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PUBLISHER: Forward Insights | PRODUCT CODE: 1342748

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PUBLISHER: Forward Insights | PRODUCT CODE: 1342748

NAND Insights Q3/23

PUBLISHED:
PAGES: 18 Pages
DELIVERY TIME: 1-2 business days
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PPT & Excel (Single User License)
USD 5000

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The NAND flash bit growth in Q2/23 was surprisingly strong on a sequential basis as module houses, gaming console makers and mobile OEMs built inventory, however, losses continued at the NAND flash suppliers with operating margins hitting a record low.

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-Q323

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
Have a question?
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Jeroen Van Heghe

Manager - EMEA

+32-2-535-7543

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Christine Sirois

Manager - Americas

+1-860-674-8796

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