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Research Mar 2023
... 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 ...

Analyst(s):   Joseph Unsworth
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Research Feb 2021
... 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 ...

Analyst(s):   Gaurav Gupta
Premium Research Nov 2023
... Effective in 2Q24, Gartner will revise the market segmentation used within the Gartner Market Databook and associated reports. Read this document for further details on how this will impact publications. Planned Update to Gartner Market Statistics Coverage Gartner Insights Abstract ...

Analyst(s):   Natasha Fernandes
Research Feb 2021
... Access Insights Already a Gartner client? The shipment of wearable devices will post a 15.1% compound annual growth rate from 2021 through 2024. AI processing, multiple and complementary sensors, wireless communications and context-aware processing are the four key technologies where providers must in ...

Analyst(s):   Amy Teng
Research Oct 2020
... Access Insights Already a Gartner client? Semiconductors with integrated security were worth $26.7 billion in 2020 and will grow to $43.6 billion in 2024. Increasingly standard in application processors and microprocessors, the market is closely aligned with changes to the broader industry, so the pen ...

Analyst(s):   Bill Ray
Premium Research Aug 2023
... IT spending worldwide is estimated to grow 4.5% in 2023. Yet, the growth prospects are very variable by country, from no growth to near 30% expansion. This research provides TSPs with a visualization of the market growth potential for the world’s 42 main countries, based on IT spending. Gartner Insig ...

Analyst(s):   Linglan Wang
Research Dec 2023
... Access Insights Already a Gartner client? The NAND industry is poised for a prolonged recovery — thanks to aggressive supply-side reductions that have triggered sharp price increases in 4Q23. While demand remains subdued in 2024, the price per gigabyte is forecast to rise 49% in 2024 and remain stable ...

Analyst(s):   Joseph Unsworth
Research Apr 2021
... Access Insights Already a Gartner client? NAND Supply constraints arrive in 2Q21 and persist into 2H22 but excessive investment fuels a downturn in 2023 onwards. Despite foundry-related chip shortages, resilient demand from PCs, smartphones and SSDs is the impetus for near-term shortages and favorable ...

Analyst(s):   Joseph Unsworth
Research Jan 2022
... The use of artificial intelligence techniques in data centers, edge computing and endpoint devices has created a market for optimized semiconductor devices. Revenue from these AI semiconductors is forecast to be $76.7 billion by 2025, growing by a five-year CAGR of 28.2%. Investment Implications What ...

Analyst(s):   Tim Mahon
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