세계의 DRAM 수급 전망, 4Q24-4Q25(2025-2029년)

This IDC study presents an outlook on the DRAM market for 2025-2029. The DRAM industry dynamics and the application forecast changes are aggregated, analyzed, and applied to the long-term DRAM forecasts in terms of units, revenue, and content per system for each application segment."AI demand will lead the growth of the market, even consumer demand will be considerably weak. DRAM makers will flexibly control production and inventory to try market balance. The DRAM market will see a short down cycle in 2027-2028, but its fluctuation will be minimized in upcoming years." - 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
  • Applications' 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
    • AI Penetration Will Help DRAM Growth in All Segments
    • Flexible Production Control Will Drive Market Balance Anytime
    • CXL Will Support Memory-Centric Computing
  • Inhibitors
    • Consumer Market Saturation Will Be a Bottleneck in the Long Term
    • The U.S. Technology Ban Will Damage All Memory Players
• Significant Market Developments
• Changes from Prior Forecast

Market Definition

Methodology

Related Research