{"id":457245,"date":"2024-07-30T15:08:53","date_gmt":"2024-07-30T13:08:53","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=457245"},"modified":"2024-07-30T15:08:53","modified_gmt":"2024-07-30T13:08:53","slug":"augmentation-de-75-du-marche-des-memoires-en-2024","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/augmentation-de-75-du-marche-des-memoires-en-2024\/","title":{"rendered":"Augmentation de 75% du march\u00e9 des m\u00e9moires en 2024"},"content":{"rendered":"

Selon l’analyste de march\u00e9 TrendForce, les march\u00e9s des m\u00e9moires DRAM et des m\u00e9moires flash NAND augmenteront en 2024 de 75 et 77 % respectivement, en glissement annuel.<\/h2>\n

La hausse des valeurs constitue un rebond apr\u00e8s la chute des march\u00e9s en 2023. Ce rebond est d\u00fb \u00e0 l’augmentation de la demande de bits et \u00e0 la hausse des prix de vente moyens apr\u00e8s la fin d’une offre exc\u00e9dentaire en 2023, ainsi qu’\u00e0 l’augmentation des achats de produits de grande valeur, tels que les DRAM au format HBM (m\u00e9moire \u00e0 grande largeur de bande), a d\u00e9clar\u00e9 la soci\u00e9t\u00e9.<\/p>\n

Ce boom devrait se poursuivre en 2025, le march\u00e9 des m\u00e9moires DRAM devant encore augmenter de 51 % et celui des m\u00e9moires flash NAND de 29 %. Cela relancera les d\u00e9penses d’investissement, ce qui donnera un coup de fouet aux fournisseurs d’\u00e9quipements et de mat\u00e9riaux, mais exercera une pression sur les prix pour les acheteurs.<\/p>\n

\"\"

Chiffre d’affaires annuel mondial des DRAM et croissance annuelle de 2017 \u00e0 2025. Source : TrendForce : TrendForce.<\/strong><\/em><\/p><\/div>\n

L’ASP des DRAM augmentera de 53 % en 2024 et de 35 % en 2025, et les recettes des DRAM atteindront 90,7 milliards de dollars US en 2024 et 136,5 milliards de dollars US en 2025. La m\u00e9moire HBM devrait contribuer \u00e0 hauteur de 5 % des livraisons de bits DRAM et de 20 % des recettes en 2024.<\/p>\n

TrendForce estime que la DDR5 repr\u00e9sentera 40 % des livraisons de bits de DRAM pour serveurs en 2024, puis 60 \u00e0 65 % en 2025. LPDDR5\/5X devrait repr\u00e9senter 50 % et 60 % des livraisons de DRAM mobiles en 2024 et 2025, respectivement.<\/p>\n

\"\"

Revenus annuels mondiaux des m\u00e9moires flash NAND et croissance annuelle de 2017 \u00e0 2025. Source : TrendForce : TrendForce.<\/strong><\/em><\/p><\/div>\n

Les recettes de la m\u00e9moire flash NAND atteindront 67,4 milliards de dollars en 2024 et 87 milliards de dollars en 2025.<\/p>\n

TrendForce estime que les cellules \u00e0 quatre niveaux (QLC) repr\u00e9senteront 20 % des livraisons de bits de flash NAND en 2024, et que cette part devrait augmenter en 2025. Dans les applications pour smartphones, le QLC devrait progressivement p\u00e9n\u00e9trer le march\u00e9 UFS en commen\u00e7ant par les fabricants de smartphones chinois au quatri\u00e8me trimestre 24 et avec Apple qui devrait commencer \u00e0 utiliser le QLC dans les iPhones en 2026.<\/p>\n

Les d\u00e9penses d’investissement li\u00e9es \u00e0 la production de DRAM et de flash NAND devraient augmenter respectivement de 25 et 10 % en 2025, avec la possibilit\u00e9 de nouvelles r\u00e9visions \u00e0 la hausse.<\/p>\n

Liens et articles connexes :<\/h4>\n

www.trendforce.com<\/a><\/p>\n

Articles de presse :<\/h4>\n

Hausse des revenus des DRAM et baisse des livraisons <\/a><\/p>\n

Micron a \u00e9galement \u00ab\u00a0\u00e9puis\u00e9\u00a0\u00bb ses DRAM HBM pour 2024<\/a><\/p>\n

Micron commercialise une m\u00e9moire flash QLC NAND \u00e0 232 couches<\/a><\/p>\n

Les prix des m\u00e9moires DRAM et des m\u00e9moires flash NAND pourraient augmenter de 60 % en 2024<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Selon l’analyste de march\u00e9 TrendForce, les march\u00e9s des m\u00e9moires DRAM et des m\u00e9moires flash NAND augmenteront en 2024 de 75 et 77 % respectivement, en glissement annuel. La hausse des valeurs constitue un rebond apr\u00e8s la chute des march\u00e9s en 2023. Ce rebond est d\u00fb \u00e0 l’augmentation de la demande de bits et \u00e0 la […]<\/p>\n","protected":false},"author":40,"featured_media":434556,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[2074,2665],"domains":[47],"ppma_author":[3631,6199],"class_list":["post-457245","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-dram-2","tag-nand","domains-electronique-eci"],"acf":[],"yoast_head":"Augmentation de 75% du march\u00e9 des m\u00e9moires en 2024 ...<\/title>\n<meta name=\"description\" content=\"En 2024, les march\u00e9s des m\u00e9moires DRAM et des flash NAND augmenteront respectivement de 75 et 77 % d'une ann\u00e9e sur l'autre, selon TrendForce.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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