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PUBLISHER: Forward Insights | PRODUCT CODE: 1167434

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PUBLISHER: Forward Insights | PRODUCT CODE: 1167434

NAND Insights Q4/22

PUBLISHED:
PAGES: 18 Pages
DELIVERY TIME: 1-2 business days
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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.

Product Code: FI-NFL-NQI-Q422

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
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Christine Sirois

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