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  4. > NAND Insights Q1/13 - Déjà Vu

NAND Insights Q1/13 - Déjà Vu

  • March 2013
  • -
  • Forward Insights
  • -
  • 29 pages

For only the second time in the history of the NAND flash memory industry, revenues declined in 2012. Reminiscent of 2009, NAND manufacturers have shelved any plans for capacity expansion with the focus on profitability.

Despite the overall decline in revenues, the eMMC market grew 58% on the back of strong tablet and smartphone shipments.

The latest NAND Insights Q1/13 report provides an extended forecast to 2017 and details the NAND and eMMC revenues by supplier for 2012. The report includes consists of both an excel and pdf file.

Table Of Contents

NAND Insights Q1/13 - Deja Vu
Table of Contents

Q1/13vs.Q4/12update
U.S.CCIandGDPGrowth
NANDFlashForecast
2012 NAND Revenues by Supplier
Capex
WaferCapacity
VendorStatus
TechnologyMix
ProductMix
ArchitectureMix

Demand
FlashCards
USBDrives
Smartphones
Tablets
eMMC
eMMC Revenues by Supplier
SSDs
ApplicationsForecast

Supply-Demand
Pricing
64GbMLCPricevs.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

Overview Charts
Demand Charts
Supply Charts

Tables
NAND Revenues by Supplier

View This Report »

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ref:plp2013

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