세계의 DRAM 수급 전망(2022년 4분기-2023년 4분기 및 2023-2027년) : 다운 사이클 연장

This IDC study presents an outlook on the DRAM market for 2023-2027. 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."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 correction will continue for one more year. The next upcycle will start in 2025," says 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
  • Application's 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
    • Server Market Will Continue to Lead Bit Growth
    • Technology Difficulties Will Make Chip Makers Find Own Optimal Way for Bit Supply
    • Newly Emerging Interconnects Like Compute Express Link to Support Memory-Centric Computing
  • Inhibitors
    • System Demand Saturation Will Be a Bottleneck in the Long Term
    • U.S. Technology Ban Will Damage Both United States and China at the Same Time
• Significant Market Developments
• Changes from Prior Forecast

Market Definition

Methodology

Related Research