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Memory markets poised for major changes as COVID-19 weighs on demand
Extracted from:
• Status of the Memory Industry 2020 report, Yole Développement, 2020
• YMTC 3D NAND Flash Memory report, System Plus Consulting, 2020
• NAND Quarterly Market Monitor, Yole Développement, 2020
• DRAM Quarterly Market Monitor, Yole Développement, 2020
• 3D NAND Memory Comparison 2019 report, System Plus Consulting, 20
* In the long term, NAND and DRAM market revenues are expected to grow up to US$82 billion and US$95 billion respectively, by 2025. Yole Développement (Yole) announces a 11% CAGR for the NAND market and 7% for the DRAM one, between 2019 and 2025.
* Market status per technology:
NAND and DRAM account together for the main part of the overall stand-alone memory market, with 96% market shares in 2019.
Other memory technologies represent only about 4% of memory business.
3D XPoint is poised to grow in datacenter applications.
* China is entering the NAND business with aggressive plans, whereas China DRAM developments continue to advance.
* COVID-19 outbreak:
The DRAM revenues will be growing modestly, about 5% in 2020.
From the NAND side, market figures are much better with about 35% of revenue growth.
2020 DRAM ASP is directly impacted, announce Yole in its memory report and Q2 2020 memory monitor, around -9% from 2019, although growing on a quarterly basis starting from Q1 2020.
NAND ASP started growing earlier in Q4 2019. On a yearly basis, the NAND ASP will grow 6% in 2020.
* TO DOWNLOAD THE PRESS RELEASE: ENGLISH
“Despite the COVID-19 outbreak, which negatively impacted the smartphone and automotive industries, but spurred demand for server and PC memory for stay-at-home activities, 2020 is expected to be a year of recovery,” asserts Simone Bertolazzi, PhD, Technology & Market analyst, Semiconductor, Memory & Computing, at Yole Développement (Yole). “At Yole, we see the beginning of a new era of prosperity for the memory industry.”
Driven by important megatrends such as mobility, cloud computing, AI and the IoT , the stand-alone memory market has experienced extraordinary growth over the past decade.
However, this exciting growth period ended in Q4-2018 when both the NAND and DRAM markets started experiencing oversupply caused by weak demand. This included lower-than-expected smartphone sales and a slowdown in datacenter demand. Inventory levels increased for memory suppliers and their OEM customers, with ASP ($/Gb) declining by more than 49% in 2019. Meanwhile, combined DRAM and NAND revenue reached ~$106B, down 34% from 2018. In 2019, significant DRAM and NAND capex cuts initiated a market recovery that began in late-2019, and which has continued in 2020.
In this context, Yole and its partner
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By Global SMT & PackagingExtracted from:
• Status of the Memory Industry 2020 report, Yole Développement, 2020
• YMTC 3D NAND Flash Memory report, System Plus Consulting, 2020
• NAND Quarterly Market Monitor, Yole Développement, 2020
• DRAM Quarterly Market Monitor, Yole Développement, 2020
• 3D NAND Memory Comparison 2019 report, System Plus Consulting, 20
* In the long term, NAND and DRAM market revenues are expected to grow up to US$82 billion and US$95 billion respectively, by 2025. Yole Développement (Yole) announces a 11% CAGR for the NAND market and 7% for the DRAM one, between 2019 and 2025.
* Market status per technology:
NAND and DRAM account together for the main part of the overall stand-alone memory market, with 96% market shares in 2019.
Other memory technologies represent only about 4% of memory business.
3D XPoint is poised to grow in datacenter applications.
* China is entering the NAND business with aggressive plans, whereas China DRAM developments continue to advance.
* COVID-19 outbreak:
The DRAM revenues will be growing modestly, about 5% in 2020.
From the NAND side, market figures are much better with about 35% of revenue growth.
2020 DRAM ASP is directly impacted, announce Yole in its memory report and Q2 2020 memory monitor, around -9% from 2019, although growing on a quarterly basis starting from Q1 2020.
NAND ASP started growing earlier in Q4 2019. On a yearly basis, the NAND ASP will grow 6% in 2020.
* TO DOWNLOAD THE PRESS RELEASE: ENGLISH
“Despite the COVID-19 outbreak, which negatively impacted the smartphone and automotive industries, but spurred demand for server and PC memory for stay-at-home activities, 2020 is expected to be a year of recovery,” asserts Simone Bertolazzi, PhD, Technology & Market analyst, Semiconductor, Memory & Computing, at Yole Développement (Yole). “At Yole, we see the beginning of a new era of prosperity for the memory industry.”
Driven by important megatrends such as mobility, cloud computing, AI and the IoT , the stand-alone memory market has experienced extraordinary growth over the past decade.
However, this exciting growth period ended in Q4-2018 when both the NAND and DRAM markets started experiencing oversupply caused by weak demand. This included lower-than-expected smartphone sales and a slowdown in datacenter demand. Inventory levels increased for memory suppliers and their OEM customers, with ASP ($/Gb) declining by more than 49% in 2019. Meanwhile, combined DRAM and NAND revenue reached ~$106B, down 34% from 2018. In 2019, significant DRAM and NAND capex cuts initiated a market recovery that began in late-2019, and which has continued in 2020.
In this context, Yole and its partner