... Advances in sensors, processing, and situational awareness are enabling drones and robots to take on new use cases, and improving their utility in others. Providers of autonomous solutions must rapidly exploit those advances if they are going to unlock the anticipated growth. Table of Contents Objecti ...
Analyst(s): Bill Ray
Get more from Gartner
Interested in receiving proven business and technology insights, analyst guidance, benchmarks, diagnostics and more? Connect with a Gartner representative to learn more about becoming a Gartner client.
... Access Insights Already a Gartner client? Generative AI is driving a near-term increase in data center AI semiconductor revenue, while the deployment of AI into PCs, edge and endpoint devices drives longer-term revenue. AI semiconductor revenue is forecast to be $137 billion by 2027, growing by a five ...
... Access Insights Already a Gartner client? After demand recovers in 1H24 and excess customer inventory is consumed, DRAM market undersupply conditions will peak in 3Q24. This will result in DRAM revenue increasing by 67.4% in 2024 to reach $83.5 billion as pricing rebounds, encouraged by demand for AI ...
... Access Insights Already a Gartner client? At the start of 2021, the DRAM market moved into an undersupply that will last through 2022, pushing DRAM pricing higher. DRAM revenue will reach $84.4 billion in 2021 and grow to an all-time high of $105.5 billion in 2022. However, we forecast a supply-driven ...
... Access Insights Already a Gartner client? The NAND market shortage reached its trough in 3Q21 and as supply mounts is forecast to be in balance in mid-2022 and oversupply into 2024. A more aggressive pricing environment in 2022 will temper sales growth to $82.6 billion, but concerns mount for 2023 as ...
... Access Insights Already a Gartner client? Among the top 100 electronics companies, Apple and Samsung remained the top two semiconductor customers, while Huawei dropped in 2021. This dataset provides semiconductor spending patterns of the top 100 companies at the design and purchasing levels by region, ...
... Investment in China's semiconductor industry has grown over 250% in the past five years, driven by government policies, U.S.-China high-tech disputes and capital market investors. Semiconductor providers must establish dedicated Chinese market strategies to defend against Chinese challengers. Gartner ...
... Access Insights Already a Gartner client? Anemic demand has elevated inventory levels across NAND suppliers and customers resulting in historic oversupply conditions in 2023. However, unsustainable NAND price declines have forced supply-side corrections, resulting in an expected undersupply and fuelin ...
... Access Insights Already a Gartner client? AI is gaining relevance in the semiconductor industry for analyzing vast amounts of complex data in manufacturing and design. Chip companies seek to identify patterns and provide insights to help save cost, optimize processes for new and existing products, red ...