全球DRAM需求與供給的預測(2020年第四季∼2021年第四季，2021年∼2025年):未來成長

DRAM市場回收再利用，比預測早的2021年開始。由於自大流行的復甦，產生強大的潛在需求。再次確認伺服器市場與行動市場在DRAM市場需求擴大上發揮重要作用，前3名公司的體制對DRAM的穩定供給有所貢獻。目前回收再利用至少持續1年到2年，預計此後迎來下降週期。

本報告提供從2021年到2025年的DRAM市場需求與供給相關情況調查，業界動態，出貨數、每1台系統的內容數的預測，各應用領域的佔有率，對市場的影響要素分析，對科技供應商的建議等資訊。

IDC市場預測圖

摘要整理

科技供應商的建議

市場預測

• DRAM需求方面
  • 設備出貨數的預測
  • 每系統的內容數的預測
  • 各應用領域的DRAM佔有率的預測
• DRAM供給側面
  • 晶圓出貨預測
• DRAM的需求與供給的預測
• 密度出貨預測
• 價格預測
• 接口混合的預測

市場的狀況

• 成長要素和成長要素
  • 促進因素
    • 大流行後伺服器市場也持續領導位元成長
    • 由於積極的流程轉移，保證在回收再利用的競爭的保證金
  • 阻礙因素
    • 中國的新加入企業在回收再利用影響記憶體市場
• 重要的市場發展
• 上次預測後的變更點

市場定義

調查手法

相關調查

This IDC study presents an outlook on the DRAM market for 2021-2025. The DRAM industry dynamics and the application forecast changes are aggregated, analyzed, and applied to this long-term DRAM forecasts in terms of units, revenue, and content per system for each application segment."The DRAM market upcycle has started in 2021, earlier than forecast. The recovery from the pandemic creates unprecedentedly strong pent-up demand. The server and mobile markets reaffirm their crucial roles in market demand growth, and the stable tripod system of Big 3 players contribute to stable supply growth. The current upcycle will continue more for one to two years at least, and the next down cycle will follow," says Soo Kyoum Kim, associate vice president, IDC's Memory 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
  • Application's 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
    • Server Market Will Continue to Lead Bit Growth After the Pandemic
    • Aggressive Process Migration Will Guarantee Margin for Competition in Upcycle
  • Inhibitors
    • Chinese Newcomers Will Impact Memory Market in Upcycle
• Significant Market Developments
• Changes from Prior Forecast

Market Definition

Methodology

Related Research