
Worldwide DRAM Demand and Supply Forecast, 4Q24–4Q25 and 2025–2029
Description
This IDC study presents an outlook on the DRAM market for 2025–2029. The DRAM industry dynamics and the application forecast changes are aggregated, analyzed, and applied to the long-term DRAM forecasts in terms of units, revenue, and content per system for each application segment.“AI demand will lead the growth of the market, even consumer demand will be considerably weak. DRAM makers will flexibly control production and inventory to try market balance. The DRAM market will see a short down cycle in 2027–2028, but its fluctuation will be minimized in upcoming years.” — Soo Kyoum Kim, associate vice president, IDC’s Semiconductors research program
Table of Contents
34 Pages
IDC Market Forecast Figure
Executive Summary
Advice for Technology Suppliers
Market Forecast
DRAM Demand Side
Equipment Shipment Forecast
Content-per-System Forecast
Applications’ 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
AI Penetration Will Help DRAM Growth in All Segments
Flexible Production Control Will Drive Market Balance Anytime
CXL Will Support Memory-Centric Computing
Inhibitors
Consumer Market Saturation Will Be a Bottleneck in the Long Term
The U.S. Technology Ban Will Damage All Memory Players
Significant Market Developments
Changes from Prior Forecast
Market Definition
Methodology
Related Research
Pricing
Currency Rates
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