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NAND Insights Q2/14: Here comes the iWatch

Report No. FI-NFL-NQI-Q214, June 2014


The oversupply situation in the first half of this year is set to be reversed in Q3 as new product launches of the 4.7" and 5.5" iPhone 6, iPad, China 4G smartphones and the rumored iWatch drive demand while the supply side contends with some constraints.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2018.

Below is a TOC of the excel file.

  • Revisions
  • Changes
  • Overview
  • Revenues
  • NAND Supplier Operating Margin
  • $ per GB
  • Capex
  • Supply-Demand
  • Demand
    • Applications
    • DSC
    • DVC
    • e-Reader
    • eMMC
    • Flash Cards
    • Mobile Phone
    • MP3/PMP
    • PND
    • Smartwatch
    • SSD
    • Tablet
    • USB Flash Drives
  • Supply
    • Wafer Capacity
    • Bits by Vendor
    • Samsung
    • Toshiba
    • SanDisk
    • SK Hynix
    • Micron
    • Intel
    • Powerchip
    • Macronix
    • SMIC
  • ASP & Cost
    • ASP
    • 64Gb MLC
    • 128Gb MLC
    • eMMC Pricing
  • Charts
    • Overview Charts
    • Demand Charts
    • Supply Charts
  • eMMC
    • Overview Charts


Table of Contents
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