target audience: TECH SUPPLIER Publication date: Apr 2023 - Document type: Market Forecast - Doc Document number: # US50542323
Worldwide DRAM Demand and Supply Forecast, 4Q22–4Q23 and 2023–2027: Down Cycle Extends
Content
List of Tables
List of Figures
Related Links
Table of Contents
-
IDC Market Forecast Figure
-
Figure: Worldwide DRAM Demand and Supply Revenue Snapshot
-
-
Executive Summary
-
Advice for Technology Suppliers
-
Market Forecast
-
DRAM Demand Side
-
Equipment Shipment Forecast
-
Figure: Worldwide Electronic Equipment Production by Application, 1Q22–4Q23
-
Figure: Worldwide Electronic Equipment Production by Application, 2022–2027
-
Content-per-System Forecast
-
Table: Worldwide DRAM Content by Application, 1Q22–4Q23 and 2022–2027 (GB)
-
Application's DRAM Share Forecast
-
Table: Worldwide DRAM Demand Bit Share by Application, 1Q22–4Q23 and 2022–2027 (%)
-
DRAM Supply Side
-
Wafer Output Forecast
-
Table: Worldwide DRAM Wafer Output Forecast, 1Q22–4Q23 and 2022 and 2023 (000)
-
DRAM Demand and Supply Forecast
-
Table: Worldwide DRAM Demand and Supply Summary, 1Q22–4Q23 and 2022–2027
-
Density Shipment Forecast
-
Table: Worldwide DRAM Shipments by Density, 1Q22–4Q23 and 2022–2027 (M)
-
DRAM Pricing Forecast
-
Table: Worldwide DRAM Average Pricing and Revenue by Density, 1Q22–4Q23 and 2022–2027
-
Interface Mix Forecast
-
Table: Worldwide DRAM Bit Share by Interface and Density, 1Q22–4Q23 and 2022–2027 (%)
-
-
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
-
Table: Worldwide DRAM Demand and Supply Revenue, 2018–2027: Comparison of April 2022 and April 2023 Forecast ($M)
-
Figure: Worldwide DRAM Demand and Supply Revenue, 2018–2027: Comparison of April 2022 and April 2023 Forecast
-
-
Market Definition
-
Methodology
-
Related Research