Gartner Research

Forecast Analysis: DRAM, Worldwide, 2012-2017, 1Q13 Update

Published: 09 April 2013

ID: G00246486

Analyst(s): Andrew Norwood

Summary

2013 will see the DRAM industry change dramatically from how it was in 2012 as the market moves into a period of undersupply and profitability. Low supply growth, industry consolidation, changing demand and slow technology migration will transform how the industry has operated for the last 40 years.

Table Of Contents

Analysis

  • Changes From the December 2012 Forecast Update

Assumptions

  • DRAM Demand
    • PCs
    • Media Tablets
  • Mobile Phones
  • DRAM Supply
    • Vendor Market Share and Profitability
    • NAND Market Conditions
    • Capital Spending and Equipment Lead Times
    • DRAM Road Map
    • DRAM Cost Structure
    • Capacity Utilization and Allocation
  • DRAM Supply and Demand Sufficiency Assumptions

Market Model

  • Forecast Components
    • DRAM Unit and Bit Forecast
    • DRAM ASP Forecast
    • DRAM Revenue Forecast
  • Demand-Side Influencing Factors
    • Electronic Equipment Production
    • Competing Memory and Storage Technologies
    • Channel Demand and End-Market Demand
    • Enterprise Budgets and Spending
    • Consumer Spending
    • Business Performance, Strategies and Objectives
    • Macroeconomic, Geopolitical, Demographic, Lifestyle and Cultural Factors
  • Supply-Side Influencing Factors
    • Capital Spending
    • Fab Equipment Lead Times
    • Manufacturing Technology and Capacity
    • DRAM Road Map
    • Capacity Utilization and Allocation
    • Vendor Profitability
    • DRAM Cost Structure
    • NAND Market Conditions
  • Sufficiency Influencing Factors
    • DRAM Supply
    • DRAM Demand
    • DRAM Inventory
    • DRAM Sufficiency
  • Demand-Side Connections
  • Supply-Side Connections
  • Sufficiency Connections

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