NAND Quarterly Market Monitor

Yole Développement

Quarterly analysis of the NAND market, historical and forecast, including market pricing, supply data by producer, demand by end-market, plus much more

Key features of the monitor

  • Five-year market forecast for supply including fab capacity and wafer production, process and technology roadmaps, and demand by market segment, including client SSD, enterprise SSD, mobile, removable storage, automotive and consumer
  • Market shares from 2015-present by supplier, region, and segment
  • Supplier financial data from 2015-present including revenue, ASP, operating cost per bit, and operating margin
  • Detailed two-year quarterly ASP forecast for key NAND components and packaged solutions

What’s new

  • Updated NAND market dynamics, highlighting current market conditions and latest supplier and market quarterly results
  • Breaking news and current events, and implications to the market
  • Status of China’s memory efforts, and impacts from US/China trade disputes
  • Updated supplier technology roadmaps, die teardown results, and fab construction updates
  • Latest demand trends and NAND adoption by key segments and technologies

The NAND Quarterly Market Monitor and the Monthly Pricing Monitor include the following deliverables

  • Excel database with all historical and forecast data
  • PDF slide deck with graphs and comments/analysis covering expected evolution
  • Direct access to a Yole Développement analyst for one year, including opportunities for an on-demand Q&A as well as discussions regarding trends, analyses, forecasts, and breaking news

This monitor is not part of our Bundled Offer and full Yole Développement yearly subscription.

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