세계의 낸드플래시 수급 전망, 4Q24-4Q25(2025-2029년)

This IDC study presents an outlook on the NAND market for 2025-2029. 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."AI effect will be limited to NAND industry and consumer demand will be considerably weak. NAND makers will more aggressively control production to try market balance. The market will see minor adjustment in 2027-2028 but its fluctuation will be minimal 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

• NAND Demand Side
  • Equipment Shipment Forecast
  • Content-per-System Forecast
  • Application's NAND Share Forecast
• NAND Supply Side
  • Wafer Output Forecast
• NAND 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
    • Flexible Production Control Will Drive Market Balance Anytime
  • 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