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

Key Highlights

• Supply Dynamics: North American cloud demand is widening the DRAM shortage, prompting major suppliers like Samsung to prioritize DRAM over NAND, leading to general downward revisions in NAND Flash expansion plans. However, select vendors like Kioxia and YMTC are aggressively accelerating high-layer process and QLC capacity expansions.
• Demand Outlook: The market is polarized. Server shipments show an optimistic outlook, revised upward due to dual engines of AI and general-purpose demand. Conversely, smartphones and notebooks face headwinds from soaring memory costs, forcing brands to hike prices or cut specs, leading to conservative forecasts.
• Procurement & Price: Sharp cuts in wafer supply combined with robust enterprise procurement have pushed the market into severe undersupply. With buyers actively stocking up, the foundation for contract price hikes is solid, and significant price increases are expected to continue.

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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