... 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 ...
Analyst(s): Joseph Unsworth
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... Access Insights Already a Gartner client? Demand faltered in 4Q24 as key customers paused on purchasing to digest excess inventory. NAND prices deteriorated and are projected to soften 15% during 1H25 before rebounding 10% in 2H25. NAND vendors will restrain supply growth throughout 2025 to force bett ...
... Access Insights Already a Gartner client? Oversupply conditions persist in 4Q20 and into 1H21, but the recovery in pricing and sales is more pronounced during 2H21 and through 2022. Resilient demand from PC and SSDs and stronger growth in smartphones overwhelms conservative supply during the recovery ...
... Access Insights Already a Gartner client? SMB software spending will be further accelerated by strong intentions to invest in AI-powered software, especially where offerings include new features enhanced by GenAI. This research discusses the opportunities and challenges in selling AI-driven software t ...
... Access Insights Already a Gartner client? In this forecast update, Gartner provides granular shipment details for all HDDs in all market segments. Despite unit-volume declines and SSD incursions through 2025, HDD revenue will remain above $22.5 billion because of the enduring demand for high-capacity, ...
... Access Insights Already a Gartner client? Revenue from optical transceivers is expected to grow at a slightly higher rate of 16.1% year over year in 2021 as compared to previous forecast. While emerging workloads continue to propel the adoption of optical modules in the data centers, chip shortages in ...
... Access Insights Already a Gartner client? Crises often mark strategic inflection points, and a focus on the present should not crowd out consideration of the future. TSPs providing IoT technologies should prioritize their innovation around the five trends surrounding the next wave of IoT use cases in ...
... Access Insights Already a Gartner client? At the start of 2021, the DRAM market will move into an undersupply that will last through 2021 and 2022, pushing DRAM pricing higher. DRAM revenue will reach $83.8 billion in 2021 and grow to an all-time high of $107.2 billion in 2022. However, we forecast a ...
... Access Insights Already a Gartner client? While the DRAM market will be adversely affected by COVID-19, it will not be as bad as first feared. 2020 will see revenue growing by 1.1% to $62.9 billion. Demand will improve in 2021 with revenue increasing by 21.9% and growth continuing into 2022 before a d ...