Yole: The memory industry is growing in 2018.

The semiconductor industry achieved record performance in 2017, and its industry scale exceeded $400 billion. The overall demand for semiconductor devices is strong throughout the year, thanks to the growing popularity of electronic components in all applications, especially mobile and data centers. Markets. Semiconductor growth in 2017 was driven by storage components, with revenues reaching $126 billion, a 60% increase over the same period in 2016. Industry research firm Yole Développement (Yole) predicts that the storage market will reach $177 billion in 2018. %.

The DRAM and NAND markets are in short supply throughout the year, leading to price increases and profitability for record revenue and storage providers. Driven by operations and data centers/SSDs, demand is strong and includes artificial intelligence. Emerging growth drivers such as the Internet of Things and automobiles. Due to the growth in capacity and backward growth in demand, DRAM and NAND are in short supply.

The trend of artificial intelligence and machine learning mobility and connectivity is beneficial to both the DRAM and NAND markets, and may lead to memory continue to increase its share of the entire semiconductor market. The DRAM market continues to evolve. Yole believes memory requirements for the next five years The compound annual growth rate is 22%.

Demand for NAND remains strong, enterprise-class SSDs in the data center are growing strongly, the use of SSDs in notebooks continues to grow, and the content of smartphones and other mobile devices continues to grow. These markets will continue to drive growth in NAND consumption. Some emerging applications are expected to accelerate future growth, including AI, VR, automotive and the Internet of Things.