NAND Insights Q1/11: Outlook for 2012
Report No. FI-NFL-NQI-Q111, March 2011
The recent earthquake and tsunami in Japan has shaken the global electronics supply chain potentially impacting NAND flash production and demand drivers for NAND flash memory for this year.
In 2012, the positive demand dynamics for smartphones, tablets and SSDs are expected to encourage NAND flash manufacturers to continue to invest in increasing production capacity.
This report provides a quarterly supply-demand outlook for 2012 and applications forecast out to 2015.