Gartner Research

Forecast Overview: DRAM, Worldwide, 2016 Update

Published: 12 May 2016

ID: G00296521

Analyst(s): Andrew Norwood

Summary

The DRAM market has consolidated to only three major players, manufacturing technology is not delivering the same annual improvements, and end demand is slowing. But the industry remains highly volatile, and now China is set to break into the market.

Table Of Contents
  • Overview
  • Companion Documents

Market Description

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

Foundational Assumptions

  • DRAM Sufficiency
  • Pricing Dynamics
  • DRAM Demand
  • DRAM Industry Structure
  • Manufacturing Technology and Capacity
  • DRAM Supply
  • Capacity Utilization and Allocation
    • DRAM Roadmap
    • Competing Memory and Storage Technologies

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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