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

Key Highlights

• Supply and Tech Layout: Constrained by new fab timelines, suppliers are aggressively upgrading existing facilities and adopting advanced bonding tech to meet AI server needs, driving growth in capital expenditures.
• Divergent Demand: Server and cloud applications show strong momentum. Conversely, consumer electronics suffer from surging memory costs; smartphone brands are lowering inventory targets, while notebook markets face downward demand risks due to retail price hikes.
• Price Trends: Despite weaker seasonal effects in consumer segments, server momentum enables suppliers to push prices higher. However, increased enterprise supply narrows the market gap, moderating the upward price momentum.
• Supplier Highlights: Samsung prioritizes advanced products and expands high-layer output; Kioxia and SanDisk pursue divergent strategies but boost output; SK hynix, Micron, and Solidigm expedite migration to next-gen processes and high-density solutions; YMTC achieves full capacity ahead of schedule with significant output growth.

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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