NAND Service – Memory Research

Yole Développement

NAND market downturn continues into early 2019, with recovery expected in the second half.

Key features of the monitor

  • Market forecast through 2024 in GB, $US, units, wafers, and $/GB
  • Supplier market share (Samsung, Toshiba, Western Digital, Micron, SK Hynix, Intel, YMTC, etc.) from 2015 – present, by revenue ($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 2020, by density for NAND components (SLC, MLC, TLC, QLC) and packaged solutions (eMMC, UFS, eMCP)
  • Demand forecast through 2024, by category (i.e. client SSD, enterprise and other SSD, mobile, removable storage, automotive, and consumer) in units, revenue ($US), bit demand (GB), and average density (GB/unit)
  • Production forecast through 2020, by supplier for wafer production (wpm, by fab), bit production (GB, by fab), process mix (% of wafers), technology mix (bit basis), and average GB per wafer
  • Emerging memory forecast for PCM (incl. 3D XPoint) , in revenue ($US), content (GB/system), average selling price ($/GB), server, and PC attach rates

 

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

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