Yole forecasts a compound annual growth rate for DRAM bit demand of 22 percent over the next five years. "New Chinese suppliers threaten the current market balance, and emerging memory technologies are poised to cannibalize huge chunks of DRAM demand while the demand drivers of the past, including PCs and smartphones lose steam and no longer push industry demand," commented Mike Howards vice president of DRAM and memory research at Yole.
The NAND market is expected to set record high revenue in 2018, before a flattish 2019. The NAND landscape is dynamic with Intel emerging as competitor with capacity in China and Toshiba's memory business sold to a consortium led by Bain Capital. China’s Yangtze Memory Technologies Co. (YMTC), threatens to disrupt the status-quo (see Three Chinese firms to launch memory IC production in 2018). Other significant Chinese developments include Hefei Chang Xin (Innotron Memory) and Fujian Jinhua Integrated Circuit Co. (JHICC).
Related links and articles: