ID Number: G00170968



Forecast: NAND Flash Supply and Demand, Worldwide, 1Q08-4Q10 (3Q09 Update)
4 September 2009
 
Joseph Unsworth   Andrew Norwood  

Supply constraints and better than very low expectations on the demand side have driven a benign environment for NAND flash vendors. Solid-state drives will play an important role in driving demand growth, but an industry recovery is not expected until later in 2010 and 2011.




Price: US$9,995.00

Pages: 132






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Table of Contents


1 Overview of NAND Flash Supply and Demand

2 Company Analysis of NAND Flash Supply

3 Supply and Demand Statistics of 128Mb Density

4 Supply and Demand Statistics of 256Mb Density

5 Supply and Demand Statistics of 512Mb Density

6 Supply and Demand Statistics of 1Gb Density

7 Supply and Demand Statistics of 2Gb Density

8 Supply and Demand Statistics of 4Gb Density

9 Supply and Demand Statistics of 8Gb Density

10 Supply and Demand Statistics of 16Gb Density

11 Supply and Demand Statistics of 32Gb Density

12 Supply and Demand Statistics of 64Gb Density

13 Supply and Demand Statistics of 128Gb Density

14 Supply Statistics of All NAND Flash Units

15 Consumption of NAND Flash by Application

16 Short-Term Worldwide NAND Flash History and Forecast, 2008-2010 (Charts)

17 Density Analysis of NAND Flash Supply (Chart)

18 Glossary of Terms


List of Tables

1-1 All Densities of NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Megabytes)

1-2 Quarterly Shipments of All Densities of NAND Flash, 2008-2010 (Millions of Megabytes)

1-3 Quarterly Shipments of All Densities of NAND Flash, 2008-2010 (Millions of Gigabytes)

1-4 Quarterly Shipments of All Densities of NAND Flash, 2008-2010 (Sequential Growth)

1-5 Quarterly Shipments of All Densities of NAND Flash, 2008-2010 (Percentage Megabyte Share)

1-6 Quarterly Shipments of All Densities of NAND Flash, 2008-2010 (Vendor Ranking)

1-7 Quarterly Shipments of All Densities of SLC NAND Flash by Company, 2008-2010 (Millions of Megabytes)

1-8 Quarterly Shipments of All Densities of MLC NAND Flash by Company, 2008-2010 (Millions of Megabytes)

1-9 Quarterly Shipments All Densities of 8LC NAND Flash by Company, 2008-2010 (Millions of Megabytes)

1-10 Quarterly Shipments All Densities of 16LC NAND Flash by Company, 2008-2010 (Millions of Megabytes)

1-11 Quarterly Shipments All Densities of OneNAND Flash by Company, 2008-2010 (Millions of Megabytes)

1-12 Quarterly Shipments of All Densities of DOC Flash by Company, 2008-2010 (Millions of Megabytes)

1-13 Quarterly Shipments of All Densities of MLC AND by Company, 2008-2010 (Millions of Megabytes)

1-14 Quarterly Shipments of All Densities of NROM 2BC by Company, 2008-2010 (Millions of Megabytes)

1-15 Quarterly Shipments of All Densities of NROM 4BC by Company, 2008-2010 (Millions of Megabytes)

2-1 Worldwide NAND Flash Shipments by Supplier Origin (Megabytes and Percent)

2-2 Total NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-3 Hynix Semiconductor NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-4 Qimonda NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-5 Intel Corporation NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-6 Micron Technology NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-7 Powerchip Semiconductor Shipments, 1Q08-4Q10 (Millions of Units)

2-8 ProMOS Technologies Shipments, 1Q08-4Q10 (Millions of Units)

2-9 Renesas Technology NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-10 SanDisk Corporation NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-11 Spansion Electronics NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-12 Samsung Electronics NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-13 Numonyx NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-14 Toshiba Corporation NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

2-15 "Others" NAND Flash Shipments, 1Q08-4Q10 (Millions of Units)

3-1 128Mb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

3-2 Quarterly Shipments of All SLC NAND 128Mb Flash by Company, 2008-2010 (Millions of Units)

3-3 Quarterly Shipments of MLC NAND 128Mb Flash by Company, 2008-2010 (Millions of Units)

3-4 Quarterly Shipments of 8LC NAND 128Mb by Company, 2008-2010 (Millions of Units)

3-5 Quarterly Shipments of 16LC NAND 128Mb by Company, 2008-2010 (Millions of Units)

3-6 Quarterly Shipments of OneNAND 128Mb Flash by Company, 2008-2010 (Millions of Units)

3-7 Quarterly Shipments of MLC DiskOnChip 128Mb Flash by Company, 2008-2010 (Millions of Units)

3-8 Quarterly Shipments of MLC AND 128Mb Flash by Company, 2008-2010 (Millions of Units)

3-9 Quarterly Shipments of NROM 2BC 128Mb Flash by Company, 2008-2010 (Millions of Units)

3-10 Quarterly Shipments of NROM 4BC 128Mb Flash by Company, 2008-2010 (Millions of Units)

4-1 256Mb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

4-2 Quarterly Shipments of All SLC NAND 256Mb Flash by Company, 2008-2010 (Millions of Units)

4-3 Quarterly Shipments of MLC NAND 256Mb Flash by Company, 2008-2010 (Millions of Units)

4-4 Quarterly Shipments of 8LC NAND 256Mb by Company, 2008-2010 (Millions of Units)

4-5 Quarterly Shipments of 16LC NAND 256Mb by Company, 2008-2010 (Millions of Units)

4-6 Quarterly Shipments of OneNAND 256Mb Flash by Company, 2008-2010 (Millions of Units)

4-7 Quarterly Shipments of MLC DiskOnChip 256Mb Flash by Company, 2008-2010 (Millions of Units)

4-8 Quarterly Shipments of MLC AND 256Mb Flash by Company, 2008-2010 (Millions of Units)

4-9 Quarterly Shipments of NROM 2BC 256Mb Flash by Company, 2008-2010 (Millions of Units)

4-10 Quarterly Shipments of NROM 4BC 256Mb Flash by Company, 2008-2010 (Millions of Units)

5-1 512Mb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

5-2 Quarterly Shipments of All SLC NAND 512Mb Flash by Company, 2008-2010 (Millions of Units)

5-3 Quarterly Shipments of MLC NAND 512Mb Flash by Company, 2008-2010 (Millions of Units)

5-4 Quarterly Shipments of 8LC NAND 512Mb by Company, 2008-2010 (Millions of Units)

5-5 Quarterly Shipments of 16LC NAND 512Mb by Company, 2008-2010 (Millions of Units)

5-6 Quarterly Shipments of OneNAND 512Mb Flash by Company, 2008-2010 (Millions of Units)

5-7 Quarterly Shipments of MLC DiskOnChip 512Mb Flash by Company, 2008-2010 (Millions of Units)

5-8 Quarterly Shipments of MLC AND 512Mb Flash by Company, 2008-2010 (Millions of Units)

5-9 Quarterly Shipments of NROM 2BC 512Mb Flash by Company, 2008-2010 (Millions of Units)

5-10 Quarterly Shipments of NROM 4BC 512Mb Flash by Company, 2008-2010 (Millions of Units)

6-1 1Gb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

6-2 Quarterly Shipments of All SLC NAND 1Gb Flash by Company, 2008-2010 (Millions of Units)

6-3 Quarterly Shipments of MLC NAND 1Gb Flash by Company, 2008-2010 (Millions of Units)

6-4 Quarterly Shipments of 8LC NAND 1Gb by Company, 2008-2010 (Millions of Units)

6-5 Quarterly Shipments of 16LC NAND 1Gb by Company, 2008-2010 (Millions of Units)

6-6 Quarterly Shipments of OneNAND 1Gb Flash by Company, 2008-2010 (Millions of Units)

6-7 Quarterly Shipments of MLC DiskOnChip 1Gb Flash by Company, 2008-2010 (Millions of Units)

6-8 Quarterly Shipments of MLC AND 1Gb Flash by Company, 2008-2010 (Millions of Units)

6-9 Quarterly Shipments of NROM 2BC 1Gb Flash by Company, 2008-2010 (Millions of Units)

6-10 Quarterly Shipments of NROM 4BC 1Gb Flash by Company, 2008-2010 (Millions of Units)

7-1 2Gb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

7-2 Quarterly Shipments of All SLC NAND 2Gb Flash by Company, 2008-2010 (Millions of Units)

7-3 Quarterly Shipments of MLC NAND 2Gb Flash by Company, 2008-2010 (Millions of Units)

7-4 Quarterly Shipments of 8LC NAND 2Gb by Company, 2008-2010 (Millions of Units)

7-5 Quarterly Shipments of 16LC NAND 2Gb by Company, 2008-2010 (Millions of Units)

7-6 Quarterly Shipments of OneNAND 4Mb Flash by Company, 2008-2010 (Millions of Units)

7-7 Quarterly Shipments of MLC DiskOnChip 2Gb Flash by Company, 2008-2010 (Millions of Units)

7-8 Quarterly Shipments of MLC AND 2Gb Flash by Company, 2008-2010 (Millions of Units)

7-9 Quarterly Shipments of NROM 2BC 2Gb Flash by Company, 2008-2010 (Millions of Units)

7-10 Quarterly Shipments of NROM 4BC 2Gb Flash by Company, 2008-2010 (Millions of Units)

8-1 4Gb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

8-2 Quarterly Shipments of All SLC NAND 4Gb Flash by Company, 2008-2010 (Millions of Units)

8-3 Quarterly Shipments of MLC NAND 4Gb Flash by Company, 2008-2010 (Millions of Units)

8-4 Quarterly Shipments of 8LC NAND 4Gb by Company, 2008-2010 (Millions of Units)

8-5 Quarterly Shipments of 16LC NAND 4Gb by Company, 2008-2010 (Millions of Units)

8-6 Quarterly Shipments of OneNAND 4Gb Flash by Company, 2008-2010 (Millions of Units)

8-7 Quarterly Shipments of MLC DiskOnChip 4Gb Flash by Company, 2008-2010 (Millions of Units)

8-8 Quarterly Shipments of MLC AND 4Gb Flash by Company, 2008-2010 (Millions of Units)

8-9 Quarterly Shipments of NROM 2BC 4Gb Flash by Company, 2008-2010 (Millions of Units)

8-10 Quarterly Shipments of NROM 4BC 4Gb Flash by Company, 2008-2010 (Millions of Units)

9-1 8Gb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

9-2 Quarterly Shipments of All SLC NAND 8Gb Flash by Company, 2008-2010 (Millions of Units)

9-3 Quarterly Shipments of MLC NAND 8Gb Flash by Company, 2008-2010 (Millions of Units)

9-4Quarterly Shipments of 8LC NAND 8Gb by Company, 2008-2010 (Millions of Units)

9-5 Quarterly Shipments of 16LC NAND 8Gb by Company, 2008-2010 (Millions of Units)

9-6 Quarterly Shipments of OneNAND 8Gb Flash by Company, 2008-2010 (Millions of Units)

9-7 Quarterly Shipments of MLC DiskOnChip 8Gb Flash by Company, 2008-2010 (Millions of Units)

9-8 Quarterly Shipments of MLC AND 8Gb Flash by Company, 2008-2010 (Millions of Units)

9-9 Quarterly Shipments of NROM 2BC 8Gb Flash by Company, 2008-2010 (Millions of Units)

9-10 Quarterly Shipments of NROM 4BC 8Gb Flash by Company, 2008-2010 (Millions of Units)

10-1 16Gb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

10-2 Quarterly Shipments of All SLC NAND 16Gb Flash by Company, 2008-2010 (Millions of Units)

10-3 Quarterly Shipments of MLC NAND 16Gb Flash by Company, 2008-2010 (Millions of Units)

10-4 Quarterly Shipments of 8LC NAND 16Gb by Company, 2008-2010 (Millions of Units)

10-5 Quarterly Shipments of 16LC NAND 16Gb by Company, 2008-2010 (Millions of Units)

10-6 Quarterly Shipments of OneNAND 16Gb Flash by Company, 2008-2010 (Millions of Units)

10-7 Quarterly Shipments of MLC DiskOnChip 16Gb Flash by Company, 2008-2010 (Millions of Units)

10-8 Quarterly Shipments of MLC AND 16Gb Flash by Company, 2008-2010 (Millions of Units)

10-9 Quarterly Shipments of NROM 2BC 16Gb Flash by Company, 2008-2010 (Millions of Units)

10-10 Quarterly Shipments of NROM 4BC 16Gb Flash by Company, 2008-2010 (Millions of Units)

11-1 32Gb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

11-2 Quarterly Shipments of All SLC NAND 32Gb Flash by Company, 2008-2010 (Millions of Units)

11-3 Quarterly Shipments of MLC NAND 32Gb Flash by Company, 2008-2010 (Millions of Units)

11-4 Quarterly Shipments of 8LC NAND 32Gb by Company, 2008-2010 (Millions of Units)

11-5 Quarterly Shipments of 16LC NAND 32Gb by Company, 2008-2010 (Millions of Units)

11-6 Quarterly Shipments of OneNAND 32Gb Flash by Company, 2008-2010 (Millions of Units)

11-7 Quarterly Shipments of MLC DiskOnChip 32Gb Flash by Company, 2008-2010 (Millions of Units)

11-8 Quarterly Shipments of MLC AND 32Gb Flash by Company, 2008-2010 (Millions of Units)

11-9 Quarterly Shipments of NROM 2BC 32Gb Flash by Company, 2008-2010 (Millions of Units)

11-10 Quarterly Shipments of NROM 4BC 32Gb Flash by Company, 2008-2010 (Millions of Units)

12-1 64Gb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

12-2 Quarterly Shipments of All SLC NAND 64Gb Flash by Company, 2008-2010 (Millions of Units)

12-3 Quarterly Shipments of MLC NAND 64Gb Flash by Company, 2008-2010 (Millions of Units)

12-4 Quarterly Shipments of 8LC NAND 64Gb by Company, 2008-2010 (Millions of Units)

12-5 Quarterly Shipments of 16LC NAND 64Gb by Company, 2008-2010 (Millions of Units)

12-6 Quarterly Shipments of OneNAND 64Gb Flash by Company, 2008-2010 (Millions of Units)

12-7 Quarterly Shipments of MLC DiskOnChip 64Gb Flash by Company, 2008-2010 (Millions of Units)

12-8 Quarterly Shipments of MLC AND 64Gb Flash by Company, 2008-2010 (Millions of Units)

12-9 Quarterly Shipments of NROM 2BC 64Gb Flash by Company, 2008-2010 (Millions of Units)

12-10 Quarterly Shipments of NROM 4BC 64Gb Flash by Company, 2008-2010 (Millions of Units)

13-1 128Gb NAND Flash Supply and Demand Quarterly Summary, 2008-2010 (Millions of Units)

13-2 Quarterly Shipments of All SLC NAND 128Gb Flash by Company, 2008-2010 (Millions of Units)

13-3 Quarterly Shipments of MLC NAND 128Gb Flash by Company, 2008-2010 (Millions of Units)

13-4 Quarterly Shipments of 8LC NAND 128Gb by Company, 2008-2010 (Millions of Units)

13-5 Quarterly Shipments of 16LC NAND 128Gb by Company, 2008-2010 (Millions of Units)

13-6 Quarterly Shipments of OneNAND 128Gb Flash by Company, 2008-2010 (Millions of Units)

13-7 Quarterly Shipments of MLC DiskOnChip 128Gb Flash by Company, 2008-2010 (Millions of Units)

13-8 Quarterly Shipments of MLC AND 128Gb Flash by Company, 2008-2010 (Millions of Units)

13-9 Quarterly Shipments of NROM 2BC 128Gb Flash by Company, 2008-2010 (Millions of Units)

13-10 Quarterly Shipments of NROM 4BC 128Gb Flash by Company, 2008-2010 (Millions of Units)

14-1 NAND Flash Unit Supply Quarterly Summary, 2008-2010 (Millions of Units)

14-2 Quarterly Shipments of All NAND Flash Units by Company, 2008-2010 (Millions of Units)

14-3 Quarterly Shipments of SLC NAND Flash Units by Company, 2008-2010 (Millions of Units)

14-4 Quarterly Shipments of MLC NAND Flash Units by Company, 2008-2010 (Millions of Units)

14-5 Quarterly Shipments of 8LC NAND Flash Units by Company, 2008-2010 (Millions of Units)

14-6 Quarterly Shipments of 16LC NAND Flash Units by Company, 2008-2010 (Millions of Units)

14-7 Quarterly Shipments of OneNAND Units by Company, 2008-2010 (Millions of Units)

14-8 Quarterly Shipments of MLC DiskOnChip Flash Units by Company, 2008-2010 (Millions of Units)

14-9 Quarterly Shipments of MLC AND Units by Company, 2008-2010 (Millions of Units)

14-10 Quarterly Shipments of NROM 2BC Units by Company, 2008-2010 (Millions of Units)

14-11 Quarterly Shipments of NROM 4BC Units by Company, 2008-2010 (Millions of Units)

15-1 High-Volume Electronic Equipment Production Forecast, 2008-2010 (Thousands of Systems)

15-2 NAND Flash Consumption by Application, 2008-2010 (Megabytes per System)

15-3 NAND Flash Consumption by Application, 2008-2010 (Millions of Megabytes)

15-4 EDP NAND Flash Demand by Density, 2008-2010 (Thousands of Units)

15-5 Communications NAND Flash Demand by Density, 2008-2010 (Thousands of Units)

15-6 Consumer Electronics NAND Flash Demand by Density, 2008-2010 (Thousands of Units)

15-7 Automotive NAND Flash Demand by Density, 2008-2010 (Thousands of Units)

15-8 Industrial NAND Flash Demand by Density, 2008-2010 (Thousands of Units)

15-9 Total NAND Flash Demand by Density, 2008-2010 (Thousands of Units)

18-1 Glossary of Terms


List of Figures

16-1 Quarterly Supply and Demand of All Densities of NAND Flash, 2008-2010

16-2 Quarterly Supply of All Densities of NAND Flash by Technology, 2008-2010

16-3 Quarterly 128Mb NAND Flash Supply and Demand, 2008-2010

16-4 Quarterly Shipments of 128Mb NAND Flash by Technology, 2008-2010

16-5 Quarterly 256Mb NAND Flash Supply and Demand, 2008-2010

16-6 Quarterly Supply of 256Mb NAND Flash by Technology, 2008-2010

16-7 Quarterly 512Mb NAND Flash Supply and Demand, 2008-2010

16-8 Quarterly Shipments of 512Mb NAND Flash by Technology, 2008-2010

16-9 Quarterly 1Gb NAND Flash Supply and Demand, 2008-2010

16-10 Quarterly Supply of1Gb NAND Flash by Technology, 2008-2010

16-11 Quarterly 2Gb NAND Flash Supply and Demand, 2008-2010

16-12 Quarterly 2Gb NAND Flash by Technology, 2008-2010

16-13 Quarterly 4Gb NAND Flash Supply and Demand, 2008-2010

16-14 Quarterly 4Gb NAND Flash by Technology, 2008-2010

16-15 Quarterly 8Gb NAND Flash Supply and Demand, 2008-2010

16-16 Quarterly 8Gb NAND Flash by Technology, 2008-2010

16-17 Quarterly 16Gb NAND Flash Supply and Demand, 2008-2010

16-18 Quarterly 16Gb NAND Flash by Technology, 2008-2010

16-19 Quarterly 32Gb NAND Flash Supply and Demand, 2008-2010

16-20 Quarterly 32Gb NAND Flash by Technology, 2008-2010

16-21 Quarterly 64Gb NAND Flash Supply and Demand, 2008-2010

16-22 Quarterly 64Gb NAND Flash by Technology, 2008-2010

16-23 Quarterly 128Gb NAND Flash Supply and Demand, 2008-2010

16-24 Quarterly Supply of 128Gb NAND Flash by Technology, 2008-2010

16-25 Quarterly NAND Flash Pieces Supply, 2008-2010

16-26 Quarterly Supply of NAND Flash Pieces by Technology, 2008-2010

17-1 Worldwide NAND Flash Supply by Density

17-2 Worldwide NAND Flash Supply by Supplier Origin




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This document is published in the following Dataquest Market Insights:
 
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