세계의 서버용 DRAM DIMM : 워크로드별 최신 예측(2025-2029년)

This IDC study presents an outlook for the server DRAM DIMM market for the 2024-2029 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 thrive in the server DIMM market and lead high single-digit growth in the forecast year. 32Gb-based DIMM will considerably replace TSV one in 128GB DIMM market. Compute Express Link (CXL) will help the market growth," 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