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NAND Flash Update - Fourth Quarter 2016 - Research and Markets

[May 19, 2017]

NAND Flash Update - Fourth Quarter 2016 - Research and Markets

Research and Markets has announced the addition of the "NAND Flash Update - Fourth Quarter 2016" report to their offering.

This report gives a quarterly overview of the NAND flash market. It includes market share, competitive analysis, advice to vendors, customers, toolmakers, and investors, and forecasts the market's future revenues.

Through a unique and very accurate forecast methodology, the author predicts a revenue peak of nearly $50 billion in NAND flash revenues in 2017, before a market collapse that will reduce 2018 revenues to less than half of that figure. This cycle will be driven by a shortage followed by an oversupply as chip makers first struggle with 3D NAND production, then reach a breakthrough that will result in an overcapacity.

To create this report the author performs a quarterly analysis of NAND lash makers' reported results and combines these with other market indicators and historical pricing patterns.

Key Findings:

- All NAND flash makers are shipping 3D NAND as of the third quarter.

- Third-quarter NAND flash revenues reached $9 billion, up 11% from the prior quarter.

- Samsung (News - Alert) maintains leadership in the NAND flash market with a 36% market share.

- NAND flash market revenues will reach $49.8 billion in 2017 before dropping to $21.2 billion in 2018. This drop will be the result of a price collapse caused by a 3D NAND-driven oversupply.

- Low growth in prior years stemmed from poor demand growth thanks to China's currency devaluation and troubled oil economies.

Key Topics Covered:

1. Executive Summary

2. Insights

3. Advice

4. Competitive Landscape

- Samsung

- Toshiba (News - Alert)

- Western Digital/SanDisk

- SK hynix

- Micron Technology

- Intel