Is the emerging non-volatile memory (NVM) market ready for take-off?

Emerging Non-Volatile Memory 2017 report – June 2017 – Yole Développement


  • Favorable market conditions for adoption of emerging non-volatile memory (NVM).
  • Market growth for emerging NVM in the next five years will be led by SCM & embedded microcontrollers (MCUs)
  • The standalone emerging NVM market is mainly led by PCM and RRAM and the embedded memory business id driven by MRAM and RRAM.

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LYON, France – June 22, 2017: “The introduction of products by big players, the emergence of new SCM applications and the entry of the top 5 logic foundries will drive the market,” announces Santosh Kumar, Senior Technology & Market Analyst at Yole Développement (Yole).

The “More than Moore” market research & strategy consulting company, Yole releases this week the Emerging Non-Volatile Memory report, 2017 edition. Under this update, the company presents an overview of the semiconductor memory market and a deep understanding of the emerging NVM applications. Forecasts of each market segment and detailed analysis of each NVM technologies are detailed in this report. Yole’s analysts are also showing the competitive landscape with recent acquisitions, fundings and latest company news. The emerging NVM report proposes a relevant description of the supply chain with the positioning of each company per technology and applications…
Yole identified favorable market conditions for the adoption of emerging NVM. What are these conditions? What is the market growth expected by Yole’s team? Which market segments are driving the market evolution?... Yole invites you to discover an overview of the emerging NVM industry.

The key emerging non-volatile technologies like PCM , MRAM and RRAM have long development histories. Yet, their adoption remains restricted to niche markets due to various factors. Available products have limited density, and the introduction of high-density products by emerging NVM pioneers has been delayed. There are manufacturing challenges due to the introduction of new materials and process steps. Meanwhile, mainstream memory technologies are continuously improving in terms of density and cost. Finally, there has been an absence of a killer application that would challenge DRAM and NAND flash memory.

However, favorable factors are today emerging that that will propel the emerging NVM business onto a rapid growth trajectory. Yole’s analysts list:
  •  The appearance of new SCM business segment. This is an additional memory hierarchy in system architectures between working memory and data storage. Its aim is to reduce latency by increasing system speed. It will support and co-exist with DRAM and NAND.
  •  Big players like Intel introducing PCM-based 3D XPoint memory to the market in 2017 for SCM applications. And Micron will introduce a 3D XPoint memory product by the end of 2017.    •  Investors are still upbeat about the emerging NVM business, as evidenced by more than US$100 million funding in 2016.
  •  Big foundries like TSMC, Samsung, GlobalFoundries, UMC and SMIC are entering the emerging NVM memory business. “They will introduce MRAM and RRAM technology for embedded MCUs in the 2018/2019 timeframe”, explains Santosh Kumar from Yole. And he adds: “Emerging NVM is a good opportunity for foundries to significantly grow their memory business, as it is CMOS compatible technology.”

The market for emerging NVM will grow at a 106% CAGR between 2016 and 2022 to reach around US$3.9 billion by 2022. The new SCM hierarchy and embedded MCUs will drive this.
“Creating a new memory category is a sea-change that will require numerous hardware and software developments by all memory ecosystem players”, comments Yann de Charentenay, Technology & Market Analyst at Yole. SCM will be adopted in enterprise storage and client applications, and later in mobile. The introduction of XPoint memory product by Intel in early 2017, targeting the SCM application, is the game changer…

Yann de Charentenay from Yole will attend Leti’s Memory Workshop titled, Memory of the Future From Market to Concept with a dedicated presentation: "Emerging Non-Volatile Memory (NVM) Technologies & Markets" taking place on May 17. More information on i-micronews.com, trade shows section.

A detailed description of this report is available on i-micronews.com, manufacturing reports section. 

SCM : Storage Class Memory
PCM : Phase-Change Memory
MRAM : Magnetoresistive Random Access Memory
RRAM : Resistive Random Access Memory
DRAM : Dynamic Random Access Memory
CAGR: Compound Annual Growth Rate


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