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NAND Insights Q3/10: V-shape Recovery

2009 and 2010 witnessed relatively modest capital spending levels for the NAND flash industry. With smartphones led by the iPhone and Android phones driving demand and numerous handset and PC manufacturers intent on taking on the iPad with Android or Windows-based tablets, the demand dynamics appear to be favourable next year. As a result, the last two years of underinvestment will end in 2011 as NAND flash manufacturers ramp wafer capacity to satisfy the storage demands of mobile device applications. 
Published on: Mar 3, 2016
Source: www.slideshare.net


Transcripts - NAND Insights Q3/10: V-shape Recovery

  • 1. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!NAND Insights Q3/10: V-shape RecoveryPublished on September 2010 Report Summary2009 and 2010 witnessed relatively modest capital spending levels for the NAND flash industry. With smartphones led by the iPhoneand Android phones driving demand and numerous handset and PC manufacturers intent on taking on the iPad with Android orWindows-based tablets, the demand dynamics appear to be favourable next year. As a result, the last two years of underinvestmentwill end in 2011 as NAND flash manufacturers ramp wafer capacity to satisfy the storage demands of mobile device applications. Table of ContentAgenda Q3/10 vs. Q2/10 update U.S. CCI & GDP Growth NAND Flash Forecast Capex Vendor Status Roadmap Wafer Production3bpc Adoption Demand Smartphones Tablets eMMC Supply-Demand Pricing Cost SummaryNAND Insights Q3/10: V-shape Recovery (From Slideshare) Page 1/3
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  • 3. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email! Payment Information Please indicate the payment method, you would like to use by selecting the appropriate box. Payment by credit card Card Number: ______________________________________________ Expiry Date __________ / _________ CVV Number _____________________ Card Type (ex: Visa, Amex…) _________________________________ Payment by wire transfer Crédit Mutuel RIB : 10278 07314 00020257701 89 BIC : CMCIFR2A IBAN : FR76 1027 8073 1400 0202 5770 189 Payment by check UBIQUICK SAS 16 rue Grenette – 69002 LYON, FRANCE Customer signature:   Please note that by ordering from Reportlinker you are agreeing to our Terms and Conditions at http://www.reportlinker.com/index/terms Please fax this form to: Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93NAND Insights Q3/10: V-shape Recovery (From Slideshare) Page 3/3

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