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The next main force will be the automotive market dominated by mass storage
Semiconductor storage is a storage product that uses semiconductor circuits as the storage medium. Compared to magnetic memory, it has a higher storage density, smaller volume, and faster storage rate. Semiconductor storage is divided into ROM and RAM, and ROM is a read-only memory. Its characteristic is that data will not be lost during power outage, and it usually stores systematic files; The characteristic of RAM is that its speed is relatively fast compared to ROM, but data will be lost in a power outage state, and it often stores program instructions that require the system to be faster temporarily. Among them, ROM is divided into EEROM, PROM, EPROM, and Flash; RAM is divided into SRAM and DRAM,
NAND Flash includes 2D NAND and 3D NAND respectively. With the complexity of application scenarios and the implementation of artificial intelligence, the demand for storage capacity in various applications is gradually increasing. However, the storage unit cannot be arbitrarily reduced within a unit area, which will reduce chip reliability. The 3D NAND architecture, on the other hand, is a three-dimensional stacked storage unit with the advantages of larger storage capacity, faster speed, and higher storage density.
Nowadays, semiconductor storage has formed standardization. If we want to break away from standardization, will semiconductor storage further generate demand in the intelligent new energy vehicle market based on previous standards in the PC/mobile phone market? At present, we see that the PC, mobile phone, and server markets have the largest storage shipment volume in the market, but the foreseeable next main force will be the automotive market dominated by mass storage.
The global storage market has ended two years of continuous growth in 2022. Although the storage market has decreased in size, the storage capacity is developing in a growth trend. Among them, the size of the automotive market will increase in magnitude with the development of intelligent cabins, autonomous driving, domain control scenarios, and other scenarios, posing a demand for high-capacity storage.
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