© 2013 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved Emerging Non-Volatile Memories Adesto Micron Micron Everspin SK Hynix Samsung Sample YOLE DEVELOPPEMENT
Emerging Non-Volatile Memory Market and Technology Trends 2013 Report by Yole Developpement
Jan 19, 2015
Emerging NVM enter niche memory markets; expected to reach $ 2B by 2018. Will NVM eventually replace DRAM and NAND?
KEY FEATURE OF THE REPORT
- Overview of the semiconductor memory market
- Market forecasts on emerging non-volatile memory business (in units, US$, number of wafers, applications, technologies - FRAM, MRAM/STTRAM, PCM, RRAM)
- Understanding of the emerging non-volatile memory applications for five applications fields (Industrial & Transportation, Smart Card, Enterprise Storage, Mobile Phones, and Mass Storage)
- Emerging NVM technologies: status of development and roadmap
- Competitive landscape description and analysis
HIGHER-DENSITY NVM CHIPS WILL SPAWN MANY NEW APPLICATIONS AND INCREASE THE BUSINESS TEN-FOLD IN JUST FIVE YEARS
This Yole Développement report describes why and how emerging NVM (FRAM, MRAM/STTMRAM, PCM, RRAM) will be increasingly used in various markets: Industrial & Transportation, Enterprise Storage, Smart Card, Mobiles Phones and Mass Storage.
Until recently, only FRAM, PCM and MRAM were industrially produced and available in low-density chips to only a few players. Thus the market was quite limited and considerably smaller than the volatile DRAM and non-volatile Flash NAND dominant memory markets (which enjoyed combined revenues of $50B +in 2012).
However, in the next five years the scalability and chip density of those memories will be greatly improved and will spark many new applications, with the following NVM market drivers explained in detail in this report:
With the adoption of STT MRAM and PCMCache Memory, Enterprise Storage will be the largest NVM market . NVM will greatly improve the input/output performance of enterprise storage systems whose requirements will intensify with the growing need for web-based data supported by cloud servers.
Mobile Phones will increase its adoption of PCM as a substitute to flash NOR memory in MCP packages thanks to 1GB chips made available by Micron in 2012. Higher-density chips, expected in 2015, will allow access to smart phone applications that are quickly replacing entry-level phones. STTMRAM is expected to replace SRAM in SoC applications thanks to lower power consumption and better scalability.
Smart card MCU (microcontrollers) will likely adopt MRAM/STTMRAM and PCM as a substitute to embedded flash. Indeed, flash memory cell-size reduction is limited for the future. NVM could reduce the cell size by 50% and thus be more cost-competitive. Additional features like increased security, lower power consumption and higher endurance are also appealing NVM attributes.
Mass storage markets served by flash NAND could begin using 3D RRAM in 2017-2018, when 3D NAND will slow down its scalability as predicted by all of the main memory players. When this happens, a massive RRAM ramp-up will commence in the next decade that will replace NAND, if sufficient 3D RRAM cost-competiveness...
More on http://www.i-micronews.com/reports/Emerging-Non-Volatile-Memory/
KEY FEATURE OF THE REPORT
- Overview of the semiconductor memory market
- Market forecasts on emerging non-volatile memory business (in units, US$, number of wafers, applications, technologies - FRAM, MRAM/STTRAM, PCM, RRAM)
- Understanding of the emerging non-volatile memory applications for five applications fields (Industrial & Transportation, Smart Card, Enterprise Storage, Mobile Phones, and Mass Storage)
- Emerging NVM technologies: status of development and roadmap
- Competitive landscape description and analysis
HIGHER-DENSITY NVM CHIPS WILL SPAWN MANY NEW APPLICATIONS AND INCREASE THE BUSINESS TEN-FOLD IN JUST FIVE YEARS
This Yole Développement report describes why and how emerging NVM (FRAM, MRAM/STTMRAM, PCM, RRAM) will be increasingly used in various markets: Industrial & Transportation, Enterprise Storage, Smart Card, Mobiles Phones and Mass Storage.
Until recently, only FRAM, PCM and MRAM were industrially produced and available in low-density chips to only a few players. Thus the market was quite limited and considerably smaller than the volatile DRAM and non-volatile Flash NAND dominant memory markets (which enjoyed combined revenues of $50B +in 2012).
However, in the next five years the scalability and chip density of those memories will be greatly improved and will spark many new applications, with the following NVM market drivers explained in detail in this report:
With the adoption of STT MRAM and PCMCache Memory, Enterprise Storage will be the largest NVM market . NVM will greatly improve the input/output performance of enterprise storage systems whose requirements will intensify with the growing need for web-based data supported by cloud servers.
Mobile Phones will increase its adoption of PCM as a substitute to flash NOR memory in MCP packages thanks to 1GB chips made available by Micron in 2012. Higher-density chips, expected in 2015, will allow access to smart phone applications that are quickly replacing entry-level phones. STTMRAM is expected to replace SRAM in SoC applications thanks to lower power consumption and better scalability.
Smart card MCU (microcontrollers) will likely adopt MRAM/STTMRAM and PCM as a substitute to embedded flash. Indeed, flash memory cell-size reduction is limited for the future. NVM could reduce the cell size by 50% and thus be more cost-competitive. Additional features like increased security, lower power consumption and higher endurance are also appealing NVM attributes.
Mass storage markets served by flash NAND could begin using 3D RRAM in 2017-2018, when 3D NAND will slow down its scalability as predicted by all of the main memory players. When this happens, a massive RRAM ramp-up will commence in the next decade that will replace NAND, if sufficient 3D RRAM cost-competiveness...
More on http://www.i-micronews.com/reports/Emerging-Non-Volatile-Memory/
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
© 2013
Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Emerging Non-Volatile Memories
Adesto Micron Micron Everspin SK Hynix Samsung
Sample
YOLE D
EVELOPPEMENT
© 2013 • 2 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Table of Contents (1/2)
• Glossary
• Companies Cited in this Report
• Market Research Scope and Methodology & definitions
• Executive Summary 10
• Acquisitions & Alliances : increasing flow of acquisitions and joint
developments on emerging NVM
• Noteworthy News 2009 – 2012 24
• Standard memories market introduction 28
• NAND market overview 36
• DRAM market overview 46
• Other “Niche” Memories overview 51
• Market Players Overview 61
• Emerging NVM overview 70
– Emerging NVM segmentation
– Density Evolution of Non Volatile Memories
– Memories current position in 2012
– Emerging NVM Market Forecast by Technologies From 2012-2018 (in $, in units, in
Nb of wafers 12” eq)
– Emerging NVM Strategy example : Hynix roadmap
– Emerging NVM roadmap : Cell size roadmap (stand alone devices)
– Emerging NVM chip maximum density roadmap (stand alone devices)
– NVM Market players position
– TOP three memory makers involvement in emerging NVM
– Acquisitions & Alliances of the dominant memory players in Emerging Non
Volatile Memories
– Big challenge for emerging NVM : develop a 3D approach like for NAND and
DRAM
• Emerging NVM applications 86
– General Solid State Memory Applications
– Emerging NVM applications : some definitions
– Memories Specifications
– Emerging NVM applications positioning
– Emerging NVM Applications
– Emerging NVM positioning by application and current memories used
– Memory Density Requirements by applications
– Emerging NVM Time to market by Application
– Emerging NVM application analysis
– Emerging Memories potential applications : density and price positioning
– Emerging NVM key industrial players by application
• Industrial applications 98
– Industrial Applications Description
• Smart Card market 101 – Smart Card Application Description
– Global Smart Card Forecast :10 B units for 2017
– Telecom SIM Card Market forecast and accessible market for emerging NVM
– Telecom SIM NFC Market
– Government/ID card forecast
– Smart Card supply chain
– Smart Card MCU market and players
– Embedded Flash NOR current technology
– Main MCU smart card players : memory technologies and involvement in
emerging NVM
– Crocus Technology MLU (Magnetic Logic Unit)
– Smart Card Embedded memories technological roadmap of Key players
– Smartcard manufacturers
– Conclusions on Smart Card application
• Enterprise Storage applications 118
– Enterprise Storage Application Description
– Infrastructure Servers applications are booming thanks to growing internet needs
– Cloud Data Centers Market is booming
– Enterprise SSD market is booming
– Potential enterprise storage applications for emerging NVM at different level of
the systems
– Impact of emerging NVM on enterprise storage systems
– Cache Memory for enterprise storage SSD : Skyera case study
– Enterprise storage supply chain
– Conclusion on Enterprise Storage Applications
YOLE D
EVELOPPEMENT
© 2013 • 3 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Table of Contents (2/2)
• Mobile phone applications 131
– Mobile Phone Application Description
– Mobile phone forecast in Units
– Smart Phone Memory will surge
– Mobile phone applications
– Mobile phone application : SoC embedded
– Smart Phone Power Consumption : memory has a huge impact for entry level
phones
– Toshiba STT MRAM development
– NOR mobile phones embedded SiP applications and players
– Micron PCM sales in mobile phone applications :
for entry level mobiles and smart phones
– Mobile phone supply chain
– Conclusion on Mobile Applications
• Mass Storage NAND market 144
– Mass Storage NAND market
– Mass Storage NAND market : mobiles devices drive growth
– Mass Storage NAND market : Sandisk RRAM development
– NAND applications : Total Accessible Market
– Conclusions on Mass storage Nand Market
– Conclusion on Enterprise Storage Applications
• MRAM technology & forecast & players 151 – MRAM and STT MRAM technologies
– STT RAM : benefit from the manufacturing experience of HDD
– MRAM players positioning
– STT MRAM chip density roadmap
– MRAM / STT MRAM market forecast in units, in $, in wafers
– MRAM / STT MRAM Price evolution in $
– MRAM market players : Everspin
– Samsung Electronics – Semiconductor activity
– STT RAM Samsung developments
– Qualcomm/ TSMC - STT MRAM developments
– Micron STT MRAM developments
– Hynix STT RAM development
– Toshiba STT MRAM development
– Avalanche STT MRAM activity
– IMEC STT MRAM roadmap
– Conclusions on MRAM / STT MRAM
• PCM technology & forecast & players 182
– PCM technology description
– PCM market forecast in units, in $, in wafers
– PCM Price evolution in $
– PCM players positioning
– PCM roadmap and history of development
– PCM material
– PCM positioning compared to NAND and DRAM
– Micron profile
– Micron roadmap Micron latest commercial product
– Micron PCM Development Trends
– Samsung PCM products and developments
– Embedded PCM ST Microelectronics development
– Hynix PCM development
– Conclusions on PCM
• RRAM technology & forecast & players 217
– RRAM technology description
– RRAM market forecast in units, in $, in wafers
– RRAM Price evolution in $
– RRAM players positioning and chip density roadmap
– RRAM material candidates
– Cell and array configuration
– RRAM selector element : general constrains
– Rambus RRAM technology and roadmap
– Adesto CBRAM development
– Samsung RRAM developments
– Micron – Elpida - Sony RRAM R&D
– HP RRAM development
– Hynix RRAM R&D
– SK Hynix profile
– IMEC RRAM roadmap
– Sandisk RRAM development
– Macronix CBRAM and RRAM R&D
– Panasonic RRAM R&D
– Conclusions on RRAM
• FeRAM market 263
– FeRAM technology
– FeRAM players
– FeRAM roadmap
– FeRAM TAM
– FRAM Research
– Conclusions on FeRAM
• General Conclusions 275
YOLE D
EVELOPPEMENT
© 2013 • 4 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Key features of the report
• Present an overview of the semiconductor memory market – NAND and DRAM main markets, market forecast, and main trends
– Current technological status and roadmap for the next years
– Market players landscape
• Provide an understanding of the emerging non volatile memory applications: – For five applications fields (Industrial & transportation, Smart Card, Enterprise Storage, Mobile phones,
Mass storage) : TAM, market drivers and challenges, technologies roadmap, players, main trends.
– Roadmap with time to market by application
• Present market forecasts on emerging non volatile memories business : – 2012-2018 Market Forecast in units, US$ and Number of wafers
– Price evolution by application and technology
– Forecast for five applications and for four technologies (FRAM, MRAM/STTMRAM, PCM, RRAM)
• Describe the emerging NVM technologies – Working principle, manufacturing methods, advantages/limitations, status of development, price, time to
market
– Roadmap with technological nodes, cell size and chip density evolution with main players
– Latest product developments status for each key market player
• Describe and analyze the competitive landscape – Recent acquisitions and funding
– Latest companies news
– Who are the key players by technologies and applications
YOLE D
EVELOPPEMENT
© 2013 • 5 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Some definitions
• Solid State Semiconductor Memory
– An electronic data storage device, often
used as computer memory but also for
many other applications : consumer
(camera..), telecom, industrial
applications…
• Volatile memories :
– Requires power to maintain the stored
information. Examples : DRAM, SRAM
• Non volatile memories :
– Can retain the stored information even
when not powered.
– Most dominant NVM technology are based
on electron retention principle : Flash
NAND and NOR…
• Emerging Non Volatile Technology
– Emerging NVM are based on another
principle than electron retention and have
emerged since 10 years or are still under
development
Solid State Semiconductor
Memory
Non Volatile Memories
(NVM)
Standard NVM
Flash NAND/ NOR
NVSRAM
EEPROM
Emerging NVM
FeRAM
PCM
MRAM
RRAM
CBRAM
Volatile Memories
DRAM
SRAM
YOLE D
EVELOPPEMENT
© 2013• 6 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Emerging NVM Market Forecast by Application From 2012-2018 (in $ M)
• Emerging NVM market will grow at a CAGR of + 46 % with mobile phones, smart card
and enterprise storage as main growth drivers.
Including Industrial & Car Transportation,
Embedded MCUs for Smart Card, Cache
Memory for Enterprise Storage, Mobile
phones, Mass storage
YOLE D
EVELOPPEMENT
© 2013• 7 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Emerging NVM Time to market by Application
2011 2012 2013 2014
years
2015 2016 2017
MRAM
PCM
RRAM
FRAM
• Commercial
samples
availability
• Real
production
one year later
Industrial &
Automotive
Embedded
MCU
Smart Card
Mobile
Phones
Mass
Storage
Cache
Memory
Enterprise
storage
YOLE D
EVELOPPEMENT
© 2013• 8 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Memories current position in 2012
FRAM MRAM / STT
MRAM
PCM RRAM DRAM Flash
NAND
Non volatile YES YES YES YES NO YES
Endurance
(Nb cycles) High (1012) High (1015) Medium (108) Medium (108) High (1015) Low (105)
2012 latest
technological
node produced
(nm)
130 nm 130 nm 45 nm R&D 30 nm 20 nm
Cell size
(cell size in F2)
Large
(15-20)
Large /Medium
(6-40) Medium (6-12) Medium (6-12) Small (6-10)
Very small
(4)
Write speed
(ns)
Medium
(100 ns) High (10 ns) Medium (75 ns)
Medium
(75 ns) High (10 ns)
Low
(10 000 ns)
Power
consumption Low High/low Low Low Low Very high
Cost
($/Gb)
High
($ 10 000 /Gb)
High
($ 1000 - 100 /Gb)
Medium
(few $ /Gb) R&D Low ($ 1/Gb)
Very Low ($
0,1/Gb)
• Emerging memories have distinctive technical features (endurance, speed, non volatility) but price
and scalability is still an issue to compete with dominant memories.
Emerging memories Established memories
YOLE D
EVELOPPEMENT
© 2013• 9 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Emerging NVM Applications
Emerging Non Volatile Memories applications
Industry & transportation
Embedded MCU for Smart Card
Cache Memory For Enterprise
storage
Mobiles Phones
Mass storage Memory
Entry mobile phone
Industrial Automation
Smart Meter
Journal Memory
Smart phones
Automotive
Other
Cache Memory
applications
NAND
Memories
SIM Card
ID Card
YOLE D
EVELOPPEMENT
© 2013• 10 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
• Description :
– Smart card are any pocket-sized card with embedded integrated circuits. Smart cards can provide
identification, authentication, data storage and application processing and thus may provide strong
security authentication for single sign-on (SSO) within large organizations.
– Smart card ICs are Microcontrollers (MCU) that included a memory. Main smart card markets are Telecom
SIM card, Payment, Identification/government. Other smaller market are public transportation, Healthcare,
schools…
– Emerging NVM will target at first the telecom SIM market who is more open to innovative technologies
and with larger volumes. Then, after telecom proven qualification, Identication/government applications
will be targeted.
– Smart card is one of the largest MCU market segment and the most attractive for emerging NVM because
it is very sensitive to innovation and less stringent in terms of technical requirements.
• Main market trends:
– Telecom SIM : increased security needs with NFC payment introduction
• Memory density need :
– High end telecom SIM : Between 400 k to 1,2 Mb
• 2012 accessible market for emerging NVM :
– High end telecom SIM : 690 M units, $ 207 M, CAGR 2012-2016 in units: + 25 %
– Identification/government : 300 M units, $ 150 M, CAGR 2012-2016 in units: + 25 %
• Competing memory : Eflash NOR (130 to 80 nm node in 2012, 30 F2 cell size)
Smart Card Application Description
YOLE D
EVELOPPEMENT
© 2013• 11 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
MRAM players positioning
• Up to now and for 2 years, start up MRAM companies are the first on the market but this will
change after 2015 with the arrival of the TOP 4 memory makers. Qualcomm, Renesas and
Infineon will target iembedded SoC applications.
2015 2012 Past
Entrance on the
MRAM market
2011 memory revenues
of the company
2018
Joint
development
$ 1 B
$ 10 M
$ 100 M
$ 10 B
YOLE D
EVELOPPEMENT
© 2013• 12 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
RRAM market forecast in Number of wafers
(12” eq)
• Mass storage is the killer application for RRAM that will just start to emerge in 2018
before ramping up in the next decade.
CAGR 2012-2018
160%
0%
#DIV/0!
#DIV/0!
89%
79%YOLE D
EVELOPPEMENT
© 2013• 13 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Hynix PCM development
• Hynix partner with IBM in June 2012 to accelerate PCM commercialization.
Indeed, IBM has a long experience on PCM and specially 3D PCM.
• 2012 prototype : 1 Gb, 42 nm chip
• Hynix target power-efficient servers applications, so called storage class
memories (SCMs)
Source : Hynix Aug 2012
YOLE D
EVELOPPEMENT
© 2013• 14 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
FeRAM roadmap
Chip maximum
density (Mbit)
1
1000
10
100
0.1
2011
10 000
2012 2013 2014
years
2015
4 Mb
180 and 130 nm
2010
8 Mb
180 and 130 nm
R&D
sample
Commercial
samples
Production
YOLE D
EVELOPPEMENT
© 2013• 15 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Yole activities in MEMS
Media business News feed / Magazines /
Webcasts
Reports Market
Research
Consulting services Market research,
Technology & Strategy
www.yole.fr
YOLE D
EVELOPPEMENT
© 2013• 16 Emerging Non Volatile Memories 2013 report Copyright © Yole Developpement SARL – All right reserved
Available MEMS Reports
© 2012 • 16
Trends in MEMS
Manufacturing &
Packaging
MEMS Cosim+
MEMS
Manufacturing Cost
Simulation Tool
Ferro-Electric
Thin Films
MEMS
Microphone
Permanent Wafer
Bonding Thin Wafer
Handling
Sensor fusion of
acceleros, gyros &
magnetometers
Infrared Detector
Market, Applications
and Technology Trends
MEMJET
Technology Trends
for Inertials MEMS
New!
RF Filters, PAs,
Antenna Switches &
Tunability for Cellular
Handsets
Trends in MEMS
Manufacturing &
Packaging
Ferro-Electric
Thin Films
Motion Sensors for
Consumer & Mobile
applications
MEMS for Cell
Phones and
Tablets
Uncooled Infrared
Imaging: Commercial
& Military
Applications
New!
New! New!
IMU & Gyro for
Defense, Aerospace
& Industrial
New!
Status of the
CMOS Image
Sensors
New!
3-Axis Consumer
Gyroscopes
New!
Emerging Energy
Harvesting
Devices
New!
YOLE D
EVELOPPEMENT
Related Documents
