DUBLIN, IRELAND: Research and Markets has announced the addition of the " NAND Quarterly Insights Q2/09" report to its offering.
NAND Quarterly Insights is a quarterly supply-demand forecast published four times a year which includes vendor shipments, roadmaps, wafer capacity, capex, and application forecasts out to the year 2014. Actual die sizes and projected die sizes for MLC, 3-bit per cell and 4-bit per cell NAND flash by vendor and costs for SLC, MLC, 3-bit per cell and 4-bit per cell NAND flash by technology node are also provided.
The first half of 2009 witnessed strong price increases due to reductions in fab capacity utilization, however suppliers have started increasing wafer capacities as they gear up for seasonal demand in the 2nd half of the year and fulfilling Apple's NAND demand.
The additional output is likely to put pressure on pricing in the latter half of 2009 extending into 2010. Profitability will remain a challenge for NAND flash suppliers in 2009.
Friday, July 3, 2009
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