TECH SUPPLIER Apr 2021 - Market Forecast - Doc # US47629221

Worldwide NAND Flash Demand and Supply Forecast, 4Q20–4Q21 and 2021–2025

By: Soo Kyoum KimAssociate Vice President, Memory Semiconductors

Table of Contents

List of Attachments

IDC Market Forecast Figure

Figure: Worldwide NAND Revenue Snapshot

Executive Summary

Advice for Technology Suppliers

Market Forecast

NAND Demand Side

Equipment Shipment Forecast

Figure: Worldwide Electronic Equipment Production by Application, 1Q20–4Q21

Figure: Worldwide Electronic Equipment Production by Application, 2020–2025

Content-per-System Forecast

Table: Worldwide NAND Content by Application, 1Q20-4Q21 and 2020–2025 (GB)

Application's NAND Share Forecast

Table: Worldwide NAND Demand Bit Share by Application, 1Q20–4Q21 and 2020–2025 (%)

NAND Supply Side

Wafer Output Forecast

Table: Worldwide NAND Wafer Output Forecast, 1Q20–4Q21 and 2020–2021 (KU)

Demand and Supply Forecast

Table: Worldwide NAND Demand and Supply Summary, 1Q20-4Q21 and 2020–2025 (GB in MU)

Density Shipment Forecast

Table: Worldwide NAND Shipment by Density, 1Q20–4Q21 and 2020–2025 (M)

NAND Pricing Forecast

Table: Worldwide NAND Price Forecast and Revenue, 1Q20–4Q21 and 2020–2025 ($)

Interface Mix Forecast

Table: Worldwide NAND Bit Share by Interface, 1Q20–4Q21 and 2020–2025 (%)

Market Context

Drivers and Inhibitors

Drivers

The Server Market Will Continue to Lead Bit Growth after the Pandemic

Aggressive Layer Migration Will Guarantee a Margin for Competition in the Upcycle

Inhibitors

Chinese Newcomers Will Be Players in the Industry in the Long Run

Significant Market Developments

Changes from Prior Forecast

Table: Worldwide NAND Revenue, 2017–2025: Comparison of April 2020 and April 2021 Forecasts ($M)

Figure: Worldwide NAND Revenue, 2017–2025: Comparison of April 2020 and April 2021 Forecasts

Market Definition

Methodology

Related Research

Content


Related Links