3D NAND나 향후 불휘발성 메모리와 같은 첨단 기술의 경우, 제조의 복잡성과 정밀도가 제조 가격을 상승시킬 수 있습니다. 이러한 제조 비용의 상승은 소비자와 기업의 가격 상승으로 이어져 보급을 저해하고 시장 확대를 제한할 수 있습니다.
원자재 가격 변동과 공급망 중단은 차세대 메모리 분야의 제조 비용 상승을 촉진할 것입니다.
반도체 산업은 실리콘, 희토류 원소, 특수 화학물질 등 필수 자원의 가용성 및 비용 변동에 매우 취약합니다. 또한 지정학적 갈등과 COVID-19와 같은 세계 공급망에 대한 우려는 생산 지연과 비용 증가를 야기할 수 있습니다. 이러한 생산 문제를 해결하지 못하면 연구개발에 대한 투자를 저해하고, 결국 메모리 기술 발전을 제한할 수 있습니다.
The fast rise of data-driven applications in many sectors such as artificial intelligence (AI), machine learning (ML), and the Internet of Things (IoT) is driving the expanding demand for the next-generation memory market. As enterprises aspire to use big data for better decision-making, operational efficiency, and customer experiences, high-capacity, high-speed memory solutions have become increasingly important by enabling the market to surpass a revenue of USD 4.49 Billion in 2024 and reach a valuation of aroundUSD 30.41 Billion by 2031.
Cloud computing and the proliferation of mobile devices are driving up demand for next-generation memory solutions. As more businesses migrate to cloud platforms, the demand for resilient memory architectures that can handle huge workloads and deliver fast data retrieval becomes critical by enabling the market to grow at aCAGR of 27.03% from 2024 to 2031.
Next-Generation Memory Market: Definition/ Overview
Next Generation Memory (NGM) refers to improved memory technologies that address the constraints of traditional memory systems such as DRAM and NAND flash. These novel memory types are intended to improve speed, efficiency, and scalability meeting the expanding demands of current applications such as artificial intelligence (AI), machine learning, big data analytics, and the Internet of Things (IoT).
The technologies are progressively being integrated into a wide range of applications improving performance and efficiency across industries. One significant use is high-performance computing (HPC) where the need for faster data processing is critical. Supercomputers and data centers leverage technologies like 3D NAND and enhanced DRAM to provide real-time analytics and fast data access.
The future application of next generation memory (NGM) technologies is expected to alter data storage and processing capacities across a variety of industries. One notable application is in artificial intelligence (AI) and machine learning where NGM will speed up data access and processing.
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The increasing demand for high-performance data processing is a major driver of the next-generation memory market. This trend is being driven by the exponential increase in data output, the proliferation of data-intensive applications, and the growing acceptance of advanced technologies such as artificial intelligence (AI), machine learning (ML), and the Internet of Things (IoT). According to the International Data Corporation (IDC), the global datasphere is expected to increase from 33 zettabytes in 2018 to 175 zettabytes by 2025 indicating a 61% compound annual growth rate (CAGR).
Furthermore, the US Department of Energy says that data centers currently utilize around 2% of all electricity in the United States with this figure anticipated to rise to 8% by 2030. This emphasizes the need for more energy-efficient memory solutions to meet the increasing need for data processing. Between 2020 and 2022, the National Science Foundation (NSF) funded more than $500 million in AI research and development activities. Furthermore, the US government's American AI Initiative which was announced in 2019 aims to stimulate AI innovation, increasing demand for high-performance memory solutions.
High production costs may severely impede the growth of the next-generation memory market. As manufacturers engage in sophisticated technologies and novel processes to provide high-performance memory solutions, the initial capital required for research and development, equipment, and facilities can be significant. This is especially true for cutting-edge technologies like 3D NAND and upcoming non-volatile memory types where fabrication complexity and precision requirements drive up production prices. These high manufacturing costs can raise prices for consumers and businesses, discouraging widespread adoption and limiting market expansion.
Fluctuating raw material prices and supply chain interruptions drive increased manufacturing costs in the next-generation memory sector.
The semiconductor industry is extremely vulnerable to changes in the availability and cost of essential resources including silicon, rare earth elements, and specialty chemicals. Furthermore, geopolitical conflicts and global supply chain concerns as shown by incidents such as the COVID-19 epidemic can cause delays and increased costs complicating the landscape. If these production issues are not addressed, they may impede investment in R&D, ultimately limiting memory technology improvements.
The non-volatile memory sector is expected to dominate the memory market due to the exponential development of data generation across numerous industries. With the introduction of big data analytics, Internet of Things (IoT) devices, and cloud computing, enterprises are dealing with an unprecedented volume of data necessitating high-performance and cost-effective memory solutions. Non-volatile memory technologies such as NAND flash and developing alternatives like 3D XPoint are increasingly valued for their ability to maintain data even when power is lost.
The growing popularity of wearables, high-performance computing (HPC), and other consumer gadgets increases the demand for sophisticated non-volatile memory solutions. Wearables, for example, require compact, energy-efficient storage capable of processing health data and user interactions. Similarly, HPC applications demand memory that can handle sophisticated computations and enormous datasets which makes non-volatile systems more appealing.
Next-generation memory technologies play a critical role in improving enterprise storage systems such as data centers, servers, and cloud storage. These advanced memory technologies such as 3D NAND and non-volatile memory express are intended to provide extraordinary speed and efficiency allowing for quick data access and low latency storage. In today's data-driven world, organizations are bombarded with massive amounts of information that must be effectively managed and retrieved.
The deployment of sophisticated memory technologies improves reliability and scalability in enterprise storage infrastructures. These technologies are designed to resist the rigors of continuous operation providing the durability and performance consistency that businesses seek. Organizations may easily extend their storage capabilities without compromising performance allowing them to react to evolving business needs and effectively manage expanding data workloads.
The Asia Pacific region dominates the next generation memory market due to its significant presence in semiconductor manufacturing and quick adoption of sophisticated technologies. This dominance is fueled by the region's tremendous expansion in mobile technology and the Internet of Things (IoT) which has created an enormous need for high-performance, energy-efficient memory solutions. Asia Pacific's mobile technology sector is growing at an unparalleled rate. The International Data Corporation (IDC) predicts that smartphone shipments in Asia Pacific will reach 878 million units by 2025, reflecting a 2.9% compound annual growth rate (CAGR) between 2020 and 2025.
According to the Global Mobile Suppliers Association (GSA), by 2023, there will be 233 commercial 5G networks in 87 countries with Asia Pacific leading in installations. As of 2022, China alone had installed approximately 1.43 million 5G base stations covering all prefecture-level cities, according to the Ministry of Industry and Information Technology. This vast 5G infrastructure is fueling the growth of edge computing and AI applications that require high-performance memory. The Korea Information Society Development Institute projects that South Korea's 5G industry will reach USD 73 Billion by 2026, reflecting a 43% CAGR from 2020 to 2026.
The Asia Pacific region is experiencing the greatest growth in the next generation memory market owing to rapid technical developments and increased data center investments. Countries such as China, Japan, and South Korea have had exceptionally rapid growth. The Asia Pacific region's next generation memory market is being driven by a growing emphasis on data security and regulatory compliance. According to International Association of Privacy Professionals (IAPP) research, 65% of Asia Pacific countries have comprehensive data protection laws in place as of 2023.
According to the Asian Development Bank, the Asia Pacific IoT market is expected to develop at a CAGR of 28.6% between 2021 and 2026, reaching USD 436.77 Billion. This rapid increase in IoT combined with severe data protection rules is driving demand for next-generation memory technologies that provide stronger security features, quicker data processing capabilities, and more energy efficiency.
The Next-Generation Memory Market is a dynamic and competitive space characterized by diverse players vying for market share. These players are on the run for solidifying their presence through the adoption of strategic plans such as collaborations, mergers, acquisitions, and political support. The organizations are focusing on innovating their product line to serve the vast population in diverse regions.
Some of the prominent players operating in the next-generation memory market include:
Samsung
Micron Technology, Inc.
Fujitsu
SK HYNIX INC
Honeywell International, Inc.
Microchip Technology, Inc
Everspin Technologies, Inc
Infineon Technologies AG
Kingston Technology Europe Co LLP
KIOXIA Singapore Pte. Ltd
In April 2024, Samsung unveiled the Evo Select and Evo Plus microSD memory cards in the United States, touting higher read speeds of up to 160 MB/s, 30 MB/s faster than the previous 2023 models. These improved memory card lines are meant to considerably improve data transfer speeds, meeting consumers' growing demand for quicker and more dependable storage options across multiple devices.
In May 2024, Micron Technology, Inc. stated that it will begin shipping a new high-performance memory for data centers. Their 128GB DDR5 RDIMM has quicker speeds and greater capacity than prior models, with a maximum transfer rate of 5,600 MT/s. This improvement will address the needs of modern data centers, which require efficient and powerful computing.