Research Reports


NAND Flash


NAND Contract Price 2H Feb 2012

2012/02/29

NAND Flash

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According to DRAMeXchange, a research division of TrendForce, 2H'Feb. mainstream NAND Flash contract price...

Global NAND Flash Industry Analysis and Outlook-1Q12

2012/02/22

NAND Flash , Notebook Computers , Smartphones +1

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Due to uncertainties concerning global economic recovery, many NAND Flash suppliers are conservative towards the 1H12 market. Therefore, to strengthen cost competitiveness, 1H12 bit growth will mainly be focused on process technology migration in order to help reduce oversupply and ease the impact of price decreases on profitability. Beginning in 2H12, 300mm wafer capacity will be added according to market demand. Mainstream process technology will advance from the 2xnm class in 2H11 to the 2ynm class in 2H12. TrendForce forecasts global NAND Flash bit supply volume will grow by 70.6% YoY, from 9,181 M 16Gb equiv. in 2011 to 15,663 M 16Gb equiv...

NAND Contract Price 1H Feb 2012

2012/02/15

NAND Flash

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According to DRAMeXchange, a research division of TrendForce, 1H'Feb. mainstream NAND Flash contract price

A Battle of Memories-A Look at the Cooperative/Competitive Future of DRAM and NA

2012/01/17

DRAM , NAND Flash

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The burgeoning popularity of mobile handheld devices has brought substantial changes to the PC-DRAM industry, in terms of both supply and demand. From the demand perspective, consumer PC demand has decreased due to the rise of tablet PCs, resulting in further weakening of an already sluggish PC market; a definite challenge for the PC-DRAM industry...

NAND Contract Price 1H Jan 2012

2012/01/16

NAND Flash

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According to DRAMeXchange, a research division of TrendForce, 1H'Jan. mainstream NAND Flash contract price...

Global NAND Flash Industry Analysis and Outlook-4Q11

2011/11/11

NAND Flash , Notebook Computers , Smartphones +1

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Negatively impacted by the uncertainty of global economic recovery, many suppliers are relatively conservative towards the 1H12 market. Thus, 1H12 bit output growth will depend mainly on process technology migration in order to strengthen cost competitiveness. New 300mm wafer capacity will be not added until 2H12, depending on the status of the market at the time, in order to close the gap between NAND flash supply and demand and reduce the impact of price decline on profitability...

Global NAND Flash Industry Analysis and Outlook-3Q11

2011/08/17

NAND Flash , Notebook Computers , Smartphones +1

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Negatively affected by worldwide economic factors, shipment performance for system products such as smartphones and tablet PCs was not as expected in 2Q11...

2011 NAND Flash Demand Spotlight: Media Tablet

2011/05/27

NAND Flash , Tablets

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Benefiting from the explosive growth of smartphone and tablet, the NAND Flash consumption of built-in system products will surpass 50% and reach 60.4% of the total consumption, according to DRAMeXchange. Such a growth suggests that the NAND Flash industry will be depending more and more on system products such as smartphone, media tablet and SSD instead of memory card and UFD for its future growth momentum...

Global NAND Flash Industry Analysis and Outlook-2Q11

2011/05/16

NAND Flash , Notebook Computers , Smartphones +1

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DRAMeXchange expects that the supply bit growth of NAND Flash suppliers in 2011 will be mainly driven by the upgrade of manufacturing process, and 300mm wafer capacity will be increased according to the market demand in order to maintain the balance of NAND Flash market and alleviate the impact of price decline...

The comments on likely impact to NAND Flash market from Japan Earthquake

2011/03/17

NAND Flash

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The magnitude of 9.0 Earthquake at Tohoku Japan on March 11th has brought the new dynamics to NAND Flash market recently. However, since the information about the Earthquake damage evaluation as well as recovery progress of power & transportation infrastructures is still undetermined & unclear, we only have made some comments based on the current information we collected...