The whole reminiscence market closely influenced whole IC market progress for the optimistic throughout the previous two years however will doubtless have a really detrimental influence on whole IC market progress in 2019, in keeping with IC Insights.
The DRAM and NAND flash markets proceed to intently observe the unique IC business cycle mannequin whereby the market cycles are primarily pushed by fluctuations in capital spending and capability. Including IC Insights’ forecast for 2019, it seems that little has modified concerning the extraordinarily unstable nature of DRAM market cycles.
At US$99.four billion, the DRAM market was by far the biggest single product class within the semiconductor business in 2018, exceeding NAND flash (US$59.four billion), the second-largest market by US$40 billion, IC Insights mentioned. Since 2013, the reminiscence market has been a tailwind on whole annual worldwide IC market progress and solely as soon as a headwind.
A reminiscence market section surge of 64% in 2017 helped enhance the whole IC market progress price by a whopping 14pp, IC Insights indicated. Despite a fourth quarter slowdown, the 2018 reminiscence market grew by a robust 26%, offering a really substantial six level optimistic influence on worldwide IC market progress for the full-year.
For 2019, the reminiscence market is forecast to be a major headwind on worldwide IC market progress, IC Insights believes. The whole reminiscence market is forecast to fall by 24% this 12 months (a decline of US$38.6 billion). The large decline within the reminiscence market is forecast to pull down whole IC market progress by 9%. Factoring out reminiscence, the whole IC market progress price is forecast to be flat this 12 months, in keeping with IC Insights.
