An almost total domination of the RAM market is expected in 2025-2026
The new generations of Intel (Alder Lake) and AMD (Zen 4) processors should popularize the use of a new generation of RAM in our PCs, the DDR5 which should quickly supplant the DDR4.
More than 25% of the market in 2022
Through the publication of the report Status of the Memory Industry of June 2021, Yole Developements makes an inventory of the market of memory in general and that of the DRAM in particular.
As a result, the adoption of DDR5 is expected to occur very quickly. Recall that the first bars dedicated to the general public should be marketed very soon and that all manufacturers are already on the ranks, presenting one after the other their products.
More surprisingly, this report states that DDR5 is expected to represent more than 25% of the DRAM market by 2022 and to supplant DDR4 the following year. By 2023, it would already represent more than 50% of the DRAM market.
A $200 billion market in 2026
Growth is then expected to continue “quietly” and by 2025, more than 75% of the market would be monopolized by DDR5, which would be virtually alone by the following year: by 2026, the total DRAM market would be more than $200 billion.
This more general growth of the DRAM market as a whole is linked to the explosion of needs in all sectors. Thus, PCs, servers and smartphones and tablets will see the amount of embedded DRAM increase of course, but vehicles also.
By 2026, the automotive industry would be consuming more DRAMs per system than traditional PCs, both in terms of onboard quantities and value.