市場調查報告書

DRAM的供需預測 - 全球市場:2019年第四季∼2020年第四季 & 2020年∼2024年

Worldwide DRAM Demand and Supply Forecast, 4Q19-4Q20 and 2020-2024: Market Correction Suddenly Ended

出版商 IDC 商品編碼 932806
出版日期 內容資訊 英文 32 Pages
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DRAM的供需預測 - 全球市場:2019年第四季∼2020年第四季 & 2020年∼2024年 Worldwide DRAM Demand and Supply Forecast, 4Q19-4Q20 and 2020-2024: Market Correction Suddenly Ended
出版日期: 2020年04月18日內容資訊: 英文 32 Pages
簡介

IDC的記憶體半導體調查計劃的副總裁Soo Kyoum Kim陳述:「DRAM的補正在2019年終突然結束,市場收益回到2018年以前的水準。伺服器市場,在決定DRAM市場平衡上發揮了重要作用。今後的DRAM市場,將被主要3個企業穩定的體制,和不規則的雲端服務供應商的購買行動之間的動力平衡左右。下一個上升週期,是2021年正常成長之後,2022年到來」。

本報告提供全球DRAM市場上供需平衡的展望的相關調查,需求側、供給側的背景情況和趨勢預測,供需平衡預測 (以季度為基礎),價格趨勢預測,市場成長要素及阻礙因素分析等相關彙整。

IDC市場預測圖

摘要整理

對技術供應商的建議

市場預測

  • DRAM市場需求方面
    • 電子設備的出貨台數的預測
    • 各用途的市場規模的預測
  • DRAM市場供給側面
    • 晶圓生產量的預測
  • DRAM供需預測
  • 價格預測
  • 介面混合的預測

市場形勢

  • 成長要素及阻礙因素
    • 成長要素
    • 阻礙因素
  • 市場趨勢
  • 自上次預測後的變更點

市場定義

調查手法

相關調查

目錄
Product Code: US46186520

This IDC study presents an outlook on the DRAM market for 2020-2024. 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."DRAM correction suddenly ended by the end of 2019, and market revenue returned to levels before the 2018 shortage. Correction lived only one year, much shorter than historical experience. The server market reaffirmed its crucial role in deciding the DRAM market balance. The future DRAM market will depend on the balance of power between the stable tripod system of Big 3 players and erratic cloud SPs' buying behavior. Next upcycle will come in 2022 after normal growth in 2021," 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 Lead Bit Growth
      • 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