Bit shipment growth in Q3/24 was anemic as strength in the enterprise SSD market was offset by weak demand in consumer markets resulting in an uptick in NAND suppliers' inventories.
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
Companies Mentioned
- Samsung
- Toshiba
- Western Digital
- SK Hynix
- Micron
- Intel
- Powerchip
- Macronix
- Winbond
- YMTC
- Kioxia Memory
