The first quarter of 2016 was characterized by inventory carryover from last year and slow demand. However strengthening demand from SSDs and smartphones coupled with limited 2D NAND migration is set to reverse the fortunes of NAND flash suppliers in 2H/16.
This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2020.
NAND Insights
TABLE OF CONTENTS
NAND Flash Forecast NAND Flash Revenue Trend NAND Supplier Profitability Capex Wafer Capacity Vendor Status Technology Mix Product Mix 3bpc by Applications 3D NAND by Applications
Demand
- Flash Cards
- USB Drives
- Smartphones
- Tablets
- Smartwatch
- Smart TV
- eMMC/UFS
- SSDs
- Applications Forecast
- Supply-Demand
- Pricing
- Summary
- Excel File TOC
- Revisions
- Changes
- Overview
- NAND Supplier Operating Margin
- Revenues
- $ per GB
- Capex
- Supply-Demand
- Applications
- DSC
- DVC
- e-Reader
- eMMC
- Flash Cards
- Mobile Phone
- MP3/PMP
- PND
- Smartwatch
- Smart TV
- SSD
- Tablet
- USB Flash Drives
- Wafer Capacity
- Bits by Vendor
- Samsung
- Toshiba
- SanDisk
- SK Hynix
- Micron
- Intel
- Macronix
- Powerchip
- Winbond
- ASP
- eMMC Pricing
- Overview Charts
- Demand Charts
- Supply Charts
Contact Information
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Canada H9H 3C4
Tel: +1 514 425 5596
Fax +1 514 425 4581
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