ReRAM was expected to be the first stand-alone technology to compete with 3D XPoint, but it has suffered repeated delays due to technical challenges, Yole said. Leading proponents of stand-alone ReRAMs are Crossbar Inc. and Nantero Inc.
Emerging non-volatile memory break down by application. Source: Yole Developpement.
Yole asserts that ReRAM could compete again for SCM sockets after 2020. STT-MRAM thanks to high-speed and high endurance is also promising but suffers from greater fabrication complexity, according to Yole.
In contrast, for the embedded market for emerging non-volatile memory STT-MRAM is gaining momentum for microcontrollers. All the major foundries are getting involved in this area, said Yole (see TSMC embedded MRAM is key to Gyrfalcon AI chip).
The embedded emerging NVM market is small compared to the stand-alone market, representing about 3 percent of the emerging NVM market in 2017. However, all top foundries are preparing STT-MRAM offerings at the 28nm or 22nm nodes whereas ReRAM has been delayed by approximately two years by SMIC and UMC.
Yole forecasts that by 2023 STT-MRAM will represent about three-quarters of a $1.1 billion annual market with most of the remainder going to ReRAM technologies.
It is not clear how Yole measures the embedded memory market as the value of the memory is wrapped up in the selling price of microcontrollers and SoCs in which the memory is embedded.
Yole gives PCM little market share as an embedded NVM. STMicroelectronics is so far the only company to announce an intention to use the technology.
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