... Access Insights Already a Gartner client? Optical transceivers revenue within data centers are expected to grow at 11.1% CAGR to reach $10.5Bn in 2024 from 2019. This is driven by the need for high bandwidth interconnects, greater scalability and performance leading to technology transition from VCSEL ...
Analyst(s): George Brocklehurst | Anushree Verma
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... Access Insights Already a Gartner client? DRAM market will see significant oversupply for most of 2023 due to weak end-equipment demand and high inventory levels despite negative bit production by DRAM vendors. Revenue in 2023 will decline by 44% but a move to undersupply in 4Q23 will see it increasin ...
... Access Insights Already a Gartner client? Semiconductor capex will grow 22.2% to $185.3 billion in 2022, following 37.5% growth in 2021. Growth reflects leading-edge logic players and foundries investing in advanced-node technology transition and in legacy nodes due to chip shortages, and memory playe ...
... Access Insights Already a Gartner client? The global enterprise market for edge distribution platforms will grow to $33.2 billion in 2028, at a compound annual growth rate of 12.1%. The sizes of the web application and API protection and edge-based cloud segments will both surpass the CDN segment. Over ...
... As applications like 5G, AI, HPC, metaverse, electric vehicles and autonomous things proliferate, global demand for semiconductors will expand, providing a strong growth opportunity to chip companies in this decade. The attached presentation evaluates alternate scenarios for chip revenue in 2030. Gar ...
... Access Insights Already a Gartner client? The Americas market will generate about $120 billion, while China is expected to create $81 billion of extra semiconductor revenue by 2028. The U.S. government policies will make it difficult for Chinese OEMs to import advanced semiconductor chips, enhancing C ...
... Access Insights Already a Gartner client? Nonvisual sensing technologies are the critical capabilities of creating differentiated user experiences for wearable devices. The vendors profiled here provide audio, touch and haptic solutions with a high degree of design flexibility that will drive wearable ...
... Access Insights Already a Gartner client? WFE revenue will increase by 13.9% in 2020 as foundries have invested heavily in leading edge logic, and domestic Chinese memory companies have ramped up their initial production. Logic spending will level off in 2021, but that will be made up by a return to i ...
... Access Insights Already a Gartner client? COVID-19 further accelerates already strong CCaaS momentum as users pivot away from on-premises contact centers to cloud capabilities. Gartner projects a 29% CCaaS revenue CAGR reaching $17.9 billion by 2024, as users adopt more expansive capabilities includin ...