Monday, June 20, 2016

WebFeet Research Heralds 2015 as Awakening of Life beyond NAND and DRAM

Flash Memory Components Market Revenues Improved to $33B, 3D XPoint Announced

Monterey, CA - June 20, 2016 – After reaching a midyear turning point WebFeet Research reflects on the salient 2015 announcements impacting the Non Volatile Memory market and the computing industry.  Intel and Micron revealed 3D XPoint memory heralding a sea change in computing memory architecture that will complement then replace DRAM and ‘high performance’ NAND. In consolidating its annual results of each Flash memory vendor’s shipments, WebFeet Research found the 2015 Flash memory market to be $33.4 billion, an increase of 8.2% from 2014.  A substantial increase in 2015 revenues came from the NAND Flash market at 10.6%, while the NOR market contracted dramatically from 2014 by -13.7 %. Samsung was again the 2015 revenue market leader for all NV Memories and NAND, Cypress (Spansion) established itself as the NOR Flash and the NVRAM market leader, and Winbond maintained the serial NOR leadership position. This report discusses the impact of the mergers and acquisitions (SanDisk and ISSI) on the memory market, qualifies the migration of planar to 3D NAND, quantifies how fast the emerging NVM are growing including XPoint as well as the reemergence of NRAM, and presents two forecasts for serial EEPROM showing the impact (slow initial adoption) of the Internet of Things (IoT) and its aggressive scenario.  

The 2015 Non Volatile Memory Market Shares by Vendor report, CS700MS-2016, includes market shares by vendor for total Non Volatile Memory, NAND Flash, NOR Flash, serial NOR Flash, total EEPROM, serial EEPROM, parallel EEPROM, OTP ROM (EPROM and Mask ROM), and NVRAM (NVSRAM, RTC, MRAM, FeRAM, PCM, XPoint, RRAM, NRAM and Others).  Annual revenue forecasts are provided from 2014-2021 for the EEPROM, OTP ROM, and NVRAM markets. In addition, the NVSRAM market shares are broken out by vendor for Real Time Clocks (RTC) and NVSRAM from 2010-2015.  This report, CS700MS-2016, is available for $2.5K and for providers of the market share data they can obtain the report with a $500 discount.  WebFeet Research also has forecast the serial EEPROM (conservative and aggressive) and the NVSRAM (nvSRAM, RTC) from 2013-2021 by density for revenue, units, and ASPs, and for the serial EEPROM by interface type.  Each of these additional forecasts are priced at $500 and come in excel format. 

WebFeet Research, located in Monterey, California, provides business consulting and market research services in the memory and storage markets, with emphasis on flash memory components, flash cards, EFDs, SSDs, and In-Memory Computing.