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Analyst Predicts 3D XPoint Shipments Could Surpass DRAM (in Capacity) by 2028

Accepted submission by takyon at 2021-09-08 11:32:16


XPoint capacity to surpass DRAM by 2030 []

We have just learned about a report by Coughlin Associates and Objective Analysis [] called Emerging Memories Take Off [], courtesy of Tom Coughlin. The report looks at 3D XPoint, MRAM, ReRAM and other emerging memory technologies and says their revenues could grow to $44 billion by 2031. That's because they will displace some server DRAM, and also NOR flash and SRAM — either as standalone chips or as embedded memory within ASICs and microcontrollers.

The emerging memory market is set to grow substantially with 3D XPoint revenues reaching $20 billion-plus by 2031, and standalone MRAM and STT-RAM reaching $1.7 billion in revenues by then. The report predicts that the bulk of embedded NOR and SRAM in SoCs will be replaced by embedded ReRAM and MRAM.

A chart shows XPoint capacity ships crossing the 100,000PB level in 2028 and so surpassing DRAM, whose capacity growth is slowing slightly. The chart shows XPoint capacity shipped being 1000PB this year. That number will grow 100x to 100,000PB in 2028.

Related: Micron Abandons 3D XPoint, Puts Fab Up for Sale []
Micron Sells 3D XPoint Fab to Texas Instruments, Not Intel []

Original Submission