PUBLISHER: Forward Insights | PRODUCT CODE: 1462402
PUBLISHER: Forward Insights | PRODUCT CODE: 1462402
NAND Insights Q4/23
NAND bit shipment growth for this year has been revised upwards as customers take advantage of low ASPs to buy ahead and build inventory.
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 2027. A detailed analysis of NAND flash suppliers' revenues, profitability, capex, wafer capacity, technology mix and product mix is provided.
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
