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TECH SUPPLIER May 2019 - Market Forecast - Doc # US45040119

Worldwide NAND Flash Demand and Supply Forecast, 4Q18–4Q19 and 2019–2023: Correction Gets Deeper

By: Soo Kyoum KimAssociate Vice President, Memory Semiconductors

Abstract

This IDC study presents an outlook for the NAND market for 2018–2023. 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.

"NAND market correction gets deeper than expected, and all vendors begin to bleed to protect cost. The correction will continue at least into 2020 and strong competition may take a toll on some players for survival," says Soo Kyoum Kim, associate vice president, IDC's Semiconductor research program.


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