NAND Insights Q2/10 - Outlook for 2011
Report No. FFI-NFL-NQI-Q210 June 2010
2010 will be a profitable year for all NAND flash manufacturers as demand from smartphone vendors for high density embedded NAND flash ramps in Q3/10. As a result, NAND flash manufacturers have increased capital expenditures by 120% this year compared to 2009. Positive market sentiment is likely to carry into 2011 with NAND flash manufacturers increasing supply next year. What will be the demand drivers for next year? And will demand in 2011 be capable of absorbing the additional supply coming online? NAND Insights Q2/10: Outlook for 2011 provides an in-depth analysis of the market dynamics for the NAND flash industry in 2011.