
Worldwide NAND Flash Demand and Supply Forecast, 4Q24–4Q25 and 2025–2029
Description
This IDC study presents an outlook on the NAND market for 2025–2029. 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.“AI effect will be limited to NAND industry and consumer demand will be considerably weak. NAND makers will more aggressively control production to try market balance. The market will see minor adjustment in 2027—2028 but its fluctuation will be minimal in upcoming years.” — Soo Kyoum Kim, associate vice president, IDC’s Semiconductors research program
Table of Contents
27 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
Flexible Production Control Will Drive Market Balance Anytime
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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