... 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 ...
Analyst(s): Andrew Norwood
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... 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? Beyond the overhanging sword of trade issues with the U.S. and pursuing “national interests,” China’s chip leaders face peculiar challenges around workforce, prioritizing between local and global customers, and managing government stakeholders. Overview Strategi ...
... Access Insights Already a Gartner client? The NAND industry recovery continues with prudent supply management mitigating the soft demand in PC SSD and consumer segments. Hyperscale demand for enterprise SSDs as well as traditional server and storage OEMs is expected to remain robust throughout most of ...
... Access Insights Already a Gartner client? Total semiconductor consumption for IoT endpoints in 2021 was $130.2 billion and will grow to $243.2 billion by 2026, reflecting a 13.3% CAGR. Total semiconductor revenue from the top 50 IoT endpoint markets will account for 75% of the total market in 2026, up ...
... Access Insights Already a Gartner client? Total semiconductor consumption for IoT endpoints in 2020 was $86.4 billion and will grow to $195.1 billion by 2025, reflecting a 17.7% CAGR. Total semiconductor revenue from the top 50 IoT endpoint markets will account for 77.9% of the total market in 2025, u ...
... 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 ...
... Access Insights Already a Gartner client? Total semiconductor consumption for IoT endpoints in 2022 was $154.6 billion and will grow to $269.7 billion by 2027, reflecting a 11.8% CAGR. Total semiconductor revenue from the top 50 IoT endpoint markets will account for 75.3% of the total market in 2027, ...
... 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% a ...