... Access Insights Already a Gartner client? Market conditions have become dire for NAND vendors as prices erode to unsustainable levels, undermining profitability in 2023. Weak demand has fueled excess inventory, but current supply reductions will lead to undersupply and a recovery in revenue of 60.9% ...
Analyst(s): Joseph Unsworth
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... 15.8% CAGR. Our analysis covers processing, sensing and communications components of the top 50 endpoints, which will account for 77.8% of the total market in 2024. Table of Contents List of Tables List of Figures Overview Gartner Recommended Reading Gartner Insights Abstract ...
... semiconductor vendors. Technology providers must define a strategy and product roadmap for AI-optimized semiconductor devices to win business in this growth market. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Note 1: Definition — AI Semiconductors ...
... Access Insights Already a 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 ...
... 17.1% CAGR. Our analysis covers processing, sensing and communications components of the top 50 endpoints, which will account for 77.7% of the total market in 2024. Table of Contents List of Tables List of Figures Overview Gartner Recommended Reading Gartner Insights Abstract ...
... Access Insights Already a Gartner client? The NAND market exited 2021 with a softening price environment, given the ongoing constriction of demand by widespread chip shortages. As chip shortages recede, the demand environment is expected to improve, with sales growing 14% to $77.1 billion in 2022, but ...
... Access Insights Already a Gartner client? The $15.5 billion CRM marketing software market — excluding cross-CRM — will grow at a five-year CAGR of 16% in constant currency through 2025. Technology and service providers can use this document to understand the drivers of CRM marketing software revenue ...
... Semiconductor resale will grow slightly faster than direct sales through 2025. The changing OEM competitive landscape and the emerging opportunities in the IoT market will drive the growth of resale revenue. Semiconductor vendors must enhance the partnership with distributors for future growth. Overview Strategic ...
... Access Insights Already a Gartner client? After demand recovers in 1H24 and excess customer inventory is consumed, DRAM market undersupply conditions will peak in 3Q24. This will result in DRAM revenue increasing by 67.4% in 2024 to reach $83.5 billion as pricing rebounds, encouraged by demand for AI ...