Market research agency Citrini Research recently predicts that by 2030, the global DRAM market will still have a large-scale supply gap. The scale is expected to reach 28.7 EB, accounting for about 18% of total demand for that year, compared to about 40 EB of total global production capacity this year. According to data shared by Citrini researcher Zephyr, global DRAM demand is expected to reach 157.5 EB in 2030, and the supply capacity is only about 128.8 EB; among them, ordinary DRAM will be the biggest bottleneck. The estimated supply is about 91 EB per year, but demand is as high as 120 EB, and the gap ratio will increase from the current 18% to about 25%. The report emphasizes that even if Samsung, SK Hynix, Micron and Chinese manufacturers continue to expand production, the additional production capacity may still be rapidly absorbed by soaring AI demand. The core of the imbalance between supply and demand is the explosion of AI infrastructure. As large model training and inference and HBM become the core of AI accelerators, it has also boosted DRAM demand for traditional servers. Under a tight balance, the average sales price of DRAM is likely to remain high for a long time. It is expected to fall at $1.5-2 per Gb, and the cost of servers, PCs, and consumer electronics memory will continue to be under pressure.
Zhitongcaijing · 2d ago
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Market research agency Citrini Research recently predicts that by 2030, the global DRAM market will still have a large-scale supply gap. The scale is expected to reach 28.7 EB, accounting for about 18% of total demand for that year, compared to about 40 EB of total global production capacity this year. According to data shared by Citrini researcher Zephyr, global DRAM demand is expected to reach 157.5 EB in 2030, and the supply capacity is only about 128.8 EB; among them, ordinary DRAM will be the biggest bottleneck. The estimated supply is about 91 EB per year, but demand is as high as 120 EB, and the gap ratio will increase from the current 18% to about 25%. The report emphasizes that even if Samsung, SK Hynix, Micron and Chinese manufacturers continue to expand production, the additional production capacity may still be rapidly absorbed by soaring AI demand. The core of the imbalance between supply and demand is the explosion of AI infrastructure. As large model training and inference and HBM become the core of AI accelerators, it has also boosted DRAM demand for traditional servers. Under a tight balance, the average sales price of DRAM is likely to remain high for a long time. It is expected to fall at $1.5-2 per Gb, and the cost of servers, PCs, and consumer electronics memory will continue to be under pressure.
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