The PC memory market grows strongly led by DRAM
A recent report from the analytics firm TrendForce reveals that the computer memory chip sector experienced a notable rebound last year. The data shows a solid recovery, driven primarily by demand for components in various electronic devices. 📈
A year of record figures for memory
The DRAM memory segment was the big star, with its sales revenues climbing an impressive 73% to reach 165.7 billion dollars. Meanwhile, the NAND Flash memory market also recorded an advance, though more moderate, reaching 69.7 billion. This combined performance made the memory industry's total revenues grow 46% compared to the previous year.
Future projections for the sector:- For the current year, analysts project that total revenues could increase by 134%.
- This strong rebound reflects sustained demand and possible supply chain adjustments.
- The growth rate is expected to moderate the following year, with a forecasted rise of 53%.
Memory chips have more intense cycles than a dramatic series, with dizzying rises and falls that everyone anticipates.
Why is DRAM leading the recovery?
The marked difference between the performance of DRAM and NAND underscores how the former benefits more from the current context of shortages and high prices. DRAM memory is essential for processors to function in computers, smartphones, and data centers. Meanwhile, NAND memory, used primarily for persistent data storage, faces greater competitive pressure on prices.
Key factors in the market:- DRAM memory is crucial for real-time system performance.
- NAND memory focuses on long-term information storage capacity.
- The image for this analysis is courtesy of Micron Technology, one of the leading manufacturers.
Medium-term outlook
The projected figures indicate a robust market cycle, although its final evolution will depend directly on the behavior of demand for end-user electronic devices and data center servers. The industry closely monitors these indicators to plan its production and strategies. 🧠