NAND Insights Q3/22
The swift fall in consumer demand coupled with order cuts in the datacenter space has rapidly pushed up inventory levels at the NAND flash suppliers.
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 2026. 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 TLC and QLC flash by application.
Companies mentioned in this report includes Kioxia Memory, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix+Solidigm, 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
- Demand
- Flash Cards
- Smartphones
- Tablets
- Gaming Devices
- 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
- eMMC
- Flash Cards
- Gaming
- Mobile Phone
- Tablet
- Wafer Capacity
- Bits by Vendor
- Samsung
- Toshiba
- Western Digital
- SK Hynix
- Micron
- Intel
- Powerchip
- Macronix
- Winbond
- YMTC
- ASP
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