NAND Insights Q1/15: Pressing Pause on Capex
Published By : Forward Insights Published Date : 2015-03-01 Category : Electronics Sub Category : Electronic Components No. of Pages : 31

With the transition to 3D NAND on the horizon, NAND suppliers have slowed further expansion of 2D NAND capacity. Toshiba/SanDisk, Micron and SK Hynix are investing in initial 3D NAND production while Samsung aims to increase its 3D NAND capacity this year.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2019.

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
eMMC/UFS
SSDs
Applications Forecast
Supply-Demand
Pricing
64Gb MLC Price vs.Cost
128Gb MLC Price vs.Cost
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
SSD
Tablet
USB Flash Drives
Wafer Capacity
Bits by Vendor
Samsung
Toshiba
SanDisk
SK Hynix
Micron
Intel
Macronix
Powerchip
Winbond
ASP
128Gb MLC
eMMC Pricing
Overview Charts
Demand Charts
Supply Charts