研究報告

報告介紹

TrendForce為您提供一個完整的NAND Flash產業分析，成本分析和價格預測。

重點摘要

1. 供應端：
   • AI相關需求與企業SSD帶動部分供應商（Micron、SK hynix）上調產量，其他供應商則維持現有產能。
   • 部分廠商（Samsung、Kioxia/SanDisk、SK hynix）加速製程升級，但整體產能擴張步伐保守。
   • 未來中國廠商持續擴大產能，其他全球供應商專注技術升級。
2. 需求端：
   • 關稅因素導致短期備貨動能，整體需求增速預期放緩，尤其2026年消費換機力道減弱，企業採購趨於保守。
   • AI Server仍有明顯增長，其餘應用如手機及NB動能有限。
3. 價格與採購行為：
   • 雖有需求利多，但關稅與政策不確定造成消費型產品客戶下單謹慎，價格壓力延續。
   • 2026年預期成本上升，供應商仍需應對價格持續疲弱挑戰。

目錄

1. Index
2. Global NAND Flash Market Forecast
3. NAND Flash Makers' Revenue
4. Major NAND Flash Makers' Annual Capex Forecast
5. Major NAND Flash Makers' Quarterly OP Margin
6. Branded NAND Flash Makers' Quarterly Revenue Ranking
7. NAND Flash Worldwide Wafer Start
8. Major NAND Flash Makers' Quarterly Capacity Breakdown by Fab
9. NAND Flash Monthly Worldwide Production Output
10. Major NAND Flash Makers' Annual Production Forecast
11. NAND Flash Production Output Breakdown by Region
12. Global NAND Flash Production Breakdown by Density Forecast
13. NAND Flash Production Breakdown by Type
14. NAND Flash Production Breakdown by Process Technology
15. Mainstream NAND Flash Chip Cost Analysis & Forecast
16. NAND Flash Spot and Contract Prices Forecast
17. NAND Flash Worldwide Demand Summary
18. NAND Flash Demand breakdown by Application
19. NAND Flash Worldwide Quarterly Consumption Summary
20. Worldwide Handset Quarterly Production Volume
21. Worldwide PC SSD Quarterly Shipments
22. Worldwide Enterprise SSD Quarterly Shipments
23. Worldwide Game Console Quarterly Shipments
24. Worldwide Tablet Quarterly Shipments
25. Worldwide USB Flash Drive Quarterly Shipments
26. Worldwide Memory Card Quarterly Shipments
27. NAND Flash Supply vs Demand Sufficiency Ratio
28. Worldwide NAND Flash Market Supply/Demand Analysis & Forecast

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