... Access Insights Already a Gartner client? Despite a pullback in leading-edge logic spending, semiconductor capex will increase by 1.9% in 2024 to reach $175.7 billion, driven by spending in DRAM. While logic will essentially stay flat, memory spending will propel overall capex to grow by 3.1% in 2025. ...
Analyst(s): Menglin Cao | Bob Johnson | Gaurav Gupta
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... Access Insights Already a Gartner client? Capex will decrease by 19.0% in 2023 to reach $142.2 billion, as both logic and memory players stay conservative in spending. As consumer demand picks up slowly and inventory is adjusted, capex will witness flat growth at -0.1% in 2024 before gaining momentum ...
Analyst(s): Bob Johnson | Menglin Cao | Gaurav Gupta
... Access Insights Already a Gartner client? Capex will increase at a moderate rate of 2.0% in 2024 to reach $175.1 billion after posting a 5.8% decline in 2023. Spending will grow until 2026, primarily driven by memory while logic spending essentially stays flat over the next three years. China will dom ...
Analyst(s): Gaurav Gupta | Bob Johnson | Menglin Cao
... Access Insights Already a Gartner client? Gartner has moderately raised its forecast for integrated systems in 2024 to $15.8 billion, a five-year CAGR of 8.0% from 2019 through 2024, reflecting a slight increase in the HCIS revenue projections. Overview Forecast Data Summary Forecast Model Summary Influen ...
Analyst(s): Roger W. Cox | Kiyomi Yamada | Naveen Mishra
... Access Insights Already a Gartner client? Data center and edge infrastructure hardware deployments show a significant business opportunity for semiconductor vendors. 2021 semiconductor revenue is estimated to grow at 16% in the data center and 351% in edge infrastructure hardware to reach $72B and $5B ...
Analyst(s): Alan Priestley | Anushree Verma | Joseph Unsworth
... The devices marketplace comprises connected personal devices, which include PCs, ultramobiles and phones. During the first half of 2020, overall device unit sales declined by 17.8% and they are expected to decline by 14.0% through 2020 as the impact from COVID-19 continues. Gartner Insights Abstract ...
... Access Insights Already a Gartner client? Scarcity of supply has pushed up the ASP for Wi-Fi and Bluetooth semiconductors, but increasing demand for connected electronics will increase revenue from wireless connectivity semiconductors by 24.1% in 2021, compared to 2020. Growth will slow, but continue ...
... Access Insights Already a Gartner client? In the wake of COVID-19, IoT endpoint electronics revenue contracted 4% in 2020 and will rebound by 21% in 2021. Organizations are investing in IoT technologies to drive cost optimization and operational efficiency. Table of Contents List of Tables Overview Gartne ...
Analyst(s): Peter Middleton | Kay Sharpington | Chad Eschinger
... Access Insights Already a Gartner client? Silicon photonics is an emerging technology for interconnects and processing. Its application ranges across data centers to health, wellness and automotive. The vendors profiled here provide innovative products to help accelerate performance without compromisi ...
Analyst(s): Bill Ray | Anushree Verma | Kanishka Chauhan