시장보고서

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1732575

세계의 신흥 메모리 및 스토리지 기술 시장 : 용도, 기술, 웨이퍼 사이즈, 지역 및 국가별 분석, 예측(2025-2034년)

Emerging Memory and Storage Technology Market - A Global and Regional Analysis: Focus on Application, Technology, Wafer Size, and Country Analysis - Analysis and Forecast, 2025-2034

발행일: 2025년 05월 | 리서치사:

BIS Research | 페이지 정보: 영문 | 배송안내 : 1-5일 (영업일 기준)

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샘플 요청 목록에 추가

주요 반도체 파운드리, 재료 공급업체, 시스템 통합사업자들이 협력하여 DRAM과 낸드플래시의 지연, 내구성, 에너지 효율 문제를 극복할 수 있는 비휘발성 메모리를 상용화하기 위해 노력하고 있습니다.

지난 2년간 상변화 메모리(PCM), 저항변화 메모리(ReRAM), 스핀전송토크 MRAM(STT-MRAM)이 실험실 실증 단계에서 22나노 이하 공정 노드에서 파일럿 라인에 진입했으며, 3D 적층 기술과 첨단 패터닝 기술을 활용하여 경쟁력 있는 TSMC, 삼성 파운드리, 마이크론, 인텔, 전문 IP 제공업체를 중심으로 한 컨소시엄은 칼코게나이드, 금속 산화물, 자기 터널 접합 재료용 성막 장비 및 공정 흐름 최적화를 공동 개발하고 있습니다. 을 공동 개발하고 있으며, 양산화를 위한 수율 개선이 가속화되고 있습니다. 연간 50억 달러 이상의 R&D 투자와 하이퍼스케일 데이터센터, 엔터프라이즈 스토리지, 자동차 제어장치용 모듈로 초기 출하를 통해 업계는 실험적 검증 단계에서 본격적인 상용화로 전환점을 맞이하고 있습니다.

주요 시장 통계
예측 기간	2025-2034년
2025년 평가	72억 5,000만 달러
2034년 예측	183억 4,000만 달러
CAGR	10.86%

현재 시장은 라이프 사이클의 초기 성장 단계에 있습니다. 수년간의 대학 및 국가 연구 기관에 의한 도입 기간을 거쳐 주요 메모리 기술은 초기 생산 단계에 접어들었습니다. 1세대 PCM 및 MRAM 모듈은 현재 특정 고성능 및 엣지 컴퓨팅 용도에서 인증을 받았습니다. 채택은 여전히 하이퍼스케일 클라우드 사업자, AI 가속기 OEM, 방위산업체 등 초기 채택자들에 집중되어 있지만, 최근 자동차 및 산업용 사물인터넷(IoT)에서의 설계 채택은 대응할 수 있는 시장이 확대되고 있음을 보여줍니다. 향후 2-3년 동안 제조 확대, 불량률 감소, 인터페이스 표준 확립이 진행됨에 따라 신흥 메모리 시장은 성장 단계에 진입할 것으로 예측됩니다. 이 단계에서는 비트당 비용의 효율성과 광범위한 시스템 통합이 주류 시장에서의 채택을 촉진할 것으로 예측됩니다.

시장 분류:

세분화 1: 용도별

소비자 가전
기업용 스토리지
자동차 및 운송
군사 및 항공우주
산업
통신
에너지 및 전력
헬스케어
기타

세분화 2: 기술별

비휘발성 메모리
- 저항 변화 메모리(RRAM)
- 상변화 메모리(PCM)
- 자기저항 RAM(MRAM)
- 3D XPoint
- Nano RAM(NRAM)
- 기타
휘발성 메모리
- 하이브리드 메모리 큐브(HMC)
- 고대역폭 메모리(HBM)

세분화 3: 지역별 세분화

북미 : 미국, 캐나다, 멕시코, 멕시코
유럽 : 독일, 프랑스, 이탈리아, 스페인, 영국, 기타
아시아태평양 : 중국, 일본, 한국, 인도, 기타
기타 : 남미, 중동 및 아프리카

세계의 신흥 메모리 및 스토리지 기술 시장을 조사했으며, 주요 동향, 시장 영향요인 분석, 법 및 규제 환경, 기술 및 특허 동향, 사례연구, 시장 규모 추이 및 예측, 각종 부문별/지역별/주요 국가별 상세 분석, 경쟁 구도, 주요 기업 개요 등의 정보를 정리하여 전해드립니다.

동향 : 현황과 향후에 대한 영향 평가
이해관계자 분석
- 이용 사례
- 최종사용자와 구입 기준
시장 역학 개요
- 시장 성장 촉진요인
- 시장 성장 억제요인
- 시장 기회
규제 및 정책 영향 분석
특허 분석
스타트업 상황
투자 상황과 연구개발 동향
전망과 시장 로드맵
밸류체인 분석
세계 가격 분석
업계 매력

제2장 신흥 메모리 및 스토리지 기술 시장 : 용도별

세분화
요약
용도별 시장
- 소비자 가전
- 기업용 스토리지
- 자동차 및 운송
- 군사 및 항공우주
- 산업
- 통신
- 에너지 및 전력
- 헬스케어
- 기타

제3장 신흥 메모리 및 스토리지 기술 시장 : 제품별

제품 세분화
제품 요약
기술별 시장
- 비휘발성 메모리
- 휘발성 메모리
웨이퍼 사이즈별 시장
- 200mm
- 300mm

제4장 신흥 메모리 및 스토리지 기술 시장 : 지역별

지역별 시장
북미
- 지역 개요
- 시장 성장 원동력
- 시장이 해결해야 할 과제
- 용도
- 제품
- 북미(국가별)
유럽
- 지역 개요
- 시장 성장 원동력
- 시장이 해결해야 할 과제
- 용도
- 제품
- 유럽(국가별)
아시아태평양
- 지역 개요
- 시장 성장 원동력
- 시장이 해결해야 할 과제
- 용도
- 제품
- 아시아태평양(국가별)
기타 지역
- 지역 개요
- 시장 성장 원동력
- 시장이 해결해야 할 과제
- 용도
- 제품
- 기타 지역(지역별)

제5장 시장 : 경쟁 벤치마킹과 기업 개요

다음 프론티어
지역적 평가
기업 개요
- SAMSUNG
- CrossBar Inc
- 4DS Memory
- RAMXEED
- GlobalFoundries
- TSMC
- IDTechEx
- Micron
- SK Hynix
- Weebit Nano
기타 주요 기업

제6장 조사 방법

LSH 25.06.10

Global Emerging Memory and Storage Technology Market: Industry Overview

The global emerging memory and storage technology industry is undergoing a transformative shift as leading semiconductor foundries, material suppliers, and system integrators converge to commercialize non-volatile solutions that overcome the latency, endurance, and energy inefficiencies of DRAM and NAND flash. Over the past two years, Phase Change Memory, Resistive RAM, and Spin-Transfer Torque MRAM have progressed from lab demonstrations to pilot-line incorporation at sub-22 nm process nodes, leveraging 3D stacking and advanced patterning techniques to achieve competitive densities and sub-100 ns access times. Key consortia-anchored by TSMC, Samsung Foundry, Micron, Intel, and specialist IP providers-are co-developing optimized deposition equipment and process flows for chalcogenide, metal-oxide, and magnetic tunnel junction materials, accelerating yield maturation. With R&D investments exceeding USD 5 billion annually and early revenue shipments for discrete and embedded modules in hyperscale data centers, enterprise storage arrays, and automotive control units, the industry is at an inflection point between experimental validation and full commercial rollout.

Emerging Memory and Storage Technology Market Lifecycle Stage

KEY MARKET STATISTICS
Forecast Period	2025 - 2034
2025 Evaluation	$7.25 Billion
2034 Forecast	$18.34 Billion
CAGR	10.86%

The market today resides in the early growth phase of its lifecycle. After a multi-year introduction period defined by university and national-lab research, key memory technologies have crossed the threshold into initial production, with first-generation PCM and MRAM modules now qualified in select high-performance and edge computing applications. Adoption remains concentrated among early adopters-hyperscale cloud operators, AI accelerator OEMs, and defense contractors-but recent design wins in automotive and industrial IoT signal a widening addressable base. As manufacturing scales, defect rates fall, and interface standards solidify over the next two to three years, the emerging memory market is poised to transition into the growth phase, where per-bit cost efficiencies and broader system integration will drive mainstream uptake.

Emerging Memory and Storage Technology Market Segmentation:

Segmentation 1: by Application

Consumer Electronics
Enterprise Storage
Automotive and Transportation
Military and Aerospace
Industrial
Telecommunications
Energy and Power
Healthcare
Others

Consumer electronics is one of the prominent application segments in the global emerging memory and storage technology market.

Segmentation 2: by Technology

Non Volatile Memory
- Resistive RAM (RRAM)
- Phase-Change Memory (PCM)
- Magnetoresistive RAM (MRAM)
- 3D XPoint
- Nano RAM (NRAM)
- Others
Volatile Memory
- Hybrid Memory Cube (HMC)
- High Bandwidth Memory (HBM)

The global emerging memory and storage technology market is estimated to be led by the non volatile memory segment in terms of technology.

Segmentation 3: by Region

North America - U.S., Canada, and Mexico
Europe - Germany, France, Italy, Spain, U.K., and Rest-of-Europe
Asia-Pacific - China, Japan, South Korea, India, and Rest-of-Asia-Pacific
Rest-of-the-World - South America and Middle East and Africa

In the emerging memory and storage technology market, Asia-Pacific is anticipated to gain traction in terms of production, with increasing infrastructure demand and govement initiatives.

Demand - Drivers and Limitations

The following are the demand drivers for the global emerging memory and storage technology market:

Increasing Demand For Memory Devices That Provide Fast Access and Consume Minimal Power
Explosion of AI/ML and High-Performance Computing Workloads

The global emerging memory and storage technology market is expected to face some limitations as well due to the following challenges:

High Manufacturing Cost of Next-Generation Memories
Integration Complexity with Legacy Architectures

Emerging Memory and Storage Technology Market Key Players and Competition Synopsis

The competitive landscape of the emerging memory and storage technology market is anchored by established semiconductor giants-Micron Technology, Samsung Electronics, Intel, SK Hynix, and Western Digital-each leveraging extensive IP portfolios, proprietary process nodes, and integrated supply chains to advance Phase Change Memory (PCM), Resistive RAM (ReRAM), and Spin-Transfer Torque MRAM (STT-MRAM) offerings. Micron is rapidly maturing its PCM pilot lines toward commercial qualification, while Intel continues to refine its embedded ReRAM solutions in collaboration with leading foundries. Samsung has already deployed STT-MRAM in mobile and enterprise platforms since 2023, complemented by Everspin's niche, discrete MRAM modules for high-reliability applications. Simultaneously, agile innovators such as Crossbar and Applied Materials are pushing novel materials and deposition techniques, compelling incumbents to accelerate yield improvements and cost reductions. Strategic partnerships for 3D stacking, cross-licensing agreements, and targeted acquisitions further intensify competition, shaping a market where technological differentiation and ecosystem alliances will determine the next wave of leadership.

Some prominent names established in the emerging memory and storage technology market are:

SAMSUNG
CrossBar Inc
4DS Memory
RAMXEED
GlobalFoundries
TSMC
IDTechEx
Micron
SK Hynix
Weebit Nano

Companies that are not a part of the previously mentioned pool have been well represented across different sections of the report (wherever applicable).

Executive Summary

Scope and Definition

Market/Product Definition

Key Questions Answered

Analysis and Forecast Note

1. Markets: Industry Outlook

1.1 Trends: Current and Future Impact Assessment
1.2 Stakeholder Analysis
- 1.2.1 Use Case
- 1.2.2 End User and Buying Criteria
1.3 Market Dynamics Overview
- 1.3.1 Market Drivers
- 1.3.2 Market Restraints
- 1.3.3 Market Opportunities
1.4 Regulatory & Policy Impact Analysis
1.5 Patent Analysis
1.6 Start-Up Landscape
1.7 Investment Landscape and R&D Trends
1.8 Future Outlook and Market Roadmap
1.9 Value Chain Analysis
1.10 Global Pricing Analysis
1.11 Industry Attractiveness

2. Emerging Memory and Storage Technology Market (by Application)

2.1 Application Segmentation
2.2 Application Summary
2.3 Emerging Memory and Storage Technology Market (by Application)
- 2.3.1 Consumer Electronics
- 2.3.2 Enterprise Storage
- 2.3.3 Automotive and Transportation
- 2.3.4 Military and Aerospace
- 2.3.5 Industrial
- 2.3.6 Telecommunications
- 2.3.7 Energy and Power
- 2.3.8 Healthcare
- 2.3.9 Others

3. Emerging Memory and Storage Technology Market (by Product)

3.1 Product Segmentation
3.2 Product Summary
3.3 Emerging Memory and Storage Technology Market (by Technology)
- 3.3.1 Non Volatile Memory
  - 3.3.1.1 Resistive RAM (RRAM)
  - 3.3.1.2 Phase-Change Memory (PCM)
  - 3.3.1.3 Magnetoresistive RAM (MRAM)
  - 3.3.1.4 Ferroelectric RAM (FeRAM)
  - 3.3.1.5 3D XPOINT
  - 3.3.1.6 Nano RAM (NRAM)
  - 3.3.1.7 Others
- 3.3.2 Volatile Memory
  - 3.3.2.1 Hyrid Memory Cube (HMC)
  - 3.3.2.2 High Bandwidth Memory (HBM)
3.4 Emerging Memory and Storage Technology Market (by Wafer Size)
- 3.4.1 200mm
- 3.4.2 300mm

4. Emerging Memory and Storage Technology Market (by Region)

4.1 Emerging Memory and Storage Technology Market (by Region)
4.2 North America
- 4.2.1 Regional Overview
- 4.2.2 Driving Factors for Market Growth
- 4.2.3 Factors Challenging the Market
- 4.2.4 Application
- 4.2.5 Product
- 4.2.6 North America (by Country)
  - 4.2.6.1 U.S.
    - 4.2.6.1.1 Market by Application
    - 4.2.6.1.2 Market by Product
  - 4.2.6.2 Canada
    - 4.2.6.2.1 Market by Application
    - 4.2.6.2.2 Market by Product
  - 4.2.6.3 Mexico
    - 4.2.6.3.1 Market by Application
    - 4.2.6.3.2 Market by Product
4.3 Europe
- 4.3.1 Regional Overview
- 4.3.2 Driving Factors for Market Growth
- 4.3.3 Factors Challenging the Market
- 4.3.4 Application
- 4.3.5 Product
- 4.3.6 Europe (by Country)
  - 4.3.6.1 Germany
    - 4.3.6.1.1 Market by Application
    - 4.3.6.1.2 Market by Product
  - 4.3.6.2 France
    - 4.3.6.2.1 Market by Application
    - 4.3.6.2.2 Market by Product
  - 4.3.6.3 Italy
    - 4.3.6.3.1 Market by Application
    - 4.3.6.3.2 Market by Product
  - 4.3.6.4 Spain
    - 4.3.6.4.1 Market by Application
    - 4.3.6.4.2 Market by Product
  - 4.3.6.5 U.K.
    - 4.3.6.5.1 Market by Application
    - 4.3.6.5.2 Market by Product
  - 4.3.6.6 Rest-of-Europe
    - 4.3.6.6.1 Market by Application
    - 4.3.6.6.2 Market by Product
4.4 Asia-Pacific
- 4.4.1 Regional Overview
- 4.4.2 Driving Factors for Market Growth
- 4.4.3 Factors Challenging the Market
- 4.4.4 Application
- 4.4.5 Product
- 4.4.6 Asia-Pacific (by Country)
  - 4.4.6.1 China
    - 4.4.6.1.1 Market by Application
    - 4.4.6.1.2 Market by Product
  - 4.4.6.2 Japan
    - 4.4.6.2.1 Market by Application
    - 4.4.6.2.2 Market by Product
  - 4.4.6.3 India
    - 4.4.6.3.1 Market by Application
    - 4.4.6.3.2 Market by Product
  - 4.4.6.4 South Korea
    - 4.4.6.4.1 Market by Application
    - 4.4.6.4.2 Market by Product
  - 4.4.6.5 Rest-of-Asia-Pacific
    - 4.4.6.5.1 Market by Application
    - 4.4.6.5.2 Market by Product
4.5 Rest-of-the-World
- 4.5.1 Regional Overview
- 4.5.2 Driving Factors for Market Growth
- 4.5.3 Factors Challenging the Market
- 4.5.4 Application
- 4.5.5 Product
- 4.5.6 Rest-of-the-World (by Region)
  - 4.5.6.1 South America
    - 4.5.6.1.1 Market by Application
    - 4.5.6.1.2 Market by Product
  - 4.5.6.2 Middle East and Africa
    - 4.5.6.2.1 Market by Application
    - 4.5.6.2.2 Market by Product

5. Markets - Competitive Benchmarking & Company Profiles

5.1 Next Frontiers
5.2 Geographic Assessment
5.3 Company Profiles
- 5.3.1 SAMSUNG
  - 5.3.1.1 Overview
  - 5.3.1.2 Top Products/Product Portfolio
  - 5.3.1.3 Top Competitors
  - 5.3.1.4 Target Customers
  - 5.3.1.5 Key Personnel
  - 5.3.1.6 Analyst View
  - 5.3.1.7 Market Share
- 5.3.2 CrossBar Inc
  - 5.3.2.1 Overview
  - 5.3.2.2 Top Products/Product Portfolio
  - 5.3.2.3 Top Competitors
  - 5.3.2.4 Target Customers
  - 5.3.2.5 Key Personnel
  - 5.3.2.6 Analyst View
  - 5.3.2.7 Market Share
- 5.3.3 4DS Memory
  - 5.3.3.1 Overview
  - 5.3.3.2 Top Products/Product Portfolio
  - 5.3.3.3 Top Competitors
  - 5.3.3.4 Target Customers
  - 5.3.3.5 Key Personnel
  - 5.3.3.6 Analyst View
  - 5.3.3.7 Market Share
- 5.3.4 RAMXEED
  - 5.3.4.1 Overview
  - 5.3.4.2 Top Products/Product Portfolio
  - 5.3.4.3 Top Competitors
  - 5.3.4.4 Target Customers
  - 5.3.4.5 Key Personnel
  - 5.3.4.6 Analyst View
  - 5.3.4.7 Market Share
- 5.3.5 GlobalFoundries
  - 5.3.5.1 Overview
  - 5.3.5.2 Top Products/Product Portfolio
  - 5.3.5.3 Top Competitors
  - 5.3.5.4 Target Customers
  - 5.3.5.5 Key Personnel
  - 5.3.5.6 Analyst View
  - 5.3.5.7 Market Share
- 5.3.6 TSMC
  - 5.3.6.1 Overview
  - 5.3.6.2 Top Products/Product Portfolio
  - 5.3.6.3 Top Competitors
  - 5.3.6.4 Target Customers
  - 5.3.6.5 Key Personnel
  - 5.3.6.6 Analyst View
  - 5.3.6.7 Market Share
- 5.3.7 IDTechEx
  - 5.3.7.1 Overview
  - 5.3.7.2 Top Products/Product Portfolio
  - 5.3.7.3 Top Competitors
  - 5.3.7.4 Target Customers
  - 5.3.7.5 Key Personnel
  - 5.3.7.6 Analyst View
  - 5.3.7.7 Market Share
- 5.3.8 Micron
  - 5.3.8.1 Overview
  - 5.3.8.2 Top Products/Product Portfolio
  - 5.3.8.3 Top Competitors
  - 5.3.8.4 Target Customers
  - 5.3.8.5 Key Personnel
  - 5.3.8.6 Analyst View
  - 5.3.8.7 Market Share
- 5.3.9 SK Hynix
  - 5.3.9.1 Overview
  - 5.3.9.2 Top Products/Product Portfolio
  - 5.3.9.3 Top Competitors
  - 5.3.9.4 Target Customers
  - 5.3.9.5 Key Personnel
  - 5.3.9.6 Analyst View
  - 5.3.9.7 Market Share
- 5.3.10 Weebit Nano
  - 5.3.10.1 Overview
  - 5.3.10.2 Top Products/Product Portfolio
  - 5.3.10.3 Top Competitors
  - 5.3.10.4 Target Customers
  - 5.3.10.5 Key Personnel
  - 5.3.10.6 Analyst View
  - 5.3.10.7 Market Share
  - 5.3.10.8 Share
5.4 Other Key Companies