NAND Insights Q4/20

NAND Insights Q4/20

  • November 2020 •
  • 28 pages •
  • Report ID: 5992407 •
  • Format: PDF
Operating margins at all NAND flash suppliers declined in Q3/20 due to pricing pressure which is expected to continue into the fourth quarter.

Despite this, capex is increase significantly in 2021 driven by capacity expansion and 128L migration.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term forecast out to 2023. A detailed analysis of NAND flash suppliers’ revenues, profitability, capex, wafer capacity, technology mix and product mix is provided. The demand forecast includes the outlook for 3-bits per cell, 4-bits per cell and 3D NAND flash by application.

Companies mentioned in this report includes Intel, Kioxia Memory, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix, Western Digital, Winbond, Yangtze Memory Technology Company