Worldwide DRAM Demand and Supply Forecast, 4Q22–4Q23 and 2023–2027: Down Cycle Extends

IDC Market Forecast Figure

• Figure: Worldwide DRAM Demand and Supply Revenue Snapshot

Executive Summary

Advice for Technology Suppliers

Market Forecast

• DRAM Demand Side

• Equipment Shipment Forecast

• Figure: Worldwide Electronic Equipment Production by Application, 1Q22–4Q23

• Figure: Worldwide Electronic Equipment Production by Application, 2022–2027

• Content-per-System Forecast

• Table: Worldwide DRAM Content by Application, 1Q22–4Q23 and 2022–2027 (GB)

• Application's DRAM Share Forecast

• Table: Worldwide DRAM Demand Bit Share by Application, 1Q22–4Q23 and 2022–2027 (%)

• DRAM Supply Side

• Wafer Output Forecast

• Table: Worldwide DRAM Wafer Output Forecast, 1Q22–4Q23 and 2022 and 2023 (000)

• DRAM Demand and Supply Forecast

• Table: Worldwide DRAM Demand and Supply Summary, 1Q22–4Q23 and 2022–2027

• Density Shipment Forecast

• Table: Worldwide DRAM Shipments by Density, 1Q22–4Q23 and 2022–2027 (M)

• DRAM Pricing Forecast

• Table: Worldwide DRAM Average Pricing and Revenue by Density, 1Q22–4Q23 and 2022–2027

• Interface Mix Forecast

• Table: Worldwide DRAM Bit Share by Interface and Density, 1Q22–4Q23 and 2022–2027 (%)

Market Context

• Drivers and Inhibitors

• Drivers

• Server Market Will Continue to Lead Bit Growth

• Technology Difficulties Will Make Chip Makers Find Own Optimal Way for Bit Supply

• Newly Emerging Interconnects Like Compute Express Link to Support Memory-Centric Computing

• Inhibitors

• System Demand Saturation Will Be a Bottleneck in the Long Term

• U.S. Technology Ban Will Damage Both United States and China at the Same Time

• Significant Market Developments

• Changes from Prior Forecast

• Table: Worldwide DRAM Demand and Supply Revenue, 2018–2027: Comparison of April 2022 and April 2023 Forecast ($M)

• Figure: Worldwide DRAM Demand and Supply Revenue, 2018–2027: Comparison of April 2022 and April 2023 Forecast

Market Definition

Methodology

Related Research