Production cuts and inventory management, and the release of new mobile
devices for the seasonal holiday demand, has resulted in a jump in NAND prices
ensuring a profitable fourth quarter for all NAND flash suppliers.
Table of Contents
Table of Contents
Q4/12vs.Q3/12update
U.S.CCI&GDPGrowth
NANDFlashForecast
Capex
WaferCapacity
VendorStatus
TechnologyMix
ProductMix
ArchitectureMix
Demand
FlashCards
USBDrives
Smartphones
Tablets
eMMC
SSDs
ApplicationsForecast
Supply-Demand
Pricing
64GbMLCPricevs.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
Overview Charts
Demand Charts
Supply Charts
NAND Insights Q4/12 - Moving into the Black published by Forward Insights in December 1, 2012. This report consists of 27 Pages and the price starts from US $ 4250.