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¼¼°èÀÇ DRAM ¼ö±Þ Àü¸Á(2022³â 4ºÐ±â-2023³â 4ºÐ±â ¹× 2023-2027³â) : ´Ù¿î »çÀÌŬ ¿¬ÀåWorldwide DRAM Demand and Supply Forecast, 4Q22-4Q23 and 2023-2027: Down Cycle Extends |
"¼ö¿ä ÁÖµµÇü ½ÃÀå Á¶Á¤Àº 2022³â ÈĹݿ¡ ½ÃÀÛÇßÀ¸¸ç, Àç°í°¡ ±ÞÁõÇÏ°í ½ÃÀå °¡°ÝÀº ¹Ý³â¿¡ Çö±Ý ºñ¿ë ÀÌÇϰ¡ µÇ¾ú½À´Ï´Ù. ÀÌ µ¿ÇâÀº 1³â ´õ Áö¼ÓµÉ °ÍÀ¸·Î »ý°¢µÇ°í ÀÖÀ¸¸ç, ´ÙÀ½ ¾÷»çÀÌŬÀº 2025³â¿¡ ½ÃÀÛÇÒ Àü¸ÁÀÔ´Ï´Ù."¶ó°í IDC ¹ÝµµÃ¼ Á¶»ç ÇÁ·Î±×·¥ ´ã´ç ¾î¼Ò½Ã¿¡ÀÌÆ® VP Soo Kyoum KimÀÌ ¸»Çß½À´Ï´Ù.
¼¼°èÀÇ DRAM ½ÃÀåÀ» Á¶»çÇßÀ¸¸ç, DRAM ¼ö±Þ ¿¹Ãø, ½ÃÀå ¿µÇâ¿äÀÎ ºÐ¼®, ±â¼ú °ø±Þ¾÷ü¿¡ ´ëÇÑ Á¦¾È µîÀ» Á¤¸®ÇÏ¿© ÀüÇØµå¸³´Ï´Ù.
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.