Worldwide DRAM Demand and Supply Forecast, 1Q24–4Q24 and 2024–2028: Upcycle Starts

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, 1Q23–4Q24

• Figure: Worldwide Electronic Equipment Production by Application, 2023–2028

• Content-per-System Forecast

• Table: Worldwide DRAM Content by Application, 1Q23–4Q24 and 2023–2028 (GB)

• Applications' DRAM Share Forecast

• Table: Worldwide DRAM Demand Bit Share by Application, 1Q23–4Q24 and 2023–2028 (%)

• DRAM Supply Side

• Wafer Output Forecast

• Table: Worldwide DRAM Wafer Output, 1Q23–4Q24 (000)

• DRAM Demand and Supply Forecast

• Density Shipment Forecast

• Table: Worldwide DRAM Shipments by Density, 1Q23–4Q24 and 2023–2028 (M)

• DRAM Pricing Forecast

• Table: Worldwide DRAM Average Pricing and Revenue by Density, 1Q23–4Q24 and 2023–2028

• Interface Mix Forecast

• Table: Worldwide DRAM Bit Share by Interface, 1Q23–4Q24 and 2023–2028 (%)

Market Context

• Drivers and Inhibitors

• Drivers

• AI Penetration Will Help DRAM Growth in All Segments

• Low Utilization of Fabs Will Drive Bit Supply Shortage in Market Upcycle

• Newly Emerging Interconnects Such as Compute Express Link Will Support Memory-Centric Computing

• Inhibitors

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

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

• Significant Market Developments

• Changes from Prior Forecast

• Table: Worldwide DRAM Demand and Supply Revenue, 2019–2028: Comparison of April 2023 and April 2024 Forecasts ($M)

• Figure: Worldwide DRAM Demand and Supply Revenue, 2019–2028: Comparison of April 2023 and April 2024 Forecasts

Market Definition

Methodology

Related Research