The emerging memories market will grow to be worth US$36 billion by the year 2030, challenging the current dominance of DRAM and NAND flash memories, two prestigious research firm said Tuesday.
Objective Analysis and Coughlin Associates published their joint report, dubbed Emerging Memories Find Their Direction, and made the prediction.
ReRAM, PRAM and MRAM are some of the new memories that will grow in the next decade. They are all non-volatile, meaning data will not be deleted when they are cut off from electricity.
PRAM has already been commercialized by Intel, which was co-developed with Micron and called 3D Xpoint.
It is currently sold as Optane memory. PRAM, or Phase-change memory, uses the fact that chalcogenide glass changes between two states, polycrystalline and amorphous by the passage of current. It detects 1 or 0 value based on what state the glass is in.
Optane DC Persistent Memory takes the same form as conventional server DRAM modules and are placed on the mainboard. It is currently slower than DRAM, but is cheaper. It’s performance is superior to that of NAND flash.
MRAM has also been commercialized and has been embedded on system-on-a-chip (SoC) such as microchip controller units (MCU). Samsung has applied MRAM instead of flash memory for some of its contract production for NXP’s SoCs.
The two research firms said 3D Xpoint memory will mark sales of US$25 billion in 2030, replacing DRAM in some applications. Independent MRAM and STT-RAM will mark over US$10 billion in sales in 2030, they said.
ReRAM and MRAM will also contribute in the emerging memory market as more of them become embedded on SoCs, they said.
Equipment market for these emerging memories will also grow, Objective and Coughlin said. The MRAM equipment market was worth US$44 million but this will grow to US$696 million by 2030, they said.
The joint report also lays out the characteristics, competence and weakness for each type of emerging memories. It also shows companies, license providers, foundry and equipment vendors involved.