Forecast Analysis: NAND Flash, Worldwide, 4Q18 Update


Published: 21 January 2019 ID: G00382067

Analyst(s):

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Summary

Oversupply conditions worsened in 4Q18 and will continue until mid-2019 due to weakness in smartphone and hyperscale customer demand. Technology product managers at OEMs must closely watch for vendor supply reductions and impact on pricing leading up to mid-2019 and beyond.

Table of Contents

  • Forecast Data
  • Market Impact
  • Assumptions
    • Electronic Equipment Production: Unit Production
      • Solid-State Drives: Unit Production
    • NAND Flash Supply
    • NAND Flash Supply-and-Demand Sufficiency
    • NAND Flash Pricing Dynamics
  • Gartner Recommended Reading
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