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NAND Insights Q2/12 - Waiting for a rebound

Notice
This publication has been discontinued on October 3, 2012.

Abstract

The oversupply in the first half of 2012 has resulted in price declines which have exceeded NAND flash manufacturers' cost reductions squeezing profit margins with some suppliers possibly in the red. As a consequence, all NAND flash capacity expansion plans have been put on hold raising prospects for a better 2H/12 and 2013.

Table of Contents

  • Q2/12 vs. Q1/12 update
  • U.S. CCI & GDP Growth
  • NAND Flash Forecast
  • Capex
  • Vendor Status
  • NAND Revenues by Supplier
  • Wafer Production
  • 3bpc Status
  • Demand
  • Tablets
  • Smartphones
  • Tablets
  • SSDs
  • Supply-Demand
  • Pricing
  • Cost
  • Summary
  • Applications
  • DSC
  • DVC
  • e-Reader
  • eMMC
  • Flash Cards
  • Mobile Phone
  • MP3/PMP
  • PND
  • SSD
  • Tablet
  • USB Flash Drives
  • Wafer Capacity
  • Bits by Vendor
  • Samsung
  • Toshiba
  • SanDisk
  • Hynix
  • Micron
  • Intel
  • PSC
  • Numonyx
  • SMIC
  • ASP
  • 64Gb MLC
  • eMMC Pricing
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Pricing
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