研究報告
2025年7月NAND Flash每月數據
發佈日期
2025-07-15
更新頻率
每月
報告格式
EXCEL
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
- 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。
- 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。
- 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
- Index
- Global NAND Flash Market Forecast
- NAND Flash Makers' Revenue
- Major NAND Flash Makers' Annual Capex Forecast
- Major NAND Flash Makers' Quarterly OP Margin
- Branded NAND Flash Makers' Quarterly Revenue Ranking
- NAND Flash Worldwide Wafer Start
- Major NAND Flash Makers' Quarterly Capacity Breakdown by Fab
- NAND Flash Monthly Worldwide Production Output
- Major NAND Flash Makers' Annual Production Forecast
- NAND Flash Production Output Breakdown by Region
- Global NAND Flash Production Breakdown by Density Forecast
- NAND Flash Production Breakdown by Type
- NAND Flash Production Breakdown by Process Technology
- Mainstream NAND Flash Chip Cost Analysis & Forecast
- NAND Flash Spot and Contract Prices Forecast
- NAND Flash Worldwide Demand Summary
- NAND Flash Demand breakdown by Application
- NAND Flash Worldwide Quarterly Consumption Summary
- Worldwide Handset Quarterly Production Volume
- Worldwide PC SSD Quarterly Shipments
- Worldwide Enterprise SSD Quarterly Shipments
- Worldwide Game Console Quarterly Shipments
- Worldwide Tablet Quarterly Shipments
- Worldwide USB Flash Drive Quarterly Shipments
- Worldwide Memory Card Quarterly Shipments
- NAND Flash Supply vs Demand Sufficiency Ratio
- Worldwide NAND Flash Market Supply/Demand Analysis & Forecast
<Total Pages: 28>