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NAND Insights Q1/15: Pressing Pause on Capex
Report No. FI-NFL-NQI-Q115, March 2015
With the transition to 3D NAND on the horizon, NAND suppliers have slowed further expansion of 2D NAND capacity. Toshiba/SanDisk, Micron and SK Hynix are investing in initial 3D NAND production while Samsung aims to increase its 3D NAND capacity this year.
This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2019.
Below is a TOC of the excel file.
- Revisions
- Changes
- Overview
- Revenues
- NAND Supplier Profitability
- $ per GB
- Capex
- Supply-Demand
- Demand
- Applications
- DSC
- DVC
- e-Reader
- eMMC
- Flash Cards
- Mobile Phone
- MP3/PMP
- PND
- Smartwatch
- SSD
- Tablet
- USB Flash Drives
- Supply
- Wafer Capacity
- Bits by Vendor
- Samsung
- Toshiba
- SanDisk
- SK Hynix
- Micron
- Intel
- Powerchip
- Macronix
- Winbond
- ASP & Cost
- ASP
- 128Gb MLC
- eMMC Pricing
- Charts
- Overview Charts
- Demand Charts
- Supply Charts
Table of Contents
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