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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
    • ASP
    • eMMC Pricing
  • Charts
    • Overview Charts
    • Demand Charts
    • Supply Charts


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