... client? Following an 11.7% decline in2023, global semiconductor revenue will recover with a substantial growth of 19.2% in 2024 and 16.7% in 2025, crossing the $700 billion milestone in 2025. Memory will lead with 75.1% growth, while nonmemory segments will grow at 7.5% in 2024. Overview Forecast Data Summary ...
Analyst(s): Rajeev Rajput | Shrish Pant | Alan Priestley | Masatsune Yamaji | Joseph Unsworth | Jon Erensen
Get more from Gartner
Interested in receiving proven business and technology insights, analyst guidance, benchmarks, diagnostics and more? Connect with a Gartner representative to learn more about becoming a Gartner client.
... Access Insights Already a Gartner client? WFE revenue will decrease by 14% in2023, as a full market correction hits all segments. WFE revenue will decline by an additional 2% in 2024 followed by an 8% increase in 2025 as the semiconductor industry responds to increasing global market demand. Growth ...
Analyst(s): Bob Johnson | Samuel Wang | Menglin Cao | Gaurav Gupta
... Already a Gartner client? WFE revenue will increase by 34.3% in 2021 as IDMs and foundries invest heavily in leading edge logic and major memory suppliers return to investing in new capacity. Growth will continue into 2022, but will decline in2023 and 2024 as manufacturers pause to digest the new capacity ...
Analyst(s): Bob Johnson | Gaurav Gupta | Samuel Wang
... Gartner client? The DRAM market has entered undersupply conditions that will peak in 4Q24 due to prolonged production cuts and reduction in customer inventory. This follows drastic oversupply conditions for much of 2023. 2024 DRAM revenue will increase by 83% to reach $88.4 billion as pricing rebounds ...
... Access Insights Already a Gartner client? Gartner estimates end-user spending on servers in2023 to be $116.3 billion, an annual decrease of 6.7%, influenced by reduced expectations for the Chinese market and broader buyer weakness globally. Shipments are expected to grow at single-digit rates throughout ...
Analyst(s): Amit Goyal | Uko Tian | Adrian O'Connell | Wataru Katsurashima
... worldwide ECB storage spending, measured in constant currency, is forecast to reach $28.7 billion and $29.3 billion in 2024 and 2025, representing annual growth of 1.3% and 2.1%, respectively. The 2023-2028 CAGR was revised down from the 3Q24 iteration to reflect decline in HDD/Hybrid demand. Table of Contents ...
Analyst(s): Chandrashekar S | Suzie Low | Andrew H Kim
... will decrease by 22.5% in2023 to reach $136.3 billion, as both logic and memory players stay conservative in spending due to macroeconomic headwinds and oversupply, respectively. As consumer demand picks up, capex will see 1.3% growth in 2024, before a stronger growth of 9.5% in 2025. Overview Forecast ...
Analyst(s): Gaurav Gupta | Bob Johnson | Menglin Cao
... Already a Gartner client? WFE revenue will increase by 28.3% in 2021 as IDMs and foundries invest heavily in leading edge logic and major memory suppliers return to investing in new capacity. Growth will continue into 2022, but will decline in2023 and 2024 as manufacturers pause to digest the new capacity ...
Analyst(s): Bob Johnson | Samuel Wang | Gaurav Gupta
... the DRAM market into an oversupply in 4Q21 that will continue through 1Q22; demand will recover 2H21 pushing ASPs higher leading to 21% revenue growth. However, by the 2H23 the market will move into a supply-driven downturn resulting in revenue contracting in2023 and 2024. Table of Contents List of ...