DRAM and NAND market expectations for 2020 have been reduced due to the economic impacts from the COVID-19 outbreak.
Watch the replay of our Live Market Briefing broadcast on May 14, 2020 now:
Prior to COVID-19 outbreak, 2020 was shaping up to be a strong recovery year for the DRAM and NAND markets, with both expected to emerge from downturns that had persisted through much of the past two years. Although the situation surrounding the pandemic remains extremely fluid, it will certainly be a headwind to any recovery. Relative to our most recently published forecast (Feb. 2020) market expectations have been reduced sharply as the spread of the virus has gripped the world.
The demand impacts of COVID-19 are a mixed bag. Some markets, including datacenter and PC, have experienced initial increases in demand as many have transitioned to working from home and online services (e.g. Netflix and Amazon) have seen a dramatic spike in demand. Some segments, however, have witnessed steep declines in demand. Smartphones, for example, have seen shipments drop precipitously as consumers stay home and retain discretionary income. While supply-side reductions are expected as the memory suppliers delay expansion plans and curtail technology investments, it is unlikely to be enough to offset lower demand.
This Live Marketing Briefing will examine the changes to our DRAM and NAND market outlooks in the context of our prior forecast and what we see as the most likely outcomes during these very uncertain times.
Walt Coon joins Yole Développement’s memory team as VP of NAND and Memory Research, part of the Semiconductor & Software division.
Walt is leading the day-to-day production of both market updates, Market Monitors and Pricing Monitors, with a focus on the NAND market and semiconductor industries. In addition, he is deeply involved in the business development of these activities.
Walt has significant experience within the memory & semiconductor industry. He spent 16 years at Micron Technology, managing the team responsible for competitor benchmarking, and industry supply, demand, and cost modeling. His team also supported both corporate strategy and Mergers & Acquisitions analysis. Previously, he spent time in Information Systems, developing engineering applications to support memory process and yield enhancement.
Walt Coon earned a Master of Business Administration from Boise State University (Idaho, United-States) and a Bachelor of Science in Computer Science from the University of Utah (United-States).
Mike Howard is member of the memory team at Yole Développement (Yole) as VP of DRAM and Memory Research.
Mike’s mission at Yole is to deliver a comprehensive understanding of the entire memory and semiconductor landscape (with special emphasis on DRAM) via market updates, Market Monitors, and Pricing Monitors. Mike is also deeply involved in the business development of all memory activities.
Mike has a deep understanding of the DRAM and memory markets with a valuable combination of industry and market research experience. For the decade prior to joining Yole, Mike was the Senior Director of DRAM and Memory Research at IHS. Before IHS, Mike worked at Micron Technology where he had roles in corporate development, marketing, and engineering.
Mike earned a Master of Business Administration at The Ohio State University (United-States), a Bachelor of Science in Chemical Engineering and a Bachelor of Arts in Finance at the University of Washington (Washington, United-States).
- NAND Quarterly Market Monitor
NAND market poised to emerge from downturn in 2020.
- DRAM Quarterly Market Monitor
Improving market conditions in 2020 will result in rising prices and revenue for the DRAM market.