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Worldwide DRAM Demand and Supply Forecast, 4Q24–4Q25 and 2025–2029

Publisher IDC
Published Apr 11, 2025
Length 34 Pages
SKU # IDC19954085

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

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