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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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