
Worldwide NAND Flash Demand and Supply Forecast, 4Q23–4Q24 and 2024–2028: Upcycle Starts
Description
Worldwide NAND Flash Demand and Supply Forecast, 4Q23–4Q24 and 2024–2028: Upcycle Starts
This IDC study presents an outlook on the NAND market for 2024–2028. 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."Memory maker-driven market upcycle started in 2H23. Demand itself is still weak, but inventory and production are still low. Recovery of global economy will lead the market growth. This upcycle will continue in few years and meet the next downcycle by the end of the forecast period." — Soo Kyoum Kim, associate vice president, IDC's Semiconductors research program
Please Note: Extended description available upon request.
Table of Contents
29 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
- NAND 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
- Low Utilization of Fabs Will Drive Bit Supply Shortage in Market Upcycle
- Inhibitors
- System Demand Saturation Will Be a Bottleneck in the Long Term
- U.S. Technology Ban Will Damage Both 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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