Worldwide DRAM Demand and Supply Forecast,

Worldwide DRAM Demand and Supply Forecast, 4Q18–4Q19 and 2019–2023: Stable Competition Prevents Market Collapse

IDC, Date of Publication: Jun 20, 2019, 2 Pages
US$4,500.00
IDC-US45055319

This study presents an outlook on the DRAM market for 2018–2023. 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.

DRAM suffers deep correction. If server demand returns, market will be stabilized soon. Relatively stable competition structure and technology difficulties will prevent market collapse even in this correction. Next upcycle will come in 2021 at latest.

Worldwide DRAM Demand and Supply Forecast
TABLE OF CONTENTS

List of Attachments
Market Forecast Figure
Figure: Worldwide DRAM Demand and Supply Spending Snapshot
Executive Summary
Advice for Technology Suppliers
Market Forecast
DRAM Demand Side
Equipment Shipment Forecast
Figure: Worldwide Electronic Equipment Production by Application, 1Q18–4Q19
Figure: Worldwide Electronic Equipment Production by Application, 2018–2023
Content per System Forecast
Table: Worldwide DRAM Content by Application, 1Q18–4Q19 and 2018–2023 (GB)
Application's DRAM Share Forecast
Table: Worldwide DRAM Demand Bit Share by Application, 1Q18–4Q19 and 2018–2023 (%)
DRAM Supply Side
Wafer Output Forecast
Table: Worldwide DRAM Wafer Output Forecast, 1Q18–4Q19 and 2018–2019 (000)
DRAM Demand and Supply Forecast
Table: Worldwide DRAM Demand and Supply Summary, 1Q18–4Q19 and 2018–2023
Density Shipment Forecast
Table: Worldwide DRAM Shipment by Density, 1Q18–4Q19 and 2018–2023 (M)
DRAM Pricing Forecast
Table: Worldwide DRAM Average Pricing and Revenue by Density, 1Q18–4Q19 and 2018–2023
Interface Mix Forecast
Table: Worldwide DRAM Bit Share by Interface and Density, 1Q18–4Q19 and 2018–2023 (%)
Market Context
Drivers and Inhibitors
Drivers
Server Market Will Lead Bit Growth
Difficult Process Migration Will Reduce Market Correction Strength
Inhibitors
Chinese Newcomers Will Impact Memory Market After Correction
Significant Market Developments
Changes from Prior Forecast
Table: Worldwide DRAM Demand and Supply Revenue, 2017–2023: Comparison of May 2018 and May 2019 Forecasts ($M)
Figure: Worldwide DRAM Demand and Supply Revenue, 2017–2023: Comparison of May 2018 and May 2019 Forecasts
Market Definition
Methodology
Related Research





 

Date of Publication:
Jun 20, 2019
File Format:
Excel via E-mail
Number of Pages:
2 Pages