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： 中國國產設備技術突破，促使長江存儲大幅提前擴產，帶動全球NAND供給顯著上修。
• 需求： 雲端自研晶片推升伺服器與企業級SSD需求；但高昂零組件成本抑制消費端手機與筆電出貨。
• 價格： 終端市場難以吸收高昂成本，模組廠採購態度轉趨保守，致使晶圓報價漲幅明顯收斂。
• 供應商： 國際大廠全面側重高層數製程升級與QLC產能配置，搶攻AI商機；長江存儲則全力衝刺產能滿載。

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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