Worldwide NAND Flash Demand and Supply Forecast, 4Q22–4Q23 and 2023–2027: Downcycle Extends

IDC Market Forecast Figure

• Figure: Worldwide NAND Revenue Snapshot

Executive Summary

Advice for Technology Suppliers

Market Forecast

• NAND 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 NAND Content by Application, 1Q22–4Q23 and 2022–2027 (GB)

• Application's NAND Share Forecast

• Table: Worldwide NAND Demand Bit Share by Application, 1Q22–4Q23 and 2022–2027 (%)

• NAND Supply Side

• Wafer Output Forecast

• Table: Worldwide NAND Wafer Output Forecast, 1Q22–4Q23, 2022 and 2023 (KU)

• Demand and Supply Forecast

• Table: Worldwide NAND Demand and Supply Summary, 1Q22–4Q23 and 2022–2027 (GB in MU)

• Density Shipment Forecast

• Table: Worldwide NAND Shipment by Density, 1Q22–4Q23 and 2022–2027 (M)

• NAND Pricing Forecast

• Table: Worldwide NAND Pricing and Revenue, 1Q22–4Q23 and 2022–2027 ($)

• Interface Mix Forecast

• Table: Worldwide NAND Bit Share by Interface, 1Q22–4Q23 and 2022–2027 (%)

Market Context

• Drivers and Inhibitors

• Drivers

• SSD Market Will Continue to Lead Bit Growth

• Technology Difficulties Will Make Chip Makers Find Own Optimal Way for Bit Supply

• Inhibitors

• System Demand Saturation Will Be a Bottleneck in the Long Term

• U.S. Technology Ban Will Damage Both the United States and China at the Same Time

• Significant Market Developments

• Changes from Prior Forecast

• Table: Worldwide NAND Revenue, 2017–2027: Comparison of April 2022 and April 2023 Forecasts ($M)

• Figure: Worldwide NAND Revenue, 2017–2027: Comparison of April 2022 and April 2023 Forecasts

Market Definition

Methodology

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