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¼¼°èÀÇ NAND Ç÷¡½Ã ¼ö±Þ ¹× °ø±Þ ¿¹Ãø(2022³â 4ºÐ±â-2023³â 4ºÐ±â, 2023-2027³â) : ´Ù¿î»çÀÌŬÀÌ ¿¬ÀåWorldwide NAND Flash Demand and Supply Forecast, 4Q22-4Q23 and 2023-2027: Downcycle Extends |
º» ¸®Æ÷Æ®¿¡¼´Â NAND Ç÷¡½ÃÀÇ ¼ö±Þ¡¤°ø±Þ µ¿ÇâÀ» Á¶»çÇÏ¿©, ¼ö¿äÃø¡¤°ø±ÞÃøÀÇ °¢Á¾ ¿¹Ãø, ½ÃÀå ¿µÇâ¿äÀÎ ºÐ¼®, ½ÃÀå¿¡¼ÀÇ Áß¿äÇÑ Àü°³, ±â¼ú °ø±Þ¾÷ü¿¡ ´ëÇÑ Á¦¾È µîÀ» Á¤¸®Çϰí ÀÖ½À´Ï´Ù.
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