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  4. > NAND Insights Q2/15: Doubling Down on 3D

NAND Insights Q2/15: Doubling Down on 3D

  • May 2015
  • -
  • Forward Insights
  • -
  • 31 pages

NAND manufacturers are upping their investments in 3D NAND to prevent the gap with the market leader widening.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2019.

Table Of Contents

NAND Insights Q2/15: Doubling Down on 3D
NAND Flash Forecast
-        Q1/15 SSD Revenues by Supplier
NAND Supplier Profitability
Capex
Wafer Capacity
Vendor Status
Technology Mix
Product Mix
3bpc by Applications
3D NAND by Applications

Demand
Flash Cards
USB Drives
Smartphones
Tablets
Smartwatch
eMMC/UFS
-        Q1/15 Enterprise SSD Revenues by Supplier
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
Winbond

ASP
128Gb MLC
eMMC Pricing

Overview Charts
Demand Charts
Supply Charts


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