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

• 供給與技術： 人工智慧伺服器需求帶動高階固態硬碟規格戰。全球供應商在長約支撐下，逐步淘汰舊世代製程，全力衝刺極高層數與四階儲存單元技術，促使全球位元產出大幅上揚。
• 終端需求： 市場面臨挑戰。伺服器出貨受制於周邊零組件缺料而觸及成長天花板；手機與筆記型電腦則因記憶體成本狂飆，加上終端消費力道未見起色，導致品牌廠紛紛下修出貨目標。
• 報價策略： 儘管消費級終端需求下探，原廠仍展現極強議價能力。為縮小產品間的單價落差，原廠針對消費級產品祭出極為強勁的漲價策略，其漲幅力道甚至遠超企業級固態硬碟。

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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