Worldwide DRAM Demand and Supply Forecast, 4Q22–4Q23 and 2023–2027: Down Cycle Extends
This IDC study presents an outlook on the DRAM market for 2023–2027. The DRAM industry dynamics and the application forecast changes are aggregated, analyzed, and applied to this long-term DRAM forecasts 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 correction will continue for one more year. The next upcycle will start in 2025," says Soo Kyoum Kim, associate vice president, IDC's Semiconductors research program.
Please Note: Extended description available upon request.
- IDC Market Forecast Figure
- Executive Summary
- Advice for Technology Suppliers
- Market Forecast
- DRAM Demand Side
- Equipment Shipment Forecast
- Content-per-System Forecast
- Application's 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
- Server Market Will Continue to Lead Bit Growth
- Technology Difficulties Will Make Chip Makers Find Own Optimal Way for Bit Supply
- Newly Emerging Interconnects Like Compute Express Link to Support Memory-Centric Computing
- 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
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