Enterprise SSDs to Be Largest Application Segment of NAND Flash Market
StorageNewsletter.com, February 21st, 2023
Server DRAM Will Overtake Mobile DRAM in Supply in 2023 and Comprise 37.6% of Annual Total DRAM Bit Output
Since 2022, DRAM suppliers have been adjusting their product mixes so as to assign more wafer input to server DRAM products while scaling back the wafer input for mobile DRAM products. This trend is driven by two reasons.
First, the demand outlook is bright for the server DRAM segment. Second, the mobile DRAM segment was in significant oversupply during 2022.
Moving into 2023, the projections on the growth of smartphone shipments and the increase in the average DRAM content of smartphones remain quite conservative. Therefore, DRAM suppliers intend to keep expanding the share of server DRAM in their product mixes.