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NAND Insights Q3/13: Inflection Point

Report No. FI-NFL-NQI-Q313, September 2013


Samsung's recent announcement of the commercialization of 3D NAND technology represents a major inflection point in the industry. We believe the cost of the 1st Gen 24-layer V-NAND is…

The fire at the SK Hynix Wuxi fab has affected about half of its DRAM production at the facility impacting 5% of worldwide DRAM wafer capacity. The extent and length of the damage is certain to impact both the supply and demand for NAND flash memory.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2017.

Below is a TOC of the pdf file.

Q3/13 vs. Q2/13update
U.S. CCI & GDP Growth
Inflection Point
NAND Flash Forecast
Capex
Wafer Capacity
DRAM Impact on NAND
Vendor Status
Technology Mix
Product Mix
3bpc by Applications
3D NAND by Applications

Demand
Flash Cards
USB Drives
Smartphones
Tablets
eMMC/UFS
SSDs
Applications Forecast

Supply-Demand
Pricing
64Gb MLC Price vs.Cost
Summary


Table of Contents
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