Status of the Memory Industry 2024

THIS TABLE OF CONTENTS IS FROM THE PREVIOUS EDITION - IT MIGHT BE UPDATED.

Glossary and definitions​

Objectives​

Scope of the report​

Methodology & definitions​

About the authors ​

Companies cited in this report ​

What we got right, what we got wrong ​

3-page summary ​

Executive summary ​

NAND market forecast ​

• Revenues, demand, shipments, ASPs, wafer production, capex…​

DRAM market forecast ​

• Revenues, demand, shipments, ASPs, wafer production, capex…​

NOR and other stand-alone memory market forecast ​

• Revenue forecast for NOR, (NV)SRAM, Emerging NVM, and more​

Memory demand forecast by end system ​

• NAND and DRAM bit demand and average content in $ and GB​

Stand-alone memory market overview ​

Memory market trends – overview by end markets ​

• Telecom & infrastructure (focus on data center) ​
• Mobile and consumer ​
  • Focus on smartphones and tablets ​
  • Focus on computing (desktop and laptop PCs) ​
  • Focus on wearables and other consumer devices ​
• Automotive ​

Stand-alone memory technology - overview ​

• NAND technology trends ​
• DRAM technology trends ​
  • Monolithic 3D DRAM – overview ​
• NOR and other stand-alone memory ​

Memory players and supply chain ​

• Memory players – financial analysis ​
• Supply chain mapping ​
• 2022-203 business highlights ​
  • List of mergers & acquisitions and noteworthy news ​

China’s memory business ​

• Status and prospects, investments, competitive landscape​

DRAM modules and solid-state drives – overview ​

• Technology and market trends for DIMMs and SSDs ​

Memory packaging – overview ​

Emerging non-volatile memory – overview ​

Emerging storage and memory trends ​

• Computational storage ​
• Processing in memory ​
• Compute Express Link (CXL) ​
• DNA-based storage ​

Embedded memory business – overview ​

Conclusions ​

About Yole Group ​

Yole Group Corporate presentation 

In updating the 2023 version, Yole will give a large overview of the memory industry covering DRAM, NAND, NOR, and emerging non-volatile memory. The report will scout the memory demand in the end-systems and give market forecasts from 2022 to 2028 through wafer starts, revenues and units; breakdown by regions will be shared. The players at different levels of the supply chain will be analysed including their market shares. 

Scope of the previous report

In updating the 2023 version, Yole will give a large overview of the memory industry covering DRAM, NAND, NOR, and emerging non-volatile memory. The report will scout the memory demand in the end-systems and give market forecasts from 2022 to 2028 through wafer starts, revenues and units; breakdown by regions will be shared. The players at different levels of the supply chain will be analysed including their market shares. 

Scope of the previous report