Gartner Research

Forecast Overview: NAND Flash, Worldwide, 2015

Published: 25 June 2015

ID: G00278430

Analyst(s): Joseph Unsworth

Summary

The NAND market continues to swing between periods of oversupply and undersupply, but the swings are less pronounced due to capital burdens and a slowing cost reduction curve. NAND ecosystem innovation is driving new opportunities in computing that can fuel profits — but maybe not for all.

Table Of Contents
  • Overview
  • Companion Documents

Market Description

  • Industry Cycles
    • Industry Cycles to Remain for Now, but They Will Be Less Pronounced

Foundational Assumptions

  • NAND Supply-and-Demand Sufficiency
  • NAND Pricing
  • NAND Demand
    • Mobile Phones
    • Media Tablets
    • Solid-State Drives
  • NAND Roadmap and Supply

Market Model

  • Forecast Components
    • NAND Unit and Bit Forecast
    • NAND ASP Forecast
    • NAND Revenue Forecast
  • Demand-Side Influencing Factors
    • Electronic Equipment Production
    • Competing Memory and Storage Technologies
  • Supply-Side Influencing Factors
    • Capital Spending
    • Fab Equipment Lead Times
    • Manufacturing Technology and Capacity
    • NAND Roadmap
    • Capacity Utilization and Allocation
    • Vendor Profitability
    • NAND Cost Structure
    • DRAM Market Conditions
  • Sufficiency Influencing Factors
    • NAND Supply
    • NAND Demand
    • NAND Inventory
    • NAND Sufficiency
  • Demand-Side Connections
    • End-Market Demand > EEP: Unit Production
    • EEP: NAND Content < > EEP: Bill of Materials < NAND ASP Forecast
    • EEP: NAND Content < > Competing Memory and Storage Technologies
    • EEP: NAND Content X EEP: Unit Production > NAND Demand
  • Supply-Side Connections
    • NAND Cost Structure, NAND ASP Forecast > Vendor Profitability
    • Vendor Profitability > Capital Spending
    • Capital Spending > Fab Equipment Lead Times > Manufacturing Technology and Capacity
    • Manufacturing Technology and Capacity > NAND Roadmap
    • NAND Roadmap; Manufacturing Technology and Capacity > NAND Cost Structure
    • Vendor Profitability > NAND Roadmaps
    • Vendor Profitability; NAND Roadmap; DRAM Market Conditions > Capacity Utilization and Allocation
    • Capacity Utilization and Allocation > NAND Supply
    • NAND Cost Structure > NAND ASP Forecast
  • Sufficiency Connections
    • NAND Supply; NAND Demand > NAND Sufficiency
    • NAND Sufficiency > NAND Inventory
    • NAND Inventory > NAND Supply
    • NAND Sufficiency > NAND Unit and Bit Forecast; NAND ASP Forecast

Gartner Recommended Reading

©2020 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Purchase this Document

To purchase this document, you will need to register or sign in above

Become a client

Learn how to access this content as a Gartner client.