PUBLISHER: Forward Insights | PRODUCT CODE: 1167434
PUBLISHER: Forward Insights | PRODUCT CODE: 1167434
NAND Insights Q4/22
NAND flash demand weakness continued as order cuts in PC, mobile and the datacenter space continued into the second half of 2022.
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.
Table of Contents
- 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
