Fueled by economic recovery and the transition to a digital economy, memory IC sales are forecast to reach $180.4 billion in 2022, exceeding the previous record high set in 2018.

IC Insights recently updated its forecast for 33 major IC product categories, including DRAM and NAND flash, in its April Update to the 2021 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry (MR21).  The updated forecast shows that after a steep drop in 2019, sales of memory ICs rebounded 15% during COVID-plagued 2020. Following up on that increase, stronger DRAM pricing is expected to lift total memory revenue 23% this year to $155.2 billion.  The average selling price for DRAM jumped 8% sequentially in the first quarter of this year, and nearly all of the leading memory suppliers stated in their most recent quarterly financial presentations that they expected stronger demand in 2Q21.

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Economic recovery from the fallout of the Covid-19 pandemic, new 5G smartphones, machine vision, and more embedded cameras will drive up CMOS image sensor sales to record high levels through 2025, says new O-S-D report.

The high-flying market for CMOS image sensors hit a speed bump in 2020 with the global outbreak of the Covid-19 virus crisis significantly cutting sales growth in this large optoelectronics product category to 3% last year compared to an annual average of nearly 16% since 2010, according to IC Insights’ new 2021 O-S-D Report—A Market Analysis and Forecast for Optoelectronics, Sensors/Actuators, and Discretes.  The new 350-page O-S-D Report forecasts that CMOS image sensor revenues will regain strong high-growth momentum in 2021, climbing 19% to $22.8 billion, which will be a 10th consecutive record-high level for worldwide sales since 2010 (Figure 1).

Figure 1

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