Worldwide NAND Flash Demand and Supply Forecast, 4Q21–4Q22 and 2022–2026
This IDC study presents an outlook for the NAND market for 2022–2026. 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."Strong supply chain constraint and unexpected macroeconomic factors will cause extremely low market visibility. Industry participants will maintain conservative behavior. Such low volatility will lead to considerable market growth this year. The current upcycle will continue this year, and a mild downcycle will follow," says Soo Kyoum Kim, associate vice president, IDC's Semiconductor research program.
Please Note: Extended description available upon request.
- 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
- Server Market Will Continue to Lead Bit Growth After the Pandemic
- 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
- Supply Chain Constraint Could Prolong and Limit Demand Growth
- Chinese Newcomers Will Impact Memory Market in the Next Cycle
- Significant Market Developments
- Changes from Prior Forecast
- Market Definition
- Methodology
- Related Research
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