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

• 供給動態：北美雲端需求擴大 DRAM 缺口，促使 Samsung 等主要供應商將產能優先轉供 DRAM，導致 NAND Flash擴產計畫普遍下修；唯 Kioxia 與 YMTC 等業者逆勢加速高層數製程與 QLC 產能擴充。
• 需求展望：市場呈現兩極化，伺服器市場受惠於 AI 與通用型需求雙重引擎，出貨展望樂觀且持續上修；反觀智慧手機與筆電因記憶體成本大幅攀升，品牌面臨漲價與規格縮減壓力，未來需求轉趨保守。
• 採購與價格：受晶圓供應大幅縮減與企業級採購力道強勁影響，市場陷入嚴重供不應求。在買方積極備貨下，合約價漲勢基礎穩固，預期未來價格將持續顯著上揚。

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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