DRAM & NAND Market Update: Headwinds Expected from COVID-19 – LIVE MARKET BRIEFING



DRAM and NAND market expectations for 2020 have been reduced due to the economic impacts from the COVID-19 outbreak.

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.

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Yole Développement

Yole Développement provides market researchtechnology analysisstrategy consultingtargeted media, and financial advisory services.

With a strong focus on emerging applications using silicon and/or micro manufacturing since 1998, Yole Développement has expanded to include more than 80 collaborators worldwide covering Photonics – Lighting – Imaging – Sensing & Actuating – Display – RF Devices & Technologies – Compound Semiconductors & Emerging Materials – Power Electronics – Batteries & Energy Management – Semiconductor Packaging and Substrates – Semiconductor Manufacturing – Memory – Computing and Software.

The market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, Blumorpho and PISEO – all part of the Yole Group of Companies-, support industrial companies, investors and R&D organizations worldwide to follow technology trends to grow their business and help them understand the 6 specific markets.

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