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

• 人工智慧需求推動市場，但SSD主控晶片短缺，4TB以下產品需求增強。
• 企業級SSD需到2025年才能全面出貨。廠商專注製程升級滿足市場需求，QLC SSD成為替代選項。
• 需求面上，北美大量訂購影響到出貨時程。智慧手機需求保持穩定，但PC市場需求放緩。
• 伺服器出貨量增長依賴全球數據中心建設，由於OEM廠商下調預期，增長動力集中於數據中心需求。
• 智慧手機生產在政策影響下保持穩定，市場有待各國補貼政策來支撐小幅成長。
• 筆記型電腦出貨量增長穩定，受貿易政策影響短期需求波動。
• 北美雲端服務供應商強勁需求將延續至2025年，企業級SSD合約價穩定。
• NAND Flash價格關鍵在於企業級SSD需求，北美伺服器建置強勁。
• Samsung、Kioxia/SanDisk、SK hynix、Solidigm和Micron計劃提升產能應對市場需求。
• YMTC 預計擴充產能推動 NAND Flash 市場成長。

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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