
Worldwide NAND Flash Demand and Supply Forecast, 4Q22–4Q23 and 2023–2027: Downcycle Extends
Description
Worldwide NAND Flash Demand and Supply Forecast, 4Q22–4Q23 and 2023–2027: Downcycle Extends
This IDC study presents an outlook for the NAND market for 2023–2027. The NAND industry dynamics and the application forecast changes are aggregated, analyzed, and applied to this long-term NAND forecast in terms of units, revenue, and content per system for each application segment."Demand-driven market correction started in 2H22. Inventory soared and market pricing reached below cash cost within a half year. Every player starts to struggle for survival. The next upcycle will start in 2025. But the correction could be longer without consolidation." — says Soo Kyoum Kim, associate vice president, IDC's Semiconductors research program
Please Note: Extended description available upon request.
Table of Contents
23 Pages
- IDC Market Forecast Figure
- Executive Summary
- Advice for Technology Suppliers
- Market Forecast
- NAND Demand Side
- Equipment Shipment Forecast
- Content-per-System Forecast
- Application's NAND Share Forecast
- NAND Supply Side
- Wafer Output Forecast
- Demand and Supply Forecast
- Density Shipment Forecast
- NAND Pricing Forecast
- Interface Mix Forecast
- Market Context
- Drivers and Inhibitors
- Drivers
- SSD Market Will Continue to Lead Bit Growth
- Technology Difficulties Will Make Chip Makers Find Own Optimal Way for Bit Supply
- Inhibitors
- System Demand Saturation Will Be a Bottleneck in the Long Term
- U.S. Technology Ban Will Damage Both the United States and China at the Same Time
- Significant Market Developments
- Changes from Prior Forecast
- Market Definition
- Methodology
- Related Research
Pricing
Currency Rates
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