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  4. > NAND Insights Q4/14: Shifting to TLC

NAND Insights Q4/14: Shifting to TLC

  • December 2014
  • -
  • Forward Insights
  • -
  • 33 pages

The use of TLC in the iPhone 6 portends an increasing use of TLC in embedded devices.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2018

Table Of Contents

NAND Insights Q4/14: Shifting to TLC
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

View This Report »

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