... Access Insights Already a Gartner client? The cloud subscription and recurring billing management market is growing and evolving rapidly as businesses of all shapes and sizes embrace digital business. Technology product managers can use this analysis to understand the competitive situation as well as ...
Analyst(s): Robert Anderson
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... Access Insights Already a Gartner client? In 4Q21, the oversupply that had driven pricing higher through the year is easing, in part due to inventory build-up in 1H21 by equipment OEMs. However, demand remains solid and the supply growth will be limited in 2022, meaning undersupply conditions should c ...
... Access Insights Already a Gartner client? In 2H23, a total of 55 new semiconductor fabs were announced to start production between 2024 and 2029. Thirty-six of these projects are located in Asia/Pacific, eleven in the Americas, and four fabs in EMEA and four in Japan, with a combined investment of ove ...
... 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, HDD revenue will grow to $25.7 billion in 2025, from $20.4 billion in 2020, because of the expanding deman ...
... Access Insights Already a Gartner client? 2021 wrapped up a strong year with sales up by 26.7%, but broad component constraints continue to restrict demand during 1H22. Demand is expected to accelerate during 2H22; however, a sales downturn of 5.0% remains forecast for 2023 due to excessive supply. Tab ...
... Access Insights Already a Gartner client? The DRAM market will be oversupplied for most of 2023 as negative bit production by DRAM vendors is not enough to counter weak end-equipment demand and inflated inventory. 2023 revenue will decline 44%, but a move to undersupply from 4Q23 will drive 2024 reven ...
... 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 prices higher. DRAM revenue will reach $91.9 billion in 2021 and grow to an all-time high of $113.5 billion in 2022. However, we forecast a supply-driven ...
... Adding AI functionality to IoT endpoint devices requires new types of AI-enabled semiconductor devices. Investors have many opportunities for investment, including public companies and startups. Investment Implications What to Watch For Gartner Insights Abstract ...
... Access Insights Already a Gartner client? This research provides forecast of the number of data centers by size and region from 2021 through 2027. Estimates divide data center infrastructure into servers, storage and data center switches, and measure the racks of equipment and systems in use. Table of ...