PUBLISHER: IDC | PRODUCT CODE: 1266793
PUBLISHER: IDC | PRODUCT CODE: 1266793
Worldwide NAND Flash Demand and Supply Forecast, 4Q22-4Q23 and 2023-2027: Downcycle Extends
This IDC study presents an outlook for the NAND market for 2023-2027. The NAND industry dynamics and the application forecast changes are aggregated, analyzed, and applied to this long-term NAND forecast in terms of units, revenue, and content per system for each application segment."Demand-driven market correction started in 2H22. Inventory soared and market pricing reached below cash cost within a half year. Every player starts to struggle for survival. The next upcycle will start in 2025. But the correction could be longer without consolidation." - says Soo Kyoum Kim, associate vice president, IDC's Semiconductors research program
IDC Market Forecast Figure
Executive Summary
Advice for Technology Suppliers
Market Forecast
- NAND Demand Side
- Equipment Shipment Forecast
- Content-per-System Forecast
- Application's NAND Share Forecast
- NAND Supply Side
- Wafer Output Forecast
- Demand and Supply Forecast
- Density Shipment Forecast
- NAND Pricing Forecast
- Interface Mix Forecast
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
- Drivers
- Significant Market Developments
- Changes from Prior Forecast
Market Definition
Methodology
Related Research
