... This data reveals the relative mind share of software issues, 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 Figures List of References Overview Gartner Recommended Reading Gartner Insi ...
Analyst(s): Vanitha Dsilva
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... 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? Pricing is peaking for this cycle, and while we forecast an undersupply for 2022, we expect pricing to decline through the year in line with cost reductions. DRAM revenue will reach an all-time high of $113.3 billion in 2022; however, a supply-driven downturn ...
... 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 ...
... Marvell’s acquisition of Inphi positions the company with a much better technology portfolio and strategic roadmap to more effectively compete in next-generation data center and 5G infrastructure segments. Investment Implications What to Watch For Gartner Insights Abstract ...
... This data reveals the relative mind share of many hardware issues, vendors and decision stages, showing five quarters of end-user inquiry trends by job role, industry sector and peer group. Table of Contents List of Tables List of Figures List of References Overview Gartner Recommended Reading Gartner Insi ...
... Access Insights Already a Gartner client? Direct incremental revenue for container management will see rapid growth, reaching $944 million by 2024, with compound annual growth of 34%. Adopters will select from a variety of container management software and cloud service offerings, with varying growth ...
... Access Insights Already a Gartner client? Bit demand is recovering in 2H24, deepening the DRAM undersupply because of reduced wafer availability. DRAM revenue will increase by 73.1% in 2024 to reach $86.3 billion, encouraged by demand for high-performance DRAM and high-bandwidth memory (HBM) for AI. H ...