... 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 ...
Analyst(s): Ranjit Atwal
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... Access Insights Already a Gartner client? DRAM revenue will grow by 8.3% sequentially in 2Q25 with 12.5% bit growth and 3.8% ASP decline. The 2H25 revenue is forecast to grow by 24.2% over 1H25 as vendors actively reduce supply by cutting legacy DRAM production. Demand for HBM and DDR5 remains high du ...
... 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? Among the top 100 electronics companies, Apple, Samsung and Huawei remained the top three semiconductor customers in 2020. Use this data tool to review the semiconductor spending patterns of all 100 companies at the design and purchasing levels by region, by c ...
... 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 ...
... 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 ...