NAND Insights Q4/13: Demand Down, Supply Down
Published By : Forward Insights Published Date : 2013-12-01 Category : Electronics Sub Category : Electronic Components No. of Pages : 32

The demand for tablets and high end smartphones in 2H/13 has been less than original expectations. Reductions in wafer capacity by NAND flash manufacturers have thus far had limited effect on the soft pricing trend. This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2017.

Q4/13 vs. Q2/13update
U.S. CCI & GDP Growth
NAND Flash Forecast
Capex
Wafer Capacity
Vendor Status
Technology Mix
Product Mix
3bpc by Applications
3D NAND by Applications
Demand
Flash Cards
USB Drives
Smartphones
Tablets
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
Revenues
$ per GB
Capex
Supply-Demand
Applications
DSC
DVC
e-Reader
eMMC
Flash Cards
Mobile Phone
MP3/PMP
PND
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