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

Key Highlights

• Supply, Demand & Pricing: Driven by robust enterprise SSD and QLC demand, suppliers are accelerating high-layer process migrations and capacity expansions. Market dynamics diverge: server demand surges on AI adoption, while smartphones and laptops face demand suppression due to sharp increases in component costs and retail prices. Contract price growth has moderated, with wafer prices holding flat.
• Supplier Strategies:
  • Samsung: Prioritizes DRAM while accelerating high-layer 3D NAND migration for AI demand and expanding the Xi'an plant.
  • Kioxia/SanDisk: Maintains a conservative expansion approach, focusing on technology migration and boosting QLC output.
  • SK hynix: Accelerates migration to high-layer processes, strategically lowering total capacity due to fab space constraints.
  • Solidigm / Micron / YMTC: Solidigm expands its Dalian fab to reinforce its QLC market position; Micron increases its share of QLC and enterprise SSD supply; YMTC leverages domestic equipment advancements to speed up new fab ramp-ups and capacity expansion.

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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