세계의 NAND 플래시 수급 및 공급 예측(2022년 4분기-2023년 4분기, 2023-2027년) : 다운사이클이 연장

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
• Significant Market Developments
• Changes from Prior Forecast

Market Definition

Methodology

Related Research