Flash and Xpoint Memory Applications and Markets 2013-2020
Published By : WebFeet Research, Inc. Published Date : 2016-03-28 Category : Electronics Sub Category : Electronic Components No. of Pages : 348

How will XPoint Memory improve the intelligent processing of
the Internet of Things (IoT), Big Data and Enterprise SSDs?

How will it impact Flash and DRAM consumption in 2016 and beyond?

The fourteenth annual report Flash and XPoint Memory Applications and Markets, provides some clarity to the timing and markets XPoint will address as well as showing the intelligence evolution theme weaving through NOR, NAND and XPoint. This major update provides an integrated memory/storage end-use market segmentation in the consumer, mobile and computing markets and forecasts the NOR, NAND, 3D NAND and XPoint usage in over 175 end-use applications. Some of the new applications forecast are; when server-side XPoint DIMMs will replace NVDIMMs, the rise of wearable computing, Connected Home IoT build out and autonomous cars.

As the Flash/NVM technology evolves adding intelligence so did its markets. Beginning with basic media file storage in consumer applications NAND grew in usage. Mobile storage in Smart phones needs more sophisticated Flash in performing execute-in-place with more reliable storage. Computing applications require the utmost performance from the block addressable NAND and XPoint as byte persistent SCM merges working data with hot storage to enable high capacity in-memory computing. Finally, the lost step-child NOR should see a mild rebound with high speed twin-Quad XTRM or HyperFlash Serial NOR initiating the connection for the Internet of Things in over 30 billion Intelligent Connected devices in 2020.

In the Flash and XPoint Memory Applications and Markets forecast, WebFeet Research provides a density breakout by revenue, units, and Mbits/Gbits for NAND (SLC, MLC, TLC, eMLC, SPI, Combo (MCP) NAND); 3D NAND (MLC, TLC); NOR, MLC NOR, serial NOR, Combo NOR and serial Combo NOR; and XPoint Memory.

The forecast period includes 2013-2015 historical and 2016-2020 projections. A special section breaks out the serial NOR by over 30 applications including the major use of quad/plus IO serial NOR components. In addition, the compute market examines the use of Flash cache, Server-side SSDs and storage SSDs for the client and cloud/datacenter/enterprise end-use markets.

GigaByte consumption is also forecast by memory/storage end-use market and shows when computing becomes the Flash consumption market share leader.

Finally, the 2015 Flash Market Shares by Vendor is included showing how the players have changed position based on acquisitions and pricing to reach $31.3 billion in NAND, $2.1 billion in NOR and for a total of $33.4 billion in total Flash.

1. Key Findings

2. Methodology

3. Flash NVM Memory Market Forecast

  • 3.1. Overall Flash/XPoint Memory Market Forecast
  • 3.2. NOR and NAND Shipments
  • 3.3. End-Use Market Shipments
  • 3.4. Flash Revenue Forecast by Geographic Region
  • 3.5. Flash Revenue by Voltage

4. A Market Perspective on Mobile 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. IoT to Data Center - Memory/Storage Market Segmentation

5. A System Architecture Perspective on Mobile Computing

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

6. A System Architecture View to Memory/Storage Convergence

  • 6.1. Memory/Storage Convergence Enables Hybrid Cognitive Computing
  • 6.1.1. System Architecture Assumptions
  • 6.2. Positioning SCM within Storage Systems
  • 6.3. Working Memory and Hot Storage Merge

7. End-Use Markets

  • 7.1. Serial NOR End-Use Markets
  • 7.2. Mobility End-Use Market
  • 7.2.1. Cell Phones
  • 7.2.2. Bluetooth I/O
  • 7.2.3. Wearable Cameras, AR/VR Glasses
  • 7.2.4. Watch
  • 7.2.5. Wearables Fitness
  • 7.3. CONSUMER
  • 7.4. Personal IoT
  • 7.4.1. Digital Cameras
  • 7.4.2. Digital Camcorder
  • 7.4.3. Digital Voice Recorders
  • 7.4.4. MP3 Music Players
  • 7.4.5. Personal Media Player
  • 7.4.6. Photo Albums
  • 7.4.7. Electronic Books, Directories
  • 7.4.8. Games - Handheld, Portable, Organizers, and Dictionaries
  • 7.4.9. Toys
  • 7.4.10. Projectors
  • 7.5. Connected Home IoT
  • 7.5.1. Digital Home (Internet of Things)
  • 7.5.2. Television
  • 7.5.3. Set Top Box
  • 7.5.4. DVD ROM and Players / Recorders
  • 7.5.5. Blu Ray DVD ROM and Players / Recorders
  • 7.5.6. UHD DVD Players and Recorders
  • 7.5.7. Games - Consoles
  • 7.5.8. Fax, Word Processors, Office Machines
  • 7.5.9. Telephone Answering Devices
  • 7.5.10. Cordless/DECT/VoIP Phones
  • 7.6. COMPUTING
  • 7.7. CLIENT COMPUTING
  • 7.7.1. Personal Computer, Workstation, Server, and Notebooks
  • 7.7.2. Notebook Computing - Flash Cache SSD
  • 7.7.3. Tablets/iPad
  • 7.7.4. Netbooks
  • 7.7.5. Nettops
  • 7.7.6. Printers
  • 7.7.7. Webcams
  • 7.7.8. LCD/LED Monitors
  • 7.7.9. Modems
  • 7.7.10. Audio and Graphic Cards
  • 7.8. Cloud / Enterprise Computing
  • 7.8.1. Servers
  • 7.8.2. Servers - Side Storage
  • 7.8.3. Solid State Drives (SSD)
  • 7.8.4. Hard Disk Drives
  • 7.8.5. Network Systems - NIC, Hub, Router, Switches, ATM
  • 7.8.6. Network Memory Modules
  • 7.8.7. Line Cards
  • 7.9. TRANSPORTATION
  • 7.9.1. Automotive
  • 7.9.2. Digital Radio
  • 7.9.3. Global Positioning Systems (GPS)
  • 7.9.4. UAV / Drones
  • 7.10. INDUSTRIAL (Internet of Things)
  • 7.10.1. Meters, Sensors, Embedded, Controllers, Signage, Kiosks, Point-Of-Sale
  • 7.10.2. Games - Arcade
  • 7.10.3. 3D Printers
  • 7.11. GOVERNMENT
  • 7.11.1. Data Recorder, Inflight Entertainment/Communications, Guidance, Command & Control, Combat Computer Systems, Security Identity Tags

8. Flash Shipments

  • 8.1. Flash/XPoint Revenue Shipments by Density
  • 8.1.1. NOR Revenue Shipments
  • 8.1.2. Serial Flash Revenue Shipments
  • 8.1.3. XPoint Memory Flash Revenue Shipm
  • 8.1.4. NAND Revenue Shipments
  • 8.1.5. Combo Revenue Shipments
  • 8.2. Flash Unit Shipments
  • 8.2.1. NOR Flash Unit Shipments
  • 8.2.2. ML NOR Flash Unit Shipments
  • 8.2.3. Serial Flash Unit Shipments
  • 8.2.4. SCM Memory - XPoint Unit Shipments
  • 8.2.5. NAND Flash Unit Shipments
  • 8.2.6. ML NAND Flash Unit Shipments
  • 8.2.7. TL, 3D and eML NAND Flash Unit Shipments
  • 8.2.8. SPI NAND Flash Unit Shipments
  • 8.2.9. Combo Flash Unit Shipments
  • 8.3. Flash Average Selling Price
  • 8.3.1. NOR Flash ASP
  • 8.3.2. ML NOR Flash ASP
  • 8.3.3. Serial Flash ASP
  • 8.3.4. XPoint ASP
  • 8.3.5. NAND Flash ASP
  • 8.3.6. ML NAND ASPs
  • 8.3.7. TL, 3D and eML NAND ASPs
  • 8.3.8. SPI NAND ASPs
  • 8.3.9. Combo Flash ASPs
  • 8.4. Flash Shipments by Gigabits/Megabits
  • 8.5. Flash Megabit Shipments by Density
  • 8.6. Flash Price per Megabit/GB by Density

9. Flash Memory Market Shares by Vendor

10. Appendix A

11. Appendix B: Biography