Bit shipment growth in Q4/24 was anemic as enterprise SSD demand started to weaken afters several quarters of strong growth.
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 2028.
A detailed analysis of NAND flash suppliers’ revenues, profitability, capex, wafer capacity, technology mix and product mix is provided.
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.
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
Companies Mentioned
- Samsung
- Toshiba
- Western Digital
- SK Hynix
- Micron
- Intel
- Powerchip
- Macronix
- Winbond
- YMTC
- Yangtze Memory Technology Company
