Applications for Low Density SLC NAND Flash Memory Report No. FI-NFL-SLC-0912
2012 Forward Insights. All Rights Reserved. Reproduction and distribution of this publication in any form in whole or in part without prior written permission is prohibited. The information contained herein has been obtained from sources believed to be reliable. Forward Insights does not guarantee the accuracy, validity, completeness or adequacy of such information. Forward Insights will not be liable for any damages or injuries arising from the use of such information including, without limitation, errors, omissions or inadequacies in the information contained herein or for the interpretation thereof. The opinions expressed herein are subject to change without notice. Forward Insights ii
Contents CONTENTS... III LIST OF FIGURES... V LIST OF TABLES... VII PRODUCT TRENDS... 9 Non-volatile Memory Solutions... 9 Density Trends... 12 Pricing Trends... 14 SLC NAND ECC, Endurance and Retention Trends... 16 SLC NAND Flash Memory Power Supply... 18 APPLICATIONS FORECAST... 20 Market Overview... 20 Mobile Phones... 25 Consumer... 33 HDTV... 37 Set Top Box... 39 DVD and Blu-ray Players and Recorders... 41 Digital Still Camera and Digital Single Lens Reflex Camera... 43 Printers... 44 Video Game Machines... 45 Digital Picture Frames... 47 Other Consumer Applications... 47 Industrial and Networking... 48 Networking and Telecom VOIP... 52 Industrial PC, Controllers and Compact Flash... 55 Point Of Sales... 58 Other Industrial and Networking Applications... 58 SUPPLIER STATUS... 59 ATO Solutions, Inc.... 59 EON Silicon Solutions, Inc.... 59 Macronix... 60 Micron... 60 Powerchip... 60 Samsung... 60 SK Hynix... 60 Spansion... 61 Toshiba... 61 Winbond... 61 APPENDIX... 62 Technology... 62 Chip Architecture... 63 System Architecture... 68 Forward Insights iii
Enablers for the Consumer Market: Digital Media Availability and Delivery Services... 69 ABOUT THE AUTHORS... 73 ABOUT FORWARD INSIGHTS... 74 Services... 75 Forward Insights iv
List of Figures Figure 1. Embedded Flash Memory Shipment Mix (NOR, SPI, NAND)... 11 Figure 2. Mobile Flash Memory Shipment Mix (NOR, SPI, NAND)... 11 Figure 3. NAND Flash Memory Density Mix... 12 Figure 4. Parallel NOR Flash Memory Density Mix... 12 Figure 5. SPI NOR Flash Memory Density Mix... 13 Figure 6. Parallel NOR, SPI NOR, SLC NAND Prices... 14 Figure 7. NAND vs. Parallel NOR Price Gap... 15 Figure 8. NAND, SPI, NOR 2016 ASP... 15 Figure 9. SLC NAND Flash Memory Unit Mix by Power Supply... 18 Figure 10. SLC NAND Flash Memory Units by Power Supply... 19 Figure 11. Flash Memory Unit Forecast... 21 Figure 12. Flash Memory Revenue Forecast... 21 Figure 13. SLC NAND Flash Consumption by Application... 22 Figure 14. Applications Unit Forecast... 22 Figure 15. Mobile Phone Unit Forecast... 28 Figure 16. Smartphone Market Penetration... 28 Figure 17. emmc in Mobile Phones... 29 Figure 18. LCD and Plasma TV unit forecast... 37 Figure 19. Smart TV unit forecast... 37 Figure 20. Set Top Box Unit Forecast... 39 Figure 21. Bluray DVD Player and Recorder Unit Forecast... 41 Figure 22. Digital Still Camera Unit Forecast... 43 Figure 23. Printer Unit Forecast... 44 Figure 24. Video Game Consoles Unit Forecast... 45 Figure 25. Digital Picture Frame Unit Forecast... 47 Figure 26. Ethernet Unit Forecast... 52 Figure 27. Router Unit Forecast... 53 Figure 28. Industrial PC Unit Forecast... 55 Figure 29. Industrial Controllers Unit Forecast... 56 Figure 30. Compact Flash Unit Forecast... 57 Figure 31. POS Unit Forecast... 58 Figure 32. Process Tecnology trend for NOR, NAND and PCM... 62 Forward Insights v
Figure 33. NOR Flash Memory Architecture... 63 Figure 34. Intel 256Mb 130nm 28F256L18 StrataFlash Functional Layout... 64 Figure 35. Intel 256Mb 130nm 28F256L18 StrataFlash Organization... 65 Figure 36. NAND Flash Memory Architecture... 66 Figure 37. SEC 512Mb 120nm K9F1208U0A NAND Flash Functional Layout... 67 Figure 38. SEC 512Mb 120nm K9F1208U0A NAND Flash Organization (x8)... 67 Figure 39. XIP vs. Code Shadowing or Store-and-Download Architecture... 68 Figure 40. Data Transmission Technologies and their Related Data Rate... 69 Figure 41. Penetration of Fiber-to-the-home (FTTH) by country... 70 Figure 42. Digital TV Switchover by Country... 71 Forward Insights vi
List of Tables Table 1. Non-volatile Memory Solutions... 9 Table 3. Embedded SLC NAND (Consumer and Industrial) Demand and Revenue by Density... 23 Table 4. Mobile SLC NAND Demand and Revenue by Density... 24 Table 5. SLC NAND Consumption by Application... 24 Table 7. Mobile Cellular Subscriptions... 27 Table 8. Mobile phones: Low density SLC NAND Breakdown... 31 Table 9. SLC NAND Revenue Demand in Mobile Phones... 32 Table 10. Mobile Phone Unit Forecast... 32 Table 11. Consumer Applications: Low Density SLC NAND Units... 34 Table 12. Consumer Applications: Low Density SLC NAND Demand Revenue... 35 Table 13. Consumer Applications Unit Forecast... 35 Table 14. SLC NAND Units by Consumer Application... 36 Table 15. LCD and Plasma TV: Low Density SLC NAND Breakdown... 38 Table 16. Digital Set Top Box: Low Density SLC Breakdown... 40 Table 17. Bluray DVD Players and Recorders: Low Density SLC Breakdown... 42 Table 18. Digital Still Camera: Low Density SLC NAND Breakdown... 43 Table 19. Printers: Low Density SLC NAND Breakdown... 44 Table 20. Video Game Consoles: Low Density SLC NAND Breakdown... 46 Table 21. Digital Picture Frame: Low Density SLC NAND Breakdown... 47 Table 22. Other Consumer Applications: Low Density SLC NAND Breakdown... 47 Table 23. Total Industrial Applications: Low Density SLC NAND Units... 50 Table 24. Industrial Applications: Low Density SLC NAND Demand Revenue... 50 Table 25. Industrial Applications Unit Forecast... 50 Table 26. Low Density SLC NAND Units by Industrial Application... 51 Table 27. Ethernet: Low Density SLC NAND Breakdown... 52 Table 28. Routers: Low Density SLC NAND Breakdown... 54 Table 29. Industrial PC: Low Density SLC NAND Breakdown... 55 Table 30. Industrial Controllers: Low Density SLC NAND Breakdown... 56 Table 31. Compact Flash: Low Density SLC NAND Breakdown... 57 Table 32. POS: Low Density SLC NAND Breakdown... 58 Forward Insights vii
Table 33. Other Industrial Applications: Low Density SLC NAND Units... 58 Table 34. DTV Implementations... 72 Forward Insights vii i
About Forward Insights Forward Insights provides independent, insightful market research, consulting and information services focusing on semiconductor memories, solid state storage and emerging memory technologies. The company offers unparalleled depth and understanding of the strategic, market and technical complexities of the semiconductor memory landscape. Market and Technical Intelligence for Semiconductor Memories, Emerging Memory Technologies and Solid State Storage www.forward-insights.com Forward Insights 74
Services Forward Insights offers a unique and comprehensive strategic, financial, market and technical perspective on the semiconductor memory industry. The professional services offered include: Strategy Consulting Financial & Cost Analysis Market Forecasts Technology Analysis Competitive Analysis Surveys Training Custom projects Contact 12 Appian Dr. North York, Ontario Canada M2J 2P6 Tel.: +1-408-565-8207 E-mail: greg@forward-insights.com Forward Thinking. www.forward-insights.com Forward Insights 75