Technical Articles - Flash Memory Market Ushered in Fierce Competition with the Digitalization of Electric Vehicles - Winbond (2023)

Governments worldwide have been paying close attention to alternative energy vehicles recently. Many have launched related electric vehicle subsidy policies, accelerating global sales over recent years.

In 2021 at IAA Mobility in Munich, Germany, many major car manufacturers, including Porsche, showcased their all-electric or related concept cars. In addition to adding more smart driving features, most new vehicles are equipped with extensive digital touch dashboards. The in-vehicle infotainment system, security and anti-hacking technology and the overall efficiency of electric vehicles have also been improved. In the meantime, cloud and edge computing capabilities are tremendously enhanced, epitomized by digital data streaming processing, zonal structure and digitalization level of the device. New energy storage concepts and new-look environmental enhancements, such as material recycling, have also been introduced.

In June 2022, the European Parliament voted to cease the sale of fossil fuel vehicles from 2035. Although this was opposed, it has become common knowledge that electric vehicles will become mainstream in the future. The digital revolution of the automotive industry has also brought an infinite opportunity to memory chip manufacturers. Among the various types of memory chips, the competition for flash memory chips in the automotive market seems to be more intense.

HPC Platform to Become the New Standard for Future Cars with Flash Memory

The transition from mainstream fossil fuel vehicles to electric vehicles, and now all-electric and driverless vehicles, requires the constant improvement of driver assistance systems (ADAS), which means that automotive chips must continually strive to deliver higher levels of self-driving features and sustainable enhancements of the AI algorithms.

HPC integrates several complex technologies, such as high-performance multi-core chips, in-vehicle operating systems, diversified software systems, high-speed and low-latency communication, functional safety, information security and OTA to satisfy application requirements like high-level autonomous driving and vehicle control. The introduction of HPC represents a fundamental restructuring of the automotive electrical and electronic architecture. Currently, many Tier 1 automotive manufacturers are considering adopting zonal architecture, where the central HPC platform makes the highest-level decision and then transmits data commands and power through domain control units (DCU) scattered in various parts of the vehicle.

Like today's smartphones, high-end smart cars with enhanced software and hardware are available at higher costs. As a result, customers can enjoy higher-level audio and video facilities and enhanced security. Customers can also purchase an entry-level configured vehicle that meets regulatory requirements at the lowest cost. For car manufacturers, the source of revenue will no longer rely solely on new car sales or repairs and maintenance, but the software and platform customers can freely choose based on tiered pricing. Customers can subscribe to online video streaming on a monthly or annual basis and even purchase related services such as assisted autonomous driving at a one-time makeup price, which will bring additional revenue to car makers.

According to relevant statistics, the automotive HPC market size in 2022 is about $560 million, and it is expected to grow year on year reaching $8.05 billion by 2025. To seize the market, automotive chip developers have launched various new HPC SoCs (system on chip), some of which are even equipped with AI deep learning accelerators, which will collect, analyze and learn automotive-related data, as well as accumulate extensive data databases, to help future algorithms continue to improve. Therefore, memory chips responsible for collecting and storing vast amounts of information have become the cornerstone of the car's journey to digitization.

Ensuring a Vehicle's Information Flow Supports the Flash Memory

With the evolution of automobiles to digitalization, the demand for data storage and the transmission of information is getting higher. The flow of information and the reading/processing of data are key elements in the communication between devices. At the same time, OTA acts as a medium for devices to continuously learn and recognize new devices and communication languages. Therefore, the demand for applications such as OTA wireless updates will increase, and OTA-related personal and vehicle information security maintenance and authentication/authorization will become more critical.

In addition, communicating the flow of information is also required between in-vehicle devices, which created C-V2X (cellular vehicle to everything), a vital role in enhancing road safety, making traffic smoother and saving total energy consumption. As related statistics show, C-V2X is growing at a compound annual growth rate of about 30%. It is estimated that the market will reach $18.8 billion by 2027.

C-V2X is an in-vehicle communication system that includes more specific categories such as V2I (Vehicle-to-Infrastructure), V2N (Vehicle-to-Network), V2V (Vehicle-to-Vehicle), V2P (Vehicle-to-Pedestrian), V2D (Vehicle-to-device) and other information transmission and interpretation between vehicles and different systems or devices. Based on the information flow of these wireless communications, the timely performance and data flow analysis for driving safety is most important.

Technical Articles - Flash Memory Market Ushered in Fierce Competition with the Digitalization of Electric Vehicles - Winbond (1)

During this process, all automotive applications require qualified storage products and devices that will endure in embedded environments exposed to extreme temperatures. As a reliable non-volatile memory, NOR flash typically features fast reading speed, high stability, and no data loss when interrupted, which makes it ideal for automotive applications.

However, with the endless increase in the amount of data that devices need to record, such as boot or startup information and user-related information, NAND flash, which has a larger capacity and cost-efficient advantage, gradually revealed its importance.

The Driving Force Behind the Automotive Flash Memory Market

After decades of flash memory development, the NOR flash market has already tent to favor niche industries. However, after 2016, the increased demand for consumer electronics and IoT devices with low to medium capacity has led the NOR flash market to pick up and attract new players. The new players have brought NOR Flash into a new era of competition.

From an overall market perspective, benefiting from the rise of emerging application scenarios and the impact of shortages, NOR flash has ushered in a rising cycle. According to an IC Insights report, in the second quarter of 2021, NOR flash only accounted for 4% of the flash memory market. NOR flash products surged by 63% to $2.9 billion last year. NOR flash shipments rose 33 % last year, while average selling prices increased more than 20 %. The NOR flash market is expected to grow another 21% to $3.5 billion in 2022.

However, considering the applications, the current NOR flash is mainly applied in low-capacity applications such as IoT and consumer electronic devices. As competition in this part of the market becomes increasingly fierce, it is easy to fall into a situation where profits diminish. For this reason, major storage manufacturers are trying to break into high-end applications.

The many applications is brought about by the digitalization of automobiles offer opportunities for memory products. According to IC Insights' statistics on several NOR flash manufacturers' performance, most NOR flash products' growth mainly comes from automotive applications. Many manufacturers have seized the automotive market, which has once again activated the vitality of the NOR Flash market.

Winbond is the largest NOR flash supplier, with over $1 billion in sales, accounting for about one-third of the global NOR flash market share. Winbond has been deeply involved in the automotive field for more than ten years as a leading supplier in the NOR flash market. So far, the top ten automobile manufacturers in the world are end customers of Winbond memory products. And their existing niche DRAM, SLC NAND and other product lines have recently expanded their deployment of automotive NOR flash for high-margin product lines.

Winbond Serial NOR Flash has always played a leading role in most automotive applications. However, with the advancement of digitization, the code size that needs to be stored is also increasing. To meet this demand, Winbond launched OctalNAND Flash with 8 I/O ports to fulfil the requirement for instant communication and fast upload and download. Thanks to 8 I/Os, the maximum transmission rate can reach 240MB/s, which can be applied to high-speed and low-latency applications. Octal NOR flash will also join the party shortly.

In addition, Winbond memory products are also suitable for many additional applications, including wireless communication systems, Lidar, tire pressure detectors, in-vehicle wireless charging systems, electric vehicle battery management systems, airbag systems, head-up displays, power management systems and audio systems; as well as the OTA wireless system covering network communication, infotainment and driving recorders. It can support V2X applications, car navigation, digital dashboard, driver monitoring and interactive systems, and it also can be used in gateways, cameras and other in-vehicle fields.

Technical Articles - Flash Memory Market Ushered in Fierce Competition with the Digitalization of Electric Vehicles - Winbond (2)

No matter how in-vehicle devices evolve, driving safety will remain a top priority in the automotive industry. Winbond has continuously launched various flash memory products suitable for automotive applications while adhering to the belief of creating high-quality, high-efficiency, low-energy consumption and advanced information security products. Winbond will continue to work closely with automotive manufacturers to fulfil consumers' wishes.


How many electric cars are on the road today in the US? ›

Currently, the administration estimates about 3 million of the cars in the U.S. are electric, which is approximately one percent of the total.

How many electric vehicles are on the road today in the world? ›

In 2021, more than that many are sold each week. Nearly 10% of global car sales were electric in 2021, four times the market share in 2019. This brought the total number of electric cars on the world's roads to about 16.5 million, triple the amount in 2018.

What is the current state of electric cars? ›

The market for electric vehicles (EVs) has grown rapidly in recent years and is expected to continue to grow at a fast pace over the coming decade. Electric car sales in the United States increased from a mere 0.2 percent of total car sales in 2011 to 4.6 percent in 2021.

What percent of cars on the road are electric? ›

The percentage of electric cars sold in the US is now 6%.

A market share of 6% means, of all cars sold in 2022, 6% were electric vehicles of different segments. Throughout the last five years, the EV market share has steadily grown in the US.

What percent of all cars in the US are electric? ›

Only around 1% of all vehicles (2 500,000) in the United States were electric in 2019. In 2018, the number was around 328,118, showing a 75% year-over-year growth, demonstrating the shifting demand.

Which country has the highest percentage of electric cars? ›

According to their figures, the countries with the highest percentage of new electric cars were Norway (86 per cent), Iceland (64 per cent), Sweden (47 per cent), Denmark (35 per cent) and Finland (32 per cent).

Which state owns the most electric cars? ›

This chart shows the vehicle registration counts of all-electric vehicles (EVs) by state as of December 31, 2021. California has the greatest number of EVs, approximately 39% of EVs nationwide. Florida has the second highest count, followed by Texas.

What year will cars be fully electric? ›

Automakers are working on converting their offerings to all-electric vehicles, but their timetables for conversion differ. Some have committed to ending gasoline car sales by 2035; others may take until 2045-2050 to get there unless required by law.

What are the drawbacks of electric vehicles? ›

Seven disadvantages of electric cars
  • Limited Battery Range. The average petrol car can easily do four or five hundred miles on a tank of petrol. ...
  • Battery Lifespan Concerns. ...
  • Charging Infrastructure Worries. ...
  • Long Charging Times. ...
  • Low Top Speeds. ...
  • More Expensive to Buy. ...
  • Environmental Impact.
Dec 15, 2022

Will gas cars go away? ›

California bans sales of new gas-powered cars by 2035.

Can you still drive gas cars after 2035? ›

Motorists can continue driving gas-fueled vehicles that were bought before the 2035 deadline and will be allowed to purchase used gas-powered vehicles after the rules take effect. Here's a look at states that have made steps to adopt California's zero-emission vehicle standards or similar policies.

How much longer will gas cars be around? ›

Keep in mind that we're talking about new cars sold in 2035. Cars last around 15 years, so it will take us to 2050 before we get rid of most of the gasoline-powered cars.

Will gas prices go down with more electric cars? ›

The bottom line for consumers as EVs become more popular, reduced gas demand likely will not lower prices as refiners constrict supply. In fact, supplies will probably decrease slightly faster than demand, keeping prices high. Any small mismatch between supply and demand could cause considerable price volatility.

Why are EV sales declining? ›

Tax credits and government subsidies have propped up the EV market to date as countries identify passenger car fleet electrification as a core tactic for meeting net-zero emissions goals, but the reduction or removal of these subsidies this year has dampened consumer sentiment.

Will electric cars replace gas cars? ›

Today, concerns for the earth, gasoline prices, emissions, and other factors are driving buyers to electric vehicles in increasing numbers. Recent studies indicate that EVs will overtake gas-powered vehicles by 2033 in many countries, and worldwide just a couple of years later.

Which US city has the most electric cars? ›

Of all cities, the Los Angeles metro area boasts the largest number of electric vehicles with roughly 293,000, the brief says. It also has the most charging stations with close to 4,800. San Francisco is near the top, too, with 105,000 electric cars and the third-best EV presence in the nation's 100 largest metros.

What percentage of cars in the US are gas powered? ›

The United States' gasoline station sector recorded a gross output of approximately 101.4 billion U.S. dollars in 2020. A year later, gasoline internal combustion engines (ICEs) amounted to just under 90 percent of the light vehicle sales by fuel type, including cars and light trucks.

What percentage of cars in China are electric? ›

EVs now account for one in four cars sold in China. Interestingly, the share of battery EVs (BEVs) in the country's total EV sales decreased in 2022, with plug-in hybrid EVs (PHEVs) increasing their share to 24%. China was the second fastest-growing market among the world's top 10 EV markets in 2022 in terms of sales.

Which brand has the most electric vehicles? ›

The 5 Biggest Global Electric Vehicle Companies
  • Tesla. With a market cap of over $580 billion, Tesla is the largest EV manufacturer in the world. ...
  • Li Auto. Li Auto, a China-based EV manufacturer, follows Tesla with a market cap of $25 billion. ...
  • NIO. ...
  • Lucid Motors. ...
  • Rivian. ...
  • The EV Market Is Growing. ...
  • More from Industry Trends.
Apr 17, 2023

Who leads the world in electric vehicles? ›

Electric vehicle (EV) car sales increased by 60% in 2022, reports Quartz. Meanwhile, sales of conventional cars with internal combustion engines went down by a quarter in the past five years. China leads the EV field - one in every four cars bought there in 2022 was an EV.

What country buys the most Teslas? ›

the United States

What state has the least electric cars? ›

Mind you, these are the only states that have more than 30,000 all-electric cars registered. At the bottom of the table, North Dakota has the fewest EVs registered in the entire country—220. Wyoming has 330, South Dakota 410, West Virginia 600, Mississippi 780, and Montana and Alaska 940 each.

What state has the least amount of electric cars? ›

The most recent federal data on EV adoption rates shows that North Dakota (roughly 400 vehicles), Wyoming (500) and South Dakota (700) have the fewest EV registrations in the nation.

Which state has the best EV infrastructure? ›

It shouldn't come as a surprise that California is at the top of the rankings. Quote Wizard said the state has 40 percent of the country's EVs and a third of all the charging plugs.

What will replace electric cars? ›

Using fuel cells

The fuel cell hydrogen vehicle is fundamentally similar to an electric vehicle. The difference is that in traditional electric vehicles, the battery is charged from external sources, while in a hydrogen car, electricity is continuously drawn from fuel cells.

What will happen to oil companies when cars go electric? ›

EV production has been and will continue to scale and this will slowly cut into oil demand. At 100-150 million EVs on the road, oil demand will drop 10-15% bringing its price down massively as this number of vehicles will cut oil demand by far more than Russia was selling.

Will electric cars be mandatory? ›

Yes. California is only requiring that all NEW cars sold in 2035 and beyond are zero-emission vehicles which includes battery electric vehicles, plug-in hybrid electric vehicles and fuel cell electric vehicles.

What are 5 reasons electric cars are bad? ›

Disadvantages of Electric Vehicles - cons
  • Finding a Charging station - EV charging stations are fewer and further between than gas stations.
  • Charging takes longer.
  • The driving range on a full charge.
  • Higher Initial Purchase Cost.
  • Replacing the Batteries is Expensive.

What happens to an electric car battery when it dies? ›

When batteries do reach the end of their working life, they'll be recycled, which typically involves separating out valuable materials such as cobalt and lithium salts, stainless steel, copper, aluminium and plastic.

How much does it cost to replace an electric car battery? ›

EV battery replacements range from $5,000 to $20,000 based on the pack, size and manufacturer. If a battery is within its manufacturer warranty, typically 8 years and 100,000 miles, then you should get a replacement battery at no extra cost.

What state is banning gas cars? ›

California, the country's most populous state and the center of U.S. car culture, is banning the sale of new gasoline-powered vehicles starting in 2035, marking a historic step in the state's battle against climate change. The rule will force automakers to speed up production of cleaner vehicles beginning in 2026.

What will happen to classic cars when gas is banned? ›

Classic Cars Will Become Rarer Items

Eventually, you will see used, and classic cars drive less, and likely, collections will be reserved for museums or for very affluent elites who have the resources to afford them.

What states are banning gas cars? ›

All of the planned bans are in coastal states: In addition to California and Maryland, Massachusetts, New Jersey, New York, Oregon and Washington have made the commitment to stop allowing sales of new gas-powered vehicles after 2035.

Will it be illegal to drive gas cars in the future? ›

California will ban sales of new gas-powered cars by 2035, but the conversion to battery-powered vehicles poses numerous unresolved issues. California made it official last week — the state will ban sales of gasoline-powered new cars after 2035.

Will gas cars be banned everywhere? ›

What exactly does this ban on new gas-powered cars entail? After 2035, new gas-powered cars will not be available for sale in the state of California. It's important to understand this is only about new cars and only in California.

What year will there be no gas cars? ›

California plans to ban sales of new gas cars by 2035, requiring all vehicles to be electric or hydrogen powered. Seventeen states have vehicle emission standards tied to rules established in California.

Where is the cheapest gas in the world? ›

Cheapest Gas Price by Country in 2023
  • Venezuela. Venezuela, while overall a rather impoverished nation, is rich in oil reserves and fossil fuels, and uses that particular wealth to provide their people with virtually free gasoline. ...
  • Libya. ...
  • Iran. ...
  • Angola. ...
  • Algeria. ...
  • Kuwait. ...
  • Egypt. ...
  • Turkmenistan.
Mar 22, 2023

Will gas be around in 20 years? ›

The short answer is no, or at least not in the next couple of decades. There are just too many gas-engine cars on the road, with after-market suppliers and local garages supporting the repair of internal combustion engines. Even so, your next new car could be an EV.

Will there be any gas cars in 2050? ›

By 2050, there will be about 3 billion light-duty vehicles on the road worldwide, up from 1 billion now. At least half of them will be powered by internal combustion engines (ICE), using petroleum-based fuels.

Will cars ever go fully electric? ›

The big target is 1.2 million annual battery electric vehicle sales worldwide by 2030. Key to achieving that goal is increasing its EV lineup to 14 electric models by 2027. Kia already offers an electric version of its Niro, and a second-generation Niro will be offered as a hybrid, a plug-in hybrid, and an EV.

Are cars going to be fully electric? ›

Yes. California is only requiring that all NEW cars sold in 2035 and beyond are zero-emission vehicles which includes battery electric vehicles, plug-in hybrid electric vehicles and fuel cell electric vehicles.

What is the outlook for the EV industry? ›

The new edition of the IEA's annual Global Electric Vehicle Outlook shows that more than 10 million electric cars were sold worldwide in 2022 and that sales are expected to grow by another 35% this year to reach 14 million.

Are electric cars on the rise? ›

We expect EV adoption to continue to rise in 2023, but at a slightly slower pace than the last two years, which saw sales jump from 3.2 million in 2020 to more than 10 million in 2022. We expect 13.6 million plug-in passenger vehicle sales in total for this year, with around 75% of those being fully electric.

Will gas cars really go away? ›

As the popularity of electric vehicles grows, will the gas engine become an endangered species? The short answer is no, or at least not in the next couple of decades. There are just too many gas-engine cars on the road, with after-market suppliers and local garages supporting the repair of internal combustion engines.

Will gas cars be phased out? ›

Last month, California regulators passed rules banning the sale of new gas-powered cars by 2035, a move hailed as a significant victory in the fight against climate change.

What happens to electric cars in a power outage? ›

It is possible to charge your electric vehicle (EV) during a power outage. But you may not need to; as long as your EV has some charge left, your car can likely go a few days between charges.

How long will gas stations be around? ›

A 2019 report by BCG predicts that 80% of conventional gas stations could be driven (pun intended) out of business by 2035. Of course new gas stations are still being built, but many smaller facilities are being squeezed out of the market by big-box gas retailers, stations that sell over 940,000 litres per month.

Which company will dominate the EV market? ›

Tesla (NASDAQ:TSLA) is the leader of EV stocks and there's no other way to say it. It's the dominant leader in the space and it's the best-performing EV stock of the bunch.

Who will be the biggest EV company? ›

1. Tesla. With a market cap of over $580 billion, Tesla is the largest EV manufacturer in the world. There are various attributes that differentiate Tesla from other automakers, but the most notable is its supply chain.

What will EV market be worth in 2030? ›

Global Electric Vehicle Market is valued at USD 193.55 Billion in 2022 and is projected to reach a value of USD 693.70 Billion by 2030 at a CAGR (Compound Annual Growth Rate) of 17.30% over the forecast period.

How long are electric cars expected to last? ›

How long do batteries last in electric cars? According to current industry expectations, EV batteries are projected to last between 100,000 and 200,000 miles, or about 15 to 20 years.


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