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： 各廠產能計劃穩定，但受美國政策影響設備移入。QLC SSD需求激增，促使廠商調整產能以滿足大容量需求。NAND Flash供應商積極開發4Tb QLC，取代HDD於AI應用。
• 需求端： Server出貨量上修，雲端遷移加速，北美客戶增加SSD訂單，推升Enterprise SSD出貨。Smartphone及NB市場保守看待。整體需求受惠於CSP業者及HDD替代效應。
• 採購端： Enterprise SSD需求強勁，供應商策略性漲價，優先出貨高獲利產品。預計NAND Flash價格將上漲。
• 廠商動態： Samsung調整產線，擴大V9產出；Kioxia/SanDisk擴大QLC產出；SK hynix加速升級至321層；Solidigm專注提升192層QLC產出；Micron提高QLC產出；YMTC擴大128層及開發260層產品。

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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