Abstract
NAND Quarterly Insights is a quarterly supply-demand forecast published four
times a year which includes vendor shipments, roadmaps, wafer capacity, capex,
and application forecasts. Actual die sizes and projected die sizes for MLC,
3-bit per cell and 4-bit per cell NAND flash by vendor and costs for SLC, MLC,
3-bit per cell and 4-bit per cell NAND flash by technology node are also
provided.
Table of Contents
- Overview
- Revenues
- $ per GB
- Capex
- Supply-Demand
- Demand
- Applications
- DSC
- DVC
- Flash Cards
- Mobile Phone
- MP3/PMP
- PND
- SSD
- USB Flash Drives
- Supply
- Wafer Capacity
- Bits by Vendor
- Roadmap
- Samsung
- Toshiba
- SanDisk
- Hynix
- Micron
- Intel
- Renesas
- PSC
- Numonyx
- Spansion
- SMIC
- Other
- ASP & Cost
- ASP
- 8Gb MLC
- 16Gb MLC
- 32Gb MLC
- 32Gb 8LC
- 64Gb 16LC
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