According to data from the Yole Group research agency, the overall stand-alone memory market will reach US$144 billion in 2022. Among them, DRAM accounts for 55.4% and NAND accounts for 40.8%. The remaining NOR, (NV)SRAM/FRAM, EEPROM, new non-volatile memory (PCM, ReRAM and STT-MRAM) account for 3.8%.
. The overall storage market will reach US$80 billion in 2023. It is expected that market demand will basically recover in 2024.
Especially in the prediction of the storage market in 2028, the overall market will grow by 10%, and the market will reach 256 billion US dollars. Seeing that the ratio of DRAM and NAND still occupies an absolute position, it is expected that DRAM will increase by 12% in 2028, the NAND market will increase by 8%, and the NOR market will increase by 5%. The remaining memory market share will basically not be too large. The change.
In the global NAND market in 2022, Samsung still occupies the absolute leadership position, nearly twice that of second-placed Kioxia. Followed by Kioxia/WDC/Hynix/Micron/Solidigm, etc. These giants account for about 96% of the global NAND market.
From the perspective of NAND market revenue/contract price, 2023 is also the lowest point in recent years. In fact, starting from September 2023, prices have begun to rise. Currently, many manufacturers have increased contract prices. In 2024, these prices will Keep climbing. Those who have not stocked up in 2023 can only lament the prices!
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The DRAM market structure has basically not changed much.The DRAM market is still controlled by the three giants Samsung/Hynix/Micron, and the market monopoly has not been shaken for the time being.. The price trend is basically the same as that of NAND. In the next 1-2 years, we can only watch its price increase~
The demand for NAND and DRAM wafers is mainly concentrated in data centers. From 22 to 28, the demand for data centers is expected to increase by 9%, PC consumer demand will decrease by 6%, and mobile phone demand will decrease by 7%.
