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Worldwide DRAM Demand and Supply Forecast, 4Q21–4Q22 and 2022–2026: Upcycle Extends

Publisher IDC
Published Apr 08, 2022
Length 31 Pages
SKU # IDC17090655

Description

Worldwide DRAM Demand and Supply Forecast, 4Q21–4Q22 and 2022–2026: Upcycle Extends

This IDC study presents an outlook on the DRAM market for 2022–2026. The DRAM industry dynamics and the application forecast changes are aggregated, analyzed, and applied to this long-term DRAM forecasts in terms of units, revenue, and content per system for each application segment."Strong supply chain constraint and unexpected external factors outside the memory industry will cause extremely low market visibility. Industry participants will maintain conservative behavior. Such low volatility will lead to considerable market growth this year. The current upcycle will continue this year, and mild down cycle will follow," says Soo Kyoum Kim, associate vice president, IDC's Memory Semiconductors research program.

Please Note: Extended description available upon request.

Table of Contents

31 Pages
IDC Market Forecast Figure
Executive Summary
Advice for Technology Suppliers
Market Forecast
DRAM Demand Side
Equipment Shipment Forecast
Content-per-System Forecast
Application's DRAM Share Forecast
DRAM Supply Side
Wafer Output Forecast
DRAM Demand and Supply Forecast
Density Shipment Forecast
DRAM Pricing Forecast
Interface Mix Forecast
Market Context
Drivers and Inhibitors
Drivers
Server Market Will Continue to Lead Bit Growth After the Pandemic
Technology Difficulties Will Make Chip Makers Find Own Optimal Way for Bit Supply
Newly Emerging Interconnects Like Compute Express Link to Support Memory-Centric Computing
Inhibitors
Supply Chain Constraint Could Prolong and Limit Demand Growth
Chinese Newcomers Will Impact Memory Market in Upcycle
Significant Market Developments
Changes from Prior Forecast
Market Definition
Methodology
Related Research
How Do Licenses Work?
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