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Forecast: NAND Flash Supply and Demand, Worldwide, 1Q13-4Q15, 4Q14 Update


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Summary

A surprising oversupply has materialized during 4Q14 that is expected to persist into 2Q15. Despite a resilient flash card and SSD market, non-Apple smartphones and tablets have been underwhelming, but a shortage is forecast for late 2Q15 until late 4Q15 due to supply constraints.

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