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NAND Insights Q4/13: Demand Down, Supply Down
Report No. FI-NFL-NQI-Q413, December 2013
The demand for tablets and high end smartphones in 2H/13 has been less than original expectations. Reductions in wafer capacity by NAND flash manufacturers have thus far had limited effect on the soft pricing trend.
This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2017.
Below is a TOC of the excel file.
- Revisions
- Changes
- Overview
- Revenues
- $ per GB
- Capex
- Supply-Demand
- Demand
- Applications
- DSC
- DVC
- e-Reader
- eMMC
- eMMC by Supplier
- Flash Cards
- Mobile Phone
- MP3/PMP
- PND
- SSD
- Tablet
- USB Flash Drives
- Supply
- Wafer Capacity
- Bits by Vendor
- Samsung
- Toshiba
- SanDisk
- SK Hynix
- Micron
- Intel
- Powerchip
- Macronix
- SMIC
- Other
- ASP & Cost
- ASP
- 64Gb MLC
- 128Gb MLC
- eMMC Pricing
- Charts
- Overview Charts
- Demand Charts
- Supply Charts
Table of Contents
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