Code Storage Flash Forecast SPI NAND and Serial NOR Flash SWOT Analysis - 2023 Report

Report
70 Pages
April 2023
Region: Global
Web-Feet Research
ID: 5702425

Code Storage Flash Market - Serial NOR, 3D NOR or SPI NAND?

Will the Serial NOR market continue its comeback through IoT and 5G? Who is pushing the edge of Code Storage Flash? Can 3D NOR replace the low cost value proposition of SPI NAND?

The fifth annual report Code Storage Flash Forecast - SPI NAND and Serial NOR Flash SWOT Analysis, which provides the Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis of the seven top serial NOR and SPI NAND vendors. This report recognizes the emergence of Code Storage Flash that supplies non volatile memory for applications needing low to mid-range densities (512Kbit-8Gbit). Serial NOR provides high speed access for 256Mbit-4Gbit densities, many of the Code Storage vendors supply (512Mb-8Gbit) SLC and SPI NAND and beginning in 2025 Macronix will be supplying low cost 3D NOR for 1Gbit-8Gbit. Many OEMs have downplayed the need for high-speed serial NOR and have turned to low cost and low speed SPI NAND. Macronix countered in providing low-cost high-density 3D serial NOR that could replace SPI NAND.

The market shares for the SLC/SPI NAND vendors for 2021-2022 are listed with Kioxia as the leader in 2022. 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. In the near term, mid-high density serial NOR will migrate to SPI NAND for cost reasons, which strengthens the SPI NAND market share.

The SWOT covers Micron, Infineon (Cypress), Macronix, Winbond, Kioxia (Toshiba), Sky High (recently added) 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 2027 by vendor for geographic segmentation. 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 Code Storage Serial NOR, Parallel NOR, SPI and SLC NAND are forecast by revenue and units by density for over twelve end applications. As autonomous vehicles regain momentum, the analsyt provides Flash forecasts for each level of vehicle autonomy and illustrates the Flash usage for each of the automotive systems. Finally, the analyst forecasts the serial NOR automotive revenue by Flash supplier through 2027.

For the marketing, finance or strategic planning professional this report is essential.

1 Executive Summary2 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 and SLC NAND Flash Market Shares
5.2 Serial NOR Flash rankings
5.3 SLC NAND 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/Infineon
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 - 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 - Kioxia (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
6.7 Serial NAND SWOT - Sky High
6.7.1 Serial NAND SWOT - Strengths
6.7.2 Serial NAND SWOT - Weaknesses
6.7.3 Serial NAND SWOT - Opportunities
6.7.4 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 2020-2027
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 3D NOR Revenue by Density, $M
Table 6 Serial NOR Flash Applications Unit Forecast
Table 7 Serial NOR Unit by Density, Munits
Table 8 Serial Combo NOR Unit by Density, Munits
Table 9 Serial 3D NOR Unit by Density, Munits
Table 10 Serial NOR Average Selling Prices (ASPs) by Density, $
Table 11 Serial Combo NOR Average Selling Prices (ASPs) by Density, $
Table 11 Serial Combo NOR Average Selling Prices (ASPs) by Density, $
Table 10 Serial NOR Flash Megabit Shipments by Application in Million Megabits
Table 14 Serial NOR Flash Megabit Shipments by Density in Million Megabits
Table 15 Serial Combo NOR Flash Megabit Shipments by Density in Million Megabits
Table 16 Serial 3D NOR Flash Megabit Shipments by Density in Million Megabits
Table 17 SLC/SPI NAND Flash Unit Applications Density Sweet Spot
Table 18 SLC NAND Revenue by Density, 512Mbit-64Gbit $M
Table 19 SPI NAND Revenue by Density, 512Mbit-8Gbit $M
Table 20 Combo NAND Revenue by Density, $M
Table 21 SLC NAND Unit by Density, Munits
Table 22 SPI NAND Unit by Density, Munits
Table 23 Combo NAND Unit by Density, Munits
Table 24 SLC NAND Average Selling Prices (ASPs) by Density, $
Table 25 SPI NAND Average Selling Prices (ASPs) by Density, $
Table 26 Combo NAND Average Selling Prices (ASPs) by Density, $
Table 27 SLC NAND Flash Megabit Shipments by Density in Million Megabits
Table 28 SPI NAND Flash Megabit Shipments by Density in Million Megabits
Table 29 Combo NAND Flash Megabit Shipments by Density in Million Megabits
Table 30 Serial NOR Flash 2022 Vendor Market Shares
Table 31 SLC NAND Flash 2020-2022 Vendor Market Shares
Table 33 Parallel and Serial NOR and Serial NOR only Revenue Market Share by Vendor, 2022
Table 34 NOR and Serial NOR Flash Revenue Forecasts by Geographical Region
Table 35 Serial NOR Flash Revenue Forecasts by Vendor by Geographical Region
Table 36 Serial NOR Flash Wafer K Starts per Month Forecasts by Vendor
Table 37 Automotive Internal Flash Content Forecast, 2020-2027
Table 38 ADAS Sub System Camera Unit Forecast
Table 39 Automotive Flash Systems Unit Content Forecast, 2020-2027
Table 40 Automotive Embedded Flash Drive Component Content Forecast, 2020-2027
Table 41 Serial NOR Automotive Flash Revenue Forecasts by Vendor
Table 42 Code Storage Flash Revenue by Technology
Table 43 Code Storage Unit Forecast by Technology
Table 44 Code Storage Total Revenue by Application
Table 45 Code Storage Revenue for 256Mb and 512Mb
Table 46 Code Storage Revenue 1Gbit and 2Gbit Forecast
Table 47 Code Storage Revenue 4Gb and 8Gb Forecast
Table 48 Code Storage Total Units by Application
Table 49 Code Storage Units for 256Mb and 512Mb
Table 50 Code Storage Units for 1Gb and 2Gb
Table 51 Code Storage Unit Forecast for 4Gb and 8Gb

Companies Mentioned

GigaDevice
Cypress/Infineon
Kioxia (Toshiba)
Macronix
Micron
Sky High
Winbond

Table of Contents

Companies Mentioned

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