NAND Insights Q4/24
Bit shipment growth in Q3/24 was anemic as strength in the enterprise SSD market was offset by weak demand in consumer markets resulting in an uptick in NAND suppliers' inventories.
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 2028. A detailed analysis of NAND flash suppliers’ revenues, profitability, capex, wafer capacity, technology mix and product mix is provided.
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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