NAND市場考察:2018年第2季

本報告提供NAND快閃記憶體記憶體市場相關調查分析，至2022年的NAND快閃記憶體記憶體的供需預測，用途的促進因素相關的系統性資訊。

目錄

• NAND快閃記憶體的預測
• NAND快閃記憶體的收益趨勢
• NAND供應商的盈利
• Capex
• 晶圓容量
• 供應商情形
• 技術結構
• 產品結構
• 3bpc:各用途
• 4bpc:各用途
• 3D NAND:各用途
• 需求
  • flash卡
  • USB驅動器
  • 智慧型手機
  • 平板電腦
  • eMMC/UFS
  • SSD
  • 各用途的預測
• 供需
• 價格
• 摘要

Excel文件的目錄

• 修訂
• 變更
• 概要
• NAND供應商的營業利潤
• 收益
• 每1GB平均價格
• Capex
• 供需
• 用途
  • e-Reader
  • eMMC
  • flash卡
  • 行動電話
  • 智慧型手錶
  • 智慧型電視
  • SSD
  • 平板電腦
  • USB隨身碟
• 晶圓容量
• 位元數:各供應商
  • Samsung
  • 東芝
  • SanDisk
  • SK Hynix
  • Micron
  • Intel
  • Macronix
  • Powerchip
  • Winbond
  • YMTC
• 平均銷售價格 (ASP)
• 概要表
• 需求表
• 供給表

The lost production and WIP from the power outage at Toshiba's Yokkaichi facility in mid-June has helped reduce overall industry inventory levels significantly curtailing the severe oversupply situation in the first half of the year.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term forecast out to 2023. A detailed analysis of NAND flash suppliers' revenues, profitability, capex, wafer capacity, technology mix and product mix is provided. The demand forecast includes the outlook for 3-bits per cell, 4-bits per cell and 3D NAND flash by application.

Companies mentioned in this report includes Intel, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix, Toshiba Memory Company, Western Digital, Winbond, Yangtze Memory Technology Company.

TABLE OF CONTENTS

• NAND Flash Forecast
• NAND Flash Revenue Trend
• NAND Supplier Profitability
• Capex
• Wafer Capacity
• Vendor Status
• Technology Mix
• Product Mix
• 3bpc by Applications
• 4bpc by Applications
• 3D NAND by Applications

Demand

• Flash Cards
• USB Drives
• Smartphones
• Tablets
• Gaming Devices
• eMMC/UFS
• SSDs
• Applications Forecast

• Supply-Demand
• Pricing
• Summary
• Excel File TOC
• Revisions

• Changes

• Overview

• NAND Supplier Operating Margin
• Revenues
• $ per GB
• Capex
• Supply-Demand

• Applications
• eMMC
• Flash Cards
• Gaming
• Mobile Phone
• Tablet
• Wafer Capacity
• Bits by Vendor
• Samsung
• Toshiba
• Western Digital
• SK Hynix
• Micron
• Intel
• Powerchip
• Macronix
• Winbond
• YMTC
• SMIC

• ASP

• Overview Charts
• Demand Charts
• Shipment Charts