NAND Flash Update - Fourth Quarter 2016

  • ID: 4227023
  • Report
  • Region: Global
  • Objective Analysis
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FEATURED COMPANIES

  • Intel
  • Micron Technology
  • Samsung
  • SK hynix
  • Toshiba
  • Western Digital/SanDisk
  • MORE

This report gives a quarterly overview of the NAND flash market. It includes market share, competitive analysis, advice to vendors, customers, toolmakers, and investors, and forecasts the market’s future revenues.

Through a unique and very accurate forecast methodology, the author predicts a revenue peak of nearly $50 billion in NAND flash revenues in 2017, before a market collapse that will reduce 2018 revenues to less than half of that figure. This cycle will be driven by a shortage followed by an oversupply as chip makers first struggle with 3D NAND production, then reach a breakthrough that will result in an overcapacity.

To create this report the author performs a quarterly analysis of NAND flash makers’ reported results and combines these with other market indicators and historical pricing patterns.

Key Findings:

  • All NAND flash makers are shipping 3D NAND as of the third quarter.
  • Third-quarter NAND flash revenues reached $9 billion, up 11% from the prior quarter.
  • Samsung maintains leadership in the NAND flash market with a 36% market share.
  • NAND flash market revenues will reach $49.8 billion in 2017 before dropping to $21.2 billion in 2018. This drop will be the result of a price collapse caused by a 3D NAND-driven oversupply.
  • Low growth in prior years stemmed from poor demand growth thanks to China’s currency devaluation and troubled oil economies.
Note: Product cover images may vary from those shown
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FEATURED COMPANIES

  • Intel
  • Micron Technology
  • Samsung
  • SK hynix
  • Toshiba
  • Western Digital/SanDisk
  • MORE

1. Executive Summary

2. Insights

3. Advice

4. Competitive Landscape

  • Samsung
  • Toshiba
  • Western Digital/SanDisk
  • SK hynix
  • Micron Technology
  • Intel

5. Market Share

6. Projections & Forecast Assumptions

7. Forecast Rationale

8. Historic Perspectives

9. Disclaimer

10. Methodology

Note: Product cover images may vary from those shown
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  • Intel
  • Micron Technology
  • SK hynix
  • Samsung
  • Toshiba
  • Western Digital/SanDisk
Note: Product cover images may vary from those shown
5 of 4
Note: Product cover images may vary from those shown
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