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subject: Himfr.com Reports The Global Nand Flash Will Appear The Gap Next Year [print this page]


With the global economy in 2010 is expected to recover next year, a variety of end applications, NAND Flash shipments will also be converted to growth; research institutions DRAMeXchange (DRAMeXchange) said that future mobile phones, SSD, built-in memory card a higher-capacity NAND Flash, estimated in 2010 the global NAND Flash will appear in short supply, the demand bit growth of 81% of output than this year, reaching 10,986 M GB.

Set of state science and technology is expected next year, such as MP3 memory card and UFD's traditional use of NAND Flash products, built-in capacity will also continue to improve, new areas of application NAND Flash market will also bring new impetus for economic growth, such as smart phones Shipments will continue to grow, and will more NAND Flash with built-in capacity, suppliers will become more active promotion of SSD in a variety of computer-related applications.

NAND Flash on the supply side, the set of state science and technology said that at present the majority of multiple NAND Flash suppliers by the loss by turning the stage, many suppliers will be in 2010 demand growth rates, to do for next year's output Growth targets for reference, so that NAND Flash market to maintain a more balanced state, suppliers now for next year's expansion plan is still more conservative attitude is expected in 2010 the total output of NAND Flash wafer capacity will only be compared with 2009 slight increase in the estimated capital expenditure for next year would remain the main technological upgrading process.

Since the majority of suppliers in the fourth quarter of this year before a gradual increase 3xnm process technology yields DRAMeXchange expected to discuss these supplier production 2xnm process technology will be on schedule in the second half of next year, another supplier is also from the fourth quarter before formally production 3-bit/cell MLC products, estimated at over a period of the promotion period and the product technology improved, the proportion of shipments was expected to be markedly improved in the second half of next year, DRAMeXchange estimates that in 2010 the world's supply of NAND Flash bit production out, than to grow 79% this year, reaching 10,759 M GB.

On the situation of supply and demand gap, the set of state science and technology, said in 2010 due to supplier moderate output growth, and terminal applications back to warm, full-year forecast for next year's NAND Flash supply and demand gap is expected from this year a more balanced situation, to tight supply and demand gap of about 2%, but the seasonal factors will affect the quarterly supply and demand gap is expected in the first half of next year due to off-season NAND Flash market factors, and supply is tight this year into the second half of slight oversupply, but the because the peak effect is expected in the second half of next year, to tight supply situation, set of state science and technology is anticipated that the price volatility will be slowed down, but to reflect the manufacturing process to enhance the cost-effectiveness of the main drop.

by: stefasuan




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