Abstract
This IDC study forecasts both the short-term and long-term NAND market by unit
and bit demand, average selling price (ASP), and revenue. NAND bit demand is
segmented by application where IDC forecasts both unit shipments and NAND
content per system on a quarterly basis.
"IDC predicts that the growth of the 2006 NAND market will slow to 17% due to
the lack of demand drivers and the suppliers' race toward capacity expansion.
The market in 2007 will be stagnant after considerable correction in the first
half. In the long term, DSC and MP3 will be replaced by mobile phone as a key
demand driver. In addition, SSD and NAND caching will begin influencing the
market in 2010. IDC expects the market will require new demand drivers to
continue a strong trajectory of growth," said Soo-Kyoum Kim, program director
for Semiconductors at IDC.
Table of Contents
- Table of Contents
- IDC Opinion
- In This Study
- Situation Overview
- Table: Worldwide NAND Flash Revenue by the Top 8 Vendors, 1Q06 and 2Q06
- Future Outlook
- Forecast and Assumptions
- Short-Term Forecast, 1Q06-4Q07
- Demand Forecast Update
- Figure: Worldwide Electric Equipment Production by Application, 1Q06-4Q07
- Table: Worldwide NAND Content Demand by Application, 1Q06-4Q07 (MB)
- Figure: Worldwide NAND Bit Share by Application, 1Q06-4Q07
- Supply Forecast Update
- Figure: Worldwide DRAM and NAND Memory Capacity, 1Q06-4Q07: Comparison of April 2006 and October 2006 Forecasts
- Vendor Highlights
- Table: Worldwide NAND Bit Supply by Vendor, 2006 and 2007
- NAND Market Forecast Update
- Table: Worldwide NAND Shipments, Average Selling Price, and Revenue by Density, 1Q06-4Q07
- Long-Term Demand Forecast, 2006-2010
- Demand Forecast Update
- Figure: Worldwide Electric Equipment Production by Application, 2006-2010
- Table: Worldwide NAND Content Demand by Application, 2006-2010 (MB)
- Figure: Worldwide NAND Bit Share by Application, 2006-2010
- NAND Market Forecast Update
- Table: Worldwide NAND Shipments, Average Selling Price, and Revenue by Density, 2006-2010
- Table: Key Forecast Assumptions for the Worldwide NAND Market, 2006-2010
- Market Context
- Table: Worldwide NAND Shipments, Revenue, and Price per Megabit, 2005-2010: Comparison of April 2006 and October 2006 Forecasts
- Figure: Worldwide NAND Revenue, 2005-2010: Comparison of April 2006 and October 2006 Forecasts
- Essential Guidance
- Learn More
- Related Research
- Appendix: 1Q06-4Q07 NAND Forecast by Density and Vendor
- Table: Worldwide 128Mb NAND Unit Supply by Vendor, 1Q06-4Q07 (000)
- Table: Worldwide 256Mb NAND Unit Supply by Vendor, 1Q06-4Q07 (000)
- Table: Worldwide 512Mb NAND Unit Supply by Vendor, 1Q06-4Q07 (000)
- Table: Worldwide 1Gb NAND Unit Supply by Vendor, 1Q06-4Q07 (000)
- Table: Worldwide 2Gb NAND Unit Supply by Vendor, 1Q06-4Q07 (000)
- Table: Worldwide 4Gb NAND Unit Supply by Vendor, 1Q06-4Q07 (000)
- Table: Worldwide 8Gb NAND Unit Supply by Vendor, 1Q06-4Q07 (000)
- Table: Worldwide 16Gb NAND Unit Supply by Vendor, 1Q06-4Q07 (000)
- Synopsis
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