Worldwide DRAM Demand and Supply Forecast, 4Q20-4Q21 and 2021-2025: Growth Ahead

This IDC study presents an outlook on the DRAM market for 2021-2025. 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 DRAM market upcycle has started in 2021, earlier than forecast. The recovery from the pandemic creates unprecedentedly strong pent-up demand. The server and mobile markets reaffirm their crucial roles in market demand growth, and the stable tripod system of Big 3 players contribute to stable supply growth. The current upcycle will continue more for one to two years at least, and the next down cycle will follow," says Soo Kyoum Kim, associate vice president, IDC's Memory Semiconductors research program.