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

• 供需與價格：受企業級SSD與QLC需求強勁推升，原廠加速高層數製程升級與擴產。終端市場呈現分化，伺服器因AI需求大幅成長，智慧型手機與筆電則受記憶體等零組件成本上揚、價格大漲影響，換機需求持續受抑。合約價漲幅收斂，晶圓價格呈現平穩。
• 原廠策略：
  • 三星：優先發展DRAM，加速高層數產品擴產以滿足AI需求，並擴大西安廠規模。
  • 鎧俠/晟碟：採取保守擴產策略，專注於製程轉進與提高QLC比重。
  • SK hynix：加速主力高層數製程轉換，因空間限制策略性調降整體產能。
  • Solidigm / 美光 / 長江儲存：Solidigm擴大大連廠營運以鞏固QLC優勢；美光提升企業級SSD與QLC比重；長江儲存受惠國產設備推進，加速新廠建置與產能擴充。

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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