Gartner Research

Forecast Overview: NAND Flash, Worldwide, 2018

Published: 25 June 2018

ID: G00347551

Analyst(s): Joseph Unsworth

Summary

The NAND industry is poised for strong long-term revenue growth due to massive investment and burgeoning demand. Technology product managers must embrace flash solutions to maximize profits and succeed in a dynamic competitive landscape.

Table Of Contents
  • Overview
  • Companion Documents

Market Description

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

Foundational Assumptions

  • NAND Supply-and-Demand Sufficiency
  • NAND Cost Structure
  • NAND Demand
  • NAND Roadmap and Supply

Market Model or Methodology

  • 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

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