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Worldwide NAND Flash Demand and Supply Forecast, 4Q23–4Q24 and 2024–2028: Upcycle Starts

Publisher IDC
Published Apr 25, 2024
Length 29 Pages
SKU # IDC18736127

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
How Do Licenses Work?
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