Gartner Research

Forecast Overview: DRAM, Worldwide, 2015 Update

Published: 04 June 2015

ID: G00273998

Analyst(s): Andrew Norwood

Summary

The DRAM market is highly volatile and swings between periods of oversupply and undersupply. It has emerged from a prolonged downturn, and low supply growth, consolidation, changing demand and slow technology migration have turned the industry into a money-making machine — but for how long?

Table Of Contents
  • Overview
  • Companion Documents

Market Description

  • Industry Cycles
    • Industry Consolidation
    • Industry Cycles to Remain for Now

Foundational Assumptions

  • DRAM Supply and Demand Sufficiency
  • DRAM Pricing
  • DRAM Demand
    • Traditional PCs and Ultramobiles
    • Mobile Phones
  • DRAM Supply
    • DRAM Roadmap

Market Model or Methodology

  • 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 and End-Market Demand
    • Enterprise and Consumer Spending
    • Macroeconomic, Geopolitical, Demographic, Lifestyle and Cultural Factors
  • Supply-Side Influencing Factors
    • Capital Spending
    • Fab Equipment Lead Times
    • Manufacturing Technology and Capacity
    • DRAM Roadmap
    • Capacity Utilization and Allocation
    • Vendor Profitability
    • DRAM Cost Structure
    • NAND Market Conditions
    • Pricing Dynamics
  • Sufficiency Influencing Factors
    • DRAM Supply
    • DRAM Demand
    • DRAM Inventory
    • DRAM Sufficiency
  • Demand-Side Connections
  • Supply-Side Connections
  • Sufficiency Connections

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