TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.

Key Highlights

• Supply: Suppliers are prioritizing profitable DRAM and HBM resources. The NAND Flash strategy has shifted to process optimization and QLC promotion rather than pure capacity expansion, limiting overall output growth.
• Demand: The market is polarized. AI infrastructure is driving robust demand for servers and enterprise SSDs. Conversely, smartphones and notebooks face downward shipment revisions due to soaring memory prices squeezing margins.
• Price & Market: Structural shortages have solidified a seller-dominated market. Driven by inventory restocking and the AI boom, contract prices are experiencing sharp increases, with the upward trend unlikely to subside in the near term.
• Supplier Activity: Major players are accelerating transitions to ultra-high-layer technologies, while some may reduce NAND Flash capacity due to production line constraints.

Table of Contents

1. Index
2. Global NAND Flash Market Forecast
3. NAND Flash Makers' Revenue
4. Major NAND Flash Makers' Annual Capex Forecast
5. Major NAND Flash Makers' Quarterly OP Margin
6. Branded NAND Flash Makers' Quarterly Revenue Ranking
7. NAND Flash Worldwide Wafer Start
8. Major NAND Flash Makers' Quarterly Capacity Breakdown by Fab
9. NAND Flash Monthly Worldwide Production Output
10. Major NAND Flash Makers' Annual Production Forecast
11. NAND Flash Production Output Breakdown by Region
12. Global NAND Flash Production Breakdown by Density Forecast
13. NAND Flash Production Breakdown by Type
14. NAND Flash Production Breakdown by Process Technology
15. Mainstream NAND Flash Chip Cost Analysis & Forecast
16. NAND Flash Spot and Contract Prices Forecast
17. NAND Flash Worldwide Demand Summary
18. NAND Flash Demand breakdown by Application
19. NAND Flash Worldwide Quarterly Consumption Summary
20. Worldwide Handset Quarterly Production Volume
21. Worldwide PC SSD Quarterly Shipments
22. Worldwide Enterprise SSD Quarterly Shipments
23. Worldwide Game Console Quarterly Shipments
24. Worldwide Tablet Quarterly Shipments
25. Worldwide USB Flash Drive Quarterly Shipments
26. Worldwide Memory Card Quarterly Shipments
27. NAND Flash Supply vs Demand Sufficiency Ratio
28. Worldwide NAND Flash Market Supply/Demand Analysis & Forecast

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