Embedded Flash Drives, eMMC/UFS and SPI-SLC NAND: 2012-2019
Published By : WebFeet Research, Inc. Published Date : 2014-07-31 Category : Electronics Sub Category : Electronic Components No. of Pages : 144

Mid Density NOR, Serial NOR, and SPI - SLC NAND Offer Growth Tradeoffs

The main theme of the forecast covers Embedded Flash Drives (EFD) eMMC and UFS that provide internal storage functions in mobile, consumer and some compute applications. Although EFDs tend to provide NAND solutions at 2GBs and above, another storage theme explores the mid-density 256Mbit to 8Gbit battle between NOR, Serial NOR, SLC NAND and SPI NAND.

EFDs are the non-removable Flash storage positioned between Flash cards, found in many of these same applications as SSDs. As EFDs evolved mainly through versions of eMMC, it became apparent that as SSDs were able to improve their SATA interface speed, mobile eMMC EFD storage lagged far behind. In order for the EFD to evolve, a new interface was needed that would take on many controller features found in serial high speed SSDs and still keep its mobile low power budget. UFS at 6Gbps+ provides a better user experience, high speed serial interface PC sync with fast response, high efficiency, and low latency of a SSD combined with the small form factor and low power usage of a mobile device.

This EFD report provides an in-depth analysis of the market and applications for internal Flash storage sub-systems, including the emNAND (embedded NAND components), the EFDs along with their use characteristics of the Flash component technologies and eMMC/UFS. emNAND is found in over thirty end applications, which includes twenty two applications that use EFDs.

The mid-density storage market presents a quandary in terms of which features of the four Flash memories: NOR, serial NOR, SLC and SPI NAND best suit the twenty different mid-density applications. Component unit forecasts by each density (256Mb - 8Gb) and each application are discussed from 2014-2019, which has never been presented before.

The EFD (UFS) market revenue growth is expected to reach $18.8B in 2019. In support of these numbers, EFD unit and revenue growth will be driven heavily by mobile Smart and Smart Entry handsets, Tablets, Portable Media Players, Digital Camcorders, Wearables (IoT), automotive and others along with the adoption of Flash cache in notebook and desktop PCs. NAND Flash technology: SLC, MLC, and 3-bit per cell will each be used for the design-in for these different applications based on the NAND use characteristics matched to each applications' usage needs.

All the known EFDs, eMMC, iNAND, and UFS to name a few, are profiled in the full report. In addition, the report is segmented into the definition, development, and market applications of EFD Storage. The next sections focus on the market forecasts by application for EFDs and their respective NAND components, the EFD profiles and a summary of EFDs by storage capacity for revenue, units, ASPs, and MBs. Finally, eMMC and UFS after 2016, the main subset of EFD, will be forecast by its NAND revenue and units by twenty+ applications and by vendor market share.

This report, ‘Embedded Flash Drives, eMMC/UFS and SPI-SLC NAND: 2012-2019’ is indispensible for any company involved with the Flash storage market and especially eMMC/UFS or Mid-Density Flash.

1. Key Findings

2. Definition of Solid State Storage

3. Objectives and Methodology

4. A Market Perspective on Flash Storage

  • 4.1. The Electronic Device Market
  • 4.1.1. Function-based Market Segmentation
  • 4.1.2. Device-based Market Segmentation
  • 4.1.3. Use Model-based Market Segmentation
  • 4.1.4. Memory/Storage Function-based Market Segmentation
  • 4.1.5. Market Segmentation Summary
  • 4.2. Market Segmentation Summary for Memory Storage
  • 4.3. Storage Market Segmentation
  • 4.3.1. Segmentation by Form Factor
  • 4.3.2. Segmentation by Capacity
  • 4.3.3. Segmentation by Performance
  • 4.3.4. Segmentation by Security Level

5. A System Architecture Perspective on Flash Storage

  • 5.1. Market-Driven System Architecture Development
  • 5.2. System Architecture Impact on Flash Storage

6. Market Segments

  • 6.1. Video Market Segment Characteristics
  • 6.2. Audio Market Segment Characteristics
  • 6.3. Imaging Market Segment Characteristics
  • 6.4. Computing Market Segment Characteristics

7. Embedded Flash Drive Storage Markets by Application

  • 7.1. EFD Storage Revenue by Application
  • 7.2. EFD Storage Units by Application
  • 7.3. EFD Storage ASPs by Application
  • 7.4. EFD Gigabyte Shipments by Application

8. EFD and embedded NAND Component Shipments by Application

  • 8.1. emNAND and EFD Application device units
  • 8.2. emNAND and EFD Component Revenue by Application
  • 8.3. emNAND and EFD Component Units by Application
  • 8.4. emNAND and EFD NAND Component ASPs Application
  • 8.5. emNAND and EFD NAND Component Gigabyte Shipments by Application

9. Serial NOR, Parallel NOR, SLC NAND and SPI NAND Mid Densities

  • 9.1. Serial NOR, Parallel NOR, SLC NAND and SPI NAND Component Features
  • 9.2. Serial NOR, Parallel NOR, SLC NAND and SPI NAND Unit Component Forecast by Application 

10. Video End-Use Application Markets

  • 10.1.1. Digital Camcorders
  • 10.1.2. Televisions
  • 10.1.3. Personal Media Player
  • 10.1.4. Projectors
  • 10.1.5. Set Top Boxes

11. Imaging End-Use Application Markets

  • 11.1.1. Cell Phones
  • 11.1.2. Photo Albums

12. Audio End-Use Application Markets

  • 12.1.1. MP3 Players
  • 12.1.2. Digital Radio

13. Computing End-Use Application Markets

  • 13.1.1. Hybrid Hard Drive Flash Cache Drive
  • 13.1.2. Notebook Flash Cache Drive
  • 13.1.3. Desktop Flash Cache Drive
  • 13.1.4. Glass
  • 13.1.5. Wearables - Watches, Monitors
  • 13.1.6. Game Consoles
  • 13.1.7. GPS
  • 13.1.8. Automotive
  • 13.1.9. Printers
  • 13.1.10. Electronic Books
  • 13.1.11. Tablets / iPad

14. Embedded Flash Drive Storage Market Forecast

15. Embedded Flash Drive Form Factors

  • 15.1. Disk-On-Chip, DiskOnChip 2000, and MDOC
  • 15.2. iNAND
  • 15.3. PCIe
  • 15.4. eCompact Flash or eCF
  • 15.5. NANDrive, All-in-OneMemory
  • 15.6. OneNAND and Flex-OneNAND125
  • 15.7. moviNAND
  • 15.8. eMMC
  • 15.9. Managed NAND
  • 15.10. LBA NAND and mobile LBA NAND
  • 15.11. GB NAND, eSD and SmartNAND 127
  • 15.12. Eusb
  • 15.13. UFS
  • 16. EFD Revenue by Capacity
  • 16.1. EFD Revenue by Capacity
  • 16.2. EFD Component Revenue by NAND Type and Capacity

17. EFD Storage Units by Capacity

  • 17.1. EFD Units by Capacity
  • 17.2. EFD Component Units by NAND Type and Capacity

18. EFD Storage ASP by Capacity

  • 18.1. EFD ASP by Capacity
  • 18.2. EFD Component ASPs by NAND Type and Capacity

19. EFD Storage GB by Capacity

  • 19.1. EFD GB by Capacity
  • 19.2. EFD Component Mbits by NAND Type and Capacity

20. eMMC Applications and Market Share 

  • 20.1. eMMC NAND Revenues by Application
  • 20.2. eMMC NAND Units by Application 139
  • 20.3. eMMC NAND Revenue Market Share by Vendor

21. Appendix A: NAND Components by Application

22. Appendix B: Biography