Worldwide Server DRAM DIMM by Workload Forecast Update, 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."AI demand will dominate server DIMM growth over forecast period. High-density DIMM will thrive first, then mid/low-density DIMM will follow. 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
Expensive DRAM Pricing Will Prohibit Light Workload Demand from Adopting New Interface or Higher-Density DIMM
Cloud SP Is Focusing on AI infrastructure Now; Investment on General-Purpose Server Will Revive in 2025