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Worldwide NAND Flash Demand and Supply 2006-2010 Forecast and Analysis: With 4Q05-4Q06 Short-Term Forecast

Product Type: Market Research Report
Published by: IDC
Published: April 2006
Product Code: R104-25767
Description

This IDC study forecasts both the short-term and long-term NAND market by unit and bit demand, average selling price (ASP), and revenue. NAND bit demand is segmented by application where IDC forecasts both unit shipments and NAND content per system on a quarterly basis.

"IDC predicts that the 2006 NAND market will grow a strong 27% after a market correction in 1H06. Multilevel-cell (MLC) delay, capacity adjustment to DRAM, and price elasticity during a recession will create another balance with demand in 2H06. In the long term, NAND market revenue will increase to $18.7 billion, for an 8% CAGR with more than 80% bit growth. The mobile phone market will replace digital still cameras (DSCs) as a key demand driver. The NAND market is in a steep growth stage of its product life cycle, and we expect to see new applications continuing to drive demand," said Soo-Kyoum Kim, program director for Semiconductors at IDC.

Table of Contents
IDC Opinion

In This Study

Methodology

Scope

Situation Overview

Future Outlook

Forecast and Assumptions

Short-Term Forecast, 4Q05-4Q06

Demand Forecast Update

Figure: Worldwide Electric Equipment Production by Application, 4Q05-4Q06

Table: Worldwide NAND Content Demand by Application, 4Q05-4Q06 (MB)

Figure: Worldwide NAND Bit Share by Application, 4Q05-4Q06

Supply Forecast Update

Figure: Worldwide DRAM and NAND Memory Capacity, 1Q05-4Q06: Comparison of September 2005 and April 2006 Forecasts

Figure: Worldwide MLC Share of Bit Supply, 1Q04-4Q06: Comparison of September 2005 and April 2006 Forecasts

Vendor Highlights

Table: Worldwide NAND Bit Supply by Vendor, 2006: Comparison of September 2005 and April 2006 Forecasts

NAND Market Forecast Update

Table: Worldwide NAND Shipments, Average Selling Price, and Revenue by Density, 4Q05-4Q06

Long-Term Demand Forecast, 2006-2010

Demand Forecast

Figure: Worldwide Mobile Phone NAND Content Demand, 2005-2010

Figure: Worldwide Electric Equipment Production by Application, 2006-2010

Table: Worldwide NAND Content Demand by Application, 2006-2010 (MB)

Figure: Worldwide NAND Bit Share by Application, 2006-2010

NAND Market Forecast

Table: Worldwide NAND Shipments, Average Selling Price, and Revenue by Density, 2006-2010

Table: Key Forecast Assumptions for the Worldwide NAND Market, 2006-2010

Market Context

Table: Worldwide NAND Shipments, Revenue, and Price per Megabit, 2003-2010: Comparison of February 2005 and April 2006 Forecasts

Figure: Worldwide NAND Revenue, 2003-2010: Comparison of February 2005 and April 2006 Forecasts

Essential Guidance

Learn More

Related Research

Appendix: 4Q05-4Q06 NAND Forecast by Density and Vendor

Table: Worldwide 128Mb NAND Unit Supply by Vendor, 4Q05-4Q06 (000)

Table: Worldwide 256Mb NAND Unit Supply by Vendor, 4Q05-4Q06 (000)

Table: Worldwide 512Mb NAND Unit Supply by Vendor, 4Q05-4Q06 (000)

Table: Worldwide 1Gb NAND Unit Supply by Vendor, 4Q05-4Q06 (000)

Table: Worldwide 2Gb NAND Unit Supply by Vendor, 4Q05-4Q06 (000)

Table: Worldwide 4Gb NAND Unit Supply by Vendor, 4Q05-4Q06 (000)

Table: Worldwide 8Gb NAND Unit Supply by Vendor, 4Q05-4Q06 (000)

Synopsis
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