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NAND Insights Q4/18

NAND Insights Q4/18

In response to the oversupply and declining prices, NAND flash manufacturers have pushed out capex plans and slowed technology migration in response.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term forecast out to 2022. A detailed analysis of NAND flash suppliers’ revenues, profitability, capex, wafer capacity, technology mix and product mix is provided. The demand forecast includes the outlook for 3-bits per cell, 4-bits per cell and 3D NAND flash by application.

Companies mentioned in this report includes Intel, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix, Toshiba Memory Company, Western Digital, Winbond, Yangtze Memory Technology Company


NAND Flash Forecast
NAND Flash Revenue Trend
NAND Supplier Profitability
Capex
Wafer Capacity
Vendor Status
Technology Mix
Product Mix
3bpc by Applications
4bpc by Applications
3D NAND by Applications
Demand
Flash Cards
USB Drives
Smartphones
Tablets
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
e-Reader
eMMC
Flash Cards
Mobile Phone
Smartwatch
Smart TV
SSD
Tablet
USB Flash Drives
Wafer Capacity
Bits by Vendor
Samsung
Toshiba
SanDisk
SK Hynix
Micron
Intel
Macronix
Powerchip
Winbond
YMTC
ASP
Overview Charts
Demand Charts
Supply Charts

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