The NAND market will see its deepest shortage during 3Q21, with broad supply relief not expected in earnest until 2H22. This will push NAND sales to $68.0 billion and to $84.5 billion in 2022. However, a supply-led downturn is forecast for 2023 and could be worse if demand is uncooperative.
Forecast Data Summary
Forecast Model Summary
Influencing Factors and Assumptions
Gartner Recommended Reading