서버용 DRAM DIMM 워크로드별 세계 예측(2025-2029년)

This IDC study presents an outlook for the server DRAM DIMM market for the 2025-2029 period. The DRAM industry dynamics and the server workload changes are aggregated, analyzed, and applied to this long-term DIMM forecast in terms of units and DRAM content per DIMM."AI demand will drive server DIMM growth over the forecast period. As AI inferencing service increases, mid/low-density DIMM will thrive. 32Gb-based 128GB DIMM demand and Compute Express Link (CXL) introduction will lead high single-digit growth in the long term," says Soo Kyoum Kim, associate vice president, IDC's Semiconductor research.

IDC Market Forecast Figure

Executive Summary

Advice for Technology Suppliers

Market Forecast

• Server DRAM Demand by Interface
• Server DRAM DIMM by Workload
• Server DRAM DIMM by Density

Market Context

• Drivers and Inhibitors
  • Drivers
    • AI Server Penetration Will Lead to More DIMM Consumption
    • New Processor with New Interface Technology Will Lead to More DIMM Consumption
  • Inhibitors
    • Expensive DRAM Pricing Will Prohibit Light Workload Demand from Adopting New Interface or Higher-Density DIMM
    • Cloud SPs Are Focusing on AI Infrastructure Now; Investment of General-Purpose Servers Will Revive in 2025
• Significant Market Developments
• Changes from Prior Forecast

Market Definition

• Component-Related Definitions
• Server Workload-Related Definitions

Methodology

Related Research