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NAND Insights Q3/21

  • ID: 5415380
  • Report
  • August 2021
  • Region: Global
  • 18 Pages
  • Forward Insights

FEATURED COMPANIES

  • Intel
  • Kioxia Memory
  • Macronix International
  • Micron Technology
  • Powerchip
  • Samsung Electronics

Operating margins at NAND flash suppliers in Q2/21 improved considerably due to rising prices. With further price increases expected, all the major NAND flash suppliers will become profitable in 2H/21.

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 2025. 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, Kioxia Memory, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix, Western Digital, Winbond, Yangtze Memory Technology Company

Note: Product cover images may vary from those shown

FEATURED COMPANIES

  • Intel
  • Kioxia Memory
  • Macronix International
  • Micron Technology
  • Powerchip
  • Samsung Electronics

1. NAND Flash Forecast

  • NAND Flash Revenue Trend
  • NAND Supplier Profitability
  • Capex
  • Wafer Capacity
  • Vendor Status
  • Technology Mix
  • Product Mix

2. Demand

  • Flash Cards
  • 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

13. ASP

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