Abstract
NAND Quarterly Insights is a quarterly supply-demand forecast published four
times a year which includes vendor shipments, roadmaps, wafer capacity, capex,
and application forecasts out to the year 2014. Actual die sizes and
projected die sizes for MLC, 3-bit per cell and 4-bit per cell NAND flash by
vendor and costs for SLC, MLC, 3-bit per cell and 4-bit per cell NAND flash by
technology node are also provided.
The first half of 2009 witnessed strong price increases due to reductions in
fab capacity utilization, however suppliers have started increasing wafer
capacities as they gear up for seasonal demand in the 2nd half of the year and
fulfilling Apple' s NAND demand. The additional output is likely to put
pressure on pricing in the latter half of 2009 extending into 2010.
Profitability will remain a challenge for NAND flash suppliers in 2009.
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