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  5. > NAND Insights Q2/14: Here comes the iWatch

NAND Insights Q2/14: Here comes the iWatch

  • June 2014
  • -
  • Forward Insights
  • -
  • 34 pages

The oversupply situation in the first half of this year is set to be reversed in Q3 as new product launches of the 4.7” and 5.5” iPhone 6, iPad, China 4G smartphones and the rumored iWatch drive demand while the supply side contends with some constraints.
This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2018.

Table Of Contents

NAND Insights Q2/14: Here comes the iWatch
U.S. CCI and GDP Growth
NAND Flash Forecast
NAND Supplier Market Share
NAND Supplier Profitability
Capex
Wafer Capacity
Vendor Status
NAND Flash Roadmap
Technology Mix
Product Mix
3bpc by Applications
3D NAND by Applications

Demand
Flash Cards
USB Drives
Smartphones
Tablets
Smartwatch
eMMC/UFS
SSDs
Applications Forecast

Supply-Demand Pricing
64Gb MLC Price vs.Cost
128Gb MLC Price vs.Cost
Summary
Excel File TOC
Revisions

Changes

Overview

NAND Supplier Operating Margin

Revenues

$ per GB

Capex

Supply-Demand

Applications
DSC
DVC
e-Reader
eMMC
Flash Cards
Mobile Phone
MP3/PMP
PND
Smartwatch
SSD
Tablet
USB Flash Drives


Wafer Capacity
Bits by Vendor
Samsung
Toshiba
SanDisk
SK Hynix
Micron
Intel
Macronix
Powerchip
SMIC

ASP
64Gb MLC
128Gb MLC
eMMC Pricing

Overview Charts
Demand Charts
Supply Charts

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