Chinese language Storage Suppliers Speed up Deployment within the Promising Automotive Storage Market
DUBLIN, March 28, 2023 /PRNewswire/ — The “Automotive Reminiscence Chip Trade Analysis Report, 2022” report has been added to ResearchAndMarkets.com’s providing.
The worldwide good telephone storage market dimension hit US$46 billion in 2021 when the worldwide automotive storage market dimension reached about US$4.5 billion, which is barely equal to 1/10 of the previous. Below growth pattern of clever linked automobiles, vehicles will change into certainly one of fundamental progress engines of reminiscence IC {industry}. By 2027, international automotive storage market dimension will exceed US$12.5 billion, with a CAGR of 18.6% from 2021 to 2027.
In line with Micron Know-how, the automotive storage market in China amounted to about US$700 million in 2021, and it’ll soar to US$1.5 billion by 2023. On the one hand, the expansion momentum comes from progress of vehicle shipments in China; however, it additionally advantages from steady enlargement of automotive reminiscence and reminiscence capability.
Excessive-level autonomous automobiles have posed huge demand for automotive reminiscence capability, density and bandwidth
At current, fundamental storage purposes in automotive market embrace DRAM(DDR, LPDDR) and NAND (e.MMC and UFS, and so on.). Low-power LPDDR and NAND will likely be fundamental progress engines, and the demand for NOR Flash, used for chip startup, will proceed to extend. As well as, greater clever driving ranges could have a direct influence on the demand for GDDR, which is RAM specifically used for ADAS floating-point computing chips in automobiles.
Extra highly effective sensors, ADAS/AD built-in programs, central computer systems, digital cockpits, occasion recording programs,terminal-cloud computing, car FOTA, and so on. all put ahead greater necessities for automotive reminiscence. On the one hand, the reminiscence capability will go up from gigabytes (GB) to terabytes (TB); however, the reminiscence density and bandwidth will likely be enormously improved.
For instance, NAND Flash primarily retailer steady knowledge in ADAS, IVI programs, automotive middle console programs, and so on. As autonomous driving ranges up, the demand for NAND capability in ADAS has swelled. Usually, L1/L2 ADAS solely requires the mainstream 8GB e-MMC, L3 wants 128/256GB, and L5 could contain over 2TBt. Sooner or later, the information manufacturing, transmission and recording of superior autonomous automobiles would require greater density and velocity, in order that PCIe SSD could also be adopted.
Autonomous automobiles boast increasingly more inner and exterior notion gadgets, together with entrance cameras, inner cameras, high-resolution imaging radar, LiDAR, and so on., and they’re going to exploit high-density NOR Flash(QSPI, xSPI, and so on., for chip startup) and DRAM(LPDDR3/4, LPDDR5, GDDR, and so on.) broadly.
At current, L1-L2 autonomous automobiles 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. Due to this fact, LPDDR5 and GDDR6 with greater bandwidth can simplify the system design of high-level autonomous automobiles.
Counterpoint’s knowledge exhibits that within the subsequent decade, the reminiscence capability of a single car will attain 2TB~11TB, catering to the necessities of various autonomous driving ranges.
On the identical time, autonomous driving is pushed by knowledge. The event of ADAS platforms wants huge highway take a look at knowledge from cameras, radar, LiDAR, GPS and the like. These knowledge are uploaded to the cloud for storage, AI coaching, simulation testing and verification. A one-hour L2 or L4-L5 highway take a look at in all probability generates 2TB or 16-20TB of knowledge correspondingly, so {that a} single highway take a look at will produce 8-60TB of knowledge, and all the growth cycle will churn out exabytes (EB) of knowledge.
This has triggered large market demand for autonomous driving cloud storage. In China, there are various cloud service suppliers that supply product options for autonomous driving knowledge cloud storage, together with Tencent Cloud, Alibaba Cloud, WD My Cloud, Sugon ParaStor, YRCloudFile, XSKY and so forth.
Because the capabilities of clever cockpits change into increasingly more diversified, bigger storage capability is continually in demand, and storage know-how is continually innovating
With the extensive software of central built-in digital cockpits, DRAM has advanced from DDR2 and DDR3 to LPDDR4, LPDDR5 or GDDR. As well as, the interface of cellphones has transferred from eMMC to UFS, so will good cockpit reminiscence chips. Additionally it is potential for high-end fashions to undertake PCIe SSD.
The cores of each UFS and eMMC interfaces contain NAND flash, however their management interfaces observe totally different protocols. The utmost communication price of eMMC is 400MB/s, relative to 1,160 MB/s of UFS. The communication velocity instantly impacts the startup time and software program loading time of automobiles, which provide various expertise. In response to the demand for sooner startup, studying and writing, the storage within the cockpit area should help UFS2.1 at the least. Qualcomm’s third-generation 8155 cockpit SoC has already endorsed UFS interfaces.
The clever cockpits of newly launched fashions display the more and more highly effective storage capability:
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Xpeng P7 launched in 2020 is provided with Qualcomm Snapdragon 820A with 8G reminiscence + 128GB storage, enabling customers to obtain extra automotive Apps, supporting applet enlargement, and that includes each practicality and enjoyable;
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The subsequent-generation SA8155P-based ZEEKR clever cockpit, out there in ZEEKR 001 unveiled in 2021, has an 8-core CPU of the 7 nm course of, with 16G reminiscence and 128GB storage.
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Li L9 which debuted in 2022 comes normal with two Qualcomm Snapdragon 8155 chips with 24G reminiscence and 256GB high-speed storage, which collectively kind a robust computing platform.
Chinese language storage suppliers speed up deployment within the promising automotive storage market
The necessities for automotive storage merchandise are a lot greater than these for shopper electronics. Automotive-grade storage merchandise must take a protracted R&D and verification cycle, endure a sophisticated certification course of, adjust to IATF16949, ASPCIE and ISO 26262, and fulfill the requirements of some automakers, corresponding to GMW3172 and VW80000. Consequently, this market poses excessive limitations to entry and embodies apparent oligopoly.
Abroad storage distributors corresponding to Micron, Samsung, SK Hynix and Microchip nonetheless dominate the event of the automotive storage {industry} as monopolists. Amongst them, Micron enjoys the worldwide market share of over 45%. In 2021, Micron launched its industry-leading automotive LPDDR5 licensed by ISO 26262 ASIL-D, with the utmost capability of 128GB.
In recent times, Chinese language reminiscence chip distributors have made nice efforts in automotive storage merchandise:
SRAM:
Ingenic has been specializing in unbiased CPU, SoC and AI engines for a few years. In 2020, it acquired 100% stake in Beijing ISSI. By advantage of mental property rights, it might fully keep away from the influence of the sanctions imposed by the US authorities, independently develop and produce SRAM in keeping with automotive laws, and produce area of interest DRAM. Ingenic has reached shut cooperation with auto components distributors corresponding to Bosch and Continental.
EEPROM:
Giantec Semiconductor, a number one EEPROM enterprise in China, launched GT24C512B, a high-reliability automotive A1-grade reminiscence chip, in August 2022, which may face up to erasing and writing for as much as 4 million occasions at room temperature, and has been utilized to OBC, VCU and different associated fields.
NOR Flash:
GigaDevice has delved within the area of NOR Flash for a few years. By market share, it ranks first in China and third on the planet. The GD25 sequence launched by GigaDevice is the one mass-produced NOR Flash in China that meets AEC-Q100, with the storage capability of 2Mb~2Gb.
Along with OEMs, there may be one other kind of storage gamers in China, like Longsys, BIWIN Storage Know-how and Powe, who purchase wafers and particles from IDMs and buy grasp chips from third-party grasp chip distributors, then conduct packaging assessments by way of their very own or third-party packaging and testing factories, and produce storage merchandise of various storage varieties, interfaces and requirements.
Key Matters Coated:
1 Overview of Automotive Reminiscence Chip Trade
2 Sorts and Software of Automotive Reminiscence Chips
2.1 Classification of Reminiscence Models
2.2 DRAM Know-how and Its Software in Cars
2.3 SRAM Know-how and Its Software in Cars
2.4 NAND Flash Know-how and Automotive Software
2.5 NOR Flash Know-how and Automotive Software
2.6 EEPROM Know-how and Its Software in Cars
2.7 FRAM Know-how and Its Software in Cars
3 Automotive Software Situations of Reminiscence Chips
3.1 Reminiscence Chip Software Situation: Cockpit
3.2 Reminiscence Chip Software Situation: Autonomous Driving
3.3 Reminiscence Chip Software Situation: Driving Knowledge Recording
3.4 Reminiscence Chip Software Situations: Cloud Computing and Storage
4 Abroad Automotive Reminiscence Chip Distributors
4.1 Samsung
4.1.1 Operation
4.1.2 Automotive Storage Product Line
4.1.3 Roadmap of DRAM and NAND
4.2 SK Hynix
4.3 Micron
4.4 Kioxia (Toshiba)
4.5 Fujitsu
4.6 Western Digital
4.7 Dell EMC
4.8 Silicon Movement
5 Chinese language Automotive Reminiscence Chip Distributors
5.1 Yangtze Reminiscence
5.2 CXMT
5.3 XMC
5.4 GigaDevice
5.5 Ingenic
5.6 Giantec Semiconductor
5.7 Puya Semiconductor
5.8 Fudan Microelectronics
5.9 Longsys
5.10 Macronix
5.11 BIWIN Storage Know-how
For extra details about this report go to https://www.researchandmarkets.com/r/pfs4mt
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