Collapsing memory prices and uncertain global economy weigh on next year’s growth.

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Total semiconductor sales include the combined sales of ICs, optoelectronics, sensors and actuators, and discretes (O-S-D) components. After soaring 25% to $614.7 billion in 2021, worldwide semiconductor sales are expected to increase 3% in 2022 and to a new record sales level of $636.0 billion this year (Figure 1).

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Inflation, recession concerns stunt demand for PCs, smartphones, other consumer goods leading to -40% decline in 2H22 DRAM sales.

The McClean Report celebrates its 25th anniversary and now you can enjoy it through the TechInsights Platform.  To continue receiving Research Bulletins without interruption in December and in 2023, click on the link below before November 30 to be added to the TechInsights mail list.

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The DRAM market often enjoys robust sales in the second half of the year when system makers place orders for memory to use in their new generation of products that they plan to release for the year-end holiday season.  That scenario has not panned out this year. Weakening economic conditions and high inflation rates have slowed global demand for personal computers, mainstream smartphones, and other consumer electronics.  As a result, DRAM demand has spiraled downward and sales are now forecast to fall -40% to $29.3 billion in the second half of 2022 compared to $49.0 billion in 1H22 (Figure 1).  For all of 2022, the DRAM market is forecast to fall -18%.

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