PUBLISHER: IDC | PRODUCT CODE: 1465272
PUBLISHER: IDC | PRODUCT CODE: 1465272
Worldwide DRAM Demand and Supply Forecast, 1Q24-4Q24 and 2024-2028: Upcycle Starts
This IDC study presents an outlook on the DRAM market for 2024-2028. The DRAM industry dynamics and the application forecast changes are aggregated, analyzed, and applied to this long-term DRAM forecasts in terms of units, revenue, and content per system for each application segment."The memory maker-driven market upcycle started in 2H23. Demand itself is still weak, but inventory and production are still low. AI and recovery of global economy will lead the market growth. This upcycle will continue in few years and meet the next downcycle by end of forecast year." - Soo Kyoum Kim, associate vice president, IDC's Semiconductors research program
IDC Market Forecast Figure
Executive Summary
Advice for Technology Suppliers
Market Forecast
- DRAM Demand Side
- Equipment Shipment Forecast
- Content-per-System Forecast
- Applications' DRAM Share Forecast
- DRAM Supply Side
- Wafer Output Forecast
- DRAM Demand and Supply Forecast
- Density Shipment Forecast
- DRAM Pricing Forecast
- Interface Mix Forecast
Market Context
- Drivers and Inhibitors
- Drivers
- AI Penetration Will Help DRAM Growth in All Segments
- Low Utilization of Fabs Will Drive Bit Supply Shortage in Market Upcycle
- Newly Emerging Interconnects Such as Compute Express Link Will Support Memory-Centric Computing
- Inhibitors
- System Demand Saturation Will Be a Bottleneck in the Long Term
- The U.S. Technology Ban Will Damage Both the United States and China at the Same Time
- Drivers
- Significant Market Developments
- Changes from Prior Forecast
Market Definition
Methodology
Related Research
