研究報告

報告介紹

TrendForce為您提供一個完整的NAND Flash產業分析，成本分析和價格預測。

重點摘要

• NAND Flash主要供應商積極擴充產能並導入新製程，以配合市場需求。
• AI應用及雲端資料中心持續推動企業級SSD需求，尤其對大容量產品形成支撐力道。
• 與此同時，儘管部分產線進行調整，主要供應商仍以靈活方式依據需求波動調整產能。
• 智慧型手機領域則因經濟不穩、通膨預期，導致消費者購買力保守，加上中國市場需求疲軟，使得產量難以成長。
• 總體而言，NAND Flash市場在多元應用推動下維持供需動態平衡，企業審慎評估產線升級與規模調整以應對產業變化。

目錄

1. Index
2. Global NAND Flash Market Forecast
3. NAND Flash Makers' Revenue
4. Major NAND Flash Makers' Annual Capex Forecast
5. Major NAND Flash Makers' Quarterly OP Margin
6. Branded NAND Flash Makers' Quarterly Revenue Ranking
7. NAND Flash Worldwide Wafer Start
8. Major NAND Flash Makers' Quarterly Capacity Breakdown by Fab
9. NAND Flash Monthly Worldwide Production Output
10. Major NAND Flash Makers' Annual Production Forecast
11. NAND Flash Production Output Breakdown by Region
12. Global NAND Flash Production Breakdown by Density Forecast
13. NAND Flash Production Breakdown by Type
14. NAND Flash Production Breakdown by Process Technology
15. Mainstream NAND Flash Chip Cost Analysis & Forecast
16. NAND Flash Spot and Contract Prices Forecast
17. NAND Flash Worldwide Demand Summary
18. NAND Flash Demand breakdown by Application
19. NAND Flash Worldwide Quarterly Consumption Summary
20. Worldwide Handset Quarterly Production Volume
21. Worldwide PC SSD Quarterly Shipments
22. Worldwide Enterprise SSD Quarterly Shipments
23. Worldwide Game Console Quarterly Shipments
24. Worldwide Tablet Quarterly Shipments
25. Worldwide USB Flash Drive Quarterly Shipments
26. Worldwide Memory Card Quarterly Shipments
27. NAND Flash Supply vs Demand Sufficiency Ratio
28. Worldwide NAND Flash Market Supply/Demand Analysis & Forecast

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