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NAND Insights Q3/12 - Reduced Speed Ahead

With the launch new tablets, smartphones and ultrabooks in the 2nd half of the year coupled with production cuts delayed capacity expansion by NAND flash manufacturers, there is an expectation of a better supply-demand balance in the fourth quarter. However, market uncertainty and less aggressive technology roadmap next year portends a marked slowdown in bit growth in 2013.
Published on: Mar 3, 2016
Source: www.slideshare.net


Transcripts - NAND Insights Q3/12 - Reduced Speed Ahead

  • 1. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!NAND Insights Q3/12 - Reduced Speed AheadPublished on September 2012 Report SummaryWith the launch new tablets, smartphones and ultrabooks in the 2nd half of the year coupled with production cuts delayed capacityexpansion by NAND flash manufacturers, there is an expectation of a better supply-demand balance in the fourth quarter. However,market uncertainty and less aggressive technology roadmap next year portends a marked slowdown in bit growth in 2013. Table of ContentQ3/12vs.Q2/12updateU.S.CCI&GDPGrowthNANDFlashForecastCapexWaferCapacityVendorStatusTechnologyMixProductMixArchitectureMixDemandFlashCardsUSBDrivesSmartphonesTabletseMMCSSDsApplicationsForecastSupply-DemandPricing64GbMLCPricevs.CostSummaryApplicationsDSCDVCe-ReadereMMCFlash CardsMobile PhoneMP3/PMPNAND Insights Q3/12 - Reduced Speed Ahead (From Slideshare) Page 1/4
  • 2. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!PNDSSDTabletUSB Flash DrivesWafer CapacityBits by VendorSamsungToshibaSanDiskHynixMicronIntelPSCNumonyxSMICASP64Gb MLCeMMC PricingOverview ChartsDemand ChartsSupply ChartsNAND Insights Q3/12 - Reduced Speed Ahead (From Slideshare) Page 2/4
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  • 4. 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 Q3/12 - Reduced Speed Ahead (From Slideshare) Page 4/4

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