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NAND Insights Q2/15: Doubling Down on 3D

Report No. FI-NFL-NQI-Q215, May 2015


NAND manufacturers are upping their investments in 3D NAND next year to prevent the gap with the market leader from widening while some manufacturers focus on next generation 2D planar and 3D NAND technologies in 2H/15.

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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