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Market Research Report

NAND Insights Q3/19

Published by Forward Insights Product code 642830
Published Content info 25 Pages
Delivery time: 1-2 business days
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NAND Insights Q3/19
Published: August 31, 2019 Content info: 25 Pages
Description

The lost production and WIP from the power outage at Toshiba's Yokkaichi facility in mid-June has helped reduce overall industry inventory levels significantly curtailing the severe oversupply situation in the first half of the year.

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 2023. 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 3-bits per cell, 4-bits per cell and 3D NAND flash by application.

Companies mentioned in this report includes Intel, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix, Toshiba Memory Company, Western Digital, Winbond, Yangtze Memory Technology Company.

Table of Contents
Product Code: FI-NFL-NQI-Q319

TABLE OF CONTENTS

  • NAND Flash Forecast
  • NAND Flash Revenue Trend
  • NAND Supplier Profitability
  • Capex
  • Wafer Capacity
  • Vendor Status
  • Technology Mix
  • Product Mix
  • 3bpc by Applications
  • 4bpc by Applications
  • 3D NAND by Applications

Demand

  • Flash Cards
  • USB Drives
  • 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
  • SMIC
  • ASP
  • Overview Charts
  • Demand Charts
  • Shipment Charts
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