文｜半导体产业纵横

2023xiabannian，yidramhenand flashweidaibiaodecunchuqibaojiazhubuzhidiehuisheng。jinqi，nor flashyechengxianchumingxiandehuinuantaishi，gongyinglianrenshitoulu，2024nian1yue，yujinor flashjiagejiangshangzhang5%，bingbaochishangzhangtaishi，daodierjidu，zhangfujiangdadao10%。

guoqujinian，suizhezhenggebandaotishichangdebianhua，nor flashdegongxuhejiageyeshiqiqiluoluo。

2018 nian，nor flashshichangxuqiujiaoweipiruan，ergonghuoshangdechannengquezaichixutisheng，daozhidangniandejiagejinruxiaxingzhouqi。jingguoyiniandedimiqihou，nor flashjiagezai2019niandisanjidukaishihuisheng。congwanghong、huabanghezhaoyichuangxindeyingshouzengsuyenengkanchuzheiyiqushi，zheisanjiadeyingshouzengsujuncong2019niandierjidukaishihaozhuan，disanjidudeyingshouzengsurengzaitisheng，congneishiqi，nor flashshichangjinruleshangxingzhouqi。

dangshi，zhuyaozengzhangdonglishizhinengshoujiyongdeamoledhetddi，yijiwulianwangxiangguanyingyongdezengzhang。zaigongjiduan，meiguangdengdachangzhubudanchunor flash，kuochanyouxian，daozhigongxuquekouchixukuoda，shidenor flashjiagedafushangzhang。dangshi，cypress（yijingbeiyingfeilingshougou）hewanghongdengdachangdechannengbeidinggouyikong，jiaohuoqibeidafulazhang。

honghuodeshichangzai2020he2021nianjixubaochizhe，dandaole2022nian，tebieshixiabannian，quanqiudianzibandaotishichangjinruxiaxingzhouqi，dabufenxinpianyuanqijiandougongguoyuqiu，nor flashyeweinengxingmian，youyicijinruledimiqi。2022nian，gejiashancunchangshangdeyingshoudouchuxianlemingxianxiahua，yidongxingufenweili，gaigongsidangniannand flashchanpinyingshouwei7.08yiyuan，tongbizengzhang7.27%，ernor flashdeyingshouwei0.72yiyuan， tongbixiahua61.47%。

zheizhongdimideshichangzhuangkuangyizhidao2023xiabannian。

zheiyici，suizhequanqiushichangdefusu，nor flashyeyinglailexinyilunzengzhang，tebieshixinxingdeaibianyuanceshebeixuqiubuduanzengzhang，weinor flashkaipilexindezengzhangkongjian。

01、小而精的NOR Flash

nor flashshiyizhongjiyunormenjiegoudeshancun，norshiluojimendianluzhongde“huofei”men。nor flashjuyoubingxingfangwenjiegou，zheiyiweizhemeigecunchudanyuandouyouyigedizhi，keyizhijiefangwenrenhecunchudanyuan，zheishinor flashjuyoukuaisudesuijifangwennengli，shiyongyuzhixingdaimaheduquguanjianshuju。yunand flashxiangbi，nor flashjuyoujiaodidecunchumiduhejiaogaodechengben，danjuyouduqusudukuai、xinpianneizhixing（xip）dengyoudian，shiheyongzuozhixingdaimahecunchuxuyaodiyanchihegaokekaoxingdeguanjianshujuyingyong。nor flashdeyingyongfanweihenguang，baokuoshouji，pc，kechuandaidianzishebei，yijiqiche、anfang、gongkong、jizhan、wulianwangshebeideng。

changshangfangmian，wanghong、cypress、huabang、meiguanghezhaoyichuangxinshiquanqiuqianwudanor flashgongyingshang，zhanjuzhe92%yishangdeshichangfene。2017nian，suizhemeiguang、cypressxiangjituichudiduannor flashshichang，huabang、wanghong、zhaoyichuangxinzhujianzhanjunor flashdezhuyaoshichangfene。zaizhongguodaludiqu，zhuyaonor flashchangshangbaokuozhaoyichuangxin、purangufen、beijingjunzheng、dongxingufen、hengshuogufendeng。

02、存量应用市场

anzhaorongliangdaxiao，kejiangnor flashfenweisanlei：32mbyixiaweixiaorongliang，nenggoushixianjiandandedaimazhixinggongneng，zhuyaoyongyupczhuban、jidinghe、luyouqi、putonglanyaerji、amoled、tddi、kechuandaishebeiheanfangjiankongdengchanpin；32mb-128mbweizhongdengrongliang，nenggoushixianjiaoweifuzadechengxuzhixinggongneng，rutwserjizhongdejiangzaodenggaojigongneng；128mbyishangweidarongliang，shiyongyugongnengfuza、xuyaokuaisuqidong、kekaoxingyaoqiugaodechangjing，ru5gjizhan、gongkongheqichedianzi。

congjinxieniandefazhanqingkuanglaikan，xiaoronglianghezhongdengrongliangnor flashzhuyaoyongzaicunliangshichang，erdarongliangchanpinzhuyaoyongyuzengliangshichang。

congguoqujinian，tebieshi2015-2021niandeyingyongqingkuanglaikan，nor flashzaiamoled、twslanyaerjihetddiyingyongshichangshixianledafuzengzhang。zaizheijinianli，nor flashshichangguimobaochiwendingzengzhang，2021nianshichangguimodadao28.84yimeiyuan，tongbizengzhangle15.36%。

youyugongyiyuanyin，amoledcunzailiangdujunyunxinghecanxiangliangdananti，xuyaojinxingbuchang，buchangfangfafenweineibubuchanghewaibubuchang。neibubuchangdexiaoguobuhao，nanyijiejuecanxiangwenti；waibubuchangzejuyouxiangsujiegoujiandan，qudongsudukuaihebuchangfanweidadeyoudian，shishijiyingyongzhongdeshouxuan。waibubuchangshi，xuyaowaiguayikenor flash，yibimianamoledmianbandelanseguanghuisuishijianxiaotuidewenti。guoqujinian，amoledzaizhinengshoujizhongdeyingyongyuelaiyuepubian，zheijiudaidonglezhongduannor flashxuqiudezengzhang，qifuhezengsudadaole24%。

jucinno researchtongji，2021nian，zhongguoshichangzhinengshoujiamoledmianbanchuhuoyue6.68yipian，tongbizengzhang36.3%，duiyugaoduanshoujilaishuo，amoledyijingchengweibiaopeidexianshimianban，erqie，suizhechanpinjiagedebuduanxiajiang，amoledhaizaixiangdijiashoujilingyushentou。butongxiangsudeamoledmianban，suoxudenor flashrongliangbutong，full hdxuyao8mbchanpin，qhdzexushiyong16mb-32mbde，zheixienor flashdanjiazai0.2- 0.4meiyuanzhijian。

yuchuantongerjixiangbi，twslanyaerjigongnengjiaoduo，xuyaocunchugengduogujianhedaimachengxu，xuyaowaikuoyikechuanxingnor flash。yianzhuoshoujiyongtwserjiweili，yibancaiyong8mbhuo16mbdenor flash，suizhegongnengzengduo，xuyaoyongdao32mb、64mb、128mb，shenzhi256mbde。

jucounterpoint researchtongji，2021nian，quanqiutwserjixiaoliangwei3yige，tongbizengzhang24%，dailailechaoguo6yigenor flashxinpiandeshichangxuqiu，counterpoint researchyuce2020-2025niantwserjichuhuoliangdecagrda21%。yucitongshi，suoyongdenor flashrongliangbuduantisheng，liru，2019nianjiyugaotongpingtaidetwserjiyicaiyong32mb nor flashweizhu，er2021niandezuidashiyongrongliangyidadao128mb。bansuizherongliangdeshengji，xinpiandeaspyebaochizengzhang。

tddishichukongyuxianshiqudongjichengdesuoxie，tajiangyuanbenfenlideshoujichukongichexianshiiczhenghechenglesoc。youyutddichukonggongnengbianmasuoxurongliangjiaoda，xuyaowaiguayigenor flashjinxingcunchu，bingfuzhutddijinxingcanshudiaozheng。

03、增量应用市场

juvaluates reportstongji，2022nian，quanqiunor flashshichangguimoyuewei33yimeiyuan，weilai，yaoxiangbaochizengzhang，chulezaishangshudecunliangshichangbaochiwendingzengzhang，haixuyaozengliangshichangdejiasutuidong，tebieshi5gjizhan、qichedianzihezhinengkechuandaishebei。

xiamiankanyixiazheisandazengliangshichangdeqingkuang。

youyu5gjizhanyunxinghuanjingjiaoweiteshu（yunxingwendufanwei-40℃～105℃，zhishaobaozheng10nianyishangshouming），xiangyingdenor flashxuyaomanzugaorongliang+gaoxingneng+gaokekaoxingdegongyejibiaozhun。

zai5gjizhanzhong，xitongzaimeiciqidongshi，fpgahesocdouxuyaojinxingpeizhi。butongyunand flashhesdka，nor flashkeyizai5gshebeidechushixiangyingheqidongshitigonggenggaokekaoxinghegengdiyanshideqidongpeizhizhichi。nor flashfuzecunchufpgadepeizhiguochengkongzhi、chuanxingzhoubianjiekoutongxindengxinxi。yibanqingkuangxia，jizhanaau/bbuxuyaodazai6-10ge512mb-2gbdenor flash。

suizhequanqiu5gjianshebuduantuijin，duidarongliangnor flashdexuqiuyejiangchengxiankuaisuzengzhangtaishi。danshi，quanqiunengshengchan5gjizhanyongnor flashdechangshangbingbuduo，muqian，quanqiushengchan5gjizhandechangshang，dayueyoubachengxiangwanghongxiadingdan。zheizhongqingkuangxia，wulunshishichang，haishiduichangshanglaishuo，zheiyilingyudouyouhendadezengzhangkongjian。

qichedianzidekuaisuzengzhangjiangdaidongcheyongcunchuqixuqiudegenjin。qichezhongshiyongdecunchuqizhuyaobaokuodram、nand flashhenor flash，qizhong，nor flashzaiqicheyingyonglingyudezhanyoulvzaizhujiantigao，muqianyuewei15%。

youyunor flashkekaoxinggenghao，shidegaorongliangdenor flashzaiqichedianzizhongbeiguangfanyingyong，congzuichudecheyongguangboxuyao1mbdediduannor flash，fazhandaozhongkongxitongdazai128mb~256mbdechanpin。suizheyuelaiyueduodechuanganqihemcujichengdaoqichexitongzhong，gegongnengdanyuandeshuju、chengxucunchudouxuyaogenggaoxingnengdeshancun。qichexihuozhuchehouhuilijiguanbizhukongdianzixitong，ermeicifadongzexuyaokuaisuqidongadasxitongjiemian。chezaixitongdekuaisuqidongxuyaojubeikuaisuduqudaimadenengli，erzheizhengshinor flashsuoshanzhangde，jubeixiantianyoushi。

suizheqichezhinenghuashuipingdetisheng，adas、chezaiyibiaopan，yijiqitaqichedianzigongnengkuai，duinor flashdexuqiuliangyuelaiyueda。zaiadasxitongzhong，meigeshexiangtoudouxuyao1gehuoduogenor flashxinpian，pingjunmeigedecunchurongliangzai32-128mbzhijian，adasxitongzhongdexingchejilu、daohang、yingxiang、chedaopianyijingshidenggongneng，pubianxuyaocaiyong512mbdenor flash。gaoduanadasxitongxuyaopeizhi1gbde，shenzhigenggaorongliangdenor flash。

cheguijixinpianduiqiwendingxinghekekaoxingdeyaoqiuhengao，nor flashtongyangruci。chezaiyingyongduinor flashdegongzuowenduqujianyaoqiuzhishaodadao-40℃-105℃，haiyaomanzuzhuruaec-q100decheguirenzheng。cheyongnor flashdekekaoxingbixudadao0dppm，yuangaoyuxiaofeileiyingyongde100-200dppm。yinci，yuelaiyueduodechangshangzaixianggaoduannor flashchanpinxianzhuanyi，henzhongyaodeyigeyuanyinjiushikandaoleweilaiqicheyingyongdejudashichang。

zhinengkechuandaishebeijiangzaiweilaibaochiqiangjingdezengzhangtaishi，yuji2025nianchuhuoliangjiangdadao8yi，fuhezengsuchaoguo10%。zhinengkechuandaishebeitongyanghuiduinor flashchanshengdaliangxuqiu。tongchangqingkuangxia，zheixieshebeixuyaoshoujiyonghudeduozhongshuju，liruweizhi、xinlvxinxideng。lingwai，haixuyaoxiangyonghuchuanshuwaibushuju，ruyinle、shipin、tonghuadeng，zheixiedoulibukainor flashdezhichi。

yizhinengshouhuanweili，tongchangqingkuangxia，gaoduanzhinengshoubiaodesocmianjibijiaoda，nenggouzhichinor flashgongnengneizhi。xiangduieryan，zhinengshouhuandezhukongxinpianxingnengjiaoruo，erqiesocmianjijiaoxiao，buzuyizhichinor flashgongnengneizhi，xuyaowaiguanor flash。

ar/vryeshiyidazengzhangdian。ar/vrduijisuanyaoqiuxiangdanggao，xiangdangyuyitaixiaoxingpcji，xingnengjiaogaodear/vrshebeitongchangxuyaopeizhiyigerongliangwei64mb-128mbdenor flash，yongyucunfangar/vrdeqidongxitongdaima。liru，vrshebeioculus rift cv1zaitouxianzhubanzhongjiupeiyouhuabangde64mb nor flash，arshebeimagic leap onezhujilightpackzhongzepeiyoucypressde128mbchanpin。

weilai，wulianwang（iot）jiqixiangguanshebeijiangwuchubuzai，iotshebeishuliangchixuzengzhangyouliyunor flashshichangbaochiwendingzengzhang。duoshuiotshebeidouxuyaojubeikuaisufanying、digonghaodetexing，qieduoshuyingyongchangjingdoubuxuyaodaliangcunchuneirong，zheizhengyunor flashdetexingpipei。weilai，nor flashyouwangtidaiiotshebeizhongdenand flash。

04、结语

jingguoqianjiniandekuaisuzengzhang，nor flashshichangzai2022nianjinruhandong，gedachangshangzi2022xiabanniankaishizhubujianchan，yizhidao2023xiabannian，kucuncaidafujiangdi，qianyiduanshijian，yejiekucunshuiweipingjunwei3~4zhou，jinqi，suizhegezhongzhongduanxuqiuhuisheng，shideoemhexitongchangshangdenor flashkucunjinyibuxiajiangdaoliangzhouzuoyou。zaizheizhongqingkuangxia，cong2024nian1yuekaishi，changshangshibizengjiakucun，zheihuituishengnor flashdebaojia。

jinru2024nianyihou，wulunshizaizhinengshouji、amoledmianban、twslanyaerjidengcunliangshichang，haishiqichedianzi、ar/vrdengzengliangshichang，xuqiudoukaishihuinuanhuofangliang。lingwai，daredeaixitongheyingyonghuizai2024nianjixuhuobao，tebieshibianyuancehezhongduanaishebei，duinor flashdexuqiulianghuizengjia，zheileiyingyonghuidaidongmeitaishebeidazaidenor flashyongliangshengji，rucongxianyoude64mb，zengjiadao256mb。

zaizhengtishichangxuqiuzengzhangdedaidongxia，nor flashshichangdejueduishuliangzengzhangdetongshi，qixiangduifeneyehuitisheng，tebieshizaicheyonglingyu，tayouwangfenshidramhenand flashdefene，zaiyuanyou15%dejichushangjinyibutisheng。