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NAND Insights Q1/16: Increasing Capital Intensity
Report No. FI-NFL-NQI-Q116, March 2016
Strategic investments in 3D NAND is driving increased capital intensity this year and next.
This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2020.
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
- SMIC
- ASP & Cost
- Charts
- Overview Charts
- Demand Charts
- Supply Charts
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