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NAND Market - Rational Exuberance?
Report No. FI-NFL-NQI-Q410, December 2010
Q4/10 vs. Q3/10 update
U.S. CCI & GDP Growth
NAND Flash Forecast
Capex
Vendor Status
Roadmap
Wafer Production
3bpc Status
Demand
Tablets
Smartphones
e-Readers
Supply-Demand
Pricing
Cost
Summary
Applications
DSC
DVC
e-Reader
eMMC
Flash Cards
Mobile Phone
MP3/PMP
PND
SSD
Tablet
USB Flash Drives
Wafer Capacity
Bits by Vendor
Roadmap
Samsung
Toshiba
SanDisk
Hynix
Micron
Intel
Renesas
PSC
Numonyx
Spansion
SMIC
Elpida
Other
ASP
8Gb MLC
16Gb MLC
32Gb MLC
32Gb 8LC
64Gb MLC
64Gb 8LC
64Gb 16LC
128Gb 8LC
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