Market Monitor

NAND Market Monitor

By Yole Intelligence

2023 is poised to be another memorable year in the NAND market, as suppliers contend with a deep market downturn and mounting financial losses.


Key Features

  • Quarterly Excel database and PDF presentation with analyst access included
  • Five-year market forecast for supply including fab capacity and wafer production, process & technology roadmaps, and demand by market segment, including client SSD, enterprise SSD, mobile, removable storage, automotive and consumer.
  • Market shares from 2015-present by supplier, region, and segment
  • Supplier financial data from 2015-present including revenue, ASP, operating cost per bit, and operating margin
  • Detailed two-year quarterly ASP forecast for key NAND components and packaged solutions

The NAND Market Monitor and the Monthly Pricing Monitor include the following deliverables:

  • Excel database with all historical and forecast data
  • PDF slide deck with graphs and comments/analysis covering expected evolution
  • Direct access to a Yole Développement analyst for one year, including opportunities for an on-demand Q&A as well as discussions regarding trends, analyses, forecasts, and breaking news

What's new

  • The NAND downturn worsened in Q4-22 due to elevated supplier and OEM inventories and ongoing demand weakness
  • NAND profit margins turned negative for all suppliers


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