3D-NAND equipment market: a long-term growth

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“The 3D-NAND manufacturing equipment market will keep growing, propelled by robust long term NAND-bit demand and ever-increasing manufacturing complexity.” asserts Simone Bertolazzi, PhD, Technology & Market analyst with the Semiconductor & Software division at Yole Développement (Yole).

The 3D-NAND equipment market spanning etching, deposition and lithography equipment is expected to grow from U$11 billion in 2019 to US$17.5 billion by 2025. This industry will be driven by the etching market segment, with a CAGR around 10%, and deposition, with a CAGR around 9%, between 2019 and 2025. Four companies are leading this market, announces the market research & strategy consulting company Yole Développement: Applied Materials, ASML, Tokyo Electron and Lam Research.

For the 3D NAND business, market figures are significant: Yole’s analysts announce a 11% CAGR between 2019 and 2025 with a growth from US$44 to US$81 billion at the end of the period. “3D NAND does not require advanced lithography, but it is highly demanding in terms of deposition and etching, as sophisticated HAR dry etching tools are needed for processing deep and narrow structures in dielectric stacks,” comments Simone Bertolazzi from Yole.

In this context, Yole and System Plus Consulting, both part of Yole Group of Companies, investigate disruptive memory technologies and related equipment and materials markets in depth. Their aim is to point out the latest innovations and underline the business opportunities. Both partners announce today with three NAND dedicated analyses:

  • NAND Quarterly Market Monitor, Q3 2020 update that is following the NAND industry with key market figures and trends, quarter by quarter. This monitor also proposes a high added-value focus on the leading NAND players with a relevant analysis of their market positioning and strategy.
  • Equipment and Materials for 3D-NAND Manufacturing 2020 report proposes an extensive knowledge of the NAND business and related manufacturing equipment/processes. This report is the result of a tight collaboration between Yole’s memory and semiconductor manufacturing teams and System Plus Consulting technology & costs analysts, who carried out a detailed analysis of the leading-edge 3D NAND devices by all suppliers.
  • In addition, System Plus Consulting delivers a special focus on the rising memory company YMTC, that is leading the Chinese market today, with a dedicated report, YMTC’s 3D-NAND Flash Memory.

With those three analyses, System Plus Consulting and Yole present a unique understanding of the NAND and 3D-NAND industry.

What are the economic and technical challenges of the 3D-NAND industry? What are the COVID-19’s impact on this business? Who are the top NAND manufacturers and equipment suppliers? What are the key drivers of these industries?

Discover today the vision of the 3D-NAND industry from System Plus Consulting and Yole’s analysts…. More info.

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