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NAND Insights Q1/19

  • ID: 4752887
  • Report
  • February 2019
  • Region: Global
  • 25 Pages
  • Forward Insights
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FEATURED COMPANIES

  • Intel
  • Macronix International
  • Micron Technology
  • Powerchip
  • Samsung Electronics
  • SK Hynix
  • MORE

A fall off in the high-end smartphone and cloud SSD demand in the fourth quarter of 2018 elevated inventory levels resulting in accelerated price declines. Suppliers will be trying to adjust their inventories in the following quarters.

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 2023. 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 the application.

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

Note: Product cover images may vary from those shown
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FEATURED COMPANIES

  • Intel
  • Macronix International
  • Micron Technology
  • Powerchip
  • Samsung Electronics
  • SK Hynix
  • MORE

1. 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

2. Demand

  • Flash Cards
  • USB Drives
  • Smartphones
  • Tablets
  • eMMC/UFS
  • SSDs
  • Applications Forecast

3. Supply-Demand

  • Pricing
  • Summary

EXCEL FILE TOC

1. Revisions

2. Changes

3. Overview

4. NAND Supplier Operating Margin

5. Revenues

6. $ per GB

7. Capex

8. Supply-Demand

9. Applications

  • e-Reader
  • eMMC
  • Flash Cards
  • Mobile Phone
  • Smartwatch
  • Smart TV
  • SSD
  • Tablet
  • USB Flash Drives

10. Wafer Capacity

  • Bits by Vendor
  • Samsung
  • Toshiba
  • SanDisk
  • SK Hynix
  • Micron
  • Intel
  • Macronix
  • Powerchip
  • Winbond
  • YMTC

11. ASP

12. Overview Charts

  • Demand Charts
  • Supply Charts
Note: Product cover images may vary from those shown
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  • Intel
  • Macronix International
  • Micron Technology
  • Powerchip
  • Samsung Electronics
  • SK Hynix
  • Toshiba Memory Company
  • Western Digital
  • Winbond
  • Yangtze Memory Technology Company
Note: Product cover images may vary from those shown
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