Code Storage Flash Market - Serial NOR, 3D NOR or SPI NAND?
Will the Serial NOR market continue its comeback through AI, IoT and 5G? Who can push the edge of Code Storage Flash? Can 3D Serial 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, provides a 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 mid-range densities (256Mbit-8Gbit). Serial NOR provides high speed access for 256Mbit-2Gbit 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 would replace SPI NAND. This year there are market shares for the Serial NOR and the SLC/SPI NAND vendors for 2023-2024.
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 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 2030 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 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 report provides Flash forecasts for each level of vehicle autonomy and illustrates the Flash usage for each of the automotive systems. Finally, the report forecasts the serial NOR automotive revenue by Flash supplier through 2030.
For the marketing, finance or strategic planning professional this report is essential.
Table of Contents
1 Executive Summary2 Objectives and Methodology
