summary

The worldwide non-volatile memory market is expected to be $17.4 billion in 2005, and is projected to rise at an average annual growth rate of 31.8% through 2010 to reach 69.1%. The report contains:
An overview of the NVM industry and technologies
Determination of the current market status of each technology, its impact on future markets and global forecasts through 2010
Analysis of NVM applications, including telecommunications (PDAs, smartcards), computers (BIOS, modems, etc.), automotives, consumer electronics, etc.
Assessment of the market potential for emerging technologies in the field
Assessment of the importance of intellectual property within the scope of NVM along with a patent evaluation.

table of contents

SUMMARY
 XX
Summary Table:
WORLDWIDE NON-VOLATILE AND TOTAL MEMORY MARKETS, THROUGH 2010 ($ BILLIONS)
 XX
Summary Figure:
WORLDWIDE NON-VOLATILE AND TOTAL MEMORY MARKETS, 2002-2010 ($ BILLIONS)
 XXI
OVERVIEW
 1
DEFINITION
 1
Table 1 WORLDWIDE SEMICONDUCTOR MARKET BY PRODUCT, 2004 ($ BILLIONS)
 2
EVOLUTION AND HIERARCHY OF MEMORY TECHNOLOGIES
 2
Figure 1 EVOLUTION AND HIERARCHY OF MEMORY, INCLUDING FUTURE TECHNOLOGIES
 3
EVOLUTION OF NVM TECHNOLOGY
 4
Figure 2 NVM TECHNOLOGIES LIFE CYCLES
 4
EPROM
 4
EEPROM
 5
FLASH
 5
SYSTEM PARAMETERS FOR VARIOUS MEMORY TYPES
 5
Table 2 SYSTEM PARAMETERS FOR VARIOUS MEMORY TYPES
 6
PERFORMANCE PARAMETERS FOR VARIOUS MEMORY TYPES
 6
Table 3 PERFORMANCE PARAMETERS FOR VARIOUS MEMORY TYPES
 6
FUTURE DEVELOPMENT OF NVM
 7
EMERGING NVM TECHNOLOGIES
 7
Table 4 COMPARISON OF EMERGING NON-VOLATILE MEMORY TECHNOLOGIES IN THE EXPERIMENTAL STAGE
 7
FRAM
 7
MRAM
 8
OUM
 8
Other Emerging Technologies
 8
CLASSIFICATION AND MARKET SIZE BY TECHNOLOGY
 9
TOTAL NVM MARKET SIZE
 9
Table 5 WORLDWIDE NVM MARKET BY TECHNOLOGY TYPE, THROUGH 2010 ($ MILLIONS)
 9
READ-ONLY MEMORY
 10
ERASABLE PROGRAMMABLE READ-ONLY MEMORY
 11
MARKET SIZE/STRUCTURE
 11
Table 6 WORLDWIDE EPROM REVENUE FORECAST, THROUGH 2010 ($ MILLIONS)
 12
APPLICATIONS
 12
TECHNOLOGICAL INNOVATIONS AND OUTLOOK
 13
ADVANTAGES AND DISADVANTAGES OF USING EPROM
 13
ELECTRICALLY ERASABLE PROGRAMMABLE READ-ONLY MEMORY
 14
SERIAL EEPROM
 14
PARALLEL EEPROM
 15
MARKET SIZE/STRUCTURE
 15
Table 7 WORLDWIDE EEPROM REVENUE FORECAST, THROUGH 2010 ($ MILLIONS)
 15
APPLICATIONS
 16
Table 8 EEPROM APPLICATIONS BY MARKET
 17
Figure 3 SERIAL EEPROM APPLICATIONS
 18
Consumer
 18
Automotive
 18
Office Automation
 19
Telecom
 19
Industrial Equipment
 19
TECHNOLOGICAL INNOVATIONS AND OUTLOOK FOR EEPROM
 20
ADVANTAGES AND DISADVANTAGES OF EEPROM TECHNOLOGY
 20
FLASH MEMORY
 20
Figure 4 FLASH: FULL-FEATURED MEMORY SOLUTION
 21
FLASH DEVELOPMENT HISTORY
 22
KEY FLASH DRIVE FORMATS
 22
Table 9 KEY FLASH DRIVE FORMATS
 22
Table 9 (CONTINUED)
 23
SmartMedia
 23
MultiMedia Card
 23
Memory Stick
 24
Secure Digital Flash
 24
CompactFlash
 25
Extreme Digital
 25
ARCHITECTURE FOR FLASH MEMORY
 25
Table 10 FLASH ARCHITECTURES STRETCH TO FIT MEMORY REQUIREMENTS
 26
NOR
 26
NAND
 26
Di-NOR
 27
AND
 27
NAND VS. NOR
 27
Table 11 NOR AND NAND TECHNOLOGY CLASSIFICATION
 28
TOP SUPPLIERS OF FLASH MEMORY: SHARE AND DEVELOPMENTS
 29
Market Share
 29
Table 12 WORLDWIDE REVENUE AND MARKET SHARES OF TOP FLASH MEMORY SUPPLIERS, 2002-2004 ($ MILLIONS, %)
 29
Figure 5 WORLDWIDE REVENUE AND MARKET SHARES OF TOP FLASH MEMORY SUPPLIERS, 2004 (%)
 30
Worldwide Flash Memory Revenue, Company-Wise
 31
Table 13 WORLDWIDE FLASH MEMORY REVENUE BY COMPANY AND FISCAL QUARTER 2004 ($ MILLIONS)
 31
Flash Developments by Major Players in 2004
 32
Table 14 FLASH DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 32
MARKET SIZE / STRUCTURE - FORECAST
 32
Table 15 WORLDWIDE FLASH REVENUE FORECAST, THROUGH 2010 ($ MILLIONS)
 33
Market Size/Structure - Forecast (Continued)
 34
Table 16 WORLDWIDE FLASH SHIPMENT FORECAST, THROUGH 2010 (MILLION UNITS)
 35
Flash Market Size by Architecture
 35
Table 17 GLOBAL FLASH MARKET BY ARCHITECTURE (NOR/NAND), THROUGH 2010 ($ MILLIONS)
 36
Table 18 WORLDWIDE NOR/NAND FLASH SHIPMENT FORECAST, THROUGH 2010 (MILLION UNITS)
 36
Table 19 AVERAGE SELLING PRICE OF FLASH, THROUGH 2010 ($)
 37
APPLICATIONS
 38
Table 20 WORLDWIDE MARKET FOR FLASH MEMORY BY APPLICATION AREA, THROUGH 2010 ($ MILLIONS)
 38
Digital Cellular Phones (Including Smart Phones)
 38
Digital Cameras and Camcorders
 39
Embedded System
 39
Flash Cards
 39
BIOS Storage
 39
MP3 Players
 39
Table 21 FLASH APPLICATIONS BY ARCHITECTURE
 40
TECHNOLOGY ROAD MAP OF FLASH
 40
Table 22 TECHNOLOGY ROAD MAP OF FLASH, 2002-2005 AND 2010
 40
TECHNOLOGICAL INNOVATIONS AND OUTLOOK
 41
ORNAND
 41
FISH
 41
Features of FISH
 42
Advantages of Using FISH Memory
 42
CURRENT CONSUMER MEMORY LANDSCAPE
 43
FLASH FORMAT SHARE FOR 2010
 43
Table 23 FLASH FORMAT SHARE PROJECTION, 2010 (%)
 43
ADVANTAGES AND DISADVANTAGES OF FLASH TECHNOLOGY
 44
NON-VOLATILE RANDOM ACCESS MEMORY
 45
NVM CLASSIFICATION BY APPLICATION
 46
NVM USED IN DIFFERENT APPLICATIONS
 46
Table 24 WORLDWIDE MARKET FOR NON-VOLATILE MEMORY BY APPLICATION CATEGORY, THROUGH 2010 ($ MILLIONS)
 46
Figure 6 WORLDWIDE MARKET SHARES FOR NON-VOLATILE MEMORIES BY APPLICATION AREA, 2002-2010 (%)
 47
TELECOM
 47
Table 25 WORLDWIDE NON-VOLATILE MEMORY SHIPMENTS TO THE TELECOM INDUSTRY BY APPLICATION AREA, THROUGH 2010 ($ MILLIONS)
 48
CELLULAR PHONES (EXCLUDING SMART PHONES)
 48
Table 26 WORLDWIDE NON-VOLATILE MEMORY USAGE IN CELL PHONES, THROUGH 2010 (MILLION MB)
 49
Table 27 WORLDWIDE NON-VOLATILE MEMORY USAGE IN CELL PHONES, THROUGH 2010 ($ MILLIONS)
 50
Table 28 WORLDWIDE FLASH MEMORY USED IN CELL PHONES, THROUGH 2010 ($ MILLIONS)
 50
Application Drivers for Cell Phones
 51
Technology Implications
 51
Future Trends
 52
SMART PHONES
 52
Table 29 WORLDWIDE NON-VOLATILE MEMORY USAGE IN SMART PHONES, THROUGH 2010 (MILLION MB)
 53
Table 30 WORLDWIDE NON-VOLATILE MEMORY USAGE IN SMART PHONES, THROUGH 2010 ($ MILLIONS)
 54
Figure 7 WORLDWIDE MARKET FOR SMART PHONES, 2005 AND 2010 (MILLION UNITS)
 54
PDAS
 55
Table 31 PDA MARKET SEGMENT OVERVIEW
 55
PDA Capabilities Through 2010
 56
Table 32 PDA CAPABILITIES
 56
Table 33 WORLDWIDE NON-VOLATILE MEMORY USAGE IN PDA DEVICES, THROUGH 2010 (MILLION MB)
 57
Table 34 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN PDA DEVICES, THROUGH 2010 ($ MILLIONS)
 57
OTHER APPLICATIONS
 57
Answering Machines
 58
CONSUMER ELECTRONICS
 58
Table 35 WORLDWIDE NON-VOLATILE MEMORY SHIPMENTS TO CONSUMER ELECTRONICS INDUSTRY BY APPLICATION AREA, THROUGH 2010 ($ MILLIONS)
 59
DIGITAL AUDIO PLAYERS
 59
Table 36 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL AUDIO PLAYERS, THROUGH 2010 (MILLION MB)
 60
Table 37 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL AUDIO PLAYERS, THROUGH 2010 ($ MILLIONS)
 60
DIGITAL CAMCORDERS
 61
Table 38 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL CAMCORDERS, THROUGH 2010 (MILLION MB)
 61
Table 39 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN DIGITAL CAMCORDERS, THROUGH 2010 ($ MILLIONS)
 62
Table 40 WORLDWIDE VALUE OF FLASH MEMORY USAGE BY TYPE IN DIGITAL CAMCORDERS, THROUGH 2010 ($ MILLIONS)
 62
DIGITAL STILL CAMERAS
 63
Table 41 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL CAMERAS, THROUGH 2010 (MILLION MB)
 63
Table 42 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN DIGITAL CAMERAS, THROUGH 2010 ($ MILLIONS)
 64
Flash for Digital Camera and Camcorders
 64
SET-TOP BOXES
 65
Use of Flash in Set-Top Boxes
 65
Table 43 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL SET-TOP BOXES, THROUGH 2010 (MILLION MB)
 66
Table 44 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN DIGITAL SET-TOP BOXES, THROUGH 2010 ($ MILLIONS)
 67
VIDEO GAME DEVICES
 67
Table 45 WORLDWIDE NON-VOLATILE MEMORY USAGE IN VIDEO GAME DEVICES, THROUGH 2010 (MILLION MB)
 68
Table 46 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN VIDEO GAME DEVICES, THROUGH 2010 ($ MILLIONS)
 68
DIGITAL TV/CRT
 68
Table 47 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL TV/CRT DEVICES, THROUGH 2010 (MILLION MB)
 69
Table 48 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN DIGITAL TV/CRT UNITS, THROUGH 2010 ($ MILLIONS)
 69
OTHER APPLICATIONS
 70
Table 49 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN OTHER INDUSTRIES, THROUGH 2010 ($ MILLIONS)
 70
FINANCIAL
 70
Smart Cards
 70
NVM Technologies for Smart Cards
 71
EEPROM
 71
Flash
 71
FRAM
 71
Technology Implications
 72
Higher Security through Flexibility
 72
Future Manufacturing at Scaled Geometries
 72
COMPUTER AND PERIPHERAL
 73
Modems
 73
PC Cards
 74
AUTOMOTIVE
 74
INDUSTRIAL EQUIPMENT
 75
Digital Metering Systems
 75
Global Positioning System Equipment
 76
FUTURE TECHNOLOGY AND PATENT EVALUATION
 77
NANOSTORAGE TECHNOLOGY
 77
FUTURE STORAGE TECHNOLOGIES
 77
Magnetoresistive Random Access Memory
 78
Key Features
 78
Advantages
 79
Obstacles
 79
Applications
 80
MRAM Developments as of 2003
 80
MRAM Developments in 2004
 81
Table 50 MRAM DEVELOPMENTS IN 2004, BY MAJOR PLAYERS
 82
Ferroelectric Random Access Memory
 82
Key Features
 83
Advantages
 83
Obstacles
 84
Applications
 84
FRAM Developments as of 2003
 84
FRAM Developments in 2004
 85
Table 51 FRAM DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 86
Non-Optical Phase Change Media/Ovonic Unified Memory
 86
Key Features
 87
Advantages
 87
Applications
 88
Obstacles
 88
OUM Developments as of 2003
 88
OUM Developments - 2004
 89
Table 52 OUM DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 89
Polymer Memory
 89
Key Features
 90
Obstacles
 90
Polymer Memory Developments as of 2003
 90
Polymer Memory Developments in 2004
 91
Table 53 POLYMER DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 91
Holographic Memory
 91
Advantages
 92
Obstacles
 92
Applications
 92
Holographic Memory Developments as of 2003
 92
Holographic Memory Developments in 2004
 93
Table 54 HOLOGRAPHIC DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 93
Molecular Memory
 93
Advantages
 94
Obstacles
 95
Applications
 95
Molecular Memory Developments as of 2003
 95
Molecular Memory Developments in 2004
 96
Table 55 MOLECULAR DEVELOPMENTS BY MAJOR PLAYER
 96
Carbon Nanotube RAM
 96
Advantages
 96
Applications
 97
Carbon Nanotube RAM Memory Developments as of 2003
 97
Carbon Nanotube RAM Developments in 2004
 97
Table 56 CARBON NANOTUBE RAM DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 97
MEMS-Based Systems
 98
Advantages
 98
Obstacles
 98
Applications
 98
MEMS-Based Memory Developments as of 2004
 98
Table 57 MEMS-BASED STORAGE DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 99
KEY DEMAND TRENDS THAT ARE DRIVING THE NEED FOR NANOSTORAGE
 99
Growth in Portable Electronics
 99
Data Warehousing and Data Mining
 100
DEVELOPMENT OF FUTURE NVM
 100
Figure 8 DEVELOPMENT OF FUTURE NVM
 101
TECHNOLOGY OVERVIEW
 102
Life Cycle Stages
 102
Figure 9 NVM TECHNOLOGIES LIFECYCLE OVERVIEW
 102
Experimental Technologies
 102
Emerging Technologies
 103
Technology Growth
 103
Technology Decline
 103
Time Frame of Emergence
 103
Figure 10 FUTURE NVM TECHNOLOGIES - EXPECTED TIME FRAME OF EMERGENCE
 104
MARKET SIZE OF EMERGING TECHNOLOGIES
 105
Table 58 GLOBAL REVENUES FROM NANOSTORAGE TECHNOLOGIES, 2004-2011 ($ MILLIONS)
 105
COMPARATIVE ANALYSIS OF EMERGING TECHNOLOGY FEATURES
 106
Table 59 COMPARISON OF EMERGING MEMORY TECHNOLOGY FEATURES
 106
COMPANY STATUS OF EMERGING TECHNOLOGIES
 107
Table 60 FUTURE NVM TECHNOLOGIES: MAJOR PLAYERS
 107
PATENTING ANALYSIS
 107
PATENT TRENDS IN NVM SINCE 2003
 108
Table 61 PATENT TRENDS IN NVM BY TECHNOLOGY, MAJOR FILER, AND REGION, SINCE 2003
 108
Table 62 NVM PATENT ANALYSIS BY TECHNOLOGY, 2003 AND 2004
 109
Figure 11 NVM PATENT ANALYSIS BY TECHNOLOGY, 2003 AND 2004 (NUMBER OF PATENTS)
 110
NVM PATENTS BY GEOGRAPHY, SINCE 2003
 110
Table 63 NVM PATENTS BY TECHNOLOGY AND REGION, SINCE 2003
 111
Figure 12 SHARE OF NVM PATENTS BY REGION, SINCE 2003 (%)
 112
PATENT ANALYSIS BY TECHNOLOGY
 112
EPROM
 112
Figure 13 EPROM PATENTS BY MAJOR FILERS SINCE 2003 (NUMBER OF PATENTS)
 113
EEPROM
 114
Figure 14 EEPROM PATENTS FILED BY MAJOR FILERS SINCE 2003 (NUMBER OF PATENTS)
 114
FLASH MEMORY
 115
Figure 15 FLASH PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 115
Figure 15 (CONTINUED)
 116
NVRAM
 116
Figure 16 NVRAM PATENTS FILED BY MAJOR FILERS SINCE 2003 (NUMBER OF PATENTS)
 117
MRAM
 118
Figure 17 MRAM PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 118
Carbon Nano-RAM
 119
Figure 18 CARBON NANO-RAM PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 119
Figure 18 (CONTINUED)
 120
FRAM
 120
Figure 19 FRAM PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 121
Polymer Memory
 122
Figure 20 POLYMER MEMORY PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 122
Figure 20 (CONTINUED)
 123
Holographic Memory
 123
Figure 21 HOLOGRAPHIC PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 124
OUM
 124
Figure 22 OUM PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 125
Molecular Memory
 126
Figure 23 MOLECULAR MEMORY PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 126
ANALYSIS BY TIME
 127
EPROM
 127
Figure 24 EPROM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 127
Figure 24 (CONTINUED)
 128
EEPROM
 128
Figure 25 EEPROM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 128
Figure 25 (CONTINUED)
 129
Flash Memory
 129
Figure 26 FLASH PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 129
NVRAM
 130
Figure 27 NVRAM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 130
MRAM
 131
Figure 28 MRAM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 131
Carbon Nano-RAM
 132
Figure 29 CARBON NANO-RAM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 132
FRAM
 132
Figure 30 FRAM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 133
Polymer Memory
 133
Figure 31 POLYMER MEMORY PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 134
Holographic Memory
 134
Figure 32 HOLOGRAPHIC MEMORY PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 135
OUM
 135
Figure 33 OUM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 136
Molecular Memory
 136
Figure 34 MOLECULAR MEMORY PATENTS FILED SINCE 2003 (NUMBER OF PATENTS)
 137
Summary
 137
Table 64 WORLDWIDE PATENTING ACTIVITY IN THE FIELD OF NVM - ALL TECHNOLOGIES
 138
SAMPLE ABSTRACTS
 138
EPROM/EEPROM: Memory-Erase Method and Device with Optimal Data Retention for NVM
 138
Nonvolatile Memory Cell and Method for Producing the Memory Cell
 139
Flash: Flash Memory Device Having Uniform Threshold Value Voltage Distribution Without Having Non-Programmed Cell and Over-Programmed Cell and Its Program Verification Method
 139
Flash: Flash Memory Device Having Column Pre-Decoder, Which Can Choose a Column Selecting Transistor and Its Stress Test Method
 140
MRAM: Magnetic Random Access Memory
 140
MRAM: MRAM Cross-Point Array with Reduced Parasitic Effects
 141
FRAM: Ferroelectric Memory Apparatus
 141
Polymer Memory: Polymer Memory Device Formed in Via Opening
 142
OUM: Isolating Phase Change Material Memory Cells
 142
Molecular Memory Device
 142
INDUSTRY STRUCTURE AND COMPETITIVE ANALYSIS
 143
INDUSTRY OVERVIEW
 143
DRIVING FORCES IN THE INDUSTRY
 143
NVM MARKET BY REGION
 144
CHINA
 144
JAPAN
 145
TAIWAN
 146
EUROPE
 146
NORTH AMERICA
 147
STRATEGIES FOR STAYING COMPETITIVE
 147
IMPACT OF OTHER INDUSTRIES ON THE GROWTH OF NVM
 148
Table 65 GLOBAL NVM MARKET FORECAST, THROUGH 2010 ($ MILLIONS)
 148
FUNDING INITIATIVES
 149
GOVERNMENT FUNDING INITIATIVES
 149
Europe
 149
Asia-Pacific
 150
United States
 150
INDUSTRY FUNDING INITIATIVES
 151
INDUSTRY ORGANIZATIONS
 151
PARTNERSHIPS AND JOINT VENTURES
 151
TRADE PRACTICES - SALES AND DISTRIBUTION CHANNELS
 152
Figure 35 SUPPLY CHAIN OF NVM DEVICES
 153
COMPETITIVE ANALYSIS - PORTER'S MODEL
 154
Figure 36 THE INDUSTRY STRUCTURE AS ANALYZED BY USING PORTER'S FRAMEWORK
 155
Threat of New Entrants
 155
Bargaining Power of Buyers
 156
Bargaining Power of Suppliers
 156
Threat of Substitutes
 156
INTERINDUSTRY COMPETITION
 156
COMPANY PROFILES
 157
ADVANCED MICRO DEVICES, INC.
 157
ATMEL CORP.
 157
CATALYST SEMICONDUCTOR, INC.
 158
FUJITSU, LTD.
 159
INFINEON TECHNOLOGIES AG
 160
INTEL CORP.
 161
MACRONIX INTERNATIONAL CO., LTD.
 161
NEC ELECTRONICS CORP.
 162
RAMTRON INTERNATIONAL CORP.
 163
RENESAS TECHNOLOGY CORP.
 164
SAMSUNG ELECTRONICS CO., LTD.
 164
SHARP ELECTRONIC CORP.
 165
SILICON STORAGE TECHNOLOGY
 165
STMICROELECTRONICS N.V.
 166
TOSHIBA CORP.
 167
APPENDIX
 168
ACRONYMS USED IN THIS REPORT
 168
ACRONYMS USED IN THIS REPORT (CONTINUED)
 169 
 

LIST OF TABLES  

Summary Table:
WORLDWIDE NON-VOLATILE AND TOTAL MEMORY MARKETS, THROUGH 2010 ($ BILLIONS)
 XX
Table 1 WORLDWIDE SEMICONDUCTOR MARKET BY PRODUCT, 2004 ($ BILLIONS)
 2
Table 2 SYSTEM PARAMETERS FOR VARIOUS MEMORY TYPES
 6
Table 3 PERFORMANCE PARAMETERS FOR VARIOUS MEMORY TYPES
 6
Table 4 COMPARISON OF EMERGING NON-VOLATILE MEMORY TECHNOLOGIES IN THE EXPERIMENTAL STAGE
 7
Table 5 WORLDWIDE NVM MARKET BY TECHNOLOGY TYPE, THROUGH 2010 ($ MILLIONS)
 9
Table 6 WORLDWIDE EPROM REVENUE FORECAST, THROUGH 2010 ($ MILLIONS)
 12
Table 7 WORLDWIDE EEPROM REVENUE FORECAST, THROUGH 2010 ($ MILLIONS)
 15
Table 8 EEPROM APPLICATIONS BY MARKET
 17
Table 9 KEY FLASH DRIVE FORMATS
 22
Table 10 FLASH ARCHITECTURES STRETCH TO FIT MEMORY REQUIREMENTS
 26
Table 11 NOR AND NAND TECHNOLOGY CLASSIFICATION
 28
Table 12 WORLDWIDE REVENUE AND MARKET SHARES OF TOP FLASH MEMORY SUPPLIERS, 2002-2004 ($ MILLIONS, %)
 29
Table 13 WORLDWIDE FLASH MEMORY REVENUE BY COMPANY AND FISCAL QUARTER 2004 ($ MILLIONS)
 31
Table 14 FLASH DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 32
Table 15 WORLDWIDE FLASH REVENUE FORECAST, THROUGH 2010 ($ MILLIONS)
 33
Table 16 WORLDWIDE FLASH SHIPMENT FORECAST, THROUGH 2010 (MILLION UNITS)
 35
Table 17 GLOBAL FLASH MARKET BY ARCHITECTURE (NOR/NAND), THROUGH 2010 ($ MILLIONS)
 36
Table 18 WORLDWIDE NOR/NAND FLASH SHIPMENT FORECAST, THROUGH 2010 (MILLION UNITS)
 36
Table 19 AVERAGE SELLING PRICE OF FLASH, THROUGH 2010 ($)
 37
Table 20 WORLDWIDE MARKET FOR FLASH MEMORY BY APPLICATION AREA, THROUGH 2010 ($ MILLIONS)
 38
Table 21 FLASH APPLICATIONS BY ARCHITECTURE
 40
Table 22 TECHNOLOGY ROAD MAP OF FLASH, 2002-2005 AND 2010
 40
Table 23 FLASH FORMAT SHARE PROJECTION, 2010 (%)
 43
Table 24 WORLDWIDE MARKET FOR NON-VOLATILE MEMORY BY APPLICATION CATEGORY, THROUGH 2010 ($ MILLIONS)
 46
Table 25 WORLDWIDE NON-VOLATILE MEMORY SHIPMENTS TO THE TELECOM INDUSTRY BY APPLICATION AREA, THROUGH 2010 ($ MILLIONS)
 48
Table 26 WORLDWIDE NON-VOLATILE MEMORY USAGE IN CELL PHONES, THROUGH 2010 (MILLION MB)
 49
Table 27 WORLDWIDE NON-VOLATILE MEMORY USAGE IN CELL PHONES, THROUGH 2010 ($ MILLIONS)
 50
Table 28 WORLDWIDE FLASH MEMORY USED IN CELL PHONES, THROUGH 2010 ($ MILLIONS)
 50
Table 29 WORLDWIDE NON-VOLATILE MEMORY USAGE IN SMART PHONES, THROUGH 2010 (MILLION MB)
 53
Table 30 WORLDWIDE NON-VOLATILE MEMORY USAGE IN SMART PHONES, THROUGH 2010 ($ MILLIONS)
 54
Table 31 PDA MARKET SEGMENT OVERVIEW
 55
Table 32 PDA CAPABILITIES
 56
Table 33 WORLDWIDE NON-VOLATILE MEMORY USAGE IN PDA DEVICES, THROUGH 2010 (MILLION MB)
 57
Table 34 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN PDA DEVICES, THROUGH 2010 ($ MILLIONS)
 57
Table 35 WORLDWIDE NON-VOLATILE MEMORY SHIPMENTS TO CONSUMER ELECTRONICS INDUSTRY BY APPLICATION AREA, THROUGH 2010 ($ MILLIONS)
 59
Table 36 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL AUDIO PLAYERS, THROUGH 2010 (MILLION MB)
 60
Table 37 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL AUDIO PLAYERS, THROUGH 2010 ($ MILLIONS)
 60
Table 38 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL CAMCORDERS, THROUGH 2010 (MILLION MB)
 61
Table 39 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN DIGITAL CAMCORDERS, THROUGH 2010 ($ MILLIONS)
 62
Table 40 WORLDWIDE VALUE OF FLASH MEMORY USAGE BY TYPE IN DIGITAL CAMCORDERS, THROUGH 2010 ($ MILLIONS)
 62
Table 41 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL CAMERAS, THROUGH 2010 (MILLION MB)
 63
Table 42 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN DIGITAL CAMERAS, THROUGH 2010 ($ MILLIONS)
 64
Table 43 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL SET-TOP BOXES, THROUGH 2010 (MILLION MB)
 66
Table 44 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN DIGITAL SET-TOP BOXES, THROUGH 2010 ($ MILLIONS)
 67
Table 45 WORLDWIDE NON-VOLATILE MEMORY USAGE IN VIDEO GAME DEVICES, THROUGH 2010 (MILLION MB)
 68
Table 46 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN VIDEO GAME DEVICES, THROUGH 2010 ($ MILLIONS)
 68
Table 47 WORLDWIDE NON-VOLATILE MEMORY USAGE IN DIGITAL TV/CRT DEVICES, THROUGH 2010 (MILLION MB)
 69
Table 48 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN DIGITAL TV/CRT UNITS, THROUGH 2010 ($ MILLIONS)
 69
Table 49 WORLDWIDE VALUE OF NON-VOLATILE MEMORY USAGE IN OTHER INDUSTRIES, THROUGH 2010 ($ MILLIONS)
 70
Table 50 MRAM DEVELOPMENTS IN 2004, BY MAJOR PLAYERS
 82
Table 51 FRAM DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 86
Table 52 OUM DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 89
Table 53 POLYMER DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 91
Table 54 HOLOGRAPHIC DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 93
Table 55 MOLECULAR DEVELOPMENTS BY MAJOR PLAYER
 96
Table 56 CARBON NANOTUBE RAM DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 97
Table 57 MEMS-BASED STORAGE DEVELOPMENTS IN 2004 BY MAJOR PLAYER
 99
Table 58 GLOBAL REVENUES FROM NANOSTORAGE TECHNOLOGIES, 2004-2011 ($ MILLIONS)
 105
Table 59 COMPARISON OF EMERGING MEMORY TECHNOLOGY FEATURES
 106
Table 60 FUTURE NVM TECHNOLOGIES: MAJOR PLAYERS
 107
Table 61 PATENT TRENDS IN NVM BY TECHNOLOGY, MAJOR FILER, AND REGION, SINCE 2003
 108
Table 62 NVM PATENT ANALYSIS BY TECHNOLOGY, 2003 AND 2004
 109
Table 63 NVM PATENTS BY TECHNOLOGY AND REGION, SINCE 2003
 111
Table 64 WORLDWIDE PATENTING ACTIVITY IN THE FIELD OF NVM - ALL TECHNOLOGIES
 138
Table 65 GLOBAL NVM MARKET FORECAST, THROUGH 2010 ($ MILLIONS)
 148 

LIST OF FIGURES  

Summary Figure:
WORLDWIDE NON-VOLATILE AND TOTAL MEMORY MARKETS, 2002-2010 ($ BILLIONS)
 XXI
Figure 1 EVOLUTION AND HIERARCHY OF MEMORY, INCLUDING FUTURE TECHNOLOGIES
 3
Figure 2 NVM TECHNOLOGIES LIFE CYCLES
 4
Figure 3 SERIAL EEPROM APPLICATIONS
 18
Figure 4 FLASH: FULL-FEATURED MEMORY SOLUTION
 21
Figure 5 WORLDWIDE REVENUE AND MARKET SHARES OF TOP FLASH MEMORY SUPPLIERS, 2004 (%)
 30
Figure 6 WORLDWIDE MARKET SHARES FOR NON-VOLATILE MEMORIES BY APPLICATION AREA, 2002-2010 (%)
 47
Figure 7 WORLDWIDE MARKET FOR SMART PHONES, 2005 AND 2010 (MILLION UNITS)
 54
Figure 8 DEVELOPMENT OF FUTURE NVM
 101
Figure 9 NVM TECHNOLOGIES LIFECYCLE OVERVIEW
 102
Figure 10 FUTURE NVM TECHNOLOGIES - EXPECTED TIME FRAME OF EMERGENCE
 104
Figure 11 NVM PATENT ANALYSIS BY TECHNOLOGY, 2003 AND 2004 (NUMBER OF PATENTS)
 110
Figure 12 SHARE OF NVM PATENTS BY REGION, SINCE 2003 (%)
 112
Figure 13 EPROM PATENTS BY MAJOR FILERS SINCE 2003 (NUMBER OF PATENTS)
 113
Figure 14 EEPROM PATENTS FILED BY MAJOR FILERS SINCE 2003 (NUMBER OF PATENTS)
 114
Figure 15 FLASH PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 115
Figure 16 NVRAM PATENTS FILED BY MAJOR FILERS SINCE 2003 (NUMBER OF PATENTS)
 117
Figure 17 MRAM PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 118
Figure 18 CARBON NANO-RAM PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 119
Figure 19 FRAM PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 121
Figure 20 POLYMER MEMORY PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 122
Figure 21 HOLOGRAPHIC PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 124
Figure 22 OUM PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 125
Figure 23 MOLECULAR MEMORY PATENTS FILED BY MAJOR PLAYERS SINCE 2003 (NUMBER OF PATENTS)
 126
Figure 24 EPROM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 127
Figure 25 EEPROM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 128
Figure 26 FLASH PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 129
Figure 27 NVRAM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 130
Figure 28 MRAM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 131
Figure 29 CARBON NANO-RAM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 132
Figure 30 FRAM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 133
Figure 31 POLYMER MEMORY PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 134
Figure 32 HOLOGRAPHIC MEMORY PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 135
Figure 33 OUM PATENTS FILED IN 2003 AND 2004 (NUMBER OF PATENTS)
 136
Figure 34 MOLECULAR MEMORY PATENTS FILED SINCE 2003 (NUMBER OF PATENTS)
 137
Figure 35 SUPPLY CHAIN OF NVM DEVICES
 153
Figure 36 THE INDUSTRY STRUCTURE AS ANALYZED BY USING PORTER'S FRAMEWORK
 155