Chan Ye Xin Xi Wang·2025-10-05 00:32Core Viewpoint - The ROM (Read-Only Memory) industry in China is experiencing significant growth, driven by advancements in cloud computing, big data, and artificial intelligence, with the market size projected to increase from 120.84 billion yuan in 2020 to 170.68 billion yuan by 2024, representing a compound annual growth rate (CAGR) of 9% [1][7]. Industry Overview - ROM is a type of semiconductor memory that is crucial for data storage and processing, with its primary function being the high-speed and automated access to programs and data [3]. - The ROM market is categorized into various types, including MROM, PROM, EPROM, EEPROM, and Flash, each with distinct characteristics and applications [4][8]. Industry Chain - The upstream of the ROM industry involves suppliers of semiconductor materials, photoresists, and masks, which are essential for ROM manufacturing [5]. - The downstream applications of ROM are extensive, covering sectors such as computing, communications, consumer electronics, automotive electronics, and industrial control, all of which have high demands for performance and quality [6]. Current Industry Status - The global semiconductor memory market is expanding, with China playing a vital role in breaking the overseas monopoly through domestic technology advancements. The semiconductor memory market in China is expected to reach 426.7 billion yuan by 2024, growing by 8.22% year-on-year [6][7]. Competitive Landscape - Major global players like Samsung, Intel, and Micron Technology dominate the ROM market, leveraging strong R&D capabilities and advanced production technologies [9]. - In China, domestic companies such as Zhaoyi Innovation, Dongxin Technology, and Jucheng Technology are enhancing their competitiveness due to technological advancements and supportive policies [9]. Future Development Trends - The semiconductor industry is expected to rebound, with increasing demand for ROM driven by the growth of portable, intelligent, and networked devices [12]. - Customization of ROM solutions is anticipated to rise, allowing for tailored storage capacities and read/write speeds to meet specific application needs, particularly in niche markets like industrial control and medical devices [13].