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Market Research Report

NAND Insights Q2/12 - Waiting for a rebound

Published by Forward Insights Product code 245935
Published Content info 29 Pages
Delivery time: 1-2 business days
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NAND Insights Q2/12 - Waiting for a rebound
Published: June 28, 2012 Content info: 29 Pages

This publication has been discontinued on October 3, 2012.

Description

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
Product Code: FI-NFL-NQI-Q212

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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