The "Automotive Memory Chip Industry Research Report, 2022" report has been added to ResearchAndMarkets.com's offering.
The global smart phone storage market size hit US$46 billion in 2021 when the global automotive storage market size reached about US$4.5 billion, which is only equivalent to 1/10 of the former. Under development trend of intelligent connected vehicles, automobiles will become one of main growth engines of memory IC industry. By 2027, global automotive storage market size will exceed US$12.5 billion, with a CAGR of 18.6% from 2021 to 2027.
Companies Mentioned
- Samsung
- SK Hynix
- Micron
- Kioxia (Toshiba)
- Fujitsu
- Western Digital
- Dell EMC
- Silicon Motion
- Yangtze Memory
- CXMT
- XMC
- GigaDevice
- Ingenic
- Giantec Semiconductor
- Puya Semiconductor
- Fudan Microelectronics
- Longsys
- Macronix
- BIWIN Storage Technology
According to Micron Technology, the automotive storage market in China amounted to about US$700 million in 2021, and it will jump to US$1.5 billion by 2023. On the one hand, the growth momentum comes from growth of automobile shipments in China; on the other hand, it also benefits from continuous expansion of automotive memory and memory capacity.
High-level autonomous vehicles have posed enormous demand for automotive memory capacity, density and bandwidth
At present, main storage applications in automotive market include DRAM(DDR, LPDDR) and NAND (e.MMC and UFS, etc.). Low-power LPDDR and NAND will be main growth engines, and the demand for NOR Flash, used for chip startup, will continue to increase. In addition, higher intelligent driving levels will have a direct impact on the demand for GDDR, which is RAM specially used for ADAS floating-point computing chips in vehicles.
More powerful sensors, ADAS/AD integrated systems, central computers, digital cockpits, event recording systems,terminal-cloud computing, vehicle FOTA, etc. all put forward higher requirements for automotive memory. On the one hand, the memory capacity will go up from gigabytes (GB) to terabytes (TB); on the other hand, the memory density and bandwidth will be greatly improved.
For example, NAND Flash mainly store continuous data in ADAS, IVI systems, automotive center console systems, etc. As autonomous driving levels up, the demand for NAND capacity in ADAS has swelled. Generally, L1/L2 ADAS only requires the mainstream 8GB e-MMC, L3 needs 128/256GB, and L5 may involve over 2TBt. In the future, the data production, transmission and recording of advanced autonomous vehicles will require higher density and speed, so that PCIe SSD may be adopted.
Autonomous vehicles boast more and more internal and external perception devices, including front cameras, internal cameras, high-resolution imaging radar, LiDAR, etc., and they will exploit high-density NOR Flash(QSPI, xSPI, etc., for chip startup) and DRAM(LPDDR3/4, LPDDR5, GDDR, etc.) widely.
At present, L1-L2 autonomous vehicles largely use LPDDR3 or LPDDR4, with the bandwidth of 25-50 GB/s. The bandwidth requirement is raised to 200GB/s for L3 autonomous driving, 300GB/s for L4 and 500GB/s for L5. Therefore, LPDDR5 and GDDR6 with higher bandwidth can simplify the system design of high-level autonomous vehicles.
As the functions of intelligent cockpits become more and more diversified, larger storage capacity is constantly in demand, and storage technology is constantly innovating
With the wide application of central integrated digital cockpits, DRAM has evolved from DDR2 and DDR3 to LPDDR4, LPDDR5 or GDDR. In addition, the interface of mobile phones has transferred from eMMC to UFS, so will smart cockpit memory chips. It is also possible for high-end models to adopt PCIe SSD.
The cores of both UFS and eMMC interfaces involve NAND flash, but their control interfaces follow different protocols. The maximum communication rate of eMMC is 400MB/s, relative to 1,160 MB/s of UFS. The communication speed directly affects the startup time and software loading time of vehicles, which offer varying experience. In response to the demand for faster startup, reading and writing, the storage in the cockpit field must support UFS2.1 at least. Qualcomm's third-generation 8155 cockpit SoC has already endorsed UFS interfaces.
Chinese storage suppliers accelerate deployment in the promising automotive storage market
The requirements for automotive storage products are much higher than those for consumer electronics. Automotive-grade storage products have to take a long R&D and verification cycle, undergo a complicated certification process, comply with IATF16949, ASPCIE and ISO 26262, and satisfy the standards of some automakers, such as GMW3172 and VW80000. As a result, this market poses high barriers to entry and embodies obvious oligopoly.
Overseas storage vendors such as Micron, Samsung, SK Hynix and Microchip still dominate the development of the automotive storage industry as monopolists. Among them, Micron enjoys the global market share of over 45%. In 2021, Micron launched its industry-leading automotive LPDDR5 certified by ISO 26262 ASIL-D, with the maximum capacity of 128GB.
Key Topics Covered:
1 Overview of Automotive Memory Chip Industry
2 Types and Application of Automotive Memory Chips
3 Automotive Application Scenarios of Memory Chips
4 Overseas Automotive Memory Chip Vendors
5 Chinese Automotive Memory Chip Vendors
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