Worldwide Server DRAM DIMM by Workload Forecast, 2024–2028
This IDC study presents an outlook for the server DRAM DIMM market for the 2024–2028 period. The DRAM industry dynamics and the server workload changes are aggregated, analyzed, and applied to this long-term DIMM forecast in terms of units and DRAM content per DIMM.“Return of datacenter investment will revive the DIMM market in 2024 after severe market contraction in 2023. 24Gb-based DIMM penetration, GPU server-driven 128GB DIMM demand, and CXL introduction near the end of forecast year will lead high single-digit growth in the long term,” says Soo Kyoum Kim, associate vice president, IDC’s Semiconductor research.
Please Note: Extended description available upon request.
IDC Market Forecast Figure
Executive Summary
Advice for Technology Suppliers
Market Forecast
Server DRAM Demand by Interface
Server DRAM DIMM by Workload
Server DRAM DIMM by Density
Market Context
Drivers and Inhibitors
Drivers
AI Server Penetration Will Lead to More DIMM Consumption
New Processor with New Interface Technology Will Lead to More DIMM Consumption
Inhibitors
Cheap DRAM Pricing Will Lead Light Workload Demand to New Interface or Higher-Density DIMM in the Short Term
Cloud SP Demand Is Still Dormant But the Datacenter Capacity Will Restart Growth by the End of 2024 at Latest