FLASH MEMORY: TECHNOLOGIES AND GLOBAL MARKETS

Transcription

1 FLASH MEMORY: TECHNOLOGIES AND GLOBAL MARKETS SMC098A May 2014 Anand Joshi Project Analyst ISBN: BCC Research 49 Walnut Park, Building 2 Wellesley, MA USA (toll-free within the USA), or (+1) information@bccresearch.com

2 TABLE OF CONTENTS CHAPTER 1 INTRODUCTION 2 STUDY GOALS AND OBJECTIVES 2 RESEARCH BACKGROUND 2 REPORT SCOPE AND ORGANIZATION 2 TARGET AUDIENCE 3 RESEARCH METHODOLOGY 3 ANALYST'S CREDENTIALS 4 RELATED BCC RESEARCH REPORTS 4 BCC RESEARCH WEBSITE 4 DISCLAIMER 5 CHAPTER 2 SUMMARY 7 SUMMARY TABLE GLOBAL MARKET FOR FLASH MEMORY BY REGION, THROUGH 2018 ($ SUMMARY FIGURE GLOBAL MARKET FOR FLASH MEMORY BY REGION, ($ 7 7 CHAPTER 3 STORAGE TECHNOLOGY AND DEVICES 11 STORAGE BASICS 11 FIGURE 1 TYPICAL BUILDING BLOCKS OF A COMPUTER 11 TYPES OF PRIMARY STORAGE 12 RAM 12 Recent Developments 13 ROM 13 SECONDARY STORAGE 14 Forms of Auxiliary Memory 15 HDD 15 TERTIARY STORAGE 16 OFFLINE STORAGE 16 TERMINOLOGY OF STORAGE 16 Volatility - Nonvolatile vs. Volatile 17 Dynamic and Static-dynamic RAM 17 Mutability - Read/write Storage vs. Read-only Storage 17 Slow-write, Fast-read Storage 17 Accessibility - Random vs. Sequential Access 17 Capacity - Raw Capacity vs. Density 17 Performance - Latency, Throughput and Granularity 18 TYPES OF STORAGE TECHNOLOGIES AND DEVICES 18 Semiconductor 18 Magnetic Storage Media 18 Optical 19 Paper Data-storage Media 19 Other Types 19 OFFLINE STORAGE DEVICES 20 Floppy Drive 20 USB Flash Drive 20

3 CD Drive 21 DVD Drive 21 Blu-ray Drive 21 Secure Digital (SD) card 22 Hard-Disk Drive 22 Desktop HDDs 23 Mobile HDDs 23 Enterprise HDDs 23 Embedded HDDs 23 CHAPTER 4 FLASH MEMORY MARKET 26 FLASH MEMORY TECHNOLOGY BASICS 26 PRINCIPLES OF OPERATION 26 NOR Flash 27 NAND Flash 27 Vertical NAND 27 Distinction Between NOR and NAND Flash 28 TABLE 1 DIFFERENCES BETWEEN NOR AND NAND TECHNOLOGY 28 APPLICATIONS OF FLASH MEMORY 29 Flash Memory Usage in Serial Flash 29 Flash Memory as a Replacement for Hard Drives 30 Flash Memory as RAM 30 Archival or Long-term Storage 30 MULTILEVEL CELL FLASH 30 FLASH MARKET 31 TABLE 2 FLASH MARKET WORLDWIDE, THROUGH 2018 ($ 32 TABLE 3 FLASH MARKET WORLDWIDE SEGMENTED BY TECHNOLOGY, THROUGH 2018 ($ TABLE 4 NAND FLASH MEMORY MARKET WORLDWIDE, THROUGH 2018 ($ TABLE 5 NOR FLASH MEMORY MARKET WORLDWIDE, THROUGH 2018 ($ 33 TABLE 6 NAND AND NOR MARKET COMPARED AS A PERCENTAGE OF OVERALL MARKET, (%) TABLE 7 FLASH MARKET BY INDUSTRY, THROUGH 2018 ($ 34 TABLE 8 TOP MARKET SEGMENTS BY INDUSTRY, 2013 AND 2018 (%) 34 TABLE 9 FLASH MEMORY MARKET BY GEOGRAPHIC REGION, THROUGH 2018 ($ TABLE 10 MAXIMUM SIZE OF EXTERNAL FLASH-BASED STORAGE DEVICES 35 TOP VENDORS IN FLASH MEMORY 35 TABLE 11 MARKET SHARE OF TOP VENDORS IN FLASH MEMORY, 2013 (% AND $ TABLE 12 MARKET SHARE OF NAND FLASH VENDORS, 2013 (% AND $ 36 TABLE 13 MARKET SHARE OF NOR FLASH VENDORS, 2013 (% AND $ 36 SELECTED COMPANY PROFILES 37 EON SILICON SOLUTIONS 37 Recent Developments 37 HYNIX 38 Recent Developments

4 INTEL 39 Recent Developments 39 MACRONIX INTERNATIONAL 39 Recent Developments 40 MICROCHIP 41 Recent Developments 42 MICRON TECHNOLOGY 43 Recent Developments 43 SAMSUNG 44 Recent Developments 45 SPANSION 46 Related Products 46 Recent Developments 46 TOSHIBA 47 Recent Developments 48 WINBOND 48 Recent Developments 49 CHAPTER 5 FLASH IN ENTERPRISE MARKET 51 FLASH AS A STORAGE DEVICE 51 FLASH-BASED SSDS 51 ENTERPRISE FLASH DRIVES 52 ARCHITECTURE AND FUNCTION 52 CONTROLLER 52 TABLE 14 COMPARISON OF FLASH CELL TECHNOLOGIES IN SSD 53 DRAM-BASED SSD 53 Host Interface 54 HARD-DISK DRIVES (HDDS) IN ENTERPRISES 54 SDD AND HDD MARKET 55 TABLE 15 HARD-DISK DRIVE (HDD) MARKET, THROUGH 2018 ($ 55 TABLE 16 HDD MARKET BY VOLUME, (MILLIONS OF UNITS) 55 TABLE 17 SSD MARKET, THROUGH 2018 ($ 56 TABLE 18 SSD MARKET SHIPMENTS, THROUGH 2018 (MILLIONS OF UNITS) 56 TABLE 19 SSD MARKET PENETRATION AS A PERCENTAGE OF STORAGE DEVICES, (%) HDD AND SDD COMPARED 57 TABLE 20 COMPARISON OF FLASH AND HARD-DISK STORAGE TECHNOLOGY 58 FLASH CARD AS AN SSD 61 SSD APPLICATIONS 62 HARD DRIVES CACHING 62 TOP ENTERPRISE APPLICATIONS FOR FLASH 62 STORAGE TECHNOLOGY IN ENTERPRISE 63 STORAGE AREA NETWORKS 63 Storage Interface Types 63 TABLE 21 SSD MARKET IN STORAGE BY INTERFACE TYPE, 2013 (%) 64 Network-Attached Storage (NAS) 64 NAS vs. Device-attached Storage (DAS) 65 NAS vs. SAN 65 56

5 SAN-NAS Hybrid Storage 66 FLASH MARKET IN ENTERPRISE/PC MARKET 66 TABLE 22 TOTAL FLASH MARKET IN ENTERPRISE/PC MARKET, THROUGH 2018 ($ TABLE 23 TOTAL SDD MARKET BY GEOGRAPHICAL REGION, THROUGH 2018 ($ MARKET PLAYERS: SDD AND HDD MARKET 67 TABLE 24 MARKET SHARES OF TOP HARD DISK MANUFACTURERS, 2013 (%) 67 TABLE 25 MARKET SHARES OF TOP SSD COMPANIES, 2013 (%) 68 TABLE 26 LIST OF KEY HARD DISK, FLASH MEMORY AND SSD MANUFACTURERS 68 SELECTED COMPANY PROFILES 69 Dell 69 Recent Developments 70 EMC 71 TABLE 27 RANGE OF PRODUCTS OFFERED 71 Recent Developments 72 Fusion-io 73 Recent Developments 74 Hitachi Global Storage 74 Products and Services 75 Recent Developments 75 HP 76 Products 77 Recent Developments 78 LSI 78 Recent Developments 79 Nimbus Data 80 Recent Developments 81 Pure Storage 82 Recent Developments 82 Sandisk 83 Recent Developments 84 Seagate 85 Recent Developments 85 Solidfire Inc. 86 Recent Developments 86 Texas Memory Systems (IBM) 87 Recent Developments 87 Toshiba Storage Products 88 Recent Developments 89 Violin Memory 90 Recent Developments 90 Western Digital 91 Recent Developments 92 Whiptail (Cisco) 92 Recent Developments CHAPTER 6 FLASH IN THE MOBILE MARKET 95

6 FLASH MEMORY IN THE MOBILE MARKET 95 TABLE 28 COMPARISON OF FLASH IN MOBILE AND ENTERPRISE MARKET 95 TABLE 29 TYPICAL AMOUNT OF FLASH IN MOBILE DEVICES, 2013 (GB) 96 POPULAR MOBILE DEVICES 96 Smartphones 96 Feature Phones 97 TABLE 30 FLASH MEMORY-FEATURE PHONES VS. SMARTPHONES (%) 97 Tablets 97 Digital Cameras 98 FLASH MEMORY IN MOBILE MARKET 98 TABLE 31 FLASH IN MOBILE MARKET, THROUGH 2018 ($ 98 TABLE 32 NAND VS. NOR IN MOBILE MARKET, THROUGH 2018 ($ 98 TABLE 33 FLASH MEMORY IN MOBILE MARKET BY GEOGRAPHIC REGION, THROUGH 2018 ($ SELECTED COMPANY PROFILES 99 Acer 99 Recent Developments 100 Apple 101 TABLE 34 APPLE REVENUE BY DECADE, 1977 TO PRESENT ($ 103 Recent Developments 104 ASUS 104 Recent Developments 105 BlackBerry (formerly Research in Motion) 106 Recent Developments 108 Google 109 Products and Services 109 Advertising 109 Productivity Tools 110 Recent Developments 111 HTC 112 Recent Developments 112 Huwaei 113 Recent Developments 114 LG 115 Recent Developments 116 Motorola (Google) 116 Popular Mobile Products 117 Recent Developments 118 Microsoft 119 Product Divisions 119 Recent Developments 120 Samsung 121 Samsung Electronics Co., Ltd. Profile 122 Samsung Smartphone Sales 122 Recent Developments 123 Sony 124 Recent Developments 125 ZTE

7 Recent Developments 126 CHAPTER 7 FLASH IN PERIPHERALS 129 USB 129 SD 130 SDSC 130 SDHC 130 SDXC 131 CF 131 FLASH MEMORY MARKET IN PERIPHERALS 131 TABLE 35 FLASH MEMORY MARKET FOR PERIPHERALS, THROUGH 2018 ($ TABLE 36 FLASH MEMORY MARKET SEGMENTED BY PERIPHERAL TYPE, THROUGH 2018 ($ TABLE 37 FLASH MARKET BY GEOGRAPHIC REGION FOR PERIPHERALS, THROUGH 2018 ($ SELECTED COMPANY PROFILES 133 A-DATA 133 Recent Developments 133 Corsair 134 Recent Developments 134 Kingston Technology 135 Recent Developments 136 Lexar (Micron) 136 Recent Developments 137 PNY 138 Recent Developments 138 Samsung 139 Recent Developments 140 SanDisk 140 Recent Developments 141 Silicon Power 142 Recent Developments 142 Transcend 143 Recent Developments 143 Verbatim Corp. 144 Recent Developments CHAPTER 8 PATENT ANALYSIS 147 PATENTS RELATED TO FLASH MEMORY 147 TABLE 38 U.S. PATENTS AWARDED FOR FLASH MEMORY, (NUMBER OF PATENTS) TABLE 39 U.S. PATENTS AWARDED FOR FLASH MEMORY IN MOBILE AND ENTERPRISE SEGMENTS, (NUMBER OF PATENTS) TABLE 40 U.S. PATENTS AWARDED TO SELECTED COMPANIES FOR FLASH MEMORY TECHNOLOGY, (NUMBER OF PATENTS) TABLE 41 U.S. PATENTS AWARDED TO SELECTED COUNTRIES FOR FLASH MEMORY TECHNOLOGY, (NUMBER OF PATENTS)

8 LIST OF TABLES TABLE HEADING SUMMARY TABLE GLOBAL MARKET FOR FLASH MEMORY BY REGION, THROUGH 2018 ($ TABLE 1 DIFFERENCES BETWEEN NOR AND NAND TECHNOLOGY 28 TABLE 2 FLASH MARKET WORLDWIDE, THROUGH 2018 ($ 32 TABLE 3 FLASH MARKET WORLDWIDE SEGMENTED BY TECHNOLOGY, THROUGH 2018 ($ TABLE 4 NAND FLASH MEMORY MARKET WORLDWIDE, THROUGH 2018 ($ 33 TABLE 5 NOR FLASH MEMORY MARKET WORLDWIDE, THROUGH 2018 ($ 33 TABLE 6 NAND AND NOR MARKET COMPARED AS A PERCENTAGE OF OVERALL MARKET, (%) TABLE 7 FLASH MARKET BY INDUSTRY, THROUGH 2018 ($ 34 TABLE 8 TOP MARKET SEGMENTS BY INDUSTRY, 2013 AND 2018 (%) 34 TABLE 9 FLASH MEMORY MARKET BY GEOGRAPHIC REGION, THROUGH 2018 ($ TABLE 10 MAXIMUM SIZE OF EXTERNAL FLASH-BASED STORAGE DEVICES 35 TABLE 11 MARKET SHARE OF TOP VENDORS IN FLASH MEMORY, 2013 (% AND $ TABLE 12 MARKET SHARE OF NAND FLASH VENDORS, 2013 (% AND $ 36 TABLE 13 MARKET SHARE OF NOR FLASH VENDORS, 2013 (% AND $ 36 TABLE 14 COMPARISON OF FLASH CELL TECHNOLOGIES IN SSD 53 TABLE 15 HARD-DISK DRIVE (HDD) MARKET, THROUGH 2018 ($ 55 TABLE 16 HDD MARKET BY VOLUME, (MILLIONS OF UNITS) 55 TABLE 17 SSD MARKET, THROUGH 2018 ($ 56 TABLE 18 SSD MARKET SHIPMENTS, THROUGH 2018 (MILLIONS OF UNITS) 56 TABLE 19 SSD MARKET PENETRATION AS A PERCENTAGE OF STORAGE DEVICES, (%) TABLE 20 COMPARISON OF FLASH AND HARD-DISK STORAGE TECHNOLOGY 58 TABLE 21 SSD MARKET IN STORAGE BY INTERFACE TYPE, 2013 (%) 64 TABLE 22 TOTAL FLASH MARKET IN ENTERPRISE/PC MARKET, THROUGH 2018 ($ TABLE 23 TOTAL SDD MARKET BY GEOGRAPHICAL REGION, THROUGH 2018 ($ TABLE 24 MARKET SHARES OF TOP HARD DISK MANUFACTURERS, 2013 (%) 67 TABLE 25 MARKET SHARES OF TOP SSD COMPANIES, 2013 (%) 68 TABLE 26 LIST OF KEY HARD DISK, FLASH MEMORY AND SSD MANUFACTURERS 68 TABLE 27 RANGE OF PRODUCTS OFFERED 71 TABLE 28 COMPARISON OF FLASH IN MOBILE AND ENTERPRISE MARKET 95 TABLE 29 TYPICAL AMOUNT OF FLASH IN MOBILE DEVICES, 2013 (GB) 96 TABLE 30 FLASH MEMORY-FEATURE PHONES VS. SMARTPHONES (%) 97 TABLE 31 FLASH IN MOBILE MARKET, THROUGH 2018 ($ 98 TABLE 32 NAND VS. NOR IN MOBILE MARKET, THROUGH 2018 ($ 98 TABLE 33 FLASH MEMORY IN MOBILE MARKET BY GEOGRAPHIC REGION, THROUGH 2018 ($ TABLE 34 APPLE REVENUE BY DECADE, 1977 TO PRESENT ($ 103 TABLE 35 FLASH MEMORY MARKET FOR PERIPHERALS, THROUGH 2018 ($ 132 TABLE 36 FLASH MEMORY MARKET SEGMENTED BY PERIPHERAL TYPE, THROUGH 2018 ($ TABLE 37 FLASH MARKET BY GEOGRAPHIC REGION FOR PERIPHERALS, THROUGH 2018 ($

9 TABLE HEADING TABLE 38 U.S. PATENTS AWARDED FOR FLASH MEMORY, (NUMBER OF PATENTS) TABLE 39 U.S. PATENTS AWARDED FOR FLASH MEMORY IN MOBILE AND ENTERPRISE SEGMENTS, (NUMBER OF PATENTS) TABLE 40 U.S. PATENTS AWARDED TO SELECTED COMPANIES FOR FLASH MEMORY TECHNOLOGY, (NUMBER OF PATENTS) TABLE 41 U.S. PATENTS AWARDED TO SELECTED COUNTRIES FOR FLASH MEMORY TECHNOLOGY, (NUMBER OF PATENTS)

10 LIST OF FIGURES FIGURE TITLE SUMMARY FIGURE GLOBAL MARKET FOR FLASH MEMORY BY REGION, ($ FIGURE 1 TYPICAL BUILDING BLOCKS OF A COMPUTER 11 7