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NAND Insights Q3/19

  • ID: 4832652
  • Report
  • August 2019
  • Region: Global
  • 25 Pages
  • Forward Insights
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FEATURED COMPANIES

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

The lost production and WIP from the power outage at Toshiba’s Yokkaichi facility in mid-June has helped reduce overall industry inventory levels significantly curtailing the severe oversupply situation in the first half of the year.

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, 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
  • Gaming Devices
  • eMMC/UFS
  • SSDs
  • Applications Forecast

3. Supply-Demand

  • Pricing
  • Summary
  • Excel File TOC
  • Revisions

4. Changes

5. Overview

6. NAND Supplier Operating Margin

7. Revenues

8. $ per GB

9. Capex

10. Supply-Demand

11. Applications

  • eMMC
  • Flash Cards
  • Gaming
  • Mobile Phone
  • Tablet

12. Wafer Capacity

  • Bits by Vendor
  • Samsung
  • Toshiba
  • Western Digital
  • SK Hynix
  • Micron
  • Intel
  • Powerchip
  • Macronix
  • Winbond
  • YMTC
  • SMIC

13. ASP

  • Overview Charts
  • Demand Charts
  • Shipment 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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