NAND Insights Q3/14: Shrink Again
Published By : Forward Insights Published Date : 2014-09-01 Category : Electronics Sub Category : Electronic Components No. of Pages : 33

The launch of the iPhone 6 is expected to bring about a more favorable supply-demand situation in the 2nd half of the year along with a more benign pricing environment heading into 2015.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2018.

U.S. CCI & GDP Growth
NAND Flash Forecast
NAND Supplier Market Share
NAND Supplier Profitability
Capex
Wafer Capacity
Vendor Status
NAND Flash Roadmap
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
SMIC
ASP
64Gb MLC
128Gb MLC
eMMC Pricing
Overview Charts
Demand Charts
Supply Charts