IC Insights doubles 2017 forecast
- 作者：Ella Cai
- 发布时间：：2017-03-30
IC Insights has raised its worldwide IC market growth forecast for 2017 to 11%—more than twice its original 5% outlook.
The revision was necessary due to a substantial upgrade to the 2017 growth rates forecast for the DRAM and NAND flash memory markets.
IC Insights currently expects DRAM sales to grow 39% and NAND flash sales to increase 25% this year, with upside potential from those forecasts.
DRAM market growth is expected to be driven almost entirely by a huge 37% increase in the DRAM ASP, compared to 2016, when the DRAM ASP dropped by 12%.
Moreover, NAND flash ASPs are forecast to rebound and jump 22% this year after falling by 1% last year.
The DRAM market started 2017 the way it ended 2016—with strong gains in ASP.
In April 2016, the DRAM ASP was $2.41 but rapidly increased to $3.60 in January 2017, a 49% jump.
A pickup in DRAM demand from PC suppliers during the second half of 2016 caused a significant spike in the ASP of PC DRAM.
Currently, strengthening ASPs are also evident in the mobile DRAM market segment.
With total DRAM bit volume demand expected to increase by 30% this year and DRAM bit volume production capacity forecast to increase by 20%, IC Insights believes that quarterly DRAM ASPs could still surprise on the upside in 2017.
Furthermore, DRAM output is also being slowed, at least temporarily, by the ongoing transition of DRAM production to ≤20nm feature sizes by the major DRAM producers this year.
At $57.3 billion, the DRAM market is forecast to be by far the largest IC product category in 2017, exceeding the expected MPU market for standard PCs and servers ($47.1 billion) by $10.2 billion this year.
The revision was necessary due to a substantial upgrade to the 2017 growth rates forecast for the DRAM and NAND flash memory markets.
IC Insights currently expects DRAM sales to grow 39% and NAND flash sales to increase 25% this year, with upside potential from those forecasts.
DRAM market growth is expected to be driven almost entirely by a huge 37% increase in the DRAM ASP, compared to 2016, when the DRAM ASP dropped by 12%.
Moreover, NAND flash ASPs are forecast to rebound and jump 22% this year after falling by 1% last year.
The DRAM market started 2017 the way it ended 2016—with strong gains in ASP.
In April 2016, the DRAM ASP was $2.41 but rapidly increased to $3.60 in January 2017, a 49% jump.
A pickup in DRAM demand from PC suppliers during the second half of 2016 caused a significant spike in the ASP of PC DRAM.
Currently, strengthening ASPs are also evident in the mobile DRAM market segment.
With total DRAM bit volume demand expected to increase by 30% this year and DRAM bit volume production capacity forecast to increase by 20%, IC Insights believes that quarterly DRAM ASPs could still surprise on the upside in 2017.
Furthermore, DRAM output is also being slowed, at least temporarily, by the ongoing transition of DRAM production to ≤20nm feature sizes by the major DRAM producers this year.
At $57.3 billion, the DRAM market is forecast to be by far the largest IC product category in 2017, exceeding the expected MPU market for standard PCs and servers ($47.1 billion) by $10.2 billion this year.
