It is reported that at the industry event held recently, Kim Su gyeom, IDC's vice president in South Korea, predicted that the downward cycle of the storage semiconductor market would last until 2025.
KimSu gyeom said that the market demand this year is worse than originally expected. It is expected that DRAM and NAND markets will rebound temporarily in the third quarter of the next year, but the demand growth rate is expected to be revised down from 17% and 30% to 10% and 19% respectively, and then the market will gradually decline again. The overall scale will shrink until the turning point is reached after 2026.
The downward cycle of memory chips may last until 2025
JeongdongChoi, a researcher of TechInsights, shared his judgment on the trend of storage semiconductor technology at the same event. He pointed out that Samsung Electronics' DRAM technology had been ahead of other competitors before, but since 2020, with 1z (15nm) DRAM, the technologies of the three major storage semiconductor companies have almost synchronized, "With the attempt to continuously improve the density of DRAM, 1c (11~12nm) DRAM will be developed in 2025, and we will enter the era of single digit nm DRAM around 2029."
Regarding NAND, Choi said that major manufacturers are developing 400-500 layer stacking products, and 800 layer stacking technology will be developed in 8-9 years. Therefore, advanced packaging technology must be introduced.