NAND Quarterly Market Monitor

Yole Développement

After a difficult finish to 2020, the NAND market outlook improves in early 2021

Key features of the monitor

  • Market forecast through 2025 in GB, $US, units, wafers, and $/GB
  • Supplier market share (Samsung, KIOXIA, Western Digital, Micron, SK Hynix, Intel, YMTC, etc.) from 2015 – present, by revenue ($US), bit shipments (GB), and geography ($US)
  • Supplier financial data: capital expenditures ($US), capital intensity (%), average selling price ($/GB), operating cost per bit ($/GB), and operating margin (%)
  • Detailed ASP forecast through 2021, by density for NAND components (SLC, MLC, TLC, QLC) and packaged solutions (eMMC, UFS, eMCP)
  • Demand forecast through 2025, by category (i.e. client SSD, enterprise and other SSD, mobile, removable storage, automotive, and consumer) in units, revenue ($US), bit demand (GB), and average density (GB/unit)
  • Production forecast through 2021, by supplier for wafer production (wpm, by fab), bit production (GB, by fab), process mix (% of wafers), technology mix (bit basis), and average GB per wafer

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

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