NAND Quarterly Insights Q3/09: Industry Report

NAND Quarterly Insights Q3/09

Product Type: Market Research Report
Published by: Forward Insights
Published: September 2009
Product Code: R3643-10

Description

Flash card manufacturers securing NAND flash in anticipation of the Chinese National holidays on October 1 coupled with strong OEM demand has created a constrained supply situation despite all NAND flash suppliers having transitioned to full utilization of fab capacity. How sustainable is the current favorable demand and pricing environment as we enter the Christmas season? What factors will affect the outlook for 2010?

Table of Contents

Overview
Revenues
$ per GB
Capex
Supply-Demand
Applications: DSC; DVC; Flash Cards; Mobile Phone; MP3/PMP; PND; SSD; USB Flash Drives
Wafer Capacity: Bits by Vendor; Roadmap; Samsung; Toshiba; SanDisk; Hynix; Micron; Intel; Renesas; PSC; Numonyx; Spansion; SMIC; Other
ASP: 8Gb MLC; 16Gb MLC; 32Gb MLC; 32Gb 8LC; 64Gb 16LC

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