... Access Insights Already a Gartner client? Accelerated purchasing in 1Q21 pulled NAND sufficiency into a shortage, which will last until supply overwhelms demand late in 2022. Increasing prices beginning in 2Q21 and price stability through 1H22 will enhance vendor profits until overinvestment fuels a d ...
Analyst(s): Joseph Unsworth
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... This data reveals the relative mind share of technology vendors through five quarters of end-user inquiry trends and topics by job, industry sector and peer group. Table of Contents List of Tables List of Figures Overview Gartner Recommended Reading Gartner Insights Abstract ...
... Access Insights Already a Gartner client? The NAND outlook is more complex now because AI storage demand remains robust, but consumer and PC demand has softened. In 2025, modest production bit growth of 15.5% will extend the shortage (now 3.1%), but lowers the revenue forecast, with revenue now set to ...
... This data reveals the relative mind share of your chosen technology areas, vendors and decision stages, through five quarters of end-user inquiry trends and topics by job, industry sector and peer group. Table of Contents List of Tables List of References Overview Gartner Recommended Reading Gartner Insig ...
... Access Insights Already a Gartner client? The widespread integration of new neural processing units (NPUs) in smartphones will enable higher-performing and more efficient AI and generative AI (GenAI) model inferencing. In 2025, an estimated 65% of premium smartphones sold will be able to run on-device ...
... Access Insights Already a Gartner client? Optical transceivers are expected to grow at 14.3% in 2021 to reach $8.9 billion in 2021 from $7.8 billion in 2020. The transition from VCSELs based transceivers to silicon photonics in the high bandwidth interconnects drives up the growth of optical transceiv ...
... Access Insights Already a Gartner client? In the 4Q20 NAND update, the oversupply is expected to be short-lived as demand from PCs and data centers and recovery in smartphone production fuels a shortage in 2H21. Stable prices starting in 2H21 are forecast to lift sales and profitability until a supply ...
... Access Insights Already a Gartner client? The total worldwide end-user spending on database management systems is forecast to grow at a 16.8% compound annual growth rate (represented in constant U.S. dollar values) from 2022 through 2027, to reach $203.6 billion in current U.S. dollars by 2027. Overvie ...
... Access Insights Already a Gartner client? From 2024, widespread integration of new NPUs in PCs and updated NPUs in smartphones will enable more efficient AI and GenAI model inferencing. In 2025, an estimated 43% of PCs and 59% of premium smartphones sold will be able to run on-device AI/GenAI models a ...