The global eMMC market continues to expand steadily, driven by demand from consumer electronics, automotive, and industrial IoT sectors. With a projected 7.3% CAGR, the market is set to exceed 65 billion in 2025 and approach 90 billion by 2030, reflecting its enduring relevance despite UFS competition .

Regional dynamics shape the market: Asia-Pacific leads with over 45% share, fueled by China (30% of global demand) and India’s booming smartphone production . China’s "Made in China 2025" policy and support for domestic semiconductors have accelerated local production—Yangtze Memory and GigaDevice now hold 8% of the global market, with expected to reach 30% by 2030 . North America (22% share) and Europe (18% share) drive demand for automotive and industrial eMMC, with Germany’s automotive sector boasting 43% eMMC penetration .

Growth drivers are multifaceted: the 5G smartphone replacement cycle sustains demand for mid-range devices using eMMC, while IoT proliferation boosts sales of small-capacity (32GB 以下) eMMC at a 9% annual growth rate . The automotive sector is a key growth engine—smart 座舱 s and telematics systems drive demand for high-durability eMMC, with the segment expected to reach $25 billion by 2030 . Industrial automation also contributes, as factories adopt eMMC-powered controllers and monitoring devices.

Technology evolution is adapting to competition: eMMC manufacturers are integrating 3D NAND stacking to increase density and reduce power consumption, while eMMC Ultra (e.g., Longsys WM6000) pushes bandwidth to 600MB/s, narrowing the gap with UFS 2.2 . Price trends are favorable—eMMC 均价 drops 8-10% annually due to NAND 产能 expansion, stimulating demand in cost-sensitive markets .

Despite UFS’s rise in high-end segments, eMMC will remain dominant in entry-level and industrial applications, supported by its cost-effectiveness and mature ecosystem. The market’s future lies in scenario-specific optimization, such as automotive-grade and industrial-wide-temperature variants.