Server memory products are likely to overtake mobile memory in share of the overall DRAM bit output this year, as the datacenter market sees continued demand while consumer devices are hit by the economic downturn.
As a consequence, it expects DRAM suppliers will instead keep growing the share of server memory in their portfolio, to the point where it will make up about 37.6 percent of the bit output this year, compared with about 36.8 percent for mobile DRAM. Now, it estimates the growth rate in the average DRAM content of smartphones will be about 6.7 percent for 2023. This is a marked improvement over the growth rate of 3.9 percent for 2022, but TrendForce predicts the year-on-year growth rate will remain under 10 percent for the next several years.
Source: News Formal (newsformal.com)
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